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 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
10New |
$416 - $504
|
10
$526
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-140- 10.39% |
$5.82K - $7.06K
|
1.21K
$63.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.13K- 18.57% |
$172K - $208K
|
18.1K
$952K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
134+ 5.11% |
$5.57K - $6.75K
|
2.76K
$145K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 32.9% |
$453K - $549K
|
22.2K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
12KNew |
$499K - $604K
|
12K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-8.24M- 50.15% |
$343M - $415M
|
8.19M
$430M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
20.4K+ 66.62% |
$848K - $1.03M
|
51K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.61K+ 9.31% |
$150K - $182K
|
42.3K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
199+ 33.17% |
$8.28K - $10K
|
799
$42K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
46New |
$1.91K - $2.32K
|
46
$2.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-12.7K- 4.76% |
$528K - $640K
|
254K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.9K- 3.56% |
$121K - $146K
|
78.6K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.3K- 1.22% |
$1.09M - $1.33M
|
2.14M
$112M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.33K+ 267.24% |
$97K - $118K
|
3.21K
$168K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.17K- 1.26% |
$48.7K - $59K
|
92K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
17.6K+ 251.24% |
$732K - $887K
|
24.6K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
635KNew |
$26.4M - $32M
|
635K
$33.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
663+ 1.15% |
$27.6K - $33.4K
|
58.4K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-137K- 85.52% |
$5.7M - $6.91M
|
23.2K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
172+ 0.65% |
$7.15K - $8.67K
|
26.5K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
17.6K+ 66.07% |
$733K - $888K
|
44.3K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14+ 0.04% |
$582 - $706
|
35.4K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 2.19% |
$915 - $1.11K
|
982
$51.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.03KNew |
$334K - $405K
|
8.03K
$422K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
8.3K+ 6.37% |
$345K - $418K
|
139K
$7.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
101KNew |
$4.21M - $5.11M
|
101K
$5.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.27K+ 5.08% |
$178K - $215K
|
88.3K
$4.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-7.29K- 4.22% |
$303K - $368K
|
166K
$8.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
6.16K+ 40.99% |
$256K - $311K
|
21.2K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
303+ 3.65% |
$12.6K - $15.3K
|
8.6K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-238K- 26.08% |
$9.91M - $12M
|
676K
$35.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 1.3% |
$790 - $958
|
1.48K
$77.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-624- 88.64% |
$26K - $31.4K
|
80
$4.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
409+ 31.51% |
$17K - $20.6K
|
1.71K
$89.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
266+ 10.63% |
$11.1K - $13.4K
|
2.77K
$145K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
23New |
$957 - $1.16K
|
23
$1.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.26M+ 608.09% |
$52.5M - $63.6M
|
1.47M
$77.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.69K+ 44.91% |
$112K - $136K
|
8.69K
$457K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
124+ 17.25% |
$5.16K - $6.25K
|
843
$44.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-17.4K- 50.21% |
$723K - $876K
|
17.2K
$906K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-56.1K- 60.2% |
$2.33M - $2.83M
|
37.1K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.25K- 2.07% |
$135K - $164K
|
154K
$8.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.02K- 1.58% |
$42.5K - $51.6K
|
63.8K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
372New |
$15.5K - $18.7K
|
372
$19.5K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
691+ 0.17% |
$28.7K - $34.8K
|
397K
$20.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.7K- 11.78% |
$196K - $237K
|
35.2K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.24K- 2.97% |
$260K - $315K
|
204K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.2KNew |
$216K - $262K
|
5.2K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
14.5K+ 10.93% |
$602K - $730K
|
147K
$7.72M
|