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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
317+ 2.53% |
$11.7K - $13.8K
|
12.8K
$688K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
51.3K+ 1.26% |
$1.9M - $2.24M
|
4.13M
$222M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
202New |
$7.48K - $8.81K
|
202
$10.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
14KNew |
$518K - $610K
|
14K
$750K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 1.08% |
$1.33K - $1.57K
|
3.29K
$177K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.41K+ 47.02% |
$126K - $149K
|
10.7K
$572K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
65New |
$2.41K - $2.83K
|
65
$3.49K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-62- 25.1% |
$2.3K - $2.7K
|
185
$9.93K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
215New |
$7.97K - $9.38K
|
215
$11.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
1.38K+ 3.83% |
$51.1K - $60.1K
|
37.3K
$2M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
246+ 61.5% |
$9.11K - $10.7K
|
646
$34.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-182- 43.03% |
$6.74K - $7.94K
|
241
$12.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.41K+ 24.48% |
$52.2K - $61.4K
|
7.16K
$384K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
23New |
$852 - $1K
|
23
$1.23K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.47K- 4.98% |
$54.4K - $64.1K
|
28K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3New |
$111 - $131
|
3
$161
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.55K- 15.11% |
$132K - $155K
|
20K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
95New |
$3.52K - $4.14K
|
95
$5.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
548+ 4.5% |
$20.3K - $23.9K
|
12.7K
$683K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
163+ 1.33% |
$6.04K - $7.11K
|
12.4K
$666K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.7K+ 5.89% |
$63.1K - $74.3K
|
30.6K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
70+ 0.84% |
$2.59K - $3.05K
|
8.42K
$452K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$185 - $218
|
5
$268
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-21.5K- 25.03% |
$796K - $937K
|
64.4K
$3.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
16+ 41.03% |
$593 - $698
|
55
$2.95K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.1K- 2.29% |
$77.8K - $91.5K
|
89.6K
$4.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-500- 0.83% |
$18.5K - $21.8K
|
59.5K
$3.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2New |
$74.1 - $87.2
|
2
$107
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.81KNew |
$252K - $297K
|
6.81K
$365K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.77K- 26.06% |
$140K - $164K
|
10.7K
$574K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
114K+ 46.21% |
$4.22M - $4.96M
|
360K
$19.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
21New |
$778 - $916
|
21
$1.13K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
136New |
$5.04K - $5.93K
|
136
$7.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
344+ 4.59% |
$12.7K - $15K
|
7.84K
$421K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
476+ 3.64% |
$17.6K - $20.8K
|
13.5K
$726K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-167- 0.83% |
$6.19K - $7.28K
|
20K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
14.9K+ 30.16% |
$552K - $650K
|
64.3K
$3.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$74.1 - $87.2
|
2
$107
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
8.1K+ 11.88% |
$300K - $353K
|
76.3K
$4.09M
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3K- 14.62% |
$107K - $125K
|
17.5K
$940K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.86K+ 19.33% |
$138K - $160K
|
23.8K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
26.8KNew |
$953K - $1.11M
|
26.8K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-113K- 95.4% |
$4.03M - $4.7M
|
5.46K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
1.6KNew |
$57K - $66.4K
|
1.6K
$85.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-32.6K- 4.05% |
$1.16M - $1.35M
|
772K
$41.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.98KNew |
$213K - $248K
|
5.98K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
129K+ 183.43% |
$4.61M - $5.37M
|
200K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6.66K- 22.07% |
$237K - $277K
|
23.5K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
29.6K+ 160.29% |
$1.05M - $1.23M
|
48.1K
$2.58M
|
|