Purchases and Sales Made in Q1 2023 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q1 2023. 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 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
115+ 0.34% |
$22.2K - $26.5K
|
33.7K
$8.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
114New |
$22K - $26.3K
|
114
$29.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
113New |
$21.8K - $26.1K
|
113
$29K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
106New |
$20.5K - $24.4K
|
106
$27.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
106New |
$20.5K - $24.4K
|
106
$27.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
105+ 26.25% |
$20.3K - $24.2K
|
505
$129K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
103New |
$19.9K - $23.8K
|
103
$26.4K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
103+ 7.11% |
$19.9K - $23.8K
|
1.55K
$398K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
103+ 16.97% |
$19.9K - $23.8K
|
710
$182K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.46% |
$19.3K - $23.1K
|
21.7K
$5.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.27% |
$19.3K - $23.1K
|
8K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
100+ 1.18% |
$19.3K - $23.1K
|
8.61K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
100+ 7.53% |
$19.3K - $23.1K
|
1.43K
$366K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.99% |
$19.3K - $23.1K
|
10.2K
$2.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
99+ 0.69% |
$19.1K - $22.8K
|
14.4K
$3.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
99+ 4.72% |
$19.1K - $22.8K
|
2.2K
$563K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
96+ 0.58% |
$18.5K - $22.1K
|
16.8K
$4.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
85+ 4.8% |
$16.4K - $19.6K
|
1.85K
$475K
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
84+ 0.28% |
$16.2K - $19.4K
|
30.1K
$7.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
83+ 27.95% |
$16K - $19.1K
|
380
$97.4K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
83+ 0.77% |
$16K - $19.1K
|
10.9K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
77+ 118.46% |
$14.9K - $17.8K
|
142
$36.4K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
75+ 3.3% |
$14.5K - $17.3K
|
2.35K
$602K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
73+ 0.07% |
$14.1K - $16.8K
|
103K
$26.3M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
70+ 0.34% |
$13.5K - $16.1K
|
20.8K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
65New |
$12.6K - $15K
|
65
$16.7K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
63+ 0.65% |
$12.2K - $14.5K
|
9.69K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
61+ 4.79% |
$11.8K - $14.1K
|
1.33K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
59+ 0.11% |
$11.4K - $13.6K
|
55.5K
$14.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
58+ 1.79% |
$11.2K - $13.4K
|
3.3K
$846K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
57+ 25.79% |
$11K - $13.1K
|
278
$71.3K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 118.75% |
$11K - $13.1K
|
105
$26.9K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
56+ 0.6% |
$10.8K - $12.9K
|
9.45K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
56+ 0.1% |
$10.8K - $12.9K
|
56.2K
$14.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
53New |
$10.2K - $12.2K
|
53
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
51+ 3.48% |
$9.85K - $11.8K
|
1.52K
$389K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
48+ 0.24% |
$9.27K - $11.1K
|
19.8K
$5.08M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
48+ 800.0% |
$9.27K - $11.1K
|
54
$13.8K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
47+ 2.75% |
$9.08K - $10.8K
|
1.76K
$451K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
46+ 1.19% |
$8.88K - $10.6K
|
3.9K
$1M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
41+ 2.04% |
$7.92K - $9.46K
|
2.06K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
41+ 0.88% |
$7.92K - $9.46K
|
4.68K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.57% |
$7.73K - $9.23K
|
1.6K
$410K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 0.05% |
$7.73K - $9.23K
|
73.6K
$18.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
39+ 52.0% |
$7.53K - $9K
|
114
$29.2K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 48.15% |
$7.53K - $9K
|
120
$30.8K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
39+ 0.22% |
$7.53K - $9K
|
17.6K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 152.0% |
$7.34K - $8.76K
|
63
$16.1K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
36+ 1.69% |
$6.95K - $8.3K
|
2.17K
$556K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
35+ 0.58% |
$6.76K - $8.07K
|
6.02K
$1.54M
|