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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
75+ 1.23% |
$3.3K - $4.21K
|
6.15K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
74New |
$3.25K - $4.15K
|
74
$3.31K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
73New |
$3.21K - $4.1K
|
73
$3.26K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
52New |
$2.29K - $2.92K
|
52
$2.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39New |
$1.72K - $2.19K
|
39
$1.74K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
34New |
$1.5K - $1.91K
|
34
$1.52K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
28New |
$1.23K - $1.57K
|
28
$1.25K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
28+ 175.0% |
$1.23K - $1.57K
|
44
$1.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.27% |
$1.14K - $1.46K
|
9.6K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
23New |
$1.01K - $1.29K
|
23
$1.03K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23+ 100.0% |
$1.01K - $1.29K
|
46
$2.06K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21+ 6.21% |
$924 - $1.18K
|
359
$16.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21New |
$924 - $1.18K
|
21
$939
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
21New |
$924 - $1.18K
|
21
$939
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19New |
$836 - $1.07K
|
19
$850
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19New |
$836 - $1.07K
|
19
$850
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$792 - $1.01K
|
18
$805
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
16+ 200.0% |
$704 - $898
|
24
$1.07K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
15New |
$660 - $842
|
15
$671
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
13+ 76.47% |
$572 - $729
|
30
$1.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13New |
$572 - $729
|
13
$581
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
13+ 4.39% |
$572 - $729
|
309
$13.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10+ 0.12% |
$440 - $561
|
8.3K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
$352 - $449
|
8
$358
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
7New |
$308 - $393
|
7
$313
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 60.0% |
$264 - $337
|
16
$716
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 1.79% |
$44 - $56.1
|
57
$2.55K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Viking Global Investors LP
|
BUY
|
- |
2.52M+ 329.08% |
$120M - $140M
|
3.28M
$147M
|
|
|
May 15, 2025
Q1 2025
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
474KNew |
$22.6M - $26.4M
|
474K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
217KNew |
$10.3M - $12.1M
|
217K
$9.7M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
111KNew |
$5.29M - $6.18M
|
111K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
103KNew |
$4.92M - $5.74M
|
103K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
80KNew |
$3.81M - $4.45M
|
80K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
78.6K+ 191.26% |
$3.75M - $4.38M
|
120K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
49.9KNew |
$2.38M - $2.78M
|
49.9K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
43.8KNew |
$2.09M - $2.44M
|
43.8K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
37.4K+ 689.41% |
$1.78M - $2.08M
|
42.8K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
23.7KNew |
$1.13M - $1.32M
|
23.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
23KNew |
$1.09M - $1.28M
|
23K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
16.3K+ 34.63% |
$778K - $909K
|
63.5K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
13.6KNew |
$650K - $760K
|
13.6K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$627K - $733K
|
13.2K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
12.2K+ 5.32% |
$580K - $678K
|
241K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
11.5K+ 68.96% |
$548K - $641K
|
28.2K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
10.6KNew |
$505K - $590K
|
10.6K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.3KNew |
$492K - $575K
|
10.3K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
9.33KNew |
$444K - $519K
|
9.33K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
6.89K+ 22.56% |
$328K - $383K
|
37.4K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.79KNew |
$324K - $378K
|
6.79K
$304K
|
|