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 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
225+ 1.42% |
$11.3K - $12.6K
|
16.1K
$720K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
212+ 0.63% |
$10.6K - $11.8K
|
33.8K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
204+ 1.66% |
$10.2K - $11.4K
|
12.5K
$559K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
190+ 3.71% |
$9.52K - $10.6K
|
5.31K
$238K
|
|
|
Jan 20, 2026
Q3 2025
|
Kbc Group Nv
|
BUY
|
- |
185+ 0.37% |
$9.27K - $10.3K
|
50.7K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
170New |
$8.52K - $9.5K
|
170
$7.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
160+ 0.06% |
$8.01K - $8.94K
|
276K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
157+ 6.05% |
$7.86K - $8.77K
|
2.75K
$123K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
149+ 26.05% |
$7.46K - $8.33K
|
721
$32.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
144+ 0.3% |
$7.21K - $8.05K
|
47.4K
$2.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
133+ 2.55% |
$6.66K - $7.43K
|
5.35K
$239K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
113+ 0.8% |
$5.66K - $6.31K
|
14.2K
$633K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
111+ 2.57% |
$5.56K - $6.2K
|
4.43K
$198K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
100+ 25.84% |
$5.01K - $5.59K
|
487
$21.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
94+ 0.66% |
$4.71K - $5.25K
|
14.2K
$637K
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
82+ 0.13% |
$4.11K - $4.58K
|
62K
$2.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
82+ 1.98% |
$4.11K - $4.58K
|
4.23K
$189K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
77+ 0.09% |
$3.86K - $4.3K
|
89.8K
$4.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76+ 1.05% |
$3.81K - $4.25K
|
7.31K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 0.6% |
$3.76K - $4.19K
|
12.6K
$562K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
73+ 0.72% |
$3.66K - $4.08K
|
10.3K
$459K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
57New |
$2.86K - $3.19K
|
57
$2.55K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
53+ 1.14% |
$2.65K - $2.96K
|
4.71K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
52New |
$2.6K - $2.91K
|
52
$2.33K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
46+ 0.92% |
$2.3K - $2.57K
|
5.02K
$225K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
45New |
$2.25K - $2.51K
|
45
$2.01K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
37+ 0.49% |
$1.85K - $2.07K
|
7.66K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 5.83% |
$1.7K - $1.9K
|
617
$27.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
33+ 3300.0% |
$1.65K - $1.84K
|
34
$1.52K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 1.3% |
$1.65K - $1.84K
|
2.57K
$115K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 45.16% |
$1.4K - $1.56K
|
90
$4.02K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
26+ 0.29% |
$1.3K - $1.45K
|
9.12K
$408K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
25+ 0.32% |
$1.25K - $1.4K
|
7.85K
$351K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
24New |
$1.2K - $1.34K
|
24
$1.07K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
23+ 4.9% |
$1.15K - $1.29K
|
492
$22K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
15New |
$751 - $838
|
15
$671
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
12+ 10.26% |
$601 - $671
|
129
$5.77K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 2.93% |
$501 - $559
|
351
$15.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.5% |
$451 - $503
|
1.79K
$80.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
8New |
$401 - $447
|
8
$358
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8New |
$401 - $447
|
8
$358
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
CALL |
7New |
$351 - $391
|
7
$313
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 2.88% |
$351 - $391
|
250
$11.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
5+ 0.79% |
$250 - $279
|
635
$28.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 22.73% |
$250 - $279
|
27
$1.21K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$200 - $224
|
11K
$491K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$150 - $168
|
1.29K
$57.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1New |
$50.1 - $55.9
|
1
$44.7
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
806KNew |
$35.5M - $45.2M
|
806K
$36.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
PUT |
750KNew |
$33M - $42.1M
|
750K
$33.5M
|
|