EQH Insider Trading

Insider Ownership Percentage: 1.10%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $17,188,004.59

Equitable Insider Trading History Chart

This chart shows the insider buying and selling history at Equitable by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Equitable Share Price & Price History

Current Price: $40.24
Price Change: Price Decrease of -0.24 (-0.59%)
As of 05/16/2024 01:00 AM ET

This chart shows the closing price history over time for EQH up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Equitable Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/2/2024Seth P BernsteinInsiderSell152,473$38.06$5,803,122.3888,660View SEC Filing Icon  
4/15/2024Jeffrey J. HurdCOOSell9,969$36.24$361,276.56141,062View SEC Filing Icon  
4/15/2024Mark PearsonCEOSell30,000$36.24$1,087,200.00685,025View SEC Filing Icon  
4/1/2024Mark PearsonCEOSell30,000$37.66$1,129,800.00695,025View SEC Filing Icon  
3/18/2024Bertram L. ScottDirectorSell7,000$35.29$247,030.0020,902View SEC Filing Icon  
3/15/2024Jeffrey J. HurdCOOSell9,969$35.32$352,105.08151,031View SEC Filing Icon  
3/1/2024Mark PearsonCEOSell60,000$33.77$2,026,200.00703,254View SEC Filing Icon  
2/29/2024Jeffrey J. HurdCOOSell9,969$34.28$341,737.32160,622View SEC Filing Icon  
2/21/2024Charles G.T. StonehillDirectorSell5,000$34.02$170,100.0029,758View SEC Filing Icon  
2/7/2024Nick LaneInsiderSell20,000$34.02$680,400.00144,132View SEC Filing Icon  
2/1/2024Mark PearsonCEOSell60,000$32.38$1,942,800.00619,625View SEC Filing Icon  
1/16/2024Nick LaneInsiderSell10,000$32.29$322,900.00154,132View SEC Filing Icon  
1/2/2024Mark PearsonCEOSell60,000$33.07$1,984,200.00639,625View SEC Filing Icon  
12/22/2023Nick LaneInsiderSell10,000$33.30$333,000.00159,132View SEC Filing Icon  
12/20/2023Daniel G. KayeDirectorSell4,845$33.85$164,003.2553,757View SEC Filing Icon  
12/14/2023William James Eckert, IVCAOSell7,000$34.59$242,130.0020,318View SEC Filing Icon  
3/24/2023Kristi Ann MatusDirectorSell19,297$23.34$450,391.98View SEC Filing Icon  
3/22/2023William James Eckert, IVCAOSell8,100$25.38$205,578.0027,062View SEC Filing Icon  
3/15/2023Robin M. RajuCFOBuy2,096$23.78$49,842.8896,226View SEC Filing Icon  
11/15/2022Mark PearsonCEOSell30,000$30.19$905,700.00425,307View SEC Filing Icon  
10/27/2022Mark PearsonCEOSell30,000$30.05$901,500.00435,307View SEC Filing Icon  
9/15/2022Mark PearsonCEOSell30,000$30.02$900,600.00445,307View SEC Filing Icon  
9/8/2022Bertram L. ScottDirectorSell7,300$29.87$218,051.0021,429View SEC Filing Icon  
8/15/2022Nick LaneInsiderSell25,724$30.89$794,614.3696,394View SEC Filing Icon  
8/11/2022Jeffrey J. HurdCOOSell16,000$30.01$480,160.0080,245View SEC Filing Icon  
8/11/2022Mark PearsonCEOSell60,000$30.02$1,801,200.00463,780View SEC Filing Icon  
8/11/2022Nick LaneInsiderSell51,448$30.00$1,543,440.00101,394View SEC Filing Icon  
5/26/2022Jeffrey J. HurdCOOSell8,000$30.00$240,000.0095,904View SEC Filing Icon  
5/26/2022Mark PearsonCEOSell30,000$30.04$901,200.00482,212View SEC Filing Icon  
4/18/2022Jeffrey J. HurdCOOSell8,000$30.49$243,920.00103,904View SEC Filing Icon  
4/18/2022Mark PearsonCEOSell30,000$30.54$916,200.00492,212View SEC Filing Icon  
4/18/2022Nick LaneInsiderSell25,724$30.52$785,096.48116,007View SEC Filing Icon  
3/24/2022Nick LaneInsiderSell25,725$31.52$810,852.00View SEC Filing Icon  
3/21/2022Jeffrey J. HurdCOOSell8,000$31.74$253,920.00View SEC Filing Icon  
3/15/2022Mark PearsonCEOSell30,000$30.50$915,000.00View SEC Filing Icon  
2/15/2022Mark PearsonCEOSell30,000$34.44$1,033,200.00View SEC Filing Icon  
1/18/2022Mark PearsonCEOSell30,000$35.35$1,060,500.00View SEC Filing Icon  
1/3/2022Jeffrey J. HurdCOOSell15,000$33.25$498,750.00View SEC Filing Icon  
12/22/2021Kristi Ann MatusDirectorSell10,000$32.36$323,600.00View SEC Filing Icon  
12/6/2021William James Eckert, IVCAOSell1,300$32.40$42,120.00View SEC Filing Icon  
12/1/2021Mark PearsonCEOSell15,000$31.57$473,550.00View SEC Filing Icon  
11/8/2021Charles G.T. StonehillDirectorSell4,844$35.46$171,768.24View SEC Filing Icon  
11/1/2021Mark PearsonCEOSell15,000$33.95$509,250.00View SEC Filing Icon  
10/1/2021Mark PearsonCEOSell15,000$30.02$450,300.00View SEC Filing Icon  
7/15/2021Bertram L. ScottDirectorSell3,400$28.95$98,430.00View SEC Filing Icon  
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

