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 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-110- 2.5% |
$5.51K - $6.15K
|
4.3K
$192K
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.34K- 17.25% |
$66.9K - $74.6K
|
6.41K
$286K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-731- 1.73% |
$36.6K - $40.8K
|
41.6K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3- 21.43% |
$150 - $168
|
11
$492
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-226- 1.68% |
$11.3K - $12.6K
|
13.2K
$590K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-31.1K- 3.33% |
$1.56M - $1.74M
|
905K
$40.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-37.7K- 34.31% |
$1.89M - $2.11M
|
72.2K
$3.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-21.5K- 8.48% |
$1.08M - $1.2M
|
232K
$10.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.35K+ 6.15% |
$67.6K - $75.4K
|
23.3K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$200 - $224
|
11K
$491K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 30.52% |
$108K - $120K
|
9.19K
$411K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
45K+ 43.12% |
$2.25M - $2.51M
|
149K
$6.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.15K+ 2.21% |
$108K - $120K
|
99.5K
$4.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.56K+ 5.08% |
$178K - $199K
|
73.7K
$3.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-16K- 8.55% |
$803K - $895K
|
172K
$7.67M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 3.97% |
$62.5K - $69.7K
|
32.7K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Four Tree Island Advisory LLC
Portsmouth, NH |
SELL
|
- |
-3.39K- 0.94% |
$170K - $189K
|
358K
$16M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
78.1K+ 84.73% |
$3.91M - $4.36M
|
170K
$7.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
699+ 11.21% |
$35K - $39.1K
|
6.93K
$310K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-238- 75.32% |
$11.9K - $13.3K
|
78
$3.49K
|
|
|
Nov 05, 2025
Q3 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-18.7K- 16.59% |
$934K - $1.04M
|
93.8K
$4.19M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.8K- 2.34% |
$90.2K - $101K
|
75K
$3.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
33+ 3300.0% |
$1.65K - $1.84K
|
34
$1.52K
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
2MNew |
$100M - $112M
|
2M
$89.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.93K+ 180.13% |
$96.7K - $108K
|
3K
$134K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-75- 0.82% |
$3.76K - $4.19K
|
9.09K
$407K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-733- 5.44% |
$36.7K - $41K
|
12.7K
$570K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-22K- 14.81% |
$1.1M - $1.23M
|
126K
$5.65M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.34K- 4.08% |
$67.2K - $74.9K
|
31.5K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.8K- 9.46% |
$641K - $715K
|
123K
$5.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
82+ 1.98% |
$4.11K - $4.58K
|
4.23K
$189K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-185- 4.1% |
$9.27K - $10.3K
|
4.33K
$193K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
50.5K+ 26.46% |
$2.53M - $2.82M
|
241K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-302- 0.48% |
$15.1K - $16.9K
|
62.9K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-180K- 7.8% |
$9.03M - $10.1M
|
2.13M
$95.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
133+ 2.55% |
$6.66K - $7.43K
|
5.35K
$239K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
100+ 25.84% |
$5.01K - $5.59K
|
487
$21.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.8K+ 16.06% |
$190K - $212K
|
27.5K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
33.2KNew |
$1.66M - $1.85M
|
33.2K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
15New |
$751 - $838
|
15
$671
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-98.9K- 26.28% |
$4.95M - $5.53M
|
277K
$12.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
506+ 11.09% |
$25.3K - $28.3K
|
5.07K
$227K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.07% |
$100 - $112
|
2.78K
$125K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.2K- 57.72% |
$610K - $681K
|
8.93K
$399K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.2K+ 47.67% |
$60.1K - $67K
|
3.71K
$166K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.3K+ 23.82% |
$3.72M - $4.15M
|
386K
$17.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 56.25% |
$451 - $503
|
7
$313
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
4.95K+ 12.84% |
$248K - $276K
|
43.5K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
21.1K+ 180.68% |
$1.06M - $1.18M
|
32.8K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-69.3K- 3.1% |
$3.47M - $3.87M
|
2.17M
$97M
|
|