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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-24K- 15.05% |
$998K - $1.21M
|
135K
$7.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.63K+ 26.6% |
$68K - $82.4K
|
7.78K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.63K- 9.28% |
$234K - $284K
|
55K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
49.8KNew |
$2.07M - $2.51M
|
49.8K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-9.32K- 18.76% |
$388K - $470K
|
40.3K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
43.8K+ 93.97% |
$1.82M - $2.21M
|
90.5K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.8K- 99.91% |
$490K - $594K
|
11
$578
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 30.23% |
$541 - $655
|
56
$2.94K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-77.8K- 15.77% |
$3.24M - $3.92M
|
416K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 3.03% |
$83.2 - $101
|
64
$3.36K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
6.47KNew |
$269K - $326K
|
6.47K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.52KNew |
$271K - $329K
|
6.52K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
23.3K+ 10.92% |
$967K - $1.17M
|
236K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
253New |
$10.5K - $12.8K
|
253
$13.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 7.29% |
$1.5K - $1.81K
|
458
$24.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 0.17% |
$333 - $403
|
4.85K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 13.27% |
$541 - $655
|
85
$4.47K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-530- 5.21% |
$22K - $26.7K
|
9.64K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
65+ 0.47% |
$2.7K - $3.28K
|
13.8K
$726K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-67- 1.44% |
$2.79K - $3.38K
|
4.59K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
448+ 2.56% |
$18.6K - $22.6K
|
17.9K
$943K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.83K- 28.47% |
$326K - $395K
|
19.7K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18- 0.3% |
$749 - $907
|
6.05K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
65.2K+ 7.16% |
$2.71M - $3.29M
|
976K
$51.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.32K+ 9.27% |
$138K - $167K
|
39.1K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
404+ 26.06% |
$16.8K - $20.4K
|
1.95K
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.27K+ 298.35% |
$52.6K - $63.8K
|
1.69K
$88.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-258- 1.33% |
$10.7K - $13K
|
19.2K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.55KNew |
$189K - $229K
|
4.55K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
209+ 3.28% |
$8.69K - $10.5K
|
6.58K
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
802K+ 1092.43% |
$33.4M - $40.4M
|
876K
$46M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
21.7KNew |
$902K - $1.09M
|
21.7K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-118- 4.0% |
$4.91K - $5.95K
|
2.84K
$149K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.49KNew |
$187K - $226K
|
4.49K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
890+ 0.28% |
$37K - $44.9K
|
324K
$17M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-128- 1.32% |
$5.32K - $6.45K
|
9.54K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-61.8K- 37.86% |
$2.57M - $3.12M
|
102K
$5.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
47+ 0.7% |
$1.95K - $2.37K
|
6.73K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 348.57% |
$167K - $203K
|
5.17K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.84K+ 15.37% |
$160K - $194K
|
28.9K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1K+ 5.26% |
$41.6K - $50.4K
|
20K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
54New |
$2.25K - $2.72K
|
54
$2.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.19KNew |
$174K - $211K
|
4.19K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.25KNew |
$260K - $315K
|
6.25K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.53K- 97.33% |
$63.7K - $77.2K
|
42
$2.21K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-1.28K- 0.98% |
$53K - $64.3K
|
129K
$6.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 51.52% |
$707 - $857
|
50
$2.63K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-495- 5.14% |
$20.6K - $24.9K
|
9.14K
$480K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 5.19% |
$333 - $403
|
146
$7.67K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.34K+ 29.39% |
$264K - $319K
|
27.9K
$1.47M
|