EQH Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.10%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $19,278,540.58

Equitable Insider Trading History Chart

Equitable Share Price & Price History

^$39.58

▼ -0.95 (-2.34%)

As of 09/6/2024 01:00 AM ET

Days: 30 | 90 | 365

“Fed Proof” Your Bank Account with THESE 4 Simple Steps

From Weiss Ratings | Ad

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.

Equitable Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
3/24/2022	Nick Lane	Insider	Sell	25,725	$31.52	$810,852.00
3/21/2022	Jeffrey J. Hurd	COO	Sell	8,000	$31.74	$253,920.00
3/15/2022	Mark Pearson	CEO	Sell	30,000	$30.50	$915,000.00
2/15/2022	Mark Pearson	CEO	Sell	30,000	$34.44	$1,033,200.00
1/18/2022	Mark Pearson	CEO	Sell	30,000	$35.35	$1,060,500.00
1/3/2022	Jeffrey J. Hurd	COO	Sell	15,000	$33.25	$498,750.00
12/22/2021	Kristi Ann Matus	Director	Sell	10,000	$32.36	$323,600.00
12/6/2021	William James Eckert, IV	CAO	Sell	1,300	$32.40	$42,120.00
12/1/2021	Mark Pearson	CEO	Sell	15,000	$31.57	$473,550.00
11/8/2021	Charles G.T. Stonehill	Director	Sell	4,844	$35.46	$171,768.24
11/1/2021	Mark Pearson	CEO	Sell	15,000	$33.95	$509,250.00
10/1/2021	Mark Pearson	CEO	Sell	15,000	$30.02	$450,300.00

“Fed Proof” Your Bank Account with THESE 4 Simple Steps

From Weiss Ratings | Ad

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.

