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 |
---|---|---|---|---|---|---|---|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-10- 2.35% |
$2.33K - $2.74K
|
415
$108K
|
|
Q4 2023 | |||||||
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.75KNew |
$285K - $438K
|
1.75K
$455K
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.85KNew |
$952K - $1.46M
|
5.85K
$1.52M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
87New |
$14.2K - $21.8K
|
87
$22.6K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2New |
$325 - $501
|
2
$520
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
845New |
$137K - $212K
|
845
$220K
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1KNew |
$163K - $250K
|
1K
$260K
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
700New |
$114K - $175K
|
700
$182K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
27New |
$4.39K - $6.76K
|
27
$7.02K
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
2.94KNew |
$477K - $735K
|
2.94K
$763K
|
|
Feb 14, 2024
Q4 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
48KNew |
$7.81M - $12M
|
48K
$12.5M
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
1KNew |
$163K - $250K
|
1K
$260K
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
800+ 38.1% |
$130K - $200K
|
2.9K
$754K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.04KNew |
$169K - $260K
|
1.04K
$270K
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
CALL |
-38.7K- 56.33% |
$6.3M - $9.69M
|
30K
$7.8M
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.83K+ 307.34% |
$1.27M - $1.96M
|
10.4K
$2.7M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-400- 7.84% |
$65.1K - $100K
|
4.7K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
132New |
$21.5K - $33.1K
|
132
$34.3K
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
3.2KNew |
$521K - $801K
|
3.2K
$832K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
85New |
$13.8K - $21.3K
|
85
$22.1K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11- 84.62% |
$1.79K - $2.75K
|
2
$520
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.33KNew |
$217K - $333K
|
1.33K
$346K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
5New |
$813 - $1.25K
|
5
$1.3K
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 7.78% |
$2.28K - $3.51K
|
194
$50.5K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.48K+ 123.72% |
$404K - $622K
|
4.49K
$1.17M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
380New |
$61.8K - $95.2K
|
380
$98.8K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
573+ 636.67% |
$93.2K - $143K
|
663
$172K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.61% |
$813 - $1.25K
|
316
$82.2K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$163 - $250
|
1
$260
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
2.39K+ 3.03% |
$389K - $598K
|
81.3K
$21.1M
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
15New |
$2.44K - $3.76K
|
15
$3.9K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
87New |
$14.2K - $21.8K
|
87
$22.6K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$2.77K - $4.26K
|
17
$4.42K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 50.25% |
$16.3K - $25K
|
99
$25.8K
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
944New |
$154K - $236K
|
944
$246K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
765New |
$124K - $192K
|
765
$199K
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1KNew |
$163K - $250K
|
1K
$260K
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.86KNew |
$303K - $466K
|
1.86K
$484K
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
387+ 10.15% |
$63K - $96.9K
|
4.2K
$1.09M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-302- 20.96% |
$49.1K - $75.6K
|
1.14K
$296K
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
17.3KNew |
$2.82M - $4.34M
|
17.3K
$4.5M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
12+ 1.37% |
$1.95K - $3K
|
889
$231K
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1KNew |
$163K - $250K
|
1K
$260K
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.02KNew |
$491K - $756K
|
3.02K
$785K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-48- 2.21% |
$7.81K - $12K
|
2.13K
$553K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12New |
$1.95K - $3K
|
12
$3.12K
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
154+ 37.2% |
$25.1K - $38.6K
|
568
$148K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
165New |
$26.8K - $41.3K
|
165
$42.9K
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-426- 14.75% |
$69.3K - $107K
|
2.46K
$641K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-14.6K- 97.26% |
$2.37M - $3.65M
|
410
$107K
|