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 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-29- 0.09% |
$6.76K - $7.93K
|
32.6K
$7.78M
|
|
|
May 13, 2024
Q1 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-29- 16.11% |
$6.76K - $7.93K
|
151
$36K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-30- 1.63% |
$6.99K - $8.21K
|
1.81K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31Closed |
$7.22K - $8.48K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32- 1.04% |
$7.46K - $8.75K
|
3.05K
$726K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-33- 89.19% |
$7.69K - $9.03K
|
4
$954
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-38- 2.34% |
$8.86K - $10.4K
|
1.59K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-38- 1.33% |
$8.86K - $10.4K
|
2.82K
$671K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-39- 3.46% |
$9.09K - $10.7K
|
1.09K
$259K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-39- 2.2% |
$9.09K - $10.7K
|
1.73K
$413K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-41- 2.03% |
$9.55K - $11.2K
|
1.98K
$472K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-42- 50.0% |
$9.79K - $11.5K
|
42
$10K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-42- 0.51% |
$9.79K - $11.5K
|
8.21K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-43- 0.86% |
$10K - $11.8K
|
4.97K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-44- 0.06% |
$10.3K - $12K
|
68.1K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-46- 3.46% |
$10.7K - $12.6K
|
1.28K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-48- 1.1% |
$11.2K - $13.1K
|
4.33K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-49- 2.67% |
$11.4K - $13.4K
|
1.79K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-49- 1.65% |
$11.4K - $13.4K
|
2.92K
$695K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-51- 2.06% |
$11.9K - $14K
|
2.42K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-51- 1.52% |
$11.9K - $14K
|
3.3K
$787K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-54- 1.3% |
$12.6K - $14.8K
|
4.09K
$975K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-55- 2.84% |
$12.8K - $15K
|
1.88K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-58- 1.48% |
$13.5K - $15.9K
|
3.87K
$922K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-63- 0.47% |
$14.7K - $17.2K
|
13.3K
$3.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-68- 1.38% |
$15.8K - $18.6K
|
4.88K
$1.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-70- 0.24% |
$16.3K - $19.2K
|
28.8K
$6.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-73- 2.35% |
$17K - $20K
|
3.04K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-74- 5.82% |
$17.2K - $20.2K
|
1.2K
$286K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-75- 27.27% |
$17.5K - $20.5K
|
200
$47.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-75- 2.65% |
$17.5K - $20.5K
|
2.75K
$656K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-75- 1.75% |
$17.5K - $20.5K
|
4.21K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-82- 5.79% |
$19.1K - $22.4K
|
1.33K
$318K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-84- 73.68% |
$19.6K - $23K
|
30
$7.15K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-84- 26.5% |
$19.6K - $23K
|
233
$55.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-85- 8.46% |
$19.8K - $23.3K
|
920
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-86- 0.05% |
$20K - $23.5K
|
157K
$37.4M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-88- 0.33% |
$20.5K - $24.1K
|
26.7K
$6.36M
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-89- 2.96% |
$20.7K - $24.3K
|
2.91K
$695K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-90- 30.0% |
$21K - $24.6K
|
210
$50.1K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-91- 57.96% |
$21.2K - $24.9K
|
66
$15.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-94- 9.26% |
$21.9K - $25.7K
|
921
$220K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-95- 1.25% |
$22.1K - $26K
|
7.48K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-96- 0.37% |
$22.4K - $26.3K
|
25.7K
$6.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-96- 3.02% |
$22.4K - $26.3K
|
3.09K
$736K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-100- 4.52% |
$23.3K - $27.4K
|
2.11K
$504K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-113- 58.55% |
$26.3K - $30.9K
|
80
$19.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-114- 2.29% |
$26.6K - $31.2K
|
4.85K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-118- 7.84% |
$27.5K - $32.3K
|
1.39K
$331K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-124- 56.11% |
$28.9K - $33.9K
|
97
$23.1K
|