EQH Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 1.10%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $23,240,174.35

Equitable Insider Trading History Chart

Equitable Share Price & Price History

^$54.09

▼ -0.208 (-0.38%)

As of 03/26/2025 04:58 PM ET

Days: 30 | 90 | 365

Equitable Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/14/2025	Mark Pearson	CEO	Sell	30,000	$51.16	$1,534,800.00	753,206
3/14/2025	Nick Lane	Insider	Sell	5,000	$51.12	$255,600.00	139,073
2/18/2025	Jeffrey J. Hurd	COO	Sell	6,666	$55.38	$369,163.08	104,298
1/15/2025	Jeffrey J. Hurd	COO	Sell	6,666	$54.65	$364,296.90	92,209
1/15/2025	Mark Pearson	CEO	Sell	30,000	$51.65	$1,549,500.00	629,939
1/15/2025	Nick Lane	Insider	Sell	25,000	$51.65	$1,291,250.00	121,629
12/23/2024	William James Eckert, IV	CAO	Sell	1,700	$46.68	$79,356.00	17,677
12/18/2024	Nick Lane	Insider	Sell	25,000	$45.84	$1,146,000.00	141,629
12/16/2024	Jeffrey J. Hurd	COO	Sell	6,666	$47.31	$315,368.46	98,875
12/16/2024	Mark Pearson	CEO	Sell	30,000	$47.31	$1,419,300.00	639,939
11/15/2024	Mark Pearson	CEO	Sell	30,000	$47.43	$1,422,900.00	648,555
11/8/2024	Jeffrey J. Hurd	COO	Sell	6,666	$47.53	$316,834.98	105,246
10/15/2024	Mark Pearson	CEO	Sell	30,000	$44.40	$1,332,000.00	658,555
9/19/2024	William James Eckert, IV	CAO	Sell	3,500	$42.42	$148,470.00	19,321
9/16/2024	Mark Pearson	CEO	Sell	30,000	$40.78	$1,223,400.00	668,555
8/29/2024	Mark Pearson	CEO	Sell	30,000	$42.20	$1,266,000.00	678,555
7/15/2024	Jeffrey J. Hurd	COO	Sell	9,969	$43.09	$429,564.21	111,552
6/14/2024	Jeffrey J. Hurd	COO	Sell	9,969	$39.62	$394,971.78	121,521
5/2/2024	Seth P. Bernstein	Insider	Sell	152,473	$38.06	$5,803,122.38	88,660
4/15/2024	Jeffrey J. Hurd	COO	Sell	9,969	$36.24	$361,276.56	141,062
4/15/2024	Mark Pearson	CEO	Sell	30,000	$36.24	$1,087,200.00	685,025
4/1/2024	Mark Pearson	CEO	Sell	30,000	$37.66	$1,129,800.00	695,025
3/18/2024	Bertram L. Scott	Director	Sell	7,000	$35.29	$247,030.00	20,902
3/15/2024	Jeffrey J. Hurd	COO	Sell	9,969	$35.32	$352,105.08	151,031
3/1/2024	Mark Pearson	CEO	Sell	60,000	$33.77	$2,026,200.00	703,254
2/29/2024	Jeffrey J. Hurd	COO	Sell	9,969	$34.28	$341,737.32	160,622
2/21/2024	Charles G.T. Stonehill	Director	Sell	5,000	$34.02	$170,100.00	29,758
2/7/2024	Nick Lane	Insider	Sell	20,000	$34.02	$680,400.00	144,132
2/1/2024	Mark Pearson	CEO	Sell	60,000	$32.38	$1,942,800.00	619,625
1/16/2024	Nick Lane	Insider	Sell	10,000	$32.29	$322,900.00	154,132
1/2/2024	Mark Pearson	CEO	Sell	60,000	$33.07	$1,984,200.00	639,625
12/22/2023	Nick Lane	Insider	Sell	10,000	$33.30	$333,000.00	159,132
12/20/2023	Daniel G. Kaye	Director	Sell	4,845	$33.85	$164,003.25	53,757
12/14/2023	William James Eckert, IV	CAO	Sell	7,000	$34.59	$242,130.00	20,318
3/24/2023	Kristi Ann Matus	Director	Sell	19,297	$23.34	$450,391.98
3/22/2023	William James Eckert, IV	CAO	Sell	8,100	$25.38	$205,578.00	27,062
3/15/2023	Robin M. Raju	CFO	Buy	2,096	$23.78	$49,842.88	96,226
11/15/2022	Mark Pearson	CEO	Sell	30,000	$30.19	$905,700.00	425,307
10/27/2022	Mark Pearson	CEO	Sell	30,000	$30.05	$901,500.00	435,307
9/15/2022	Mark Pearson	CEO	Sell	30,000	$30.02	$900,600.00	445,307
9/8/2022	Bertram L. Scott	Director	Sell	7,300	$29.87	$218,051.00	21,429
8/15/2022	Nick Lane	Insider	Sell	25,724	$30.89	$794,614.36	96,394
8/11/2022	Jeffrey J. Hurd	COO	Sell	16,000	$30.01	$480,160.00	80,245
8/11/2022	Mark Pearson	CEO	Sell	60,000	$30.02	$1,801,200.00	463,780
8/11/2022	Nick Lane	Insider	Sell	51,448	$30.00	$1,543,440.00	101,394
5/26/2022	Jeffrey J. Hurd	COO	Sell	8,000	$30.00	$240,000.00	95,904
5/26/2022	Mark Pearson	CEO	Sell	30,000	$30.04	$901,200.00	482,212
4/18/2022	Jeffrey J. Hurd	COO	Sell	8,000	$30.49	$243,920.00	103,904
4/18/2022	Mark Pearson	CEO	Sell	30,000	$30.54	$916,200.00	492,212
4/18/2022	Nick Lane	Insider	Sell	25,724	$30.52	$785,096.48	116,007