This chart shows the instiutional buying and selling at EQH by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Equitable Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024Redwood Investment Management LLC39,598$1.51M0.1%N/A0.012%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System622,935$23.68M0.0%+2.3%0.192%Search for SEC Filing on Google Icon
5/16/2024EJF Capital LLC30,515$1.16M0.8%-50.2%0.009%Search for SEC Filing on Google Icon
5/16/2024Meiji Yasuda Life Insurance Co21,490$0.82M0.0%-18.9%0.007%Search for SEC Filing on Google Icon
5/16/2024Interval Partners LP647,679$24.62M0.7%+85.3%0.199%Search for SEC Filing on Google Icon
5/16/2024Jacobs Levy Equity Management Inc.18,047$0.69M0.0%-2.5%0.006%Search for SEC Filing on Google Icon
5/16/2024Bayesian Capital Management LP34,200$1.30M0.1%N/A0.011%Search for SEC Filing on Google Icon
5/16/2024BlueMar Capital Management LLC99,082$3.77M6.3%+9.5%0.030%Search for SEC Filing on Google Icon
5/15/2024Ascent Group LLC6,640$0.25M0.0%-5.2%0.002%Search for SEC Filing on Google Icon
5/15/2024SVB Wealth LLC7,711$0.29M0.0%-10.5%0.002%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio128,983$4.90M0.0%-10.9%0.040%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD25,771,463$979.58M0.1%-7.2%7.924%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC1,139,280$43.30M0.1%+0.1%0.350%Search for SEC Filing on Google Icon
5/15/2024LRI Investments LLC1,112$45K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd32,572$1.24M0.0%-58.7%0.010%Search for SEC Filing on Google Icon
5/15/2024Keeley Teton Advisors LLC94,203$3.58M0.4%-2.3%0.029%Search for SEC Filing on Google Icon
5/14/2024Canada Pension Plan Investment Board18,804,685$714.77M0.8%+3.5%5.782%Search for SEC Filing on Google Icon
5/14/2024Toronto Dominion Bank33,928$1.29M0.0%-85.1%0.010%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.2,632$100K0.0%+60.3%0.001%Search for SEC Filing on Google Icon
5/14/2024Vident Advisory LLC96,450$3.67M0.1%-7.3%0.030%Search for SEC Filing on Google Icon
5/14/2024Pitcairn Co.8,006$0.30M0.0%-38.7%0.002%Search for SEC Filing on Google Icon
5/14/2024Healthcare of Ontario Pension Plan Trust Fund200,000$7.60M0.0%N/A0.061%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co433,994$16.50M0.0%-18.0%0.133%Search for SEC Filing on Google Icon
5/14/2024American International Group Inc.418,380$15.90M0.1%-3.4%0.129%Search for SEC Filing on Google Icon
5/13/2024Thornburg Investment Management Inc.5,267,993$200.24M2.8%-3.3%1.620%Search for SEC Filing on Google Icon
5/13/2024UniSuper Management Pty Ltd4,800$0.18M0.0%+84.6%0.001%Search for SEC Filing on Google Icon
5/13/2024Seven Eight Capital LP189,522$7.20M0.8%+4.8%0.058%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC204,541$7.78M0.1%-79.3%0.063%Search for SEC Filing on Google Icon
5/13/2024Ameritas Investment Partners Inc.69,192$2.63M0.1%-1.5%0.021%Search for SEC Filing on Google Icon
5/10/2024Ontario Teachers Pension Plan Board43,367$1.65M0.0%-37.8%0.013%Search for SEC Filing on Google Icon
5/10/2024Acadian Asset Management LLC12,915$0.49M0.0%+3.9%0.004%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.37,434,676$1.42B0.0%-1.5%11.510%Search for SEC Filing on Google Icon
5/10/2024Intech Investment Management LLC100,476$3.82M0.1%+60.9%0.031%Search for SEC Filing on Google Icon
5/10/2024Mitsubishi UFJ Trust & Banking Corp455,922$17.17M0.0%+2.1%0.140%Search for SEC Filing on Google Icon
