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 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1- 2.5% |
$195 - $235
|
39
$9.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1- 0.1% |
$195 - $235
|
1K
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-2- 0.02% |
$390 - $471
|
10.1K
$2.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2- 0.13% |
$390 - $471
|
1.52K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2- 0.11% |
$390 - $471
|
1.82K
$434K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2- 3.64% |
$390 - $471
|
53
$12.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 25.0% |
$390 - $471
|
6
$1.43K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 50.0% |
$390 - $471
|
2
$477
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.73% |
$390 - $471
|
273
$65.1K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 5.88% |
$390 - $471
|
32
$7.63K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3- 21.43% |
$584 - $706
|
11
$2.62K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 7.27% |
$779 - $941
|
51
$12.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 3.85% |
$779 - $941
|
100
$23.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 0.99% |
$974 - $1.18K
|
500
$119K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.31% |
$974 - $1.18K
|
1.59K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5- 0.25% |
$974 - $1.18K
|
2.02K
$481K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 33.33% |
$974 - $1.18K
|
10
$2.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8- 25.81% |
$1.56K - $1.88K
|
23
$5.48K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9- 0.56% |
$1.75K - $2.12K
|
1.59K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-10- 0.78% |
$1.95K - $2.35K
|
1.27K
$304K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-10- 0.18% |
$1.95K - $2.35K
|
5.65K
$1.35M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12- 75.0% |
$2.34K - $2.82K
|
4
$954
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12- 7.23% |
$2.34K - $2.82K
|
154
$36.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12- 0.02% |
$2.34K - $2.82K
|
58.8K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-14- 0.49% |
$2.73K - $3.29K
|
2.85K
$680K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-15- 32.61% |
$2.92K - $3.53K
|
31
$7.39K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 0.47% |
$2.92K - $3.53K
|
3.18K
$758K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-15- 0.51% |
$2.92K - $3.53K
|
2.95K
$703K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-17- 31.48% |
$3.31K - $4K
|
37
$8.82K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-18- 1.08% |
$3.51K - $4.24K
|
1.65K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-18- 0.93% |
$3.51K - $4.24K
|
1.91K
$455K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-18- 0.52% |
$3.51K - $4.24K
|
3.41K
$814K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-21- 1.34% |
$4.09K - $4.94K
|
1.55K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-22- 1.52% |
$4.29K - $5.18K
|
1.42K
$339K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-25- 0.64% |
$4.87K - $5.88K
|
3.87K
$923K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-28- 2.07% |
$5.45K - $6.59K
|
1.32K
$315K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-29- 0.87% |
$5.65K - $6.82K
|
3.3K
$786K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29- 0.09% |
$5.65K - $6.82K
|
33.6K
$8.01M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.9% |
$5.84K - $7.06K
|
1.55K
$370K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-31- 0.96% |
$6.04K - $7.29K
|
3.2K
$764K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31- 0.65% |
$6.04K - $7.29K
|
4.72K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-32- 1.95% |
$6.23K - $7.53K
|
1.61K
$385K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-35- 0.94% |
$6.82K - $8.24K
|
3.68K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-38- 0.48% |
$7.4K - $8.94K
|
7.89K
$1.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-39- 2.6% |
$7.6K - $9.18K
|
1.46K
$349K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-40- 8.89% |
$7.79K - $9.41K
|
410
$97.7K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-40- 3.43% |
$7.79K - $9.41K
|
1.13K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-45- 0.18% |
$8.77K - $10.6K
|
25.4K
$6.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-48- 1.02% |
$9.35K - $11.3K
|
4.64K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-50- 3.66% |
$9.74K - $11.8K
|
1.32K
$314K
|