See Full Table

SEC Filings (Institutional Ownership Changes) for Equitable (NYSE:EQH)

92.70% of Equitable stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Equitable Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/18/2025	California State Teachers Retirement System	611,461	$28.84M	0.0%	+5.3%	0.199%
3/17/2025	Wealth Enhancement Advisory Services LLC	27,601	$1.30M	0.0%	+267.7%	0.009%
2/28/2025	Universal Beteiligungs und Servicegesellschaft mbH	188,875	$8.91M	0.0%	N/A	0.060%
2/25/2025	Integrated Advisors Network LLC	30,022	$1.42M	0.1%	-1.9%	0.010%
2/22/2025	American Trust	4,716	$0.22M	0.0%	N/A	0.002%
2/20/2025	Mackenzie Financial Corp	33,241	$1.57M	0.0%	-9.3%	0.011%
2/20/2025	Forum Financial Management LP	4,404	$0.21M	0.0%	N/A	0.001%
2/19/2025	Toronto Dominion Bank	84,148	$3.97M	0.0%	+87.9%	0.027%
2/19/2025	Invst LLC	24,165	$1.14M	0.1%	+1.5%	0.008%
2/19/2025	Public Employees Retirement System of Ohio	108,571	$5.12M	0.0%	-8.5%	0.035%
2/18/2025	Vise Technologies Inc.	26,429	$1.25M	0.1%	+154.4%	0.008%
2/18/2025	McIlrath & Eck LLC	1,386	$65K	0.0%	+154.3%	0.000%
2/18/2025	CSS LLC IL	13,475	$0.64M	0.0%	-23.0%	0.004%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,558,239	$120.67M	0.0%	+15.2%	0.816%
2/17/2025	Voloridge Investment Management LLC	1,013,563	$47.81M	0.2%	+108.2%	0.323%
2/17/2025	Worldquant Millennium Advisors LLC	67,728	$3.20M	0.0%	N/A	0.022%
2/17/2025	Woodline Partners LP	1,348,880	$63.63M	0.4%	+0.3%	0.430%
2/17/2025	Vident Advisory LLC	125,308	$5.91M	0.1%	+18.0%	0.040%
2/17/2025	Virtus Investment Advisers Inc.	2,600	$0.12M	0.1%	N/A	0.001%
2/17/2025	Two Sigma Advisers LP	241,200	$11.38M	0.0%	+44.4%	0.077%
2/17/2025	Two Sigma Investments LP	185,646	$8.76M	0.0%	-60.3%	0.059%
2/17/2025	Tidal Investments LLC	10,162	$0.48M	0.0%	-39.5%	0.003%
2/17/2025	Steamboat Capital Partners LLC	71,938	$3.39M	1.1%	-2.1%	0.023%
2/17/2025	Toronto Dominion Bank	84,148	$3.97M	0.0%	+87.9%	0.027%
2/17/2025	Sessa Capital IM L.P.	2,554,723	$120.51M	4.3%	-36.7%	0.815%
2/17/2025	Rafferty Asset Management LLC	7,157	$0.34M	0.0%	-2.9%	0.002%
2/17/2025	Redwood Investment Management LLC	30,264	$1.43M	0.1%	-14.4%	0.010%
2/17/2025	Point72 Europe London LLP	85,800	$4.05M	0.2%	+27.4%	0.027%
2/17/2025	Polar Capital Holdings Plc	196,906	$9.29M	0.1%	N/A	0.063%
2/17/2025	ProShare Advisors LLC	14,672	$0.69M	0.0%	+5.3%	0.005%
2/17/2025	Quantinno Capital Management LP	42,817	$2.02M	0.0%	+66.5%	0.014%
2/17/2025	Parkwood LLC	228,690	$10.79M	1.2%	-35.0%	0.073%