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.201,899$7.67M0.0%+19.8%0.062%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System447,610$17.01M0.0%+5.2%0.138%Search for SEC Filing on Google Icon
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.42,696$1.62M0.0%+28.5%0.013%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC15,306$0.58M0.0%-8.5%0.005%Search for SEC Filing on Google Icon
5/8/2024Avantax Advisory Services Inc.22,554$0.86M0.0%N/A0.007%Search for SEC Filing on Google Icon
5/8/2024US Bancorp DE10,068$0.38M0.0%+4.4%0.003%Search for SEC Filing on Google Icon
5/8/2024Hohimer Wealth Management LLC95,521$3.63M0.9%-1.5%0.029%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.516,764$19.64M0.0%+2.1%0.159%Search for SEC Filing on Google Icon
5/8/2024QRG Capital Management Inc.78,343$2.98M0.0%-24.1%0.024%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.330,730$12.57M0.0%-8.5%0.102%Search for SEC Filing on Google Icon
5/7/2024Swiss National Bank1,013,600$38.53M0.0%-6.7%0.312%Search for SEC Filing on Google Icon
5/7/2024Forsta AP Fonden110,400$4.20M0.0%-46.0%0.034%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer Asset Management Inc.242,025$9.20M0.1%-6.2%0.074%Search for SEC Filing on Google Icon
5/7/2024SG Americas Securities LLC72,390$2.75M0.0%+672.4%0.022%Search for SEC Filing on Google Icon
5/6/2024Quantbot Technologies LP179,311$6.82M0.4%+27.0%0.055%Search for SEC Filing on Google Icon
5/6/2024LSV Asset Management342,682$13.03M0.0%-28.6%0.105%Search for SEC Filing on Google Icon
5/3/2024Mediolanum International Funds Ltd157,761$5.99M0.1%N/A0.048%Search for SEC Filing on Google Icon
5/3/2024Pzena Investment Management LLC25,320,633$962.44M3.3%-4.7%7.729%Search for SEC Filing on Google Icon
5/3/2024GSA Capital Partners LLP14,253$0.54M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/3/2024BI Asset Management Fondsmaeglerselskab A S1,589$60K0.0%-58.1%0.000%Search for SEC Filing on Google Icon
5/2/2024Poplar Forest Capital LLC1,047,458$39.81M5.4%-1.9%0.320%Search for SEC Filing on Google Icon
5/2/2024Mutual of America Capital Management LLC186,953$7.11M0.1%-4.9%0.057%Search for SEC Filing on Google Icon
5/2/2024Daiwa Securities Group Inc.24,093$0.92M0.0%+10.6%0.007%Search for SEC Filing on Google Icon
5/2/2024Nordea Investment Management AB131,153$5.02M0.0%-3.6%0.040%Search for SEC Filing on Google Icon
5/2/2024Tokio Marine Asset Management Co. Ltd.13,097$0.50M0.0%+4.2%0.004%Search for SEC Filing on Google Icon
5/1/2024Capstone Investment Advisors LLC5,642$0.21M0.0%-50.5%0.002%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC25,295$0.96M0.0%-2.5%0.008%Search for SEC Filing on Google Icon
4/30/2024Retirement Systems of Alabama394,019$14.98M0.1%-1.1%0.120%Search for SEC Filing on Google Icon
4/30/2024Norden Group LLC5,580$0.21M0.0%N/A0.002%Search for SEC Filing on Google Icon
4/30/2024Vest Financial LLC521,406$19.82M0.5%+35.5%0.159%Search for SEC Filing on Google Icon
4/30/2024Allspring Global Investments Holdings LLC4,783$0.18M0.0%-90.6%0.001%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.1,248,360$47.45M0.0%+0.4%0.381%Search for SEC Filing on Google Icon
4/29/2024Mn Services Vermogensbeheer B.V.136,800$5.20M0.0%-16.9%0.042%Search for SEC Filing on Google Icon
4/26/2024Securian Asset Management Inc.25,803$0.98M0.0%-3.9%0.008%Search for SEC Filing on Google Icon
