Purchases and Sales Made in Q2 2023 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
24+ 2.61% |
$4.68K - $5.65K
|
943
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 24.47% |
$4.48K - $5.41K
|
117
$30K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
21+ 14.79% |
$4.09K - $4.94K
|
163
$41.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
20+ 1.67% |
$3.9K - $4.71K
|
1.22K
$313K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 90.91% |
$3.9K - $4.71K
|
42
$10.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
20New |
$3.9K - $4.71K
|
20
$5.13K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
19+ 9.13% |
$3.7K - $4.47K
|
227
$58.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
19+ 0.49% |
$3.7K - $4.47K
|
3.87K
$992K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
18+ 0.09% |
$3.51K - $4.24K
|
19.4K
$4.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
17+ 0.93% |
$3.31K - $4K
|
1.85K
$474K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 8.43% |
$2.73K - $3.29K
|
180
$46.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.99% |
$2.14K - $2.59K
|
1.12K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.95K - $2.35K
|
10
$2.56K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.39% |
$1.75K - $2.12K
|
2.29K
$587K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 0.71% |
$1.75K - $2.12K
|
1.27K
$326K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8+ 0.2% |
$1.56K - $1.88K
|
4.01K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 1.94% |
$1.17K - $1.41K
|
316
$81K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6+ 0.1% |
$1.17K - $1.41K
|
6.03K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5+ 0.36% |
$974 - $1.18K
|
1.41K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5+ 0.5% |
$974 - $1.18K
|
1.01K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$974 - $1.18K
|
2.65K
$680K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
4+ 10.0% |
$779 - $941
|
44
$11.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 1.01% |
$779 - $941
|
400
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4+ 0.12% |
$779 - $941
|
3.26K
$836K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 5.63% |
$779 - $941
|
75
$19.2K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 30.77% |
$779 - $941
|
17
$4.36K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.17% |
$584 - $706
|
1.78K
$457K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3+ 0.25% |
$584 - $706
|
1.2K
$306K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 10.0% |
$584 - $706
|
33
$8.46K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$584 - $706
|
3
$769
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.09% |
$390 - $471
|
2.15K
$552K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.88% |
$390 - $471
|
229
$58.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
2New |
$390 - $471
|
2
$513
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2+ 33.33% |
$390 - $471
|
8
$2.05K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$390 - $471
|
1.15K
$296K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 5.0% |
$390 - $471
|
42
$10.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.9% |
$390 - $471
|
107
$27.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$195 - $235
|
1
$256
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.81% |
$195 - $235
|
124
$31.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
1+ 0.05% |
$195 - $235
|
2.11K
$541K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.7% |
$195 - $235
|
143
$36.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.34% |
$195 - $235
|
291
$74.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$195 - $235
|
1.1K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 1.59% |
$195 - $235
|
64
$16.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1+ 0.02% |
$195 - $235
|
5.95K
$1.52M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.52% |
$195 - $235
|
65
$16.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1- 0.1% |
$195 - $235
|
1K
$257K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1- 0.07% |
$195 - $235
|
1.48K
$378K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 5.88% |
$195 - $235
|
16
$4.1K
|