2/17/2025	Man Group plc	1,245,568	$58.75M	0.2%	+616.6%	0.398%
2/17/2025	Nissay Asset Management Corp Japan ADV	38,617	$1.83M	0.0%	-2.2%	0.012%
2/17/2025	Nomura Holdings Inc.	49,831	$2.35M	0.0%	N/A	0.016%
2/17/2025	Nuveen Asset Management LLC	1,428,600	$67.39M	0.0%	+1.7%	0.456%
2/17/2025	OMERS ADMINISTRATION Corp	14,052	$0.66M	0.0%	-78.6%	0.004%
2/17/2025	Millennium Management LLC	1,871,866	$88.30M	0.0%	+75.0%	0.597%
2/17/2025	Lazard Asset Management LLC	276,723	$13.05M	0.0%	+8,786.4%	0.088%
2/17/2025	LMR Partners LLP	13,760	$0.65M	0.0%	N/A	0.004%
2/17/2025	Lighthouse Investment Partners LLC	85,364	$4.03M	0.1%	+261.7%	0.027%
2/17/2025	Investment Management Corp of Ontario	47,730	$2.25M	0.1%	+138.2%	0.015%
2/17/2025	Jacobs Levy Equity Management Inc.	15,116	$0.71M	0.0%	-93.8%	0.005%
2/17/2025	Hudson Bay Capital Management LP	350,000	$16.51M	0.1%	+16.7%	0.112%
2/17/2025	Graham Capital Management L.P.	163,951	$7.73M	0.1%	-3.1%	0.052%
2/17/2025	Ellevest Inc.	9,594	$0.45M	0.0%	-3.8%	0.003%
2/17/2025	Ensign Peak Advisors Inc	1,162,116	$54.82M	0.1%	+0.7%	0.371%
2/17/2025	Ethic Inc.	81,020	$3.82M	0.1%	+7.9%	0.026%
2/17/2025	Deutsche Bank AG	1,314,791	$62.02M	0.0%	-7.0%	0.420%
2/17/2025	Colonial Trust Co SC	4,278	$0.20M	0.0%	+7.0%	0.001%
2/17/2025	Concentric Capital Strategies LP	39,202	$1.85M	0.1%	N/A	0.013%
2/17/2025	Conifer Management L.L.C.	5,000,000	$235.85M	31.3%	-16.7%	1.596%
2/17/2025	Crestline Management LP	31,541	$1.49M	0.0%	+29.7%	0.010%
2/17/2025	Centiva Capital LP	9,625	$0.45M	0.0%	-85.7%	0.003%
2/17/2025	Brevan Howard Capital Management LP	21,633	$1.02M	0.0%	N/A	0.007%
2/17/2025	Bridgefront Capital LLC	27,729	$1.31M	0.4%	-20.3%	0.009%
2/17/2025	Captrust Financial Advisors	4,821	$0.23M	0.0%	N/A	0.002%
2/17/2025	Bain Capital Public Equity Management II LLC	702,849	$33.15M	1.5%	-3.3%	0.224%
2/17/2025	Bain Capital Public Equity LP	104,514	$4.93M	3.2%	-15.9%	0.033%
2/17/2025	Balyasny Asset Management L.P.	422,373	$19.92M	0.0%	-52.1%	0.135%
2/17/2025	Bastion Asset Management Inc.	42,943	$2.02M	1.3%	N/A	0.014%
2/17/2025	Bank of America Corp DE	634,049	$29.91M	0.0%	+69.9%	0.202%
2/17/2025	BNP Paribas Financial Markets	1,143,254	$53.93M	0.0%	N/A	0.365%
2/17/2025	Ameriprise Financial Inc.	1,105,018	$52.12M	0.0%	+2.1%	0.353%
2/17/2025	Algert Global LLC	270,240	$12.75M	0.3%	+1,247.7%	0.086%
2/17/2025	Alyeska Investment Group L.P.	1,758,637	$82.96M	0.3%	+237.0%	0.561%