4/26/2024Yousif Capital Management LLC148,214$5.63M0.1%-3.3%0.045%Search for SEC Filing on Google Icon
4/26/2024Mesirow Financial Investment Management Inc.35,331$1.34M0.0%N/A0.011%Search for SEC Filing on Google Icon
4/25/2024New York State Teachers Retirement System135,002$5.13M0.0%+1.6%0.041%Search for SEC Filing on Google Icon
4/25/2024Bank of New York Mellon Corp3,716,533$141.27M0.0%-1.7%1.134%Search for SEC Filing on Google Icon
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 613,284$23.31M0.1%+5.8%0.187%Search for SEC Filing on Google Icon
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund128,997$4.90M0.1%+20.7%0.039%Search for SEC Filing on Google Icon
4/24/2024Simplicity Wealth LLC7,583$0.29M0.0%N/A0.002%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.340,767$12.95M0.0%+75.1%0.104%Search for SEC Filing on Google Icon
4/23/2024Global Retirement Partners LLC866$33K0.0%-25.3%0.000%Search for SEC Filing on Google Icon
4/23/2024Louisiana State Employees Retirement System90,300$3.43M0.1%+1.0%0.028%Search for SEC Filing on Google Icon
4/23/2024Amalgamated Bank210,714$8.01M0.1%-9.5%0.064%Search for SEC Filing on Google Icon
4/22/2024IFM Investors Pty Ltd92,782$3.53M0.0%-7.5%0.028%Search for SEC Filing on Google Icon
4/22/2024Ashton Thomas Private Wealth LLC69,503$2.64M0.2%+265.0%0.021%Search for SEC Filing on Google Icon
4/19/2024First Trust Direct Indexing L.P.9,161$0.35M0.0%+9.4%0.003%Search for SEC Filing on Google Icon
4/19/2024Norden Group LLC5,580$0.21M0.0%N/A0.002%Search for SEC Filing on Google Icon
4/19/2024State of Alaska Department of Revenue34,050$1.29M0.0%-0.9%0.010%Search for SEC Filing on Google Icon
4/19/2024Sumitomo Mitsui Trust Holdings Inc.839,542$31.91M0.0%0.0%0.256%Search for SEC Filing on Google Icon
4/19/2024Handelsinvest Investeringsforvaltning9,298$0.35M0.2%-34.2%0.003%Search for SEC Filing on Google Icon
4/18/2024State of Michigan Retirement System84,486$3.21M0.0%+1.0%0.026%Search for SEC Filing on Google Icon
4/18/2024MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH193,278$7.35M0.3%-57.5%0.059%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC4,783$0.18M0.0%-90.6%0.001%Search for SEC Filing on Google Icon
4/18/2024Tributary Capital Management LLC10,500$0.40M0.0%+40.0%0.003%Search for SEC Filing on Google Icon
4/16/2024Kathmere Capital Management LLC6,685$0.25M0.0%-13.2%0.002%Search for SEC Filing on Google Icon
4/16/2024Capital Insight Partners LLC17,172$0.65M0.1%+42.3%0.005%Search for SEC Filing on Google Icon
4/11/2024Benson Investment Management Company Inc.131,121$4.98M2.1%-12.0%0.040%Search for SEC Filing on Google Icon
4/11/2024BTC Capital Management Inc.71,721$2.73M0.2%N/A0.022%Search for SEC Filing on Google Icon
4/9/2024Alaska Permanent Fund Corp80,727$3.07M0.0%-6.0%0.024%Search for SEC Filing on Google Icon
4/9/2024Rise Advisors LLC1,704$65K0.0%+1,421.4%0.001%Search for SEC Filing on Google Icon
4/5/2024GAMMA Investing LLC1,939$74K0.0%+26.4%0.001%Search for SEC Filing on Google Icon
4/5/2024Los Angeles Capital Management LLC13,984$0.53M0.0%N/A0.004%Search for SEC Filing on Google Icon
3/27/2024Nomura Holdings Inc.275,319$9.17M0.0%N/A0.084%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd78,903$2.63M0.0%N/A0.024%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Equitable logo
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.
Read More on Equitable

