Purchases and Sales Made in Q3 2023 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
33+ 20.25% |
$5.95K - $7.85K
|
196
$50.2K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
31+ 2.06% |
$5.59K - $7.37K
|
1.54K
$394K
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
30+ 1.19% |
$5.41K - $7.13K
|
2.55K
$653K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
29+ 2.08% |
$5.23K - $6.9K
|
1.42K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
28+ 2.97% |
$5.05K - $6.66K
|
971
$249K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26+ 1.83% |
$4.69K - $6.18K
|
1.45K
$371K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
25+ 1.97% |
$4.51K - $5.95K
|
1.3K
$332K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
25+ 0.57% |
$4.51K - $5.95K
|
4.39K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23+ 1.39% |
$4.15K - $5.47K
|
1.68K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20+ 10.42% |
$3.61K - $4.76K
|
212
$54.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 1.68% |
$3.61K - $4.76K
|
1.21K
$310K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
19+ 0.83% |
$3.43K - $4.52K
|
2.31K
$592K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18+ 450.0% |
$3.25K - $4.28K
|
22
$5.64K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 42.42% |
$2.53K - $3.33K
|
47
$12K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13+ 0.75% |
$2.34K - $3.09K
|
1.74K
$446K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13New |
$2.34K - $3.09K
|
13
$3.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 171.43% |
$2.16K - $2.85K
|
19
$4.87K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 171.43% |
$2.16K - $2.85K
|
19
$4.87K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11+ 7.14% |
$1.98K - $2.62K
|
165
$42.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 550.0% |
$1.98K - $2.62K
|
13
$3.33K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8+ 0.45% |
$1.44K - $1.9K
|
1.79K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.12% |
$1.26K - $1.66K
|
6.03K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5+ 62.5% |
$902 - $1.19K
|
13
$3.33K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.1% |
$721 - $951
|
3.87K
$993K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 12.5% |
$721 - $951
|
36
$9.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.09% |
$541 - $713
|
3.19K
$818K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$361 - $476
|
1.16K
$296K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 33.33% |
$361 - $476
|
8
$2.05K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$361 - $476
|
2
$513
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 3.45% |
$361 - $476
|
60
$15.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 10.0% |
$180 - $238
|
11
$2.82K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 1.56% |
$180 - $238
|
65
$16.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1+ 0.02% |
$180 - $238
|
4.2K
$1.08M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.34% |
$180 - $238
|
290
$74.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 6.25% |
$180 - $238
|
15
$3.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1- 2.86% |
$180 - $238
|
34
$8.72K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-1- 50.0% |
$180 - $238
|
1
$256
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.81% |
$180 - $238
|
123
$31.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 4.65% |
$361 - $476
|
41
$10.5K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 50.0% |
$361 - $476
|
2
$513
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2- 0.05% |
$361 - $476
|
3.87K
$991K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 11.76% |
$361 - $476
|
15
$3.84K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 1.45% |
$361 - $476
|
136
$34.9K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$541 - $713
|
1.55K
$397K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-3- 0.2% |
$541 - $713
|
1.47K
$378K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 11.54% |
$541 - $713
|
23
$5.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3- 7.69% |
$541 - $713
|
36
$9.23K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 1.15% |
$902 - $1.19K
|
430
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-5- 1.58% |
$902 - $1.19K
|
311
$79.7K
|