Purchases and Sales Made in Q4 2023 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q4 2023. The information is specifically focused on institutions that hold shares of Equitable Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.6K+ 66.5% |
$40.3K - $55.1K
|
4K
$190K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.55K+ 14.06% |
$39.1K - $53.4K
|
12.6K
$596K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.53KNew |
$38.7K - $52.9K
|
1.53K
$72.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 8.07% |
$32.4K - $44.4K
|
17.2K
$817K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.23K+ 11.37% |
$31.1K - $42.5K
|
12.1K
$573K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.2K+ 0.64% |
$30.4K - $41.5K
|
191K
$9.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.11K+ 35.66% |
$28K - $38.2K
|
4.22K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.09K+ 1.06% |
$27.5K - $37.6K
|
104K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.06K+ 0.6% |
$26.8K - $36.7K
|
178K
$8.43M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
843+ 3.99% |
$21.3K - $29K
|
22K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
761+ 3.56% |
$19.2K - $26.2K
|
22.2K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
751+ 6.36% |
$18.9K - $25.9K
|
12.6K
$596K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
704+ 126.16% |
$17.7K - $24.3K
|
1.26K
$59.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
700+ 3.32% |
$17.6K - $24.1K
|
21.8K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
684+ 9.49% |
$17.2K - $23.6K
|
7.89K
$374K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
591+ 143.1% |
$14.9K - $20.4K
|
1K
$47.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
573New |
$14.4K - $19.7K
|
573
$27.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
563New |
$14.2K - $19.4K
|
563
$26.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
438+ 5.7% |
$11K - $15.1K
|
8.12K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
420+ 107.14% |
$10.6K - $14.5K
|
812
$38.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
371+ 0.52% |
$9.35K - $12.8K
|
72K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
335+ 54.21% |
$8.45K - $11.5K
|
953
$45.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
329+ 0.37% |
$8.29K - $11.3K
|
88.5K
$4.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
324+ 40.45% |
$8.17K - $11.2K
|
1.13K
$53.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
298+ 458.46% |
$7.51K - $10.3K
|
363
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
294+ 3.2% |
$7.41K - $10.1K
|
9.48K
$450K
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
282+ 0.19% |
$7.11K - $9.72K
|
149K
$7.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
254New |
$6.4K - $8.75K
|
254
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
244+ 0.81% |
$6.15K - $8.41K
|
30.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
235New |
$5.92K - $8.1K
|
235
$11.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
223New |
$5.62K - $7.68K
|
223
$10.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
219New |
$5.52K - $7.55K
|
219
$10.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200+ 100.0% |
$5.04K - $6.89K
|
400
$19K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
168+ 0.94% |
$4.24K - $5.79K
|
18K
$853K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
166+ 91.71% |
$4.18K - $5.72K
|
347
$16.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
164+ 21.95% |
$4.13K - $5.65K
|
911
$43.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156New |
$3.93K - $5.38K
|
156
$7.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
154New |
$3.88K - $5.31K
|
154
$7.31K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
143+ 1.91% |
$3.61K - $4.93K
|
7.65K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
142New |
$3.58K - $4.89K
|
142
$6.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
135+ 28.01% |
$3.4K - $4.65K
|
617
$29.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
112New |
$2.82K - $3.86K
|
112
$5.31K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
112New |
$2.82K - $3.86K
|
112
$5.31K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
106New |
$2.67K - $3.65K
|
106
$5.03K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
101+ 1.22% |
$2.55K - $3.48K
|
8.37K
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100New |
$2.52K - $3.45K
|
100
$4.74K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 3.48% |
$2.19K - $3K
|
2.59K
$123K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
70+ 140.0% |
$1.76K - $2.41K
|
120
$5.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
70New |
$1.76K - $2.41K
|
70
$3.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
66+ 0.44% |
$1.66K - $2.27K
|
15.1K
$717K
|