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 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-2K- 3.36% |
$88K - $112K
|
57.5K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23+ 100.0% |
$1.01K - $1.29K
|
46
$2.06K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
7.2KNew |
$317K - $404K
|
7.2K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 1.79% |
$44 - $56.1
|
57
$2.55K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
692+ 10.25% |
$30.4K - $38.8K
|
7.44K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
34New |
$1.5K - $1.91K
|
34
$1.52K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
13+ 4.39% |
$572 - $729
|
309
$13.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
383+ 832.61% |
$16.8K - $21.5K
|
429
$19.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.37KNew |
$412K - $526K
|
9.37K
$419K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.32K+ 6.08% |
$57.9K - $73.8K
|
22.9K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
73New |
$3.21K - $4.1K
|
73
$3.26K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21+ 6.21% |
$924 - $1.18K
|
359
$16.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
75+ 1.23% |
$3.3K - $4.21K
|
6.15K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.1K- 1.69% |
$48.6K - $61.9K
|
64.4K
$2.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-151- 2.75% |
$6.64K - $8.47K
|
5.34K
$239K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-209- 47.61% |
$9.19K - $11.7K
|
230
$10.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3KNew |
$57.2K - $72.9K
|
1.3K
$58.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
99New |
$4.35K - $5.55K
|
99
$4.43K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 1.46% |
$4.4K - $5.61K
|
6.77K
$303K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
28New |
$1.23K - $1.57K
|
28
$1.25K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.92% |
$176 - $224
|
431
$19.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-59.5K- 42.65% |
$2.62M - $3.34M
|
80K
$3.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-6.22K- 96.78% |
$274K - $349K
|
207
$9.26K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-23- 76.67% |
$1.01K - $1.29K
|
7
$313
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.13K- 17.81% |
$49.9K - $63.6K
|
5.23K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19New |
$836 - $1.07K
|
19
$850
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
134New |
$5.89K - $7.52K
|
134
$5.99K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.27% |
$1.14K - $1.46K
|
9.6K
$429K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2K+ 1.85% |
$88K - $112K
|
110K
$4.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.91K- 4.75% |
$83.9K - $107K
|
38.2K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-815- 8.04% |
$35.8K - $45.7K
|
9.33K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$792 - $1.01K
|
18
$805
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-800- 13.11% |
$35.2K - $44.9K
|
5.3K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
28+ 175.0% |
$1.23K - $1.57K
|
44
$1.97K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19New |
$836 - $1.07K
|
19
$850
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.44K- 28.09% |
$63.5K - $81K
|
3.7K
$165K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
238+ 5.92% |
$10.5K - $13.4K
|
4.26K
$190K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-127- 2.77% |
$5.59K - $7.12K
|
4.46K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21New |
$924 - $1.18K
|
21
$939
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-178K- 74.96% |
$7.85M - $10M
|
59.6K
$2.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
281New |
$12.4K - $15.8K
|
281
$12.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-35- 41.18% |
$1.54K - $1.96K
|
50
$2.24K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
$352 - $449
|
8
$358
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 4.76% |
$88 - $112
|
40
$1.79K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-90- 0.21% |
$3.96K - $5.05K
|
42.2K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
52New |
$2.29K - $2.92K
|
52
$2.33K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-8.8K- 7.13% |
$387K - $494K
|
115K
$5.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.43K+ 2.79% |
$107K - $136K
|
89.4K
$4M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
11.3KNew |
$497K - $634K
|
11.3K
$505K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
78New |
$3.43K - $4.38K
|
78
$3.49K
|
|