Purchases and Sales Made in Q4 2025 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q4 2025. The information is specifically focused on institutions that hold shares of Equitable Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
890K+ 25519.83% |
$39.7M - $45.6M
|
894K
$40M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
39.2KNew |
$1.75M - $2.01M
|
39.2K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
18.8KNew |
$840K - $963K
|
18.8K
$842K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
11K+ 15.84% |
$490K - $562K
|
80.4K
$3.59M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
10.8K+ 45.19% |
$482K - $553K
|
34.7K
$1.55M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
5.91K+ 17.71% |
$263K - $302K
|
39.2K
$1.75M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.76KNew |
$257K - $295K
|
5.76K
$258K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.42K+ 11.44% |
$153K - $175K
|
33.3K
$1.49M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
2.94K+ 20.49% |
$131K - $151K
|
17.3K
$774K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.89K+ 15.83% |
$84.5K - $96.9K
|
13.9K
$620K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.69K+ 2.62% |
$75.5K - $86.6K
|
66.4K
$2.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.59K+ 1.38% |
$70.7K - $81.1K
|
116K
$5.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.23K+ 0.41% |
$54.6K - $62.7K
|
301K
$13.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
317+ 12.36% |
$14.1K - $16.2K
|
2.88K
$129K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
220+ 0.13% |
$9.81K - $11.3K
|
172K
$7.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200+ 2.51% |
$8.92K - $10.2K
|
8.18K
$366K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
83+ 1.6% |
$3.7K - $4.25K
|
5.28K
$236K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81+ 31.15% |
$3.61K - $4.14K
|
341
$15.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
28+ 56.0% |
$1.25K - $1.43K
|
78
$3.49K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19New |
$848 - $972
|
19
$850
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.18% |
$758 - $870
|
9.62K
$430K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 32.5% |
$580 - $665
|
53
$2.37K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6New |
$268 - $307
|
6
$268
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.97% |
$89.2 - $102
|
208
$9.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.64% |
$44.6 - $51.2
|
60
$2.68K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.57% |
$89.2 - $102
|
54
$2.41K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 16.22% |
$268 - $307
|
31
$1.39K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-9- 0.02% |
$401 - $460
|
42.2K
$1.89M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-14- 46.67% |
$625 - $716
|
16
$716
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-16- 36.36% |
$714 - $819
|
28
$1.25K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-20- 0.37% |
$892 - $1.02K
|
5.38K
$240K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-21- 0.31% |
$937 - $1.07K
|
6.81K
$305K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29- 1.73% |
$1.29K - $1.48K
|
1.65K
$73.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-46- 0.26% |
$2.05K - $2.35K
|
17.6K
$785K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-133- 2.92% |
$5.93K - $6.8K
|
4.42K
$198K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-224- 11.97% |
$9.99K - $11.5K
|
1.65K
$73.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-265- 33.46% |
$11.8K - $13.6K
|
527
$23.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Kbc Group Nv
|
SELL
|
- |
-343- 0.68% |
$15.3K - $17.5K
|
50.3K
$2.25M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-404- 6.82% |
$18K - $20.7K
|
5.52K
$247K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-895- 12.94% |
$39.9K - $45.8K
|
6.02K
$269K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.13K- 1.53% |
$50.2K - $57.6K
|
72.6K
$3.24M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.85K- 16.58% |
$82.5K - $94.6K
|
9.31K
$416K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.81K- 12.07% |
$125K - $144K
|
20.5K
$916K
|
|
|
Jan 26, 2026
Q4 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.47K- 4.81% |
$155K - $178K
|
68.7K
$3.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
SELL
|
- |
-3.53K- 2.84% |
$158K - $181K
|
121K
$5.4M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.66K- 11.34% |
$163K - $187K
|
28.6K
$1.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.1K- 4.92% |
$183K - $210K
|
79.3K
$3.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-4.48K- 8.87% |
$200K - $229K
|
46K
$2.06M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.61K- 9.66% |
$206K - $236K
|
43.1K
$1.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.06K- 14.25% |
$226K - $259K
|
30.5K
$1.36M
|
|