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
9/5/2024	Sanctuary Advisors LLC	10,861	$0.44M	0.0%	N/A	0.003%
8/22/2024	Cetera Investment Advisers	23,832	$0.97M	0.0%	+19.3%	0.007%
8/21/2024	Truist Financial Corp	8,929	$0.37M	0.0%	+32.3%	0.003%
8/19/2024	Point72 Asset Management L.P.	241,491	$9.87M	0.0%	N/A	0.074%
8/16/2024	Quarry LP	2,366	$97K	0.0%	+623.5%	0.001%
8/16/2024	Invst LLC	23,881	$0.98M	0.1%	+5.0%	0.007%
8/16/2024	Algert Global LLC	14,188	$0.58M	0.0%	+33.2%	0.004%
8/16/2024	Ascent Group LLC	6,382	$0.26M	0.0%	-3.9%	0.002%
8/15/2024	Sessa Capital IM L.P.	4,995,719	$204.13M	6.2%	-3.5%	1.536%
8/15/2024	Lighthouse Investment Partners LLC	228,692	$9.34M	0.4%	N/A	0.070%
8/15/2024	The Manufacturers Life Insurance Company	745,799	$30.47M	0.0%	-13.6%	0.229%
8/15/2024	Millennium Management LLC	954,727	$39.01M	0.0%	+63.3%	0.294%
8/15/2024	Maverick Capital Ltd.	36,840	$1.51M	0.0%	+230.0%	0.011%
8/15/2024	MBB Public Markets I LLC	23,600	$0.96M	0.0%	N/A	0.007%
8/15/2024	APG Asset Management N.V.	48,066	$1.83M	0.0%	+160.3%	0.015%
8/15/2024	AQR Capital Management LLC	727,892	$29.74M	0.0%	+52.2%	0.224%
8/15/2024	AXA S.A.	39,354	$1.61M	0.0%	N/A	0.012%
8/15/2024	Caxton Associates LP	5,628	$0.23M	0.0%	N/A	0.002%
8/15/2024	Point72 Asia Singapore Pte. Ltd.	12,199	$0.50M	0.1%	N/A	0.004%
8/15/2024	Point72 Europe London LLP	126,900	$5.19M	0.4%	N/A	0.039%
8/15/2024	Toronto Dominion Bank	35,231	$1.44M	0.0%	+3.8%	0.011%
8/14/2024	Zurich Insurance Group Ltd FI	2,696,427	$110.18M	1.0%	N/A	0.829%
8/14/2024	Cubist Systematic Strategies LLC	3,954	$0.16M	0.0%	N/A	0.001%
8/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	62,759	$2.56M	0.0%	+55.3%	0.019%
8/14/2024	Point72 DIFC Ltd	104,965	$4.29M	0.2%	+133.1%	0.032%
8/14/2024	Marshall Wace LLP	1,412,269	$57.71M	0.1%	+3.1%	0.434%
8/14/2024	Samlyn Capital LLC	1,550,020	$63.33M	1.1%	N/A	0.477%
8/14/2024	Xponance Inc.	83,097	$3.40M	0.0%	-9.6%	0.026%
8/14/2024	Bank of Montreal Can	31,524	$1.30M	0.0%	-38.2%	0.010%
8/14/2024	Magnetar Financial LLC	37,004	$1.51M	0.0%	N/A	0.011%
8/14/2024	Public Sector Pension Investment Board	43,255	$1.77M	0.0%	-5.5%	0.013%
8/14/2024	Epoch Investment Partners Inc.	10,909	$0.45M	0.0%	N/A	0.003%
8/14/2024	ProShare Advisors LLC	14,418	$0.59M	0.0%	-5.8%	0.004%
8/14/2024	Profund Advisors LLC	11,374	$0.47M	0.0%	-25.4%	0.003%
8/13/2024	Symmetry Investments LP	7,564	$0.31M	0.0%	N/A	0.002%
8/13/2024	Ensign Peak Advisors Inc	1,482,169	$60.56M	0.1%	-27.8%	0.456%
8/13/2024	Ameritas Investment Partners Inc.	65,028	$2.66M	0.2%	-6.0%	0.020%
8/13/2024	Thrivent Financial for Lutherans	340,277	$13.90M	0.0%	-10.3%	0.105%
8/13/2024	Sei Investments Co.	347,475	$14.20M	0.0%	+5.1%	0.107%
8/13/2024	Pacer Advisors Inc.	45,835	$1.87M	0.0%	-4.3%	0.014%
8/13/2024	Skandinaviska Enskilda Banken AB publ	76,771	$3.14M	0.0%	+5.0%	0.024%
8/13/2024	Canada Pension Plan Investment Board	18,652,997	$762.16M	0.7%	-0.8%	5.735%
8/12/2024	Intech Investment Management LLC	58,326	$2.38M	0.0%	-42.0%	0.018%
8/12/2024	XTX Topco Ltd	33,228	$1.36M	0.1%	+3.1%	0.010%
8/12/2024	Kendall Capital Management	112,729	$4.61M	1.5%	+3.1%	0.035%
8/12/2024	Seven Eight Capital LP	36,248	$1.48M	0.2%	-80.9%	0.011%
8/12/2024	Hsbc Holdings PLC	6,840,185	$279.35M	0.2%	-6.5%	2.103%
8/12/2024	Blair William & Co. IL	5,170	$0.21M	0.0%	N/A	0.002%
8/12/2024	Elo Mutual Pension Insurance Co	28,735	$1.17M	0.0%	-7.3%	0.009%
8/12/2024	Vanguard Personalized Indexing Management LLC	31,404	$1.28M	0.0%	+11.0%	0.010%
8/12/2024	Amalgamated Bank	177,208	$7.24M	0.1%	-15.9%	0.054%
8/12/2024	Tredje AP fonden	52,822	$2.16M	0.0%	-1.5%	0.016%
8/12/2024	Meiji Yasuda Asset Management Co Ltd.	12,352	$0.51M	0.0%	-7.0%	0.004%
8/10/2024	Mutual of America Capital Management LLC	175,045	$7.15M	0.1%	-6.4%	0.054%
8/9/2024	Dimensional Fund Advisors LP	4,083,650	$166.86M	0.0%	+15.2%	1.256%
8/9/2024	Massachusetts Financial Services Co. MA	4,943,718	$202M	0.1%	-48.0%	1.520%
8/8/2024	Envestnet Asset Management Inc.	102,385	$4.18M	0.0%	+81.7%	0.031%
8/8/2024	Oppenheimer Asset Management Inc.	214,694	$8.77M	0.1%	-11.3%	0.066%
8/8/2024	Federated Hermes Inc.	600,662	$24.54M	0.1%	+1,095.9%	0.185%
8/8/2024	DekaBank Deutsche Girozentrale	85,875	$3.44M	0.0%	+31.1%	0.026%
8/8/2024	Vest Financial LLC	559,510	$22.86M	0.5%	+7.3%	0.172%
8/8/2024	Forsta AP Fonden	49,400	$2.02M	0.0%	-55.3%	0.015%
8/8/2024	Qsemble Capital Management LP	7,827	$0.32M	0.1%	N/A	0.002%
8/8/2024	American Century Companies Inc.	435,567	$17.80M	0.0%	+86.5%	0.134%
8/8/2024	State of New Jersey Common Pension Fund D	113,367	$4.63M	0.0%	-38.9%	0.035%
8/7/2024	Daiwa Securities Group Inc.	22,693	$0.93M	0.0%	-5.8%	0.007%
8/7/2024	Andra AP fonden	222,400	$9.09M	0.2%	+6.0%	0.068%
8/7/2024	Royal London Asset Management Ltd.	113,320	$4.63M	0.0%	+1.3%	0.035%
8/7/2024	Texas Permanent School Fund Corp	234,851	$9.60M	0.1%	-14.5%	0.072%
8/7/2024	United Services Automobile Association	23,499	$0.96M	0.0%	+2.3%	0.007%
8/7/2024	Choreo LLC	6,567	$0.27M	0.0%	N/A	0.002%
8/7/2024	Prudential PLC	11,391	$0.47M	0.0%	N/A	0.004%
8/7/2024	Ashton Thomas Private Wealth LLC	68,072	$2.78M	0.2%	-2.1%	0.021%
8/6/2024	Quest Partners LLC	13,374	$0.55M	0.1%	-42.6%	0.004%
8/6/2024	Oak Thistle LLC	12,259	$0.50M	0.4%	N/A	0.004%
8/6/2024	Poplar Forest Capital LLC	919,216	$37.56M	5.2%	-12.2%	0.283%
8/6/2024	LSV Asset Management	320,782	$13.11M	0.0%	-6.4%	0.099%
8/6/2024	Acadian Asset Management LLC	3,168,402	$129.44M	0.4%	+24,432.7%	0.974%
8/6/2024	Los Angeles Capital Management LLC	131,564	$5.38M	0.0%	+840.8%	0.040%
8/6/2024	Candriam S.C.A.	26,770	$1.09M	0.0%	+42.8%	0.008%
8/5/2024	Arizona State Retirement System	89,996	$3.68M	0.0%	-3.3%	0.028%
8/5/2024	Victory Capital Management Inc.	214,687	$8.77M	0.0%	-1.6%	0.066%
8/3/2024	National Bank of Canada FI	42,993	$1.75M	0.0%	+1.3%	0.013%
8/3/2024	Foster & Motley Inc.	166,901	$6.82M	0.5%	+1.7%	0.051%
8/3/2024	TD Asset Management Inc	28,849	$1.18M	0.0%	-19.6%	0.009%
8/2/2024	Pzena Investment Management LLC	18,642,684	$761.74M	2.7%	-26.4%	5.732%
8/2/2024	Oregon Public Employees Retirement Fund	63,500	$2.60M	0.1%	-18.1%	0.020%
8/1/2024	Rhumbline Advisers	1,080,609	$44.15M	0.0%	+6.6%	0.332%
8/1/2024	CIBC Asset Management Inc	11,181	$0.46M	0.0%	-2.5%	0.003%
8/1/2024	Natixis Advisors LLC	18,887	$0.77M	0.0%	N/A	0.006%
8/1/2024	MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH	170,668	$6.97M	0.2%	-11.7%	0.052%
8/1/2024	Ritholtz Wealth Management	25,231	$1.03M	0.0%	-2.0%	0.008%
7/31/2024	Picton Mahoney Asset Management	156,100	$6.38M	0.2%	N/A	0.048%
7/31/2024	Van ECK Associates Corp	2,673	$0.11M	0.0%	N/A	0.001%
7/31/2024	Commonwealth Equity Services LLC	132,971	$5.43M	0.0%	+2,388.2%	0.041%
7/31/2024	Rothschild Investment LLC	11,425	$0.47M	0.0%	N/A	0.004%
7/30/2024	Maryland State Retirement & Pension System	25,453	$1.04M	0.0%	-6.7%	0.008%
7/30/2024	Searle & CO.	59,967	$2.45M	0.6%	-0.6%	0.018%
7/30/2024	Sumitomo Mitsui DS Asset Management Company Ltd	32,301	$1.32M	0.0%	+35.9%	0.010%
7/30/2024	iA Global Asset Management Inc.	5,213	$0.21M	0.0%	-15.0%	0.002%

