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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-30.8K- 50.23% |
$993K - $1.17M
|
30.5K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.81KNew |
$220K - $259K
|
6.81K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
63.4KNew |
$2.05M - $2.41M
|
63.4K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
395KNew |
$12.7M - $15M
|
395K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
877KNew |
$28.3M - $33.3M
|
877K
$47.1M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-58- 1.11% |
$1.87K - $2.2K
|
5.18K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.53K+ 1321.55% |
$49.4K - $58.3K
|
1.65K
$88.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.61K+ 37.51% |
$116K - $137K
|
13.2K
$710K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
744New |
$24K - $28.3K
|
744
$39.9K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.62% |
$64.5 - $76
|
327
$17.5K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.9K- 26.03% |
$61.3K - $72.2K
|
5.4K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
CALL |
61KNew |
$1.97M - $2.32M
|
61K
$3.27M
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-177K- 3.25% |
$5.71M - $6.73M
|
5.27M
$283M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.2KNew |
$2.2M - $2.59M
|
68.2K
$3.66M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-14.6K- 3.38% |
$472K - $556K
|
418K
$22.4M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-11.3K- 99.88% |
$364K - $429K
|
14
$751
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$484 - $570
|
15
$805
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-110K- 13.79% |
$3.54M - $4.17M
|
685K
$36.8M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.39K+ 19.92% |
$77K - $90.8K
|
14.4K
$772K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
59+ 0.06% |
$1.9K - $2.24K
|
99.9K
$5.36M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
21KNew |
$677K - $798K
|
21K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.81K- 6.47% |
$58.5K - $68.9K
|
26.2K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.42K- 1.46% |
$45.7K - $53.8K
|
95.5K
$5.12M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.21K- 58.12% |
$71.1K - $83.8K
|
1.59K
$85.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2New |
$64.5 - $76
|
2
$107
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.3KNew |
$41.9K - $49.4K
|
1.3K
$69.7K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
65.5KNew |
$2.11M - $2.49M
|
65.5K
$3.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-4.83K- 34.17% |
$156K - $183K
|
9.3K
$499K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.58KNew |
$180K - $212K
|
5.58K
$299K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 12.5% |
$484 - $570
|
135
$7.24K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$3.23K - $3.8K
|
100
$5.37K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
206New |
$6.64K - $7.83K
|
206
$11.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 306.25% |
$1.58K - $1.86K
|
65
$3.49K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
64New |
$2.06K - $2.43K
|
64
$3.43K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
122+ 0.55% |
$3.93K - $4.64K
|
22.1K
$1.19M
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-39- 66.1% |
$983 - $1.34K
|
20
$1.07K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
223New |
$5.62K - $7.68K
|
223
$12K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
106New |
$2.67K - $3.65K
|
106
$5.69K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37New |
$933 - $1.28K
|
37
$1.99K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.46KNew |
$238K - $326K
|
9.46K
$507K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$126 - $172
|
5
$268
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
12K+ 12.58% |
$301K - $412K
|
107K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
113K+ 41.09% |
$2.84M - $3.89M
|
387K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-21K- 36.65% |
$529K - $724K
|
36.3K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-18K- 4.16% |
$454K - $621K
|
415K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.43KNew |
$187K - $256K
|
7.43K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15.2KClosed |
$384K - $525K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
563New |
$14.2K - $19.4K
|
563
$30.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
33KNew |
$832K - $1.14M
|
33K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
42.2KNew |
$1.06M - $1.46M
|
42.2K
$2.27M
|
|