2/14/2025	Meiji Yasuda Life Insurance Co	6,101	$0.29M	0.0%	-33.9%	0.002%
2/14/2025	Mercer Global Advisors Inc. ADV	79,846	$3.77M	0.0%	N/A	0.025%
2/14/2025	Westbourne Investments Inc.	41,255	$1.95M	1.1%	N/A	0.013%
2/14/2025	Freestone Grove Partners LP	1,027,594	$48.47M	0.6%	N/A	0.328%
2/14/2025	Comerica Bank	171,481	$8.09M	0.0%	+37.0%	0.055%
2/14/2025	Utah Retirement Systems	52,356	$2.47M	0.0%	-3.1%	0.017%
2/14/2025	Schonfeld Strategic Advisors LLC	37,642	$1.78M	0.0%	-23.3%	0.012%
2/14/2025	AQR Capital Management LLC	1,029,638	$48.57M	0.1%	+64.9%	0.329%
2/14/2025	Northern Trust Corp	4,242,692	$200.13M	0.0%	+26.4%	1.354%
2/14/2025	The Manufacturers Life Insurance Company	673,077	$31.75M	0.0%	+2.8%	0.215%
2/14/2025	Tudor Investment Corp ET AL	4,954	$0.23M	0.0%	-90.1%	0.002%
2/14/2025	Quarry LP	1,281	$60K	0.0%	-84.3%	0.000%
2/14/2025	Aquatic Capital Management LLC	13,042	$0.62M	0.0%	-63.4%	0.004%
2/14/2025	New Vernon Investment Management LLC	6,568	$0.31M	0.2%	-92.0%	0.002%
2/14/2025	Voya Investment Management LLC	457,280	$21.57M	0.0%	-5.6%	0.146%
2/14/2025	Integrated Wealth Concepts LLC	9,980	$0.47M	0.0%	+5.0%	0.003%
2/14/2025	Adage Capital Partners GP L.L.C.	125,000	$5.90M	0.0%	+25.0%	0.040%
2/14/2025	T. Rowe Price Investment Management Inc.	524,200	$24.73M	0.0%	-3.2%	0.167%
2/14/2025	Pinebridge Investments L.P.	123,022	$5.80M	0.0%	+26.5%	0.039%
2/14/2025	Price T Rowe Associates Inc. MD	21,278,436	$1B	0.1%	+2.6%	6.791%
2/14/2025	Quantessence Capital LLC	5,422	$0.26M	0.1%	N/A	0.002%
2/14/2025	Hsbc Holdings PLC	1,821,249	$86.07M	0.1%	-25.2%	0.581%
2/14/2025	Uniplan Investment Counsel Inc.	120,524	$5.69M	0.5%	+1.1%	0.038%
2/14/2025	Stifel Financial Corp	19,570	$0.92M	0.0%	-13.1%	0.006%
2/14/2025	State of Tennessee Department of Treasury	124,458	$5.87M	0.0%	-2.7%	0.040%
2/14/2025	Tower Research Capital LLC TRC	24,853	$1.17M	0.0%	+194.3%	0.008%
2/14/2025	Teachers Retirement System of The State of Kentucky	99,290	$4.68M	0.0%	-4.7%	0.032%
2/14/2025	MetLife Investment Management LLC	190,606	$8.99M	0.0%	+5.7%	0.061%
2/14/2025	Natixis	271,357	$12.80M	0.1%	N/A	0.087%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	11,051	$0.52M	0.0%	N/A	0.004%
2/14/2025	Dimensional Fund Advisors LP	4,052,772	$191.17M	0.0%	-2.0%	1.293%
2/14/2025	First Trust Advisors LP	7,840,415	$369.83M	0.3%	+5.0%	2.502%
2/14/2025	Forum Financial Management LP	4,404	$0.21M	0.0%	N/A	0.001%
2/14/2025	Capital International Investors	2,601,643	$122.72M	0.0%	+24.3%	0.830%

