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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
6.48K+ 84.01% |
$309K - $361K
|
14.2K
$634K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.83KNew |
$230K - $269K
|
4.83K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
4.74K+ 370.02% |
$226K - $264K
|
6.02K
$269K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
4.58KNew |
$218K - $255K
|
4.58K
$205K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.4KNew |
$209K - $245K
|
4.4K
$197K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.39KNew |
$209K - $244K
|
4.39K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.21KNew |
$153K - $179K
|
3.21K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
1.85K+ 7.53% |
$88.3K - $103K
|
26.5K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.55KNew |
$73.6K - $86K
|
1.55K
$69.1K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.29KNew |
$61.4K - $71.7K
|
1.29K
$57.6K
|
|
|
May 07, 2025
Q1 2025
|
Bastion Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
902+ 2.1% |
$43K - $50.2K
|
43.8K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
506New |
$24.1K - $28.2K
|
506
$22.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
496New |
$23.6K - $27.6K
|
496
$22.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
470New |
$22.4K - $26.2K
|
470
$21K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282New |
$13.4K - $15.7K
|
282
$12.6K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
217New |
$10.3K - $12.1K
|
217
$9.7K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
123New |
$5.86K - $6.85K
|
123
$5.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
67New |
$3.19K - $3.73K
|
67
$3K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
50+ 0.77% |
$2.38K - $2.78K
|
6.52K
$292K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 92.0% |
$2.19K - $2.56K
|
96
$4.29K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18New |
$858 - $1K
|
18
$805
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$715 - $835
|
15
$671
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14New |
$667 - $780
|
14
$626
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$476 - $557
|
10
$447
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
7New |
$333 - $390
|
7
$313
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$286 - $334
|
6
$268
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 33.33% |
$238 - $278
|
20
$894
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 83.33% |
$238 - $278
|
11
$492
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$238 - $278
|
5
$224
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
101KNew |
$4.21M - $5.11M
|
101K
$4.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
71KNew |
$2.95M - $3.58M
|
71K
$3.18M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
57KNew |
$2.37M - $2.87M
|
57K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
49.8KNew |
$2.07M - $2.51M
|
49.8K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$1.36M - $1.65M
|
32.7K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
25K+ 25.0% |
$1.04M - $1.26M
|
125K
$5.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 1.68% |
$983K - $1.19M
|
1.43M
$63.9M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
9.71KNew |
$404K - $489K
|
9.71K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
7.22K+ 29.68% |
$300K - $364K
|
31.5K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.52KNew |
$271K - $329K
|
6.52K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
5.78KNew |
$240K - $291K
|
5.78K
$259K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.72KNew |
$196K - $238K
|
4.72K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
4.61KNew |
$192K - $232K
|
4.61K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.55KNew |
$189K - $229K
|
4.55K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.6KNew |
$108K - $131K
|
2.6K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
514New |
$21.4K - $25.9K
|
514
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
430+ 61.43% |
$17.9K - $21.7K
|
1.13K
$50.5K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
365+ 1.53% |
$15.2K - $18.4K
|
24.2K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
253New |
$10.5K - $12.8K
|
253
$11.3K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
150New |
$6.24K - $7.56K
|
150
$6.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
145New |
$6.03K - $7.31K
|
145
$6.48K
|
|