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
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
34+ 2.41% |
$6.57K - $7.84K
|
1.44K
$370K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
32+ 1.06% |
$6.18K - $7.38K
|
3.06K
$784K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.83% |
$5.79K - $6.92K
|
1.67K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 1.37% |
$5.79K - $6.92K
|
2.22K
$570K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28+ 14.07% |
$5.41K - $6.46K
|
227
$58.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28+ 0.71% |
$5.41K - $6.46K
|
3.99K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
27+ 1.1% |
$5.21K - $6.23K
|
2.49K
$638K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
25+ 0.09% |
$4.83K - $5.77K
|
28.7K
$7.36M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
20+ 13.7% |
$3.86K - $4.61K
|
166
$42.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.47% |
$3.86K - $4.61K
|
4.28K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18+ 1.67% |
$3.48K - $4.15K
|
1.09K
$280K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 6.62% |
$3.48K - $4.15K
|
290
$74.3K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
17+ 1.36% |
$3.28K - $3.92K
|
1.26K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.34% |
$2.51K - $3K
|
3.85K
$987K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13New |
$2.51K - $3K
|
13
$3.33K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
13New |
$2.51K - $3K
|
13
$3.33K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
13+ 0.07% |
$2.51K - $3K
|
19.3K
$4.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
11+ 0.75% |
$2.12K - $2.54K
|
1.48K
$379K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 6.25% |
$1.93K - $2.31K
|
170
$43.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 2.68% |
$1.93K - $2.31K
|
383
$98.2K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 3.33% |
$1.93K - $2.31K
|
310
$79.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
10+ 33.33% |
$1.93K - $2.31K
|
40
$10.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 14.52% |
$1.74K - $2.08K
|
71
$18.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
9+ 180.0% |
$1.74K - $2.08K
|
14
$3.59K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 8.91% |
$1.74K - $2.08K
|
110
$28.2K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.2% |
$1.55K - $1.85K
|
4.07K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 6.03% |
$1.35K - $1.61K
|
123
$31.5K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6+ 24.0% |
$1.16K - $1.38K
|
31
$7.95K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6+ 0.34% |
$1.16K - $1.38K
|
1.79K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 12.24% |
$1.16K - $1.38K
|
55
$14.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
6+ 42.86% |
$1.16K - $1.38K
|
20
$5.13K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 5.22% |
$1.16K - $1.38K
|
121
$31K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
5New |
$966 - $1.15K
|
5
$1.28K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$966 - $1.15K
|
5
$1.28K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
5+ 0.24% |
$966 - $1.15K
|
2.11K
$541K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$966 - $1.15K
|
5
$1.28K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 4.0% |
$773 - $923
|
104
$26.7K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4New |
$773 - $923
|
4
$1.03K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 14.29% |
$773 - $923
|
32
$8.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
3+ 0.06% |
$579 - $692
|
4.63K
$1.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 25.0% |
$579 - $692
|
15
$3.84K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$386 - $461
|
2
$513
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$386 - $461
|
1.15K
$295K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2+ 0.11% |
$386 - $461
|
1.79K
$459K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 3.77% |
$386 - $461
|
55
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2+ 0.08% |
$386 - $461
|
2.52K
$645K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2New |
$386 - $461
|
2
$513
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 33.33% |
$386 - $461
|
8
$2.05K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2New |
$386 - $461
|
2
$513
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$193 - $231
|
1
$256
|