Latest Institutional Transactions on Equifax Inc (EFX)
This table provides information on the latest institutional transactions involving Equifax Inc (EFX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-569- 17.8% |
$133K - $156K
|
2.63K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-43- 0.86% |
$10K - $11.8K
|
4.97K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-307- 21.88% |
$71.5K - $84K
|
1.1K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.7K+ 22.02% |
$395K - $464K
|
9.4K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
976+ 75.48% |
$227K - $267K
|
2.27K
$590K
|
|
|
May 14, 2024
Q1 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-136K- 74.9% |
$31.7M - $37.2M
|
45.6K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-850- 10.37% |
$198K - $233K
|
7.35K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-137- 4.31% |
$31.9K - $37.5K
|
3.04K
$790K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 25.0% |
$46.6K - $54.7K
|
600
$156K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
49New |
$11.4K - $13.4K
|
49
$12.7K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-400- 28.57% |
$93.2K - $109K
|
1K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71+ 3.97% |
$16.5K - $19.4K
|
1.86K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31Closed |
$7.22K - $8.48K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
12.6KNew |
$2.94M - $3.45M
|
12.6K
$3.28M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
21KNew |
$4.89M - $5.75M
|
21K
$5.46M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-197- 0.59% |
$45.9K - $53.9K
|
33.4K
$8.69M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
92+ 3066.67% |
$21.4K - $25.2K
|
95
$24.7K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.36KNew |
$317K - $373K
|
1.36K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Veritas Asset Management LLP
|
SELL
|
- |
-768K- 53.93% |
$179M - $210M
|
656K
$171M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
847New |
$197K - $232K
|
847
$220K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3New |
$699 - $821
|
3
$780
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-24.3K- 5.28% |
$5.66M - $6.64M
|
436K
$113M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-14- 0.81% |
$3.26K - $3.83K
|
1.72K
$447K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-400- 4.44% |
$93.2K - $109K
|
8.61K
$2.24M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-265- 8.48% |
$61.8K - $72.5K
|
2.86K
$744K
|
|
|
May 06, 2024
Q1 2024
|
Ycg, LLC
|
SELL
|
- |
-5K- 45.45% |
$1.17M - $1.37M
|
6K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1KNew |
$233K - $274K
|
1K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5+ 0.32% |
$1.17K - $1.37K
|
1.57K
$409K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-750- 12.12% |
$175K - $205K
|
5.44K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
785New |
$183K - $215K
|
785
$204K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1New |
$233 - $274
|
1
$260
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
238+ 12.39% |
$55.5K - $65.1K
|
2.16K
$562K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
679New |
$158K - $186K
|
679
$177K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-777- 97.98% |
$181K - $213K
|
16
$4.16K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$340K - $399K
|
1.46K
$380K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6New |
$1.4K - $1.64K
|
6
$1.56K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 10.0% |
$2.33K - $2.74K
|
110
$28.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
12+ 1.0% |
$2.8K - $3.28K
|
1.21K
$315K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-75- 1.75% |
$17.5K - $20.5K
|
4.21K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 0.23% |
$4.66K - $5.47K
|
8.76K
$2.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-75- 2.65% |
$17.5K - $20.5K
|
2.75K
$716K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-189- 13.61% |
$44K - $51.7K
|
1.2K
$312K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$2.33K - $2.74K
|
10
$2.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
16.1KNew |
$3.74M - $4.39M
|
16.1K
$4.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.7KNew |
$4.13M - $4.85M
|
17.7K
$4.61M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
2.9KNew |
$676K - $793K
|
2.9K
$754K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1New |
$233 - $274
|
1
$260
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
80New |
$18.6K - $21.9K
|
80
$20.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
831New |
$194K - $227K
|
831
$216K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-75- 27.27% |
$17.5K - $20.5K
|
200
$52K
|