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, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.06K+ 99.75% |
$166K - $232K
|
14.1K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-7.9K- 26.29% |
$185K - $260K
|
22.2K
$991K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
48.8KNew |
$1.14M - $1.6M
|
48.8K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-52- 70.27% |
$1.22K - $1.71K
|
22
$984
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
22.9KNew |
$537K - $752K
|
22.9K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
17.6K+ 81.48% |
$413K - $579K
|
39.2K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.69KNew |
$180K - $253K
|
7.69K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
154New |
$3.61K - $5.06K
|
154
$6.89K
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
60.7KNew |
$1.42M - $1.99M
|
60.7K
$2.71M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
27.7KNew |
$649K - $909K
|
27.7K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Gmt Capital Corp
Atlanta, GA |
SELL
|
- |
-1.04M- 65.98% |
$24.4M - $34.2M
|
536K
$24M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.23MNew |
$52.3M - $73.2M
|
2.23M
$99.6M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
20New |
$469 - $658
|
20
$894
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$328 - $460
|
14
$626
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-143- 36.39% |
$3.35K - $4.7K
|
250
$11.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-66- 33.17% |
$1.55K - $2.17K
|
133
$5.95K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
14.5KNew |
$341K - $477K
|
14.5K
$649K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.93K+ 2.93% |
$139K - $195K
|
208K
$9.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
23New |
$540 - $756
|
23
$1.03K
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
227KNew |
$6.19M - $7.26M
|
227K
$10.2M
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
30KNew |
$817K - $959K
|
30K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-47- 0.44% |
$1.28K - $1.5K
|
10.5K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
174New |
$4.74K - $5.56K
|
174
$7.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
11.3KNew |
$309K - $363K
|
11.3K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-9.5KClosed |
$259K - $304K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.29KNew |
$199K - $233K
|
7.29K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
20.9KNew |
$570K - $669K
|
20.9K
$936K
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
31.2KNew |
$850K - $997K
|
31.2K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.53K+ 133.98% |
$151K - $177K
|
9.66K
$432K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.06KNew |
$28.9K - $33.9K
|
1.06K
$47.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
24New |
$654 - $767
|
24
$1.07K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-433- 10.5% |
$11.8K - $13.8K
|
3.69K
$165K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.82KNew |
$240K - $282K
|
8.82K
$394K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4New |
$109 - $128
|
4
$179
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-37- 51.39% |
$1.01K - $1.18K
|
35
$1.57K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
930+ 8.9% |
$25.3K - $29.7K
|
11.4K
$509K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15New |
$409 - $480
|
15
$671
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-11.4K- 56.05% |
$309K - $363K
|
8.9K
$398K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
63.2KNew |
$1.72M - $2.02M
|
63.2K
$2.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$1.36K - $1.6K
|
50
$2.24K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-26- 0.22% |
$708 - $831
|
11.7K
$525K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-92- 0.96% |
$2.51K - $2.94K
|
9.52K
$426K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
94KNew |
$2.56M - $3.01M
|
94K
$4.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$817 - $959
|
30
$1.34K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
333New |
$9.07K - $10.6K
|
333
$14.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
BUY
|
- |
24.1KNew |
$656K - $770K
|
24.1K
$1.08M
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.02K- 8.16% |
$87.1K - $125K
|
45.2K
$2.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-350K- 97.6% |
$7.59M - $10.8M
|
8.6K
$385K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
188New |
$4.08K - $5.83K
|
188
$8.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
11.2K+ 26.87% |
$243K - $347K
|
52.9K
$2.37M
|
|