8/27/2025 | Orion Porfolio Solutions LLC | 32,704 | $1.84M | 0.0% | +103.2% | 0.011% | |
8/26/2025 | Thrivent Financial for Lutherans | 135,371 | $7.59M | 0.0% | -44.1% | 0.045% | |
8/19/2025 | Advisory Services Network LLC | 28,920 | $1.49M | 0.0% | +191.6% | 0.010% | |
8/19/2025 | Pitcairn Co. | 5,813 | $326K | 0.0% | -10.0% | 0.002% | |
8/18/2025 | Hudson Bay Capital Management LP | 85,019 | $4.77M | 0.0% | -85.0% | 0.028% | |
8/18/2025 | Caxton Associates LLP | 96,455 | $5.41M | 0.1% | +1,000.8% | 0.032% | |
8/16/2025 | FORA Capital LLC | 6,192 | $347K | 0.0% | -69.5% | 0.002% | |
8/16/2025 | Headlands Technologies LLC | 485 | $27K | 0.0% | -88.7% | 0.000% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 430,241 | $24.16M | 0.0% | -9.1% | 0.144% | |
8/15/2025 | Tower Research Capital LLC TRC | 11,547 | $648K | 0.0% | -17.8% | 0.004% | |
Get the Latest News and Ratings for EQH and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Equitable and its competitors with MarketBeat's FREE daily newsletter.
|
8/15/2025 | Captrust Financial Advisors | 6,333 | $355K | 0.0% | -8.3% | 0.002% | |
8/15/2025 | Vident Advisory LLC | 101,607 | $5.70M | 0.1% | -9.3% | 0.034% | |
8/15/2025 | Smartleaf Asset Management LLC | 1,072 | $60K | 0.0% | -42.9% | 0.000% | |
8/15/2025 | Snowden Capital Advisors LLC | 9,990 | $560K | 0.0% | +128.6% | 0.003% | |
8/15/2025 | Royal London Asset Management Ltd. | 129,808 | $7.28M | 0.0% | -6.4% | 0.043% | |
8/15/2025 | Redwood Investment Management LLC | 1,313 | $74K | 0.0% | -94.8% | 0.000% | |
8/15/2025 | Orion Porfolio Solutions LLC | 19,777 | $1.11M | 0.0% | +22.9% | 0.007% | |
8/15/2025 | Man Group plc | 1,768,684 | $99.22M | 0.2% | +122.8% | 0.590% | |
8/15/2025 | Meiji Yasuda Asset Management Co Ltd. | 8,478 | $476K | 0.0% | -32.0% | 0.003% | |
8/15/2025 | Lazard Asset Management LLC | 444,635 | $24.94M | 0.0% | +20.1% | 0.148% | |
8/15/2025 | London Co. of Virginia | 29,121 | $1.63M | 0.0% | N/A | 0.010% | |
8/15/2025 | HRT Financial LP | 84,248 | $4.73M | 0.0% | -85.7% | 0.028% | |
8/15/2025 | Hudson Bay Capital Management LP | 85,019 | $4.77M | 0.0% | -85.0% | 0.028% | |
8/15/2025 | Engineers Gate Manager LP | 12,983 | $728K | 0.0% | -48.8% | 0.004% | |
8/15/2025 | BI Asset Management Fondsmaeglerselskab A S | 92,182 | $5.17M | 0.1% | -53.4% | 0.031% | |
8/15/2025 | BNP Paribas Financial Markets | 442,016 | $24.80M | 0.0% | +148.0% | 0.148% | |
8/15/2025 | Bridgeway Capital Management LLC | 43,800 | $2.46M | 0.1% | N/A | 0.015% | |
8/15/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 48,279 | $2.71M | 0.0% | -19.5% | 0.016% | |
8/15/2025 | Brevan Howard Capital Management LP | 54,479 | $3.06M | 0.0% | -37.1% | 0.018% | |
8/15/2025 | Bank of America Corp DE | 944,372 | $52.98M | 0.0% | -0.4% | 0.315% | |
8/15/2025 | Ameriprise Financial Inc. | 905,086 | $50.78M | 0.0% | -11.1% | 0.302% | |
8/15/2025 | AQR Capital Management LLC | 1,216,281 | $68.23M | 0.1% | -36.3% | 0.406% | |
8/14/2025 | Basswood Capital Management L.L.C. | 247,122 | $13.86M | 0.6% | N/A | 0.083% | |
8/14/2025 | Lighthouse Investment Partners LLC | 46,435 | $2.61M | 0.1% | -60.1% | 0.016% | |
8/14/2025 | California State Teachers Retirement System | 584,409 | $32.79M | 0.0% | -4.2% | 0.195% | |
8/14/2025 | Raymond James Financial Inc. | 806,079 | $45.22M | 0.0% | +5.0% | 0.269% | |
8/14/2025 | Canada Pension Plan Investment Board | 17,616,671 | $988.30M | 0.8% | -6.1% | 5.881% | |
8/14/2025 | Soros Fund Management LLC | 86,500 | $4.85M | 0.1% | +130.7% | 0.029% | |
8/14/2025 | Quantinno Capital Management LP | 76,418 | $4.29M | 0.0% | +36.1% | 0.026% | |
8/14/2025 | Alliancebernstein L.P. | 312,003 | $17.50M | 0.0% | -0.9% | 0.104% | |
Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad) For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026.
