Latest Institutional Purchases of Equitable Holdings, Inc. (EQH)
This list provides information on the latest institutional transactions involving Equitable Holdings, Inc. (EQH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.37M+ 700.25% |
$56.9M - $68.9M
|
1.56M
$83.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
802K+ 1092.43% |
$33.4M - $40.4M
|
876K
$46.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
705KNew |
$29.3M - $35.5M
|
705K
$37.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
65.2K+ 7.16% |
$2.71M - $3.29M
|
976K
$51.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
43.8K+ 93.97% |
$1.82M - $2.21M
|
90.5K
$4.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
23.3K+ 10.92% |
$967K - $1.17M
|
236K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
21.7KNew |
$902K - $1.09M
|
21.7K
$1.15M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
9.71KNew |
$404K - $489K
|
9.71K
$516K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.52KNew |
$271K - $329K
|
6.52K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
6.47KNew |
$269K - $326K
|
6.47K
$344K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.34K+ 29.39% |
$264K - $319K
|
27.9K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.25KNew |
$260K - $315K
|
6.25K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.55KNew |
$189K - $229K
|
4.55K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.49KNew |
$187K - $226K
|
4.49K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.19KNew |
$174K - $211K
|
4.19K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 348.57% |
$167K - $203K
|
5.17K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.84K+ 15.37% |
$160K - $194K
|
28.9K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.59K+ 2.11% |
$149K - $181K
|
174K
$9.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.32K+ 9.27% |
$138K - $167K
|
39.1K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.98K+ 37.53% |
$124K - $150K
|
10.9K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.27K+ 298.35% |
$52.6K - $63.8K
|
1.69K
$89.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1K+ 5.26% |
$41.6K - $50.4K
|
20K
$1.06M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
957+ 12.84% |
$39.8K - $48.2K
|
8.41K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
890+ 0.28% |
$37K - $44.9K
|
324K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
448+ 2.56% |
$18.6K - $22.6K
|
17.9K
$954K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
404+ 26.06% |
$16.8K - $20.4K
|
1.95K
$104K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
352+ 195.56% |
$14.6K - $17.7K
|
532
$28.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
253New |
$10.5K - $12.8K
|
253
$13.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
209+ 3.28% |
$8.69K - $10.5K
|
6.58K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
65+ 0.47% |
$2.7K - $3.28K
|
13.8K
$735K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
54New |
$2.25K - $2.72K
|
54
$2.87K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
47+ 0.7% |
$1.95K - $2.37K
|
6.73K
$358K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22+ 0.29% |
$915 - $1.11K
|
7.53K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 51.52% |
$707 - $857
|
50
$2.66K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 30.23% |
$541 - $655
|
56
$2.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 0.17% |
$333 - $403
|
4.85K
$258K
|
|
| Q3 2024 | |||||||
|
Dec 19, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.84M+ 661.71% |
$68.2M - $80.2M
|
2.12M
$113M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.73M+ 54.73% |
$64.2M - $75.6M
|
4.9M
$261M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.12MNew |
$41.4M - $48.8M
|
1.12M
$59.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
901K+ 75.6% |
$33.4M - $39.3M
|
2.09M
$111M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
891K+ 13.55% |
$33M - $38.9M
|
7.47M
$397M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
806K+ 26.91% |
$29.9M - $35.1M
|
3.8M
$202M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
741K+ 282.44% |
$27.5M - $32.3M
|
1M
$53.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
488K+ 6.74% |
$18.1M - $21.3M
|
7.73M
$411M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
395K+ 23851.6% |
$14.6M - $17.2M
|
396K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
372K+ 35.78% |
$13.8M - $16.2M
|
1.41M
$75.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
357K+ 1133.79% |
$13.2M - $15.6M
|
389K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
338K+ 2.68% |
$12.5M - $14.7M
|
13M
$690M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
316K+ 22.36% |
$11.7M - $13.8M
|
1.73M
$91.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
299K+ 1.6% |
$11.1M - $13.1M
|
19M
$1.01B
|
|