Purchases and Sales Made in Q4 2023 in Equitable Holdings, Inc. (EQH)

EQH Quotes by TradingView

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
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
60
New
$1.51K - $2.07K
60 $2.85K
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
54
New
$1.36K - $1.86K
54 $2.56K
Feb 14, 2024 Q4 2023
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
53
+ 0.13%
$1.34K - $1.83K
39.3K $1.87M
Feb 13, 2024 Q4 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
49
+ 11.86%
$1.24K - $1.69K
462 $21.9K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
39
+ 3.48%
$983 - $1.34K
1.16K $55K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
39
+ 26.53%
$983 - $1.34K
186 $8.82K
Feb 27, 2024 Q4 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
37
New
$933 - $1.28K
37 $1.76K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
35
+ 1.83%
$882 - $1.21K
1.95K $92.6K
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
29
+ 0.31%
$731 - $999
9.39K $446K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
24
+ 2.27%
$605 - $827
1.08K $51.2K
Feb 09, 2024 Q4 2023
State Board Of Administration Of Florida Retirement System

BUY
 -
19
+ 0.0%
$479 - $655
426K $20.2M
Jan 16, 2024 Q4 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
15
+ 17.44%
$378 - $517
101 $4.79K
Jan 08, 2024 Q4 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
15
+ 0.04%
$378 - $517
34.1K $1.62M
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
13
+ 4.17%
$328 - $448
325 $15.4K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
12
+ 29.27%
$303 - $414
53 $2.51K
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
8
New
$202 - $276
8 $380
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
7
+ 0.64%
$176 - $241
1.1K $52.2K
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
7
New
$176 - $241
7 $332
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
5
New
$126 - $172
5 $237
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
BUY
 -
2
+ 0.5%
$50.4 - $68.9
401 $19K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 06, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
SELL
 -
-2
- 3.57%
$50.4 - $68.9
54 $2.56K
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-17
- 6.39%
$429 - $586
249 $11.8K
Jan 11, 2024 Q4 2023
Whittier Trust CO

SELL
 -
-20
- 50.0%
$504 - $689
20 $949
Jan 19, 2024 Q4 2023
Quent Capital, LLC

SELL
 -
-31
- 1.06%
$782 - $1.07K
2.91K $138K
Jun 14, 2024 Q4 2023
Quent Capital, LLC

SELL
 -
-31
- 1.06%
$782 - $1.07K
2.91K $138K
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
SELL
 -
-37
- 66.07%
$933 - $1.28K
19 $901
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-39
- 66.1%
$983 - $1.34K
20 $949
Feb 13, 2024 Q4 2023
Loomis Sayles & CO L P

SELL
 -
-39
- 4.86%
$983 - $1.34K
764 $36.2K
Jan 24, 2024 Q4 2023
Kempner Capital Management Inc.

SELL
 -
-46
- 0.03%
$1.16K - $1.59K
159K $7.56M
Feb 06, 2024 Q4 2023
Institutional & Family Asset Management, LLC

SELL
 -
-53
- 18.47%
$1.34K - $1.83K
234 $11.1K
Feb 14, 2024 Q4 2023
Vestcor Inc

Fredericton, A3
SELL
 -
-91
- 1.71%
$2.29K - $3.14K
5.24K $249K
Jan 11, 2024 Q4 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-94
- 22.49%
$2.37K - $3.24K
324 $15.4K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
SELL
 -
-96
- 0.94%
$2.42K - $3.31K
10.1K $480K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

SELL
 -
-111
- 46.84%
$2.8K - $3.83K
126 $5.98K
Jan 24, 2024 Q4 2023
Allworth Financial LP

SELL
 -
-134
- 77.46%
$3.38K - $4.62K
39 $1.85K
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

SELL
 -
-139
- 64.06%
$3.5K - $4.79K
78 $3.7K
Feb 08, 2024 Q4 2023
Lee Financial CO

Dallas, TX
SELL
 -
-141
- 30.45%
$3.55K - $4.86K
322 $15.3K
Feb 13, 2024 Q4 2023
Prudential PLC

London, England, X0
SELL
 -
-148
- 0.66%
$3.73K - $5.1K
22.4K $1.06M
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-220
- 6.17%
$5.55K - $7.58K
3.35K $159K
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-231
- 8.73%
$5.82K - $7.96K
2.42K $115K
Feb 13, 2024 Q4 2023
Deseret Mutual Benefit Administrators

SELL
 -
-238
- 21.54%
$6K - $8.2K
867 $41.1K
Feb 12, 2024 Q4 2023
Smith Group Asset Management, LLC

Dallas, TX
SELL
 -
-308
Closed
$7.76K - $10.6K
0 $0
Feb 14, 2024 Q4 2023
Janus Henderson Group PLC

London, X0
SELL
 -
-317
- 1.04%
$7.99K - $10.9K
30.2K $1.43M
Feb 09, 2024 Q4 2023
Mai Capital Management

SELL
 -
-331
- 3.57%
$8.34K - $11.4K
8.93K $424K
Jan 29, 2024 Q4 2023
Mv Capital Management, Inc.

SELL
 -
-374
- 9.27%
$9.43K - $12.9K
3.66K $174K
Feb 08, 2024 Q4 2023
Amg National Trust Bank

SELL
 -
-415
- 0.96%
$10.5K - $14.3K
42.7K $2.03M
Jun 04, 2024 Q4 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-523
- 1.85%
$13.2K - $18K
27.8K $1.32M
Feb 15, 2024 Q4 2023
Public Employees Retirement System Of Ohio

Columbus, OH
SELL
 -
-791
- 0.54%
$19.9K - $27.3K
145K $6.87M

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