| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EQH Share Count |
|---|
| Rise Advisors LLC |
112 |
1,704 |
+1,592 |
+1421.43% |
| Capital Advisors Ltd. LLC |
16 |
65 |
+49 |
+306.25% |
| Ashton Thomas Private Wealth LLC |
19,043 |
69,503 |
+50,460 |
+264.98% |
| Assenagon Asset Management S.A. |
194,571 |
340,767 |
+146,196 |
+75.14% |
| Capital Insight Partners LLC |
12,068 |
17,172 |
+5,104 |
+42.29% |
| Tributary Capital Management LLC |
7,500 |
10,500 |
+3,000 |
+40.00% |
| GAMMA Investing LLC |
1,534 |
1,939 |
+405 |
+26.40% |
| CWM LLC |
2,416 |
2,929 |
+513 |
+21.23% |
| Valley National Advisers Inc. |
120 |
135 |
+15 |
+12.50% |
| Wedge Capital Management L L P NC |
73,312 |
80,340 |
+7,028 |
+9.59% |
| Veriti Management LLC |
8,373 |
9,161 |
+788 |
+9.41% |
| Ellsworth Advisors LLC |
26,839 |
28,373 |
+1,534 |
+5.72% |
| Foster & Motley Inc. |
158,705 |
164,147 |
+5,442 |
+3.43% |
| Louisiana State Employees Retirement System |
89,400 |
90,300 |
+900 |
+1.01% |
| State of Michigan Retirement System |
83,686 |
84,486 |
+800 |
+0.96% |
| Fulton Bank N.A. |
21,990 |
22,112 |
+122 |
+0.55% |
| Wiley BROS. Aintree Capital LLC |
34,061 |
34,074 |
+13 |
+0.04% |
| 13F Filers Reporting New Positions In EQH |
|---|
| Los Angeles Capital Management & Equity Research Inc. |
0 |
13,984 |
+13,984 |
+100% |
| Westend Capital Management LLC |
0 |
64 |
+64 |
+100% |
| Exchange Traded Concepts LLC |
0 |
169 |
+169 |
+100% |
| Mather Group LLC. |
0 |
233 |
+233 |
+100% |
| BTC Capital Management Inc. |
0 |
71,721 |
+71,721 |
+100% |
| Wealth Enhancement Advisory Services LLC |
0 |
6,112 |
+6,112 |
+100% |
| Venturi Wealth Management LLC |
0 |
264 |
+264 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
100 |
+100 |
+100% |
| Piscataqua Savings Bank |
0 |
206 |
+206 |
+100% |
| Simplicity Wealth LLC |
0 |
7,583 |
+7,583 |
+100% |
| Norden Group LLC |
0 |
5,580 |
+5,580 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Romano Brothers AND Company |
8,175 |
8,175 |
UNCH |
0.00% |
| New Mexico Educational Retirement Board |
65,500 |
65,500 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
100 |
100 |
UNCH |
0.00% |
| Private Trust Co. NA |
435 |
435 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
235 |
235 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
49,400 |
49,400 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
29,513 |
29,513 |
UNCH |
0.00% |
| Versant Capital Management Inc |
53 |
53 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
27,283 |
27,283 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
4,001 |
4,001 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
70 |
70 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
154 |
154 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
60 |
60 |
UNCH |
0.00% |
| 13F Filers Decreasing EQH Share Count |
|---|
| Allspring Global Investments Holdings LLC |
50,987 |
4,783 |
-46,204 |
-90.62% |
| Hexagon Capital Partners LLC |
126 |
31 |
-95 |
-75.40% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
454,717 |
193,278 |
-261,439 |
-57.49% |
| Raymond James Financial Services Advisors Inc. |
22,154 |
11,131 |
-11,023 |
-49.76% |
| Handelsinvest Investeringsforvaltning |
14,125 |
9,298 |
-4,827 |
-34.17% |
| DNB Asset Management AS |
73,524 |
50,466 |
-23,058 |
-31.36% |
| Massmutual Trust Co. FSB ADV |
347 |
252 |
-95 |
-27.38% |
| Global Retirement Partners LLC |
1,159 |
866 |
-293 |
-25.28% |
| Bruce G. Allen Investments LLC |
254 |
199 |
-55 |
-21.65% |
| AdvisorNet Financial Inc |
1,951 |
1,532 |
-419 |
-21.48% |
| Ritholtz Wealth Management |
31,020 |
25,753 |
-5,267 |
-16.98% |
| Robeco Institutional Asset Management B.V. |
424,756 |
365,066 |
-59,690 |
-14.05% |
| Raymond James & Associates |
131,514 |
113,293 |
-18,221 |
-13.85% |
| Kathmere Capital Management LLC |
7,699 |
6,685 |
-1,014 |
-13.17% |
| Benson Investment Management Company Inc. |
148,945 |
131,121 |
-17,824 |
-11.97% |
| Amalgamated Bank |
232,922 |
210,714 |
-22,208 |
-9.53% |
| IFM Investors Pty Ltd |
100,354 |
92,782 |
-7,572 |
-7.55% |
| Alaska Permanent Fund Corp |
85,844 |
80,727 |
-5,117 |
-5.96% |
| DekaBank Deutsche Girozentrale |
67,605 |
65,484 |
-2,121 |
-3.14% |
| SJS Investment Consulting Inc. |
101 |
99 |
-2 |
-1.98% |
| Fifth Third Bancorp |
4,219 |
4,136 |
-83 |
-1.97% |
| State of Alaska Department of Revenue |
34,360 |
34,050 |
-310 |
-0.90% |
| NBC Securities Inc. |
10,126 |
10,120 |
-6 |
-0.06% |
| Sumitomo Mitsui Trust Holdings Inc. |
839,918 |
839,542 |
-376 |
-0.04% |
| Kempner Capital Management Inc. |
159,382 |
159,372 |
-10 |
-0.01% |
| 13F Filers Exiting EQH |
|---|
| Tennessee Valley Asset Management Partners |
112 |
0 |
-112 |
-100.00% |
| Oak Thistle LLC |
43,394 |
0 |
-43,394 |
-100.00% |
| MV Capital Management Inc. |
3,660 |
0 |
-3,660 |
-100.00% |
| Gradient Investments LLC |
76 |
0 |
-76 |
-100.00% |
| Cutler Group LP |
22 |
0 |
-22 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
387,121 |
0 |
-387,121 |
-100.00% |
| Hennessy Advisors Inc. |
82,400 |
0 |
-82,400 |
-100.00% |
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