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 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-38.1K- 5.35% |
$1.7M - $1.95M
|
674K
$30.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-895- 12.94% |
$39.9K - $45.8K
|
6.02K
$269K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.61K- 9.66% |
$206K - $236K
|
43.1K
$1.93M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.66K- 11.34% |
$163K - $187K
|
28.6K
$1.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6New |
$268 - $307
|
6
$268
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.81K- 12.07% |
$125K - $144K
|
20.5K
$916K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 16.22% |
$268 - $307
|
31
$1.39K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
317+ 12.36% |
$14.1K - $16.2K
|
2.88K
$129K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.45K- 18.15% |
$243K - $279K
|
24.6K
$1.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-578K- 30.27% |
$25.8M - $29.6M
|
1.33M
$59.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
28+ 56.0% |
$1.25K - $1.43K
|
78
$3.49K
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-33K- 96.43% |
$1.47M - $1.69M
|
1.22K
$54.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-46- 0.26% |
$2.05K - $2.35K
|
17.6K
$785K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.9K- 6.03% |
$263K - $302K
|
92K
$4.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
39.2KNew |
$1.75M - $2.01M
|
39.2K
$1.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 32.5% |
$580 - $665
|
53
$2.37K
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-16- 36.36% |
$714 - $819
|
28
$1.25K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-21- 0.31% |
$937 - $1.07K
|
6.81K
$305K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-133- 2.92% |
$5.93K - $6.8K
|
4.42K
$198K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29- 1.73% |
$1.29K - $1.48K
|
1.65K
$73.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
SELL
|
- |
-3.53K- 2.84% |
$158K - $181K
|
121K
$5.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.1K- 4.92% |
$183K - $210K
|
79.3K
$3.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
220+ 0.13% |
$9.81K - $11.3K
|
172K
$7.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.59K+ 1.38% |
$70.7K - $81.1K
|
116K
$5.2M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
18.8KNew |
$840K - $963K
|
18.8K
$842K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-18.3K- 5.05% |
$815K - $935K
|
344K
$15.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-711K- 37.48% |
$31.7M - $36.4M
|
1.19M
$53.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.97K- 3.26% |
$266K - $305K
|
177K
$7.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.18% |
$758 - $870
|
9.62K
$430K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.13K- 1.53% |
$50.2K - $57.6K
|
72.6K
$3.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.42K+ 11.44% |
$153K - $175K
|
33.3K
$1.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.97% |
$89.2 - $102
|
208
$9.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.64% |
$44.6 - $51.2
|
60
$2.68K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
11K+ 15.84% |
$490K - $562K
|
80.4K
$3.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.57% |
$89.2 - $102
|
54
$2.41K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
83+ 1.6% |
$3.7K - $4.25K
|
5.28K
$236K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19New |
$848 - $972
|
19
$850
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81+ 31.15% |
$3.61K - $4.14K
|
341
$15.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200+ 2.51% |
$8.92K - $10.2K
|
8.18K
$366K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-20- 0.37% |
$892 - $1.02K
|
5.38K
$240K
|
|
|
Jan 12, 2026
Q4 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-4.48K- 8.87% |
$200K - $229K
|
46K
$2.06M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
890K+ 25519.83% |
$39.7M - $45.6M
|
894K
$40M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-9- 0.02% |
$401 - $460
|
42.2K
$1.89M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.89K+ 15.83% |
$84.5K - $96.9K
|
13.9K
$620K
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.23K+ 0.41% |
$54.6K - $62.7K
|
301K
$13.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-14- 46.67% |
$625 - $716
|
16
$716
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-14.8K- 0.37% |
$660K - $757K
|
3.97M
$177M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.06K- 14.25% |
$226K - $259K
|
30.5K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-265- 33.46% |
$11.8K - $13.6K
|
527
$23.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.69K+ 2.62% |
$75.5K - $86.6K
|
66.4K
$2.97M
|
|