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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
23New |
$1.01K - $1.29K
|
23
$1.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-43- 3.1% |
$1.89K - $2.41K
|
1.34K
$60.1K
|
|
|
Aug 14, 2025
Q2 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
49K+ 130.67% |
$2.16M - $2.75M
|
86.5K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.48K- 10.39% |
$65.1K - $83.1K
|
12.8K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.97KNew |
$131K - $167K
|
2.97K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-69.9K- 60.09% |
$3.07M - $3.92M
|
46.4K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
1.16K+ 9.87% |
$51K - $65.1K
|
12.9K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
50.4KNew |
$2.22M - $2.83M
|
50.4K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
117New |
$5.15K - $6.56K
|
117
$5.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
PUT |
750KNew |
$33M - $42.1M
|
750K
$33.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-585K- 53.46% |
$25.7M - $32.8M
|
510K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
47.7K+ 180.76% |
$2.1M - $2.67M
|
74K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
16+ 200.0% |
$704 - $898
|
24
$1.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-7.13K- 39.12% |
$313K - $400K
|
11.1K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
87.7K+ 1000.83% |
$3.86M - $4.92M
|
96.5K
$4.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
4.51KNew |
$198K - $253K
|
4.51K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.69K- 26.79% |
$74.4K - $94.9K
|
4.62K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
13+ 76.47% |
$572 - $729
|
30
$1.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-7.09K- 63.03% |
$312K - $398K
|
4.16K
$186K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
223+ 8.18% |
$9.81K - $12.5K
|
2.95K
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 60.0% |
$264 - $337
|
16
$716
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-14.1K- 69.53% |
$621K - $793K
|
6.19K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.93K- 12.05% |
$85.1K - $108K
|
14.1K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39New |
$1.72K - $2.19K
|
39
$1.74K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
271New |
$11.9K - $15.2K
|
271
$12.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
156KNew |
$6.86M - $8.76M
|
156K
$6.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13New |
$572 - $729
|
13
$581
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
137KNew |
$6.05M - $7.71M
|
137K
$6.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-49.9K- 70.85% |
$2.2M - $2.8M
|
20.5K
$918K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
6.84K+ 342.0% |
$301K - $384K
|
8.84K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
300+ 0.4% |
$13.2K - $16.8K
|
75.3K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.6K+ 1.63% |
$114K - $146K
|
162K
$7.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.11K- 17.91% |
$137K - $174K
|
14.2K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
74New |
$3.25K - $4.15K
|
74
$3.31K
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
14.6KNew |
$642K - $819K
|
14.6K
$653K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.84KNew |
$301K - $384K
|
6.84K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
89+ 20.23% |
$3.91K - $4.99K
|
529
$23.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
4.24KNew |
$187K - $238K
|
4.24K
$190K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
12.1K+ 25.39% |
$534K - $681K
|
60K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
34.1KNew |
$1.5M - $1.91M
|
34.1K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
10.1K+ 25.02% |
$444K - $567K
|
50.5K
$2.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
4.9KNew |
$215K - $275K
|
4.9K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-2.63K- 6.38% |
$116K - $148K
|
38.6K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-123- 2.37% |
$5.41K - $6.9K
|
5.06K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.03K+ 21.72% |
$221K - $282K
|
28.2K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
53.7KNew |
$2.36M - $3.01M
|
53.7K
$2.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.57K+ 5.6% |
$69.1K - $88.1K
|
29.6K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
15.7K+ 208.86% |
$693K - $883K
|
23.3K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.99KNew |
$352K - $448K
|
7.99K
$357K
|
|