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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
27+ 1.14% |
$6.29K - $7.39K
|
2.4K
$615K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.76% |
$5.83K - $6.84K
|
3.34K
$855K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
25+ 0.74% |
$5.83K - $6.84K
|
3.42K
$877K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
24+ 6.43% |
$5.59K - $6.57K
|
397
$102K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
23+ 1.75% |
$5.36K - $6.29K
|
1.34K
$343K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 1.15% |
$5.13K - $6.02K
|
1.93K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
20+ 0.41% |
$4.66K - $5.47K
|
4.88K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 0.23% |
$4.66K - $5.47K
|
8.76K
$2.24M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 2.94% |
$4.43K - $5.2K
|
665
$170K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 29.03% |
$4.19K - $4.92K
|
80
$20.5K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
16+ 0.7% |
$3.73K - $4.38K
|
2.3K
$590K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
14New |
$3.26K - $3.83K
|
14
$3.59K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
13+ 0.89% |
$3.03K - $3.56K
|
1.48K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.31% |
$2.8K - $3.28K
|
3.91K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
12+ 1.0% |
$2.8K - $3.28K
|
1.21K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11+ 1.06% |
$2.56K - $3.01K
|
1.05K
$270K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 2.21% |
$2.56K - $3.01K
|
508
$130K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 10.0% |
$2.33K - $2.74K
|
110
$28.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$2.33K - $2.74K
|
10
$2.56K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
10+ 0.35% |
$2.33K - $2.74K
|
2.85K
$730K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 0.09% |
$2.1K - $2.46K
|
9.6K
$2.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 6.62% |
$2.1K - $2.46K
|
145
$37.2K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
9+ 0.85% |
$2.1K - $2.46K
|
1.06K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8+ 7.21% |
$1.86K - $2.19K
|
119
$30.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.32% |
$1.86K - $2.19K
|
2.51K
$642K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 29.63% |
$1.86K - $2.19K
|
35
$8.97K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6+ 2.67% |
$1.4K - $1.64K
|
231
$59.2K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 60.0% |
$1.4K - $1.64K
|
16
$4.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6New |
$1.4K - $1.64K
|
6
$1.54K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.26% |
$1.4K - $1.64K
|
2.28K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5+ 0.15% |
$1.17K - $1.37K
|
3.34K
$857K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5New |
$1.17K - $1.37K
|
5
$1.28K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
5+ 0.1% |
$1.17K - $1.37K
|
5.01K
$1.28M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5+ 0.07% |
$1.17K - $1.37K
|
7.28K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5+ 0.32% |
$1.17K - $1.37K
|
1.57K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5New |
$1.17K - $1.37K
|
5
$1.28K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
4+ 1.19% |
$932 - $1.09K
|
341
$87.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4+ 0.14% |
$932 - $1.09K
|
2.79K
$716K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.33% |
$932 - $1.09K
|
1.22K
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 0.14% |
$932 - $1.09K
|
2.91K
$746K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
4+ 0.27% |
$932 - $1.09K
|
1.48K
$380K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 2.19% |
$699 - $821
|
140
$35.9K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.08% |
$699 - $821
|
3.94K
$1.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3+ 0.3% |
$699 - $821
|
1.01K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3New |
$699 - $821
|
3
$769
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 6.25% |
$699 - $821
|
51
$13.1K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3+ 0.75% |
$699 - $821
|
403
$103K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.22% |
$466 - $547
|
902
$231K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2+ 14.29% |
$466 - $547
|
16
$4.1K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 33.33% |
$466 - $547
|
8
$2.05K
|