Today's Range

Now: $40.24
Low: $40.22
High: $40.71

50 Day Range

MA: $37.33
Low: $33.60
High: $40.49

52 Week Range

Now: $40.24
Low: $23.70
High: $40.74

Volume

2,969,838 shs

Average Volume

2,654,503 shs

Market Capitalization

$13.09 billion

P/E Ratio

12.46

Dividend Yield

2.18%

Beta

1.4

Who are the company insiders with the largest holdings of Equitable?

Equitable's top insider shareholders include:
  1. Mark Pearson (CEO)
  2. Jeffrey J Hurd (COO)
  3. Nick Lane (Insider)
  4. Robin M Raju (CFO)
  5. Seth P Bernstein (Insider)
  6. Daniel G Kaye (Director)
  7. Charles GT Stonehill (Director)
  8. William James Iv Eckert (CAO)
  9. Bertram L Scott (Director)
  10. 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:
  1. Vanguard Group Inc. — 11.51%
  2. Price T Rowe Associates Inc. MD — 7.92%
  3. Pzena Investment Management LLC — 7.73%
  4. Canada Pension Plan Investment Board — 5.78%
  5. Thornburg Investment Management Inc. — 1.62%
  6. Bank of New York Mellon Corp — 1.13%
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:
  1. Price T Rowe Associates Inc. MD
  2. Pzena Investment Management LLC
  3. O Shaughnessy Asset Management LLC
  4. Vanguard Group Inc.
  5. MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH
  6. Toronto Dominion Bank
  7. Thornburg Investment Management Inc.
  8. LSV Asset Management
Within the previous year, company insiders that have sold Equitable company stock include:
  1. Mark Pearson (CEO)
  2. Jeffrey J Hurd (COO)
  3. Nick Lane (Insider)
  4. Robin M Raju (CFO)
  5. Seth P Bernstein (Insider)
  6. Daniel G Kaye (Director)
  7. Charles GT Stonehill (Director)
  8. 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:
  1. Canada Pension Plan Investment Board
  2. Interval Partners LP
  3. Healthcare of Ontario Pension Plan Trust Fund
  4. Mediolanum International Funds Ltd
  5. Assenagon Asset Management S.A.
  6. Vest Financial LLC
  7. BTC Capital Management Inc.
  8. SG Americas Securities LLC