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 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$193 - $231
|
7.57K
$1.94M
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1+ 2.56% |
$193 - $231
|
40
$10.3K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 1.59% |
$193 - $231
|
62
$15.9K
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 0.07% |
$193 - $231
|
1.5K
$385K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.13% |
$386 - $461
|
1.59K
$406K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2- 0.16% |
$386 - $461
|
1.29K
$329K
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-2- 0.11% |
$386 - $461
|
1.82K
$465K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 9.09% |
$579 - $692
|
30
$7.69K
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$579 - $692
|
16.1K
$4.14M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-4- 3.48% |
$773 - $923
|
111
$28.5K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6- 0.58% |
$1.16K - $1.38K
|
1.04K
$265K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.51% |
$1.16K - $1.38K
|
1.17K
$300K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-7- 0.66% |
$1.35K - $1.61K
|
1.05K
$269K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9- 0.5% |
$1.74K - $2.08K
|
1.78K
$457K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-10- 0.44% |
$1.93K - $2.31K
|
2.28K
$584K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11- 0.64% |
$2.12K - $2.54K
|
1.72K
$440K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-14- 21.88% |
$2.7K - $3.23K
|
50
$12.8K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 66.67% |
$2.7K - $3.23K
|
7
$1.79K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 13.76% |
$2.9K - $3.46K
|
94
$24.1K
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-16- 0.55% |
$3.09K - $3.69K
|
2.89K
$740K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-16- 0.48% |
$3.09K - $3.69K
|
3.33K
$853K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-17- 0.16% |
$3.28K - $3.92K
|
10.7K
$2.73M
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-17- 1.65% |
$3.28K - $3.92K
|
1.01K
$260K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-19- 1.33% |
$3.67K - $4.38K
|
1.41K
$361K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20- 5.87% |
$3.86K - $4.61K
|
321
$82.3K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 7.09% |
$4.06K - $4.84K
|
275
$70.5K
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-22- 3.58% |
$4.25K - $5.07K
|
592
$152K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-23- 13.29% |
$4.44K - $5.3K
|
150
$38.4K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-24- 1.51% |
$4.64K - $5.54K
|
1.57K
$402K
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-25- 1.31% |
$4.83K - $5.77K
|
1.88K
$483K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-26- 2.75% |
$5.02K - $6K
|
919
$236K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-27- 0.62% |
$5.21K - $6.23K
|
4.36K
$1.12M
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-28- 9.18% |
$5.41K - $6.46K
|
277
$71K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-30Closed |
$5.79K - $6.92K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-36- 2.39% |
$6.95K - $8.3K
|
1.47K
$377K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-39- 19.02% |
$7.53K - $9K
|
166
$42.6K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 9.52% |
$7.73K - $9.23K
|
380
$97.4K
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-48- 2.34% |
$9.27K - $11.1K
|
2K
$513K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-50- 1.32% |
$9.66K - $11.5K
|
3.75K
$961K
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-50- 3.13% |
$9.66K - $11.5K
|
1.55K
$397K
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-51- 3.64% |
$9.85K - $11.8K
|
1.35K
$346K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-53- 0.38% |
$10.2K - $12.2K
|
13.7K
$3.52M
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-58- 0.06% |
$11.2K - $13.4K
|
95.3K
$24.4M
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-58- 0.42% |
$11.2K - $13.4K
|
13.6K
$3.49M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-59- 5.05% |
$11.4K - $13.6K
|
1.11K
$285K
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-60- 0.05% |
$11.6K - $13.8K
|
130K
$33.3M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-62- 0.97% |
$12K - $14.3K
|
6.31K
$1.62M
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-68- 0.67% |
$13.1K - $15.7K
|
10.1K
$2.59M
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-70- 5.79% |
$13.5K - $16.1K
|
1.14K
$292K
|