A detailed history of Ellsworth Advisors, LLC transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Ellsworth Advisors, LLC holds 35,790 shares of EQH stock, worth $1.65 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
35,790
Previous 31,990 11.88%
Holding current value
$1.65 Million
Previous $1.31 Million 15.0%
% of portfolio
0.39%
Previous 0.37%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$37.05 - $43.61 $140,790 - $165,718
3,800 Added 11.88%
35,790 $1.5 Million
Q2 2024

Jul 18, 2024

BUY
$35.63 - $41.5 $128,873 - $150,105
3,617 Added 12.75%
31,990 $1.31 Million
Q1 2024

Apr 15, 2024

BUY
$32.25 - $38.01 $49,471 - $58,307
1,534 Added 5.72%
28,373 $1.08 Million
Q4 2023

Jan 18, 2024

BUY
$25.21 - $34.46 $676,611 - $924,871
26,839 New
26,839 $893,000
Q4 2022

Jan 19, 2023

BUY
$27.24 - $31.97 $112,800 - $132,387
4,141 Added 41.93%
14,017 $0
Q3 2022

Oct 20, 2022

BUY
$21.69 - $31.01 $18,935 - $27,071
873 Added 9.7%
9,876 $260,000
Q2 2022

Jul 25, 2022

BUY
$25.56 - $32.3 $230,116 - $290,796
9,003 New
9,003 $235,000

Others Institutions Holding EQH

About Equitable Holdings, Inc.


  • Ticker EQH
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 375,623,008
  • Market Cap $17.3B
  • Description
  • Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annu...
More about EQH
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