Purchases and Sales Made in Q4 2022 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 62.5% |
$751 - $1.04K
|
13
$3.1K
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
5+ 0.4% |
$751 - $1.04K
|
1.24K
$296K
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4+ 0.04% |
$601 - $828
|
10.3K
$2.46M
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.2% |
$601 - $828
|
2.05K
$488K
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4+ 0.17% |
$601 - $828
|
2.31K
$550K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 1.84% |
$601 - $828
|
221
$52.7K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 1.01% |
$601 - $828
|
400
$95.4K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.22% |
$451 - $621
|
1.39K
$331K
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3+ 0.11% |
$451 - $621
|
2.69K
$640K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 6.67% |
$451 - $621
|
48
$11.4K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2New |
$300 - $414
|
2
$477
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$300 - $414
|
2
$477
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2+ 5.56% |
$300 - $414
|
38
$9.06K
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$150 - $207
|
7.57K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 20.0% |
$150 - $207
|
6
$1.43K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$150 - $207
|
19.3K
$4.59M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$150 - $207
|
1
$238
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 25.0% |
$150 - $207
|
5
$1.19K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1New |
$150 - $207
|
1
$238
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$150 - $207
|
1
$238
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.07% |
$150 - $207
|
1.47K
$350K
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.06% |
$150 - $207
|
1.65K
$394K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 5.88% |
$150 - $207
|
16
$3.81K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 1.49% |
$150 - $207
|
66
$15.7K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 5.56% |
$300 - $414
|
34
$8.11K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3- 0.17% |
$451 - $621
|
1.78K
$425K
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-3- 0.25% |
$451 - $621
|
1.21K
$288K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-3- 17.65% |
$451 - $621
|
14
$3.34K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-3- 0.45% |
$451 - $621
|
668
$159K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 1.45% |
$601 - $828
|
272
$64.8K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.1% |
$601 - $828
|
4.06K
$968K
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5- 0.11% |
$751 - $1.04K
|
4.64K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.24% |
$901 - $1.24K
|
2.46K
$587K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 9.59% |
$1.05K - $1.45K
|
66
$15.7K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8- 5.88% |
$1.2K - $1.66K
|
128
$30.5K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8- 66.67% |
$1.2K - $1.66K
|
4
$954
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10- 0.66% |
$1.5K - $2.07K
|
1.5K
$358K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-11- 0.37% |
$1.65K - $2.28K
|
2.94K
$700K
|
|
Feb 14, 2023
Q4 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-15- 4.69% |
$2.25K - $3.11K
|
305
$72.7K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16- 0.87% |
$2.4K - $3.31K
|
1.82K
$435K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-17- 0.05% |
$2.55K - $3.52K
|
31.6K
$7.52M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-19- 7.04% |
$2.85K - $3.93K
|
251
$59.8K
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-19- 0.01% |
$2.85K - $3.93K
|
289K
$69M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-19- 0.74% |
$2.85K - $3.93K
|
2.55K
$608K
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-19- 1.17% |
$2.85K - $3.93K
|
1.6K
$381K
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-24- 0.44% |
$3.61K - $4.97K
|
5.4K
$1.29M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 50.0% |
$3.76K - $5.18K
|
25
$5.96K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-27- 50.94% |
$4.06K - $5.59K
|
26
$6.2K
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-28- 0.11% |
$4.21K - $5.8K
|
24.5K
$5.84M
|