If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest. Click here to get your free advisor matches and start planning your legacy today. |
8/14/2025 | The Manufacturers Life Insurance Company | 655,742 | $36.79M | 0.0% | +0.8% | 0.219% | |
8/14/2025 | Sei Investments Co. | 626,017 | $35.12M | 0.0% | +45.8% | 0.209% | |
8/14/2025 | Qube Research & Technologies Ltd | 291,126 | $16.33M | 0.0% | +1,126.5% | 0.097% | |
8/14/2025 | Investment Management Corp of Ontario | 7,537 | $423K | 0.0% | -84.2% | 0.003% | |
8/14/2025 | AXA S.A. | 33,918 | $1.90M | 0.0% | -61.2% | 0.011% | |
8/14/2025 | State Street Corp | 12,330,318 | $691.73M | 0.0% | -4.0% | 4.116% | |
8/14/2025 | Daiwa Securities Group Inc. | 32,893 | $1.85M | 0.0% | -19.2% | 0.011% | |
8/14/2025 | L2 Asset Management LLC | 11,385 | $639K | 0.1% | N/A | 0.004% | |
8/14/2025 | Natixis | 654,197 | $36.70M | 0.2% | +138.2% | 0.218% | |
8/14/2025 | Bank of Nova Scotia | 144,352 | $8.10M | 0.0% | -21.7% | 0.048% | |
8/14/2025 | California Public Employees Retirement System | 594,949 | $33.38M | 0.0% | +6.0% | 0.199% | |
8/14/2025 | Callodine Capital Management LP | 739,843 | $41.51M | 4.3% | +131.0% | 0.247% | |
8/14/2025 | Cerity Partners LLC | 37,568 | $2.11M | 0.0% | -4.8% | 0.013% | |
8/14/2025 | Federated Hermes Inc. | 2,238,387 | $125.57M | 0.2% | +20.2% | 0.747% | |
8/13/2025 | Gabelli Funds LLC | 82,257 | $4.62M | 0.0% | +250.0% | 0.027% | |
8/13/2025 | Gamco Investors INC. ET AL | 20,197 | $1.13M | 0.0% | N/A | 0.007% | |
8/13/2025 | Jump Financial LLC | 30,517 | $1.71M | 0.0% | N/A | 0.010% | |
8/13/2025 | Qtron Investments LLC | 14,115 | $792K | 0.1% | -12.1% | 0.005% | |
8/13/2025 | Cresset Asset Management LLC | 34,710 | $1.95M | 0.0% | +615.5% | 0.012% | |
8/13/2025 | Brown Advisory Inc. | 222,252 | $12.47M | 0.0% | +41.4% | 0.074% | |
8/13/2025 | Four Tree Island Advisory LLC | 361,860 | $20.30M | 14.5% | -14.1% | 0.120% | |
8/13/2025 | Amundi | 2,219,610 | $123.97M | 0.0% | +4.4% | 0.736% | |
8/13/2025 | Marshall Wace LLP | 2,266,927 | $127.18M | 0.1% | +25.1% | 0.751% | |
8/13/2025 | Baird Financial Group Inc. | 892,667 | $50.08M | 0.1% | +30.0% | 0.296% | |
8/13/2025 | First Trust Advisors LP | 2,786,578 | $156.33M | 0.1% | -8.8% | 0.924% | |
8/13/2025 | EverSource Wealth Advisors LLC | 1,784 | $100K | 0.0% | -38.6% | 0.001% | |
8/13/2025 | Invesco Ltd. | 6,773,224 | $379.98M | 0.1% | -2.6% | 2.245% | |
8/13/2025 | Groupe la Francaise | 2,949 | $165K | 0.0% | +8.2% | 0.001% | |
8/13/2025 | Quantbot Technologies LP | 87,194 | $4.89M | 0.1% | +366.6% | 0.029% | |
8/13/2025 | M&T Bank Corp | 43,928 | $2.47M | 0.0% | -7.7% | 0.015% | |
8/13/2025 | OMERS ADMINISTRATION Corp | 45,745 | $2.57M | 0.0% | +4.1% | 0.015% | |
