Latest Institutional Transactions on Equitable Holdings, Inc. (EQH)
This table provides information on the latest institutional transactions involving Equitable Holdings, Inc. (EQH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-11K- 5.11% |
$457K - $554K
|
204K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.53K+ 13.04% |
$63.8K - $77.3K
|
13.3K
$724K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
257+ 2.76% |
$10.7K - $13K
|
9.55K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
437K+ 20.65% |
$18.2M - $22M
|
2.55M
$139M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-155- 10.48% |
$6.45K - $7.81K
|
1.32K
$72.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.47K- 77.5% |
$352K - $427K
|
2.46K
$134K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-26.9K- 16.69% |
$1.12M - $1.35M
|
134K
$7.3M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
29+ 0.72% |
$1.21K - $1.46K
|
4.03K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
2.21K+ 1.54% |
$91.7K - $111K
|
145K
$7.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
211K+ 126.08% |
$8.79M - $10.7M
|
379K
$20.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-45.3K- 4.5% |
$1.88M - $2.28M
|
961K
$52.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
817+ 82.69% |
$34K - $41.2K
|
1.81K
$98.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.56% |
$166 - $202
|
260
$14.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.6K- 1.81% |
$66.5K - $80.6K
|
87K
$4.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
538+ 8.88% |
$22.4K - $27.1K
|
6.6K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
30.6K+ 446.15% |
$1.27M - $1.54M
|
37.4K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 57.89% |
$457 - $554
|
30
$1.63K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-142- 5.01% |
$5.91K - $7.16K
|
2.69K
$146K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
62+ 54.39% |
$2.58K - $3.12K
|
176
$9.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.6KNew |
$440K - $533K
|
10.6K
$576K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
62+ 2.32% |
$2.58K - $3.12K
|
2.74K
$149K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-36K- 79.76% |
$1.5M - $1.81M
|
9.13K
$497K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.2K+ 1.43% |
$423K - $512K
|
722K
$39.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
78.7K+ 11.69% |
$3.27M - $3.97M
|
752K
$40.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.3KNew |
$471K - $571K
|
11.3K
$617K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.83KNew |
$367K - $445K
|
8.83K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.29K- 3.22% |
$95.1K - $115K
|
68.7K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
89+ 1.38% |
$3.7K - $4.49K
|
6.54K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.3KNew |
$179K - $217K
|
4.3K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Four Tree Island Advisory LLC
Portsmouth, NH |
BUY
|
- |
406KNew |
$16.9M - $20.5M
|
406K
$22.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.35K- 5.22% |
$264K - $320K
|
115K
$6.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.5K+ 93.52% |
$1.6M - $1.94M
|
79.7K
$4.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
184+ 2.15% |
$7.65K - $9.27K
|
8.73K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-7.44K- 1.92% |
$309K - $375K
|
381K
$20.7M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.42K- 3.81% |
$58.8K - $71.3K
|
35.7K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-57- 0.78% |
$2.37K - $2.87K
|
7.24K
$394K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
283+ 2.16% |
$11.8K - $14.3K
|
13.4K
$728K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.7K+ 14.74% |
$112K - $136K
|
21K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$208 - $252
|
5
$272
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-13.9K- 16.46% |
$579K - $702K
|
70.6K
$3.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.39KNew |
$183K - $221K
|
4.39K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 24.1% |
$2.5K - $3.02K
|
309
$16.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
4.61KNew |
$192K - $232K
|
4.61K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.1K- 3.31% |
$87.3K - $106K
|
61.4K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.59K+ 2.11% |
$149K - $181K
|
174K
$9.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
705KNew |
$29.3M - $35.5M
|
705K
$38.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-37.3K- 58.4% |
$1.55M - $1.88M
|
26.6K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-24K- 15.05% |
$998K - $1.21M
|
135K
$7.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.63K+ 26.6% |
$68K - $82.4K
|
7.78K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.63K- 9.28% |
$234K - $284K
|
55K
$2.99M
|