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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
220New |
$5.62K - $7.11K
|
220
$11.8K
|
|
| Q1 2022 | |||||||
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.62KNew |
$217K - $277K
|
7.62K
$409K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.25KClosed |
$178K - $227K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-14.2KClosed |
$406K - $516K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-313Closed |
$8.93K - $11.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-52Closed |
$1.48K - $1.89K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-750KClosed |
$21.4M - $27.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.4KNew |
$1.35M - $1.72M
|
47.4K
$2.54M
|
|
|
May 16, 2022
Q1 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-250KClosed |
$7.13M - $9.08M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-7.71KClosed |
$220K - $280K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-11.4KClosed |
$324K - $413K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-50K- 15.2% |
$1.43M - $1.81M
|
279K
$15M
|
|
|
May 12, 2022
Q1 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-6.42KClosed |
$183K - $233K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-10.9KClosed |
$311K - $396K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-133KClosed |
$3.8M - $4.84M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-28Closed |
$799 - $1.02K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
845New |
$24.1K - $30.7K
|
845
$45.3K
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
51.6KNew |
$1.47M - $1.87M
|
51.6K
$2.77M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-7.5KClosed |
$214K - $272K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-261Closed |
$7.44K - $9.47K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-18.6KClosed |
$529K - $674K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-21- 50.0% |
$599 - $762
|
21
$1.13K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-104Closed |
$2.97K - $3.78K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.1KClosed |
$289K - $368K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-76Closed |
$2.17K - $2.76K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-48Closed |
$1.37K - $1.74K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-30Closed |
$856 - $1.09K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.52KClosed |
$71.7K - $91.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-133Closed |
$3.79K - $4.83K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19New |
$542 - $690
|
19
$1.02K
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-6.17KClosed |
$176K - $224K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-196Closed |
$5.59K - $7.11K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
100+ 33.33% |
$3K - $3.54K
|
400
$21.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
16K+ 13.33% |
$479K - $567K
|
136K
$7.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-255KClosed |
$7.64M - $9.03M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-97Closed |
$2.91K - $3.44K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-289Closed |
$8.66K - $10.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20KClosed |
$599K - $709K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
370KNew |
$11.1M - $13.1M
|
370K
$19.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Jennison Associates LLC
|
SELL
|
- |
-25.4KClosed |
$760K - $899K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-287Closed |
$8.6K - $10.2K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-36.1KClosed |
$1.08M - $1.28M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-196Closed |
$5.87K - $6.94K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
SELL
|
- |
-12.7KClosed |
$382K - $451K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25Closed |
$701 - $824
|
0
$0
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.8KClosed |
$330K - $388K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-19KClosed |
$533K - $627K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-23.9KClosed |
$669K - $787K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Kingstown Capital Management L.P.
New York, NY |
SELL
|
- |
-125KClosed |
$3.5M - $4.12M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-11.9KClosed |
$332K - $391K
|
0
$0
|
|