Data available starting January 2016

See Full Table

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related services to various clients through institutional. The Protection Solutions segment provides life insurance products, such as VUL insurance and IUL insurance, term life, and employee benefits business, such as dental, vision, life, as well as short- and long-term disability insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.

Today's Range

Now: $54.09

$53.71

$55.03

50 Day Range

MA: $52.98

$49.18

$55.77

52 Week Range

Now: $54.09

$35.49

$56.00

Volume

1,621,393 shs

Average Volume

2,438,294 shs

Market Capitalization

$16.65 billion

P/E Ratio

14.16

Dividend Yield

1.83%

Beta

1.39

Who are the company insiders with the largest holdings of Equitable?: Equitable's top insider shareholders include:
Mark Pearson (CEO)
Jeffrey J Hurd (COO)
Nick Lane (Insider)
Seth P Bernstein (Insider)
Daniel G Kaye (Director)
Charles GT Stonehill (Director)
Bertram L Scott (Director)
William James Iv Eckert (CAO)
Learn More about top insider investors at Equitable.
Who are the major institutional investors of Equitable?: Equitable's top institutional investors include:
Vanguard Group Inc. — 11.37%
Price T Rowe Associates Inc. MD — 6.79%
Canada Pension Plan Investment Board — 6.07%
Norges Bank — 4.52%
Wellington Management Group LLP — 2.86%
Pzena Investment Management LLC — 2.61%
Learn More about top institutional investors of Equitable stock.
Which major investors are selling Equitable stock?: In the previous quarter, EQH stock was sold by these institutional investors:
Pzena Investment Management LLC
Sessa Capital IM L.P.
Conifer Management L.L.C.
Hsbc Holdings PLC
Vanguard Group Inc.
Legal & General Group Plc
Arrowstreet Capital Limited Partnership
Bank of New York Mellon Corp
Within the previous year, company insiders that have sold Equitable company stock include:
Mark Pearson (CEO)
Jeffrey J Hurd (COO)
Nick Lane (Insider)
Seth P Bernstein (Insider)
Daniel G Kaye (Director)
Learn More investors selling Equitable stock.
Which major investors are buying Equitable stock?: In the previous quarter, EQH stock was bought by institutional investors including:
Norges Bank
Wellington Management Group LLP
Nordea Investment Management AB
Los Angeles Capital Management LLC
Alyeska Investment Group L.P.
BNP Paribas Financial Markets
Man Group plc
Freestone Grove Partners LP