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 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.29KNew |
$61.4K - $71.7K
|
1.29K
$57.6K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
80KNew |
$3.81M - $4.45M
|
80K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
1.85K+ 7.53% |
$88.3K - $103K
|
26.5K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.29K- 24.77% |
$61.4K - $71.8K
|
3.91K
$175K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
217New |
$10.3K - $12.1K
|
217
$9.7K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.1K- 12.46% |
$100K - $117K
|
14.8K
$661K
|
|
|
May 07, 2025
Q1 2025
|
Bastion Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
902+ 2.1% |
$43K - $50.2K
|
43.8K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
49.9KNew |
$2.38M - $2.78M
|
49.9K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-149K- 22.03% |
$7.09M - $8.29M
|
527K
$23.6M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-10.2K- 38.64% |
$488K - $570K
|
16.3K
$727K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$476 - $557
|
10
$447
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.55KNew |
$73.6K - $86K
|
1.55K
$69.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 3.45% |
$47.6 - $55.7
|
28
$1.25K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
50+ 0.77% |
$2.38K - $2.78K
|
6.52K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-9- 6.62% |
$429 - $501
|
127
$5.68K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
23.7KNew |
$1.13M - $1.32M
|
23.7K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282New |
$13.4K - $15.7K
|
282
$12.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$238 - $278
|
5
$224
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$715 - $835
|
15
$671
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.83KNew |
$230K - $269K
|
4.83K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-390- 68.9% |
$18.6K - $21.7K
|
176
$7.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-273- 6.22% |
$13K - $15.2K
|
4.12K
$184K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18New |
$858 - $1K
|
18
$805
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14New |
$667 - $780
|
14
$626
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
67New |
$3.19K - $3.73K
|
67
$3K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 34.72% |
$2.38K - $2.78K
|
94
$4.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.04K- 4.81% |
$49.7K - $58.1K
|
20.6K
$923K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
496New |
$23.6K - $27.6K
|
496
$22.2K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.7K- 11.56% |
$81K - $94.7K
|
13K
$581K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
11.5K+ 68.96% |
$548K - $641K
|
28.2K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
470New |
$22.4K - $26.2K
|
470
$21K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-106K- 76.42% |
$5.05M - $5.9M
|
32.7K
$1.46M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 92.0% |
$2.19K - $2.56K
|
96
$4.29K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
48New |
$2K - $2.42K
|
48
$2.15K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
57KNew |
$2.37M - $2.87M
|
57K
$2.55M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
150New |
$6.24K - $7.56K
|
150
$6.71K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
365+ 1.53% |
$15.2K - $18.4K
|
24.2K
$1.08M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.72KNew |
$196K - $238K
|
4.72K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 1.68% |
$983K - $1.19M
|
1.43M
$63.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-7.05K- 20.27% |
$293K - $355K
|
27.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
25K+ 25.0% |
$1.04M - $1.26M
|
125K
$5.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-147K- 29.68% |
$6.13M - $7.43M
|
349K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
SELL
|
PUT |
-31.2K- 24.55% |
$1.3M - $1.57M
|
95.9K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.6KNew |
$108K - $131K
|
2.6K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
49.8KNew |
$2.07M - $2.51M
|
49.8K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Soapstone Management L.P.
Chevy Chase, MD |
SELL
|
- |
-81.3K- 81.25% |
$3.38M - $4.1M
|
18.8K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-227K- 93.76% |
$9.44M - $11.4M
|
15.1K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Sessa Capital Im, L.P.
New York, NY |
SELL
|
- |
-1.48M- 36.69% |
$61.6M - $74.6M
|
2.55M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
514New |
$21.4K - $25.9K
|
514
$23K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-45- 20.18% |
$1.87K - $2.27K
|
178
$7.96K
|
|