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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
7.85K+ 37.43% |
$393K - $439K
|
28.8K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.2K+ 19.34% |
$160K - $179K
|
19.8K
$883K
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
BUY
|
- |
20.5K+ 77.53% |
$1.03M - $1.14M
|
46.9K
$2.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
15.9K+ 26.39% |
$797K - $889K
|
76.2K
$3.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
48.8K+ 14.03% |
$2.45M - $2.73M
|
397K
$17.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
5.1K+ 2.58% |
$255K - $285K
|
202K
$9.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
45New |
$2.25K - $2.51K
|
45
$2.01K
|
|
|
Nov 10, 2025
Q3 2025
|
Bruni J V & CO
|
BUY
|
- |
271+ 0.04% |
$13.6K - $15.1K
|
675K
$30.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-998- 16.13% |
$50K - $55.8K
|
5.19K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-32.2K- 1.54% |
$1.61M - $1.8M
|
2.06M
$92M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-12- 4.24% |
$601 - $671
|
271
$12.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.26K- 4.69% |
$63.1K - $70.4K
|
25.6K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.86K- 4.84% |
$143K - $160K
|
56.1K
$2.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.5% |
$451 - $503
|
1.79K
$80.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
149+ 26.05% |
$7.46K - $8.33K
|
721
$32.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
144+ 0.3% |
$7.21K - $8.05K
|
47.4K
$2.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-631- 79.97% |
$31.6K - $35.3K
|
158
$7.07K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3K- 74.35% |
$150K - $168K
|
1.04K
$46.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
204+ 1.66% |
$10.2K - $11.4K
|
12.5K
$559K
|
|
|
Nov 10, 2025
Q3 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-2.52K- 2.06% |
$126K - $141K
|
120K
$5.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
28.8KNew |
$1.44M - $1.61M
|
28.8K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-7.01K- 53.44% |
$351K - $392K
|
6.11K
$273K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.36K- 3.71% |
$67.9K - $75.7K
|
35.1K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-720- 6.72% |
$36.1K - $40.2K
|
9.99K
$447K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-356- 0.93% |
$17.8K - $19.9K
|
38.1K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
26+ 0.29% |
$1.3K - $1.45K
|
9.12K
$408K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
1.3K+ 1.53% |
$65.1K - $72.6K
|
86K
$3.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
160+ 0.06% |
$8.01K - $8.94K
|
276K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13K+ 55.01% |
$651K - $726K
|
36.6K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
616+ 9.77% |
$30.9K - $34.4K
|
6.92K
$309K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.4KNew |
$520K - $580K
|
10.4K
$464K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-455- 1.44% |
$22.8K - $25.4K
|
31.2K
$1.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
12+ 10.26% |
$601 - $671
|
129
$5.77K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19K+ 88.36% |
$952K - $1.06M
|
40.5K
$1.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 25.0% |
$301 - $335
|
30
$1.34K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
407K+ 39.55% |
$20.4M - $22.8M
|
1.44M
$64.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
111+ 2.57% |
$5.56K - $6.2K
|
4.43K
$198K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.09K- 1.6% |
$54.4K - $60.7K
|
66.8K
$2.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-280- 6.43% |
$14K - $15.6K
|
4.08K
$182K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.7M- 5.03% |
$85.3M - $95.1M
|
32.1M
$1.44B
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-161K- 49.24% |
$8.08M - $9.02M
|
166K
$7.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.45K- 13.97% |
$123K - $137K
|
15.1K
$675K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
389+ 4.46% |
$19.5K - $21.7K
|
9.11K
$408K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-21K- 29.76% |
$1.05M - $1.18M
|
49.7K
$2.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
55.8K+ 1.32% |
$2.79M - $3.12M
|
4.3M
$192M
|
|
|
Nov 07, 2025
Q3 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
64.1KNew |
$3.21M - $3.58M
|
64.1K
$2.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-12.6K- 2.36% |
$630K - $702K
|
520K
$23.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
86.2K+ 70.97% |
$4.32M - $4.82M
|
208K
$9.29M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-32- 0.74% |
$1.6K - $1.79K
|
4.28K
$191K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-110- 2.5% |
$5.51K - $6.15K
|
4.3K
$192K
|
|