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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-55Closed |
$1.02K - $1.49K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1KClosed |
$18.5K - $27.1K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-150Closed |
$2.78K - $4.07K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-56.8KClosed |
$1M - $1.24M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
59.5KNew |
$1.05M - $1.3M
|
59.5K
$3.24M
|
|
|
Nov 13, 2020
Q3 2020
|
Algebris (Uk) LTD
London, X0 |
BUY
|
CALL |
50KNew |
$882K - $1.09M
|
50K
$2.72M
|
|
|
Nov 13, 2020
Q3 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-1.44KClosed |
$25.4K - $31.3K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$1.76M - $2.18M
|
100K
$5.44M
|
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.6KClosed |
$399K - $493K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-260Closed |
$4.59K - $5.67K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-59.7KClosed |
$1.05M - $1.3M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-15KClosed |
$265K - $328K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-79.2KClosed |
$1.03M - $1.83M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-69.4KClosed |
$903K - $1.6M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
316New |
$4.11K - $7.28K
|
316
$17.2K
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
68New |
$885 - $1.57K
|
68
$3.7K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-112Closed |
$1.46K - $2.58K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-938Closed |
$12.2K - $21.6K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-9KClosed |
$117K - $207K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cambiar Investors LLC
|
SELL
|
- |
-407KClosed |
$5.3M - $9.37M
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
2KNew |
$26K - $46.1K
|
2K
$109K
|
|
|
Jul 24, 2020
Q2 2020
|
Rothschild Investment Corp
|
BUY
|
- |
11.4KNew |
$149K - $263K
|
11.4K
$622K
|
|
| Q1 2020 | |||||||
|
Jul 12, 2023
Q1 2020
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
10.1KNew |
$105K - $273K
|
10.1K
$547K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-497- 27.5% |
$5.18K - $13.5K
|
1.31K
$71.3K
|
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-97Closed |
$1.01K - $2.63K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-60.6KClosed |
$632K - $1.65M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-82Closed |
$854 - $2.23K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-28.4KClosed |
$296K - $771K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Investors Research Corp
|
BUY
|
- |
42New |
$438 - $1.14K
|
42
$2.29K
|
|
|
Apr 23, 2020
Q1 2020
|
Denali Advisors LLC
|
SELL
|
- |
-176KClosed |
$1.83M - $4.76M
|
0
$0
|
|