8/13/2025 | M.D. Sass LLC | 112,423 | $6.31M | 0.5% | -83.9% | 0.037% | |
8/13/2025 | Edgestream Partners L.P. | 168,926 | $9.48M | 0.3% | +84.2% | 0.056% | |
8/13/2025 | Shelton Capital Management | 10,993 | $617K | 0.0% | -2.3% | 0.004% | |
8/13/2025 | Panagora Asset Management Inc. | 4,624 | $259K | 0.0% | -26.8% | 0.002% | |
8/13/2025 | First National Advisers LLC | 52,517 | $2.95M | 0.4% | -0.9% | 0.017% | |
8/13/2025 | New York State Common Retirement Fund | 343,097 | $19.25M | 0.0% | +73.7% | 0.114% | |
8/13/2025 | Schroder Investment Management Group | 118,675 | $6.66M | 0.0% | -3.6% | 0.039% | |
8/13/2025 | Skandinaviska Enskilda Banken AB publ | 327,774 | $18.39M | 0.1% | +126.6% | 0.109% | |
8/13/2025 | Norges Bank | 12,532,256 | $703.06M | 0.1% | N/A | 4.154% | |
8/13/2025 | Hsbc Holdings PLC | 1,002,959 | $56.32M | 0.0% | -19.4% | 0.332% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,639 | $204K | 0.0% | +21.9% | 0.001% | |
8/13/2025 | Grantham Mayo Van Otterloo & Co. LLC | 4,505 | $253K | 0.0% | N/A | 0.001% | |
8/13/2025 | State Board of Administration of Florida Retirement System | 395,675 | $22.20M | 0.0% | +1.0% | 0.131% | |
8/13/2025 | Korea Investment CORP | 239,691 | $13.45M | 0.0% | +30.1% | 0.079% | |
8/13/2025 | Quadrant Capital Group LLC | 7,755 | $435K | 0.0% | -8.7% | 0.003% | |
8/13/2025 | Vinva Investment Management Ltd | 14,603 | $817K | 0.0% | N/A | 0.005% | |
8/13/2025 | Russell Investments Group Ltd. | 576,159 | $32.26M | 0.0% | -38.7% | 0.191% | |
8/12/2025 | Inceptionr LLC | 8,611 | $483K | 0.1% | N/A | 0.003% | |
8/12/2025 | Elo Mutual Pension Insurance Co | 59,386 | $3.33M | 0.1% | +21.8% | 0.020% | |
Capital Gains Tax Strategies for Seniors (Ad) Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure.
SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation. Click here to see the three strategies and get matched with a financial advisor today. |
8/12/2025 | XTX Topco Ltd | 75,499 | $4.24M | 0.2% | +491.6% | 0.025% | |
8/12/2025 | NFC Investments LLC | 75,300 | $4.22M | 1.2% | +0.4% | 0.025% | |
8/12/2025 | Ameritas Investment Partners Inc. | 59,004 | $3.31M | 0.1% | -3.2% | 0.020% | |
8/12/2025 | Jefferies Financial Group Inc. | 20,537 | $1.15M | 0.0% | -70.9% | 0.007% | |
8/12/2025 | Prudential Financial Inc. | 38,948 | $2.19M | 0.0% | -32.1% | 0.013% | |
8/12/2025 | Charles Schwab Investment Management Inc. | 2,089,437 | $117.22M | 0.0% | -0.8% | 0.693% | |
8/12/2025 | American Century Companies Inc. | 577,537 | $32.40M | 0.0% | +27.9% | 0.191% | |
8/12/2025 | Rhumbline Advisers | 936,016 | $52.51M | 0.0% | -1.6% | 0.310% | |
8/12/2025 | Franklin Resources Inc. | 630,552 | $35.37M | 0.0% | -10.0% | 0.209% | |
8/12/2025 | Mediolanum International Funds Ltd | 190,720 | $10.67M | 0.1% | +49.7% | 0.063% | |