Data available starting January 2016

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: $39.58

$39.46

$41.08

50 Day Range

MA: $41.03

$37.05

$43.61

52 Week Range

Now: $39.58

$24.65

$44.50

Volume

1,441,745 shs

Average Volume

2,546,979 shs

Market Capitalization

$12.87 billion

P/E Ratio

12.25

Dividend Yield

2.28%

Beta

1.42

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)
Robin M Raju (CFO)
Seth P Bernstein (Insider)
Daniel G Kaye (Director)
Charles GT Stonehill (Director)
William James Iv Eckert (CAO)
Bertram L Scott (Director)
Kristi Ann Matus (Director)
Learn More about top insider investors at Equitable.
Who are the major institutional investors of Equitable?: Equitable's top institutional investors include:
Canada Pension Plan Investment Board — 5.74%
Pzena Investment Management LLC — 5.73%
Hsbc Holdings PLC — 2.10%
Sessa Capital IM L.P. — 1.54%
Massachusetts Financial Services Co. MA — 1.52%
Dimensional Fund Advisors LP — 1.26%
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
Massachusetts Financial Services Co. MA
Ensign Peak Advisors Inc
Hsbc Holdings PLC
Sessa Capital IM L.P.
Seven Eight Capital LP
Canada Pension Plan Investment Board
Sumitomo Mitsui Trust Holdings Inc.
Within the previous year, company insiders that have sold Equitable company stock include:
Mark Pearson (CEO)
Jeffrey J Hurd (COO)
Nick Lane (Insider)
Robin M Raju (CFO)
Seth P Bernstein (Insider)
Daniel G Kaye (Director)
Charles GT Stonehill (Director)
William James Iv Eckert (CAO)
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:
Acadian Asset Management LLC
Zurich Insurance Group Ltd FI
Samlyn Capital LLC
Principal Financial Group Inc.
Artemis Investment Management LLP
Federated Hermes Inc.
Dimensional Fund Advisors LP
Millennium Management LLC