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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-6.59K- 9.94% |
$330K - $368K
|
59.7K
$2.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-132- 0.41% |
$6.61K - $7.38K
|
31.9K
$1.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
4.56KNew |
$228K - $255K
|
4.56K
$204K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-9- 19.57% |
$451 - $503
|
37
$1.65K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
264+ 3300.0% |
$13.2K - $14.8K
|
272
$12.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 2.93% |
$501 - $559
|
351
$15.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
46+ 0.92% |
$2.3K - $2.57K
|
5.02K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.5K- 1.34% |
$125K - $140K
|
184K
$8.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.47K+ 18.02% |
$73.4K - $81.9K
|
9.59K
$429K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-287- 65.53% |
$14.4K - $16K
|
151
$6.75K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-673- 9.75% |
$33.7K - $37.6K
|
6.23K
$279K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-46Closed |
$2.3K - $2.57K
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-710- 3.07% |
$35.6K - $39.7K
|
22.4K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
201+ 3.51% |
$10.1K - $11.2K
|
5.92K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-17- 0.36% |
$852 - $950
|
4.77K
$213K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 3.7% |
$100 - $112
|
56
$2.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
33.5K+ 189.86% |
$1.68M - $1.87M
|
51.1K
$2.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.3K- 74.61% |
$513K - $573K
|
3.49K
$156K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.84K+ 1.01% |
$92K - $103K
|
183K
$8.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.38K- 15.25% |
$270K - $301K
|
29.9K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5.91K- 15.05% |
$296K - $330K
|
33.3K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.92K- 5.62% |
$96.2K - $107K
|
32.2K
$1.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.5K- 2.43% |
$75.1K - $83.8K
|
60.3K
$2.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2K- 1.56% |
$100K - $112K
|
126K
$5.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.76K- 4.87% |
$389K - $434K
|
152K
$6.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126K+ 2090.75% |
$6.3M - $7.03M
|
132K
$5.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-257K- 11.86% |
$12.9M - $14.4M
|
1.91M
$85.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
BUY
|
- |
5.72K+ 1.94% |
$286K - $320K
|
300K
$13.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
650+ 3.83% |
$32.6K - $36.3K
|
17.6K
$787K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 2.46% |
$105K - $117K
|
83.4K
$3.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-417- 7.43% |
$20.9K - $23.3K
|
5.2K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.1K- 13.58% |
$256K - $285K
|
32.5K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-17- 3.03% |
$852 - $950
|
544
$24.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-126- 2.61% |
$6.31K - $7.04K
|
4.7K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.33% |
$751 - $838
|
4.55K
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-597- 46.31% |
$29.9K - $33.4K
|
692
$30.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-32- 0.47% |
$1.6K - $1.79K
|
6.83K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-143K- 13.49% |
$7.16M - $7.99M
|
917K
$41M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
73+ 0.72% |
$3.66K - $4.08K
|
10.3K
$459K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5K- 18.52% |
$250K - $279K
|
22K
$984K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.62K- 25.59% |
$80.9K - $90.2K
|
4.7K
$210K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-67.9K- 3.45% |
$3.4M - $3.79M
|
1.9M
$84.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
329New |
$16.5K - $18.4K
|
329
$14.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
277New |
$13.9K - $15.5K
|
277
$12.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-865- 64.79% |
$43.3K - $48.3K
|
470
$21K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-25.5K- 27.62% |
$1.27M - $1.42M
|
66.7K
$2.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 2.88% |
$351 - $391
|
250
$11.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 3.52% |
$351 - $391
|
206
$9.21K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-409- 19.62% |
$20.5K - $22.9K
|
1.68K
$75K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
52New |
$2.6K - $2.91K
|
52
$2.33K
|
|