Latest Institutional Transactions on Equifax Inc (EFX)
This table provides information on the latest institutional transactions involving Equifax Inc (EFX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
10.9KNew |
$1.97M - $2.59M
|
10.9K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.12KNew |
$383K - $505K
|
2.12K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.48KNew |
$1.71M - $2.25M
|
9.48K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-1.82K- 43.94% |
$328K - $433K
|
2.32K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
10KNew |
$1.8M - $2.38M
|
10K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9- 6.72% |
$1.62K - $2.14K
|
125
$31.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$412K - $543K
|
2.28K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1- 2.86% |
$180 - $238
|
34
$8.65K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18- 35.29% |
$3.25K - $4.28K
|
33
$8.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.4KNew |
$794K - $1.05M
|
4.4K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.08KClosed |
$195K - $257K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-5.27K- 62.95% |
$951K - $1.25M
|
3.1K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
38New |
$6.85K - $9.04K
|
38
$9.67K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.24KNew |
$946K - $1.25M
|
5.24K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 50.0% |
$2.89K - $3.8K
|
16
$4.07K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-263- 13.84% |
$47.4K - $62.5K
|
1.64K
$416K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-1- 50.0% |
$180 - $238
|
1
$254
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38+ 2.17% |
$6.85K - $9.04K
|
1.79K
$456K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13New |
$2.34K - $3.09K
|
13
$3.31K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.5KNew |
$271K - $357K
|
1.5K
$382K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 6.25% |
$180 - $238
|
15
$3.82K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 1.15% |
$902 - $1.19K
|
430
$109K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-7- 63.64% |
$1.26K - $1.66K
|
4
$1.02K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
55+ 48.25% |
$9.92K - $13.1K
|
169
$43K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
38New |
$6.85K - $9.04K
|
38
$9.67K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.62K- 26.65% |
$292K - $385K
|
4.45K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
517New |
$93.2K - $123K
|
517
$132K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2KNew |
$361K - $476K
|
2K
$509K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-12- 27.27% |
$2.16K - $2.85K
|
32
$8.14K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 14.29% |
$1.08K - $1.43K
|
36
$9.16K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
60+ 4.8% |
$10.8K - $14.3K
|
1.31K
$333K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
25+ 1.97% |
$4.51K - $5.95K
|
1.3K
$330K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$7.21K - $9.51K
|
40
$10.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-389- 22.55% |
$70.2K - $92.5K
|
1.34K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 3.45% |
$361 - $476
|
60
$15.3K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.59K- 54.99% |
$505K - $609K
|
2.12K
$539K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
68New |
$13.2K - $16K
|
68
$17.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
900+ 9.57% |
$175K - $212K
|
10.3K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.95K - $2.35K
|
10
$2.54K
|
|
|
Aug 14, 2023
Q2 2023
|
Farallon Capital Management LLC
San Francisco, CA |
SELL
|
- |
-338K- 24.19% |
$65.8M - $79.5M
|
1.06M
$269M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$195 - $235
|
1
$254
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
10KNew |
$1.95M - $2.35M
|
10K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
5KNew |
$974K - $1.18M
|
5K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-81- 33.61% |
$15.8K - $19.1K
|
160
$40.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Durable Capital Partners LP
Bethesda, MD |
BUY
|
- |
54.1K+ 21.14% |
$10.5M - $12.7M
|
310K
$78.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$2.06M - $2.49M
|
10.6K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Edge Point Investment Group Inc.
Toronto, A6 |
BUY
|
- |
2.92K+ 0.29% |
$569K - $687K
|
1.03M
$261M
|
|
|
Aug 14, 2023
Q2 2023
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
280KNew |
$54.5M - $65.8M
|
280K
$71.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
3.5KNew |
$682K - $824K
|
3.5K
$890K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2- 0.13% |
$390 - $471
|
1.52K
$386K
|
|