Latest Institutional Purchases of Equitable Holdings, Inc. (EQH)

EQH Quotes by TradingView

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
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
71
+ 45.51%
$2.53K - $2.95K
227 $10.2K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
32
New
$1.14K - $1.33K
32 $1.43K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
32
New
$1.14K - $1.33K
32 $1.43K
Aug 07, 2024 Q2 2024
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
21
+ 3.95%
$748 - $872
553 $24.7K
Aug 13, 2024 Q2 2024
Twin Tree Management, LP

Dallas, TX
BUY
 -
20
New
$713 - $830
20 $894
Jul 29, 2024 Q2 2024
Riggs Asset Managment Co. Inc.

BUY
 -
12
New
$428 - $498
12 $537
Q1 2024
May 14, 2024 Q1 2024
Schroder Investment Management Group

London, X0
BUY
 -
877K
New
$28.3M - $33.3M
877K $39.2M
May 13, 2024 Q1 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
68.2K
New
$2.2M - $2.59M
68.2K $3.05M
May 13, 2024 Q1 2024
Ubs Group Ag

BUY
 CALL
61K
New
$1.97M - $2.32M
61K $2.73M
Aug 09, 2024 Q1 2024
Grey Street Capital, LLC

Chicago, IL
BUY
 -
48.5K
New
$1.56M - $1.84M
48.5K $2.17M
May 08, 2024 Q1 2024
Achmea Investment Management B.V.

BUY
 -
21K
New
$677K - $798K
21K $938K
Aug 16, 2024 Q1 2024
Axs Investments LLC

Port Chester, NY
BUY
 -
20K
+ 166.67%
$645K - $760K
32K $1.43M
May 15, 2024 Q1 2024
Teza Capital Management LLC

Chicago, IL
BUY
 -
6.81K
New
$220K - $259K
6.81K $305K
May 15, 2024 Q1 2024
Lombard Odier Asset Management (Switzerland) Sa

Petit Lancy, V8
BUY
 -
6.14K
New
$198K - $234K
6.14K $275K
Apr 19, 2024 Q1 2024
Norden Group LLC

Provo, UT
BUY
 -
5.58K
New
$180K - $212K
5.58K $250K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
3.61K
+ 37.51%
$116K - $137K
13.2K $592K
May 10, 2024 Q1 2024
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
2.39K
+ 19.92%
$77K - $90.8K
14.4K $643K
May 15, 2024 Q1 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
2.1K
New
$67.7K - $79.8K
2.1K $93.9K
May 14, 2024 Q1 2024
Zions Bancorporation, N.A.

BUY
 -
1.53K
+ 1321.55%
$49.4K - $58.3K
1.65K $73.7K
Apr 25, 2024 Q1 2024
N Verses Capital, LLC

Wellington, FL
BUY
 -
1.3K
New
$41.9K - $49.4K
1.3K $58.1K
May 14, 2024 Q1 2024
New Covenant Trust Company, N.A.

Jeffersonville, IN
BUY
 -
744
New
$24K - $28.3K
744 $33.3K
Apr 18, 2024 Q1 2024
Piscataqua Savings Bank

BUY
 -
206
New
$6.64K - $7.83K
206 $9.21K
Apr 10, 2024 Q1 2024
Fulton Bank, N.A.

BUY
 -
122
+ 0.55%
$3.93K - $4.64K
22.1K $989K
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
100
New
$3.23K - $3.8K
100 $4.47K
Apr 12, 2024 Q1 2024
Westend Capital Management, LLC

Sausalito, CA
BUY
 -
64
New
$2.06K - $2.43K
64 $2.86K
Apr 18, 2024 Q1 2024
Capital Advisors, Ltd. LLC

BUY
 -
49
+ 306.25%
$1.58K - $1.86K
65 $2.91K
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
15
New
$484 - $570
15 $671
May 13, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
15
New
$484 - $570
15 $671
Apr 19, 2024 Q1 2024
Valley National Advisers Inc

BUY
 -
15
+ 12.5%
$484 - $570
135 $6.04K
Apr 30, 2024 Q1 2024
Tfc Financial Management

BUY
 -
2
New
$64.5 - $76
2 $89.4
Q4 2023
Feb 14, 2024 Q4 2023
Weiss Multi Strategy Advisers LLC

New York, NY
BUY
 -
113K
+ 41.09%
$2.84M - $3.89M
387K $17.3M
Feb 14, 2024 Q4 2023
Zacks Investment Management

Chicago, IL
BUY
 -
42.2K
New
$1.06M - $1.46M
42.2K $1.89M
Feb 14, 2024 Q4 2023
Degroof Petercam Asset Management

Brussels, C9
BUY
 -
33K
New
$832K - $1.14M
33K $1.48M
Feb 15, 2024 Q4 2023
Chartwell Investment Partners, LLC

BUY
 -
12K
+ 12.58%
$301K - $412K
107K $4.79M
Feb 26, 2024 Q4 2023
Virtu Financial LLC

New York, NY
BUY
 -
9.46K
New
$238K - $326K
9.46K $423K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
6.28K
+ 83.7%
$158K - $216K
13.8K $617K
Feb 14, 2024 Q4 2023
Entry Point Capital, LLC

New York, NY
BUY
 -
563
New
$14.2K - $19.4K
563 $25.2K
Feb 14, 2024 Q4 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
235
New
$5.92K - $8.1K
235 $10.5K
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 CALL
200
New
$5.04K - $6.89K
200 $8.94K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
112
New
$2.82K - $3.86K
112 $5.01K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
106
New
$2.67K - $3.65K
106 $4.74K
Feb 09, 2024 Q4 2023
Sachetta, LLC

Lynnfield, MA
BUY
 -
70
New
$1.76K - $2.41K
70 $3.13K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
60
New
$1.51K - $2.07K
60 $2.68K
Feb 27, 2024 Q4 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
37
New
$933 - $1.28K
37 $1.65K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 -
22
New
$555 - $758
22 $984
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
5
New
$126 - $172
5 $224
Q3 2023
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 CALL
62.6K
New
$1.68M - $1.83M
62.6K $2.8M
Nov 14, 2023 Q3 2023
Capital Fund Management S.A.

Paris, I0
BUY
 -
23.4K
New
$629K - $683K
23.4K $1.05M
Nov 13, 2023 Q3 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
19.1K
+ 42.45%
$513K - $558K
64.1K $2.87M

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