Latest Institutional Purchases of Equifax Inc (EFX)
This list provides information on the latest institutional transactions involving Equifax Inc (EFX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
768+ 3.15% |
$128K - $171K
|
25.2K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
425New |
$71K - $94.5K
|
425
$88K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
400New |
$66.8K - $88.9K
|
400
$82.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
396+ 8.26% |
$66.2K - $88K
|
5.19K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
355New |
$59.3K - $78.9K
|
355
$73.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
332New |
$55.5K - $73.8K
|
332
$68.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
272New |
$45.5K - $60.5K
|
272
$56.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
83+ 1.28% |
$13.9K - $18.5K
|
6.59K
$1.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
30New |
$5.01K - $6.67K
|
30
$6.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
20New |
$3.34K - $4.45K
|
20
$4.14K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
19New |
$3.17K - $4.22K
|
19
$3.94K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16New |
$2.67K - $3.56K
|
16
$3.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10New |
$1.67K - $2.22K
|
10
$2.07K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9New |
$1.5K - $2K
|
9
$1.86K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$334 - $445
|
2
$414
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Soroban Capital Partners LP
New York, NY |
BUY
|
- |
436KNew |
$74.3M - $102M
|
436K
$90.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Coatue Management LLC
New York, NY |
BUY
|
- |
295KNew |
$50.3M - $69.3M
|
295K
$61.2M
|
|
|
Aug 15, 2022
Q2 2022
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
6KNew |
$1.02M - $1.41M
|
6K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.71KNew |
$632K - $870K
|
3.71K
$769K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
3.59KNew |
$611K - $842K
|
3.59K
$743K
|
|
|
Aug 03, 2022
Q2 2022
|
Unigestion Holding Sa
|
BUY
|
- |
3.52KNew |
$600K - $826K
|
3.52K
$729K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.84KNew |
$484K - $667K
|
2.84K
$589K
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.19KNew |
$203K - $280K
|
1.19K
$247K
|
|
|
Aug 10, 2022
Q2 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
867+ 50.03% |
$148K - $203K
|
2.6K
$539K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
359+ 8.34% |
$61.2K - $84.2K
|
4.66K
$966K
|
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
207+ 22.9% |
$35.3K - $48.5K
|
1.11K
$230K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
108+ 19.74% |
$18.4K - $25.3K
|
655
$136K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
70New |
$11.9K - $16.4K
|
70
$14.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
24+ 4.12% |
$4.09K - $5.63K
|
606
$126K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
16New |
$2.73K - $3.75K
|
16
$3.31K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10New |
$1.7K - $2.35K
|
10
$2.07K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10New |
$1.7K - $2.35K
|
10
$2.07K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5New |
$852 - $1.17K
|
5
$1.04K
|
|
| Q1 2022 | |||||||
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.37KNew |
$284K - $390K
|
1.37K
$283K
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
862New |
$179K - $246K
|
862
$179K
|
|
|
May 16, 2022
Q1 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
78New |
$16.2K - $22.3K
|
78
$16.2K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
28New |
$5.83K - $8K
|
28
$5.8K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15New |
$3.12K - $4.28K
|
15
$3.11K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
9+ 0.86% |
$1.87K - $2.57K
|
1.06K
$220K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$208 - $286
|
1
$207
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Segantii Capital Management LTD
|
BUY
|
CALL |
8.44KNew |
$2.14M - $2.51M
|
8.44K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
4.6K+ 383.33% |
$1.17M - $1.37M
|
5.8K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.68K+ 844.79% |
$679K - $795K
|
3K
$620K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.9KNew |
$481K - $564K
|
1.9K
$394K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.88KNew |
$476K - $558K
|
1.88K
$389K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
250New |
$63.4K - $74.3K
|
250
$51.8K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
213New |
$54K - $63.3K
|
213
$44.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
27New |
$6.84K - $8.02K
|
27
$5.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4New |
$1.01K - $1.19K
|
4
$829
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3New |
$760 - $891
|
3
$621
|
|