Purchases and Sales Made in Q4 2024 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q4 2024. 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 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
748+ 10.44% |
$31.1K - $37.7K
|
7.91K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
733+ 5.26% |
$30.5K - $36.9K
|
14.7K
$797K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
691+ 0.17% |
$28.7K - $34.8K
|
397K
$21.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
663+ 1.15% |
$27.6K - $33.4K
|
58.4K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
617+ 1.97% |
$25.7K - $31.1K
|
31.9K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
538+ 8.88% |
$22.4K - $27.1K
|
6.6K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
525New |
$21.8K - $26.5K
|
525
$28.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
514New |
$21.4K - $25.9K
|
514
$27.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
472+ 4.96% |
$19.6K - $23.8K
|
9.98K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
448+ 2.56% |
$18.6K - $22.6K
|
17.9K
$974K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
439+ 1.96% |
$18.3K - $22.1K
|
22.9K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
436+ 3.22% |
$18.1K - $22K
|
14K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
430+ 61.43% |
$17.9K - $21.7K
|
1.13K
$61.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
409+ 31.51% |
$17K - $20.6K
|
1.71K
$92.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
404+ 26.06% |
$16.8K - $20.4K
|
1.95K
$106K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
372New |
$15.5K - $18.7K
|
372
$20.2K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
365+ 1.53% |
$15.2K - $18.4K
|
24.2K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
357+ 111.21% |
$14.8K - $18K
|
678
$36.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
352+ 195.56% |
$14.6K - $17.7K
|
532
$28.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
303+ 3.65% |
$12.6K - $15.3K
|
8.6K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
283+ 2.16% |
$11.8K - $14.3K
|
13.4K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
278+ 6.95% |
$11.6K - $14K
|
4.28K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
266+ 10.63% |
$11.1K - $13.4K
|
2.77K
$150K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
257+ 2.76% |
$10.7K - $13K
|
9.55K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
253New |
$10.5K - $12.8K
|
253
$13.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
209+ 3.28% |
$8.69K - $10.5K
|
6.58K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
199+ 33.17% |
$8.28K - $10K
|
799
$43.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
184+ 2.15% |
$7.65K - $9.27K
|
8.73K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
172+ 0.65% |
$7.15K - $8.67K
|
26.5K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
152+ 2.05% |
$6.32K - $7.66K
|
7.56K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
145New |
$6.03K - $7.31K
|
145
$7.87K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
134+ 5.11% |
$5.57K - $6.75K
|
2.76K
$150K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
124+ 17.25% |
$5.16K - $6.25K
|
843
$45.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101+ 10.5% |
$4.2K - $5.09K
|
1.06K
$57.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$4.16K - $5.04K
|
100
$5.43K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99+ 1.78% |
$4.12K - $4.99K
|
5.67K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
89+ 1.38% |
$3.7K - $4.49K
|
6.54K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
71+ 17.27% |
$2.95K - $3.58K
|
482
$26.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
68+ 1.07% |
$2.83K - $3.43K
|
6.45K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
65+ 0.47% |
$2.7K - $3.28K
|
13.8K
$750K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
62+ 2.32% |
$2.58K - $3.12K
|
2.74K
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
62+ 54.39% |
$2.58K - $3.12K
|
176
$9.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 24.1% |
$2.5K - $3.02K
|
309
$16.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
54New |
$2.25K - $2.72K
|
54
$2.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
47+ 0.6% |
$1.95K - $2.37K
|
7.89K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
47+ 0.7% |
$1.95K - $2.37K
|
6.73K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
46New |
$1.91K - $2.32K
|
46
$2.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
44+ 0.14% |
$1.83K - $2.22K
|
31.7K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
38New |
$1.58K - $1.92K
|
38
$2.06K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
29+ 0.72% |
$1.21K - $1.46K
|
4.03K
$219K
|