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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.2K+ 19.34% |
$160K - $179K
|
19.8K
$883K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.83KNew |
$142K - $158K
|
2.83K
$126K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
2.5K+ 192.31% |
$125K - $140K
|
3.8K
$170K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.41K+ 4.68% |
$121K - $135K
|
53.9K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.39K+ 2.36% |
$120K - $134K
|
104K
$4.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.15K+ 2.21% |
$108K - $120K
|
99.5K
$4.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 30.52% |
$108K - $120K
|
9.19K
$411K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.06K+ 24.97% |
$103K - $115K
|
10.3K
$461K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.93K+ 180.13% |
$96.7K - $108K
|
3K
$134K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.84K+ 2595.77% |
$92.3K - $103K
|
1.91K
$85.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.66K+ 7.82% |
$83.2K - $92.8K
|
22.9K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.65K+ 3.61% |
$82.8K - $92.4K
|
47.4K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.47K+ 18.02% |
$73.4K - $81.9K
|
9.59K
$429K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.37K+ 11.25% |
$68.8K - $76.7K
|
13.6K
$607K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.35K+ 6.15% |
$67.6K - $75.4K
|
23.3K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
1.3K+ 1.53% |
$65.1K - $72.6K
|
86K
$3.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.29K+ 20.33% |
$64.7K - $72.2K
|
7.65K
$342K
|
|
|
Nov 14, 2025
Q3 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
1.26K+ 1.63% |
$63.3K - $70.6K
|
79K
$3.53M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 3.97% |
$62.5K - $69.7K
|
32.7K
$1.46M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22K+ 22.0% |
$61.1K - $68.1K
|
6.76K
$302K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.2K+ 47.67% |
$60.1K - $67K
|
3.71K
$166K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.18K+ 6.0% |
$59K - $65.8K
|
20.8K
$931K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 29.91% |
$54K - $60.3K
|
4.69K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.01K+ 1.47% |
$50.4K - $56.2K
|
69.6K
$3.11M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
956+ 62.48% |
$47.9K - $53.4K
|
2.49K
$111K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
885+ 13.97% |
$44.3K - $49.5K
|
7.22K
$323K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
849+ 0.12% |
$42.5K - $47.4K
|
723K
$32.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
829+ 1.86% |
$41.5K - $46.3K
|
45.5K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
818New |
$41K - $45.7K
|
818
$36.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
800+ 200.0% |
$40.1K - $44.7K
|
1.2K
$53.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
750New |
$37.6K - $41.9K
|
750
$33.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
745+ 14.35% |
$37.3K - $41.6K
|
5.94K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
730+ 5.11% |
$36.6K - $40.8K
|
15K
$671K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
721New |
$36.1K - $40.3K
|
721
$32.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
710New |
$35.6K - $39.7K
|
710
$31.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
699+ 11.21% |
$35K - $39.1K
|
6.93K
$310K
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
525+ 0.26% |
$26.3K - $29.3K
|
201K
$8.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
510New |
$25.5K - $28.5K
|
510
$22.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
506+ 11.09% |
$25.3K - $28.3K
|
5.07K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
441+ 0.51% |
$22.1K - $24.6K
|
86.7K
$3.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
400+ 0.92% |
$20K - $22.4K
|
43.8K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
389+ 1.19% |
$19.5K - $21.7K
|
33.1K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
389+ 4.46% |
$19.5K - $21.7K
|
9.11K
$408K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
376+ 0.72% |
$18.8K - $21K
|
52.9K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
329New |
$16.5K - $18.4K
|
329
$14.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
328+ 529.03% |
$16.4K - $18.3K
|
390
$17.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
277New |
$13.9K - $15.5K
|
277
$12.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
275+ 11.66% |
$13.8K - $15.4K
|
2.63K
$118K
|
|
|
Nov 10, 2025
Q3 2025
|
Bruni J V & CO
|
BUY
|
- |
271+ 0.04% |
$13.6K - $15.1K
|
675K
$30.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
264+ 3300.0% |
$13.2K - $14.8K
|
272
$12.2K
|
|