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 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
184+ 2.15% |
$7.65K - $9.27K
|
8.73K
$475K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
89+ 1.38% |
$3.7K - $4.49K
|
6.54K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
65+ 0.47% |
$2.7K - $3.28K
|
13.8K
$752K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
62+ 2.32% |
$2.58K - $3.12K
|
2.74K
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
62+ 54.39% |
$2.58K - $3.12K
|
176
$9.58K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 24.1% |
$2.5K - $3.02K
|
309
$16.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
54New |
$2.25K - $2.72K
|
54
$2.94K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
47+ 0.7% |
$1.95K - $2.37K
|
6.73K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
29+ 0.72% |
$1.21K - $1.46K
|
4.03K
$220K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22+ 0.29% |
$915 - $1.11K
|
7.53K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 51.52% |
$707 - $857
|
50
$2.72K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 30.23% |
$541 - $655
|
56
$3.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 57.89% |
$457 - $554
|
30
$1.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 0.17% |
$333 - $403
|
4.85K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$208 - $252
|
5
$272
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.56% |
$166 - $202
|
260
$14.1K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.73M+ 54.73% |
$64.2M - $75.6M
|
4.9M
$267M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.12MNew |
$41.4M - $48.8M
|
1.12M
$60.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
901K+ 75.6% |
$33.4M - $39.3M
|
2.09M
$114M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
891K+ 13.55% |
$33M - $38.9M
|
7.47M
$406M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
806K+ 26.91% |
$29.9M - $35.1M
|
3.8M
$207M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
741K+ 282.44% |
$27.5M - $32.3M
|
1M
$54.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
488K+ 6.74% |
$18.1M - $21.3M
|
7.73M
$421M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
395K+ 23851.6% |
$14.6M - $17.2M
|
396K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
372K+ 35.78% |
$13.8M - $16.2M
|
1.41M
$76.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
357K+ 1133.79% |
$13.2M - $15.6M
|
389K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
338K+ 2.68% |
$12.5M - $14.7M
|
13M
$706M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
316K+ 22.36% |
$11.7M - $13.8M
|
1.73M
$94M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
299K+ 1.6% |
$11.1M - $13.1M
|
19M
$1.03B
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
236KNew |
$8.76M - $10.3M
|
236K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
231K+ 415.5% |
$8.57M - $10.1M
|
287K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
225K+ 1309.89% |
$8.34M - $9.81M
|
242K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
194K+ 16.85% |
$7.19M - $8.46M
|
1.35M
$73.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
170K+ 30.5% |
$6.29M - $7.41M
|
727K
$39.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
161K+ 3.02% |
$5.98M - $7.04M
|
5.51M
$300M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
160KNew |
$5.94M - $6.99M
|
160K
$8.72M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
153K+ 20.32% |
$5.69M - $6.69M
|
909K
$49.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
148K+ 9.57% |
$5.49M - $6.47M
|
1.7M
$92.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
148K+ 24.64% |
$5.48M - $6.45M
|
749K
$40.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
130K+ 486.6% |
$4.83M - $5.68M
|
157K
$8.55M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
130K+ 302.17% |
$4.81M - $5.67M
|
173K
$9.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
128K+ 278.72% |
$4.73M - $5.57M
|
174K
$9.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
126K+ 11845.49% |
$4.67M - $5.5M
|
127K
$6.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
114K+ 46.21% |
$4.22M - $4.96M
|
360K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
110K+ 6.89% |
$4.07M - $4.79M
|
1.7M
$92.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
110K+ 31.9% |
$4.06M - $4.78M
|
453K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
97.3KNew |
$3.6M - $4.24M
|
97.3K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.5K+ 20.34% |
$3.54M - $4.16M
|
565K
$30.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
91.4K+ 802.68% |
$3.39M - $3.99M
|
103K
$5.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
86.3K+ 426.01% |
$3.2M - $3.76M
|
107K
$5.8M
|
|