Purchases and Sales Made in Q1 2022 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q1 2022. The information is specifically focused on institutions that hold shares of EQUIFAX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$624 - $857
|
3
$769
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.18% |
$624 - $857
|
1.67K
$428K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.71% |
$416 - $571
|
283
$72.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.18% |
$416 - $571
|
1.14K
$292K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 1.39% |
$416 - $571
|
146
$37.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 14.29% |
$208 - $286
|
8
$2.05K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.85% |
$208 - $286
|
119
$30.5K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 0.23% |
$208 - $286
|
427
$109K
|
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
BUY
|
- |
1+ 0.02% |
$208 - $286
|
5.25K
$1.35M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1New |
$208 - $286
|
1
$256
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$208 - $286
|
1
$256
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.71% |
$208 - $286
|
142
$36.4K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.01% |
$208 - $286
|
98
$25.1K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1- 0.02% |
$208 - $286
|
4K
$1.03M
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1Closed |
$208 - $286
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2- 1.96% |
$416 - $571
|
100
$25.6K
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-3- 0.03% |
$624 - $857
|
9.27K
$2.38M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3Closed |
$624 - $857
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4- 0.22% |
$833 - $1.14K
|
1.84K
$472K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 1.18% |
$833 - $1.14K
|
336
$86.1K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$833 - $1.14K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 22.73% |
$1.04K - $1.43K
|
17
$4.36K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 18.52% |
$1.04K - $1.43K
|
22
$5.64K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5Closed |
$1.04K - $1.43K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5Closed |
$1.04K - $1.43K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5- 16.67% |
$1.04K - $1.43K
|
25
$6.41K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6Closed |
$1.25K - $1.71K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-7- 0.52% |
$1.46K - $2K
|
1.34K
$345K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-7- 53.85% |
$1.46K - $2K
|
6
$1.54K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9- 15.52% |
$1.87K - $2.57K
|
49
$12.6K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10- 0.58% |
$2.08K - $2.86K
|
1.71K
$439K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-10- 20.83% |
$2.08K - $2.86K
|
38
$9.74K
|
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-10- 0.73% |
$2.08K - $2.86K
|
1.37K
$350K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10- 7.35% |
$2.08K - $2.86K
|
126
$32.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-11- 26.19% |
$2.29K - $3.14K
|
31
$7.95K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-14- 0.3% |
$2.91K - $4K
|
4.68K
$1.2M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-15- 0.58% |
$3.12K - $4.28K
|
2.57K
$659K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17- 1.89% |
$3.54K - $4.86K
|
881
$226K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-18- 0.5% |
$3.75K - $5.14K
|
3.56K
$911K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-18Closed |
$3.75K - $5.14K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-18Closed |
$3.75K - $5.14K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-18- 0.7% |
$3.75K - $5.14K
|
2.57K
$657K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-19Closed |
$3.96K - $5.43K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-20- 6.64% |
$4.16K - $5.71K
|
281
$72K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22Closed |
$4.58K - $6.28K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-24- 1.03% |
$5K - $6.85K
|
2.3K
$590K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-25Closed |
$5.2K - $7.14K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-25- 2.7% |
$5.2K - $7.14K
|
900
$231K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25Closed |
$5.2K - $7.14K
|
0
$0
|