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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.03KNew |
$334K - $405K
|
8.03K
$379K
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8K+ 0.69% |
$333K - $403K
|
1.16M
$54.9M
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.65KNew |
$318K - $386K
|
7.65K
$361K
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.48K+ 129.61% |
$311K - $377K
|
13.3K
$626K
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
7.22K+ 29.68% |
$300K - $364K
|
31.5K
$1.49M
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.52KNew |
$271K - $329K
|
6.52K
$308K
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
6.47KNew |
$269K - $326K
|
6.47K
$306K
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
6.43K+ 11.85% |
$267K - $324K
|
60.7K
$2.87M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.34K+ 29.39% |
$264K - $319K
|
27.9K
$1.32M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
6.16K+ 40.99% |
$256K - $311K
|
21.2K
$1M
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
6.02KNew |
$250K - $303K
|
6.02K
$284K
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.95K+ 7.93% |
$248K - $300K
|
81K
$3.83M
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
5.78KNew |
$240K - $291K
|
5.78K
$273K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.72K+ 10.29% |
$238K - $288K
|
61.3K
$2.9M
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
5.42KNew |
$226K - $273K
|
5.42K
$256K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.2KNew |
$216K - $262K
|
5.2K
$246K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.82KNew |
$201K - $243K
|
4.82K
$228K
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4.8KNew |
$200K - $242K
|
4.8K
$227K
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
4.78K+ 5.8% |
$199K - $241K
|
87.1K
$4.12M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.72KNew |
$196K - $238K
|
4.72K
$223K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.62KNew |
$192K - $233K
|
4.62K
$218K
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
4.61KNew |
$192K - $232K
|
4.61K
$218K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.55KNew |
$189K - $229K
|
4.55K
$215K
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.5K+ 15.57% |
$187K - $227K
|
33.4K
$1.58M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.49KNew |
$187K - $226K
|
4.49K
$212K
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.4KNew |
$183K - $222K
|
4.4K
$208K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.39KNew |
$183K - $221K
|
4.39K
$207K
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4.34K+ 5.48% |
$181K - $219K
|
83.6K
$3.95M
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.3KNew |
$179K - $217K
|
4.3K
$203K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.27K+ 5.08% |
$178K - $215K
|
88.3K
$4.17M
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
4.2K+ 5.36% |
$175K - $212K
|
82.7K
$3.9M
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 348.57% |
$167K - $203K
|
5.17K
$244K
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
3.85K+ 0.29% |
$160K - $194K
|
1.35M
$63.7M
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
3.85K+ 13.33% |
$160K - $194K
|
32.7K
$1.54M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.84K+ 15.37% |
$160K - $194K
|
28.9K
$1.36M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.61K+ 9.31% |
$150K - $182K
|
42.3K
$2M
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.59K+ 2.11% |
$149K - $181K
|
174K
$8.23M
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.32K+ 9.27% |
$138K - $167K
|
39.1K
$1.85M
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.17K+ 5.13% |
$132K - $160K
|
65.1K
$3.07M
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
2.87K+ 6.33% |
$119K - $145K
|
48.2K
$2.28M
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.7K+ 14.74% |
$112K - $136K
|
21K
$993K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.69K+ 44.91% |
$112K - $136K
|
8.69K
$411K
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.6KNew |
$108K - $131K
|
2.6K
$123K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.33K+ 267.24% |
$97K - $118K
|
3.21K
$151K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
2.21K+ 1.54% |
$91.7K - $111K
|
145K
$6.85M
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
1.88KNew |
$78.1K - $94.7K
|
1.88K
$88.8K
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.75K+ 3.73% |
$72.8K - $88.3K
|
48.7K
$2.3M
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.74K+ 12.82% |
$72.2K - $87.5K
|
15.3K
$722K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.63K+ 26.6% |
$68K - $82.4K
|
7.78K
$367K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.53K+ 13.04% |
$63.8K - $77.3K
|
13.3K
$628K
|