Purchases and Sales Made in Q1 2024 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
31+ 0.67% |
$7.22K - $8.48K
|
4.68K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
30+ 2.41% |
$6.99K - $8.21K
|
1.27K
$304K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
29+ 0.32% |
$6.76K - $7.93K
|
8.98K
$2.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28+ 1.24% |
$6.52K - $7.66K
|
2.28K
$543K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
27+ 1.14% |
$6.29K - $7.39K
|
2.4K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.76% |
$5.83K - $6.84K
|
3.34K
$795K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
25+ 0.74% |
$5.83K - $6.84K
|
3.42K
$816K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
24+ 6.43% |
$5.59K - $6.57K
|
397
$94.6K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
23+ 1.75% |
$5.36K - $6.29K
|
1.34K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 1.15% |
$5.13K - $6.02K
|
1.93K
$461K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 0.23% |
$4.66K - $5.47K
|
8.76K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
20+ 0.41% |
$4.66K - $5.47K
|
4.88K
$1.16M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 2.94% |
$4.43K - $5.2K
|
665
$159K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 29.03% |
$4.19K - $4.92K
|
80
$19.1K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
16+ 0.7% |
$3.73K - $4.38K
|
2.3K
$549K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
14New |
$3.26K - $3.83K
|
14
$3.34K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
13+ 0.89% |
$3.03K - $3.56K
|
1.48K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.31% |
$2.8K - $3.28K
|
3.91K
$933K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
12+ 1.0% |
$2.8K - $3.28K
|
1.21K
$289K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 2.21% |
$2.56K - $3.01K
|
508
$121K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11+ 1.06% |
$2.56K - $3.01K
|
1.05K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
10+ 0.35% |
$2.33K - $2.74K
|
2.85K
$679K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 10.0% |
$2.33K - $2.74K
|
110
$26.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$2.33K - $2.74K
|
10
$2.38K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 6.62% |
$2.1K - $2.46K
|
145
$34.6K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
9+ 0.85% |
$2.1K - $2.46K
|
1.06K
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 0.09% |
$2.1K - $2.46K
|
9.6K
$2.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.32% |
$1.86K - $2.19K
|
2.51K
$597K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 29.63% |
$1.86K - $2.19K
|
35
$8.34K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8+ 7.21% |
$1.86K - $2.19K
|
119
$28.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.26% |
$1.4K - $1.64K
|
2.28K
$544K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6New |
$1.4K - $1.64K
|
6
$1.43K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 60.0% |
$1.4K - $1.64K
|
16
$3.81K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6+ 2.67% |
$1.4K - $1.64K
|
231
$55.1K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
5+ 0.1% |
$1.17K - $1.37K
|
5.01K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5+ 0.32% |
$1.17K - $1.37K
|
1.57K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5+ 0.15% |
$1.17K - $1.37K
|
3.34K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5New |
$1.17K - $1.37K
|
5
$1.19K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5New |
$1.17K - $1.37K
|
5
$1.19K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5+ 0.07% |
$1.17K - $1.37K
|
7.28K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
4+ 1.19% |
$932 - $1.09K
|
341
$81.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
4+ 0.27% |
$932 - $1.09K
|
1.48K
$354K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4+ 0.14% |
$932 - $1.09K
|
2.79K
$666K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.33% |
$932 - $1.09K
|
1.22K
$291K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 0.14% |
$932 - $1.09K
|
2.91K
$694K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.08% |
$699 - $821
|
3.94K
$938K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 2.19% |
$699 - $821
|
140
$33.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3+ 0.3% |
$699 - $821
|
1.01K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3+ 0.75% |
$699 - $821
|
403
$96.1K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3New |
$699 - $821
|
3
$715
|