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 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 50.0% |
$2.89K - $3.8K
|
16
$3.99K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-263- 13.84% |
$47.4K - $62.5K
|
1.64K
$408K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-1- 50.0% |
$180 - $238
|
1
$250
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38+ 2.17% |
$6.85K - $9.04K
|
1.79K
$447K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13New |
$2.34K - $3.09K
|
13
$3.24K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.5KNew |
$271K - $357K
|
1.5K
$374K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 6.25% |
$180 - $238
|
15
$3.74K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 1.15% |
$902 - $1.19K
|
430
$107K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-7- 63.64% |
$1.26K - $1.66K
|
4
$998
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
55+ 48.25% |
$9.92K - $13.1K
|
169
$42.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
38New |
$6.85K - $9.04K
|
38
$9.48K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.62K- 26.65% |
$292K - $385K
|
4.45K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
517New |
$93.2K - $123K
|
517
$129K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2KNew |
$361K - $476K
|
2K
$499K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-12- 27.27% |
$2.16K - $2.85K
|
32
$7.98K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 14.29% |
$1.08K - $1.43K
|
36
$8.98K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
60+ 4.8% |
$10.8K - $14.3K
|
1.31K
$327K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
25+ 1.97% |
$4.51K - $5.95K
|
1.3K
$323K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$7.21K - $9.51K
|
40
$9.98K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-389- 22.55% |
$70.2K - $92.5K
|
1.34K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 3.45% |
$361 - $476
|
60
$15K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.59K- 54.99% |
$505K - $609K
|
2.12K
$529K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
68New |
$13.2K - $16K
|
68
$17K
|
|
|
Aug 14, 2023
Q2 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
900+ 9.57% |
$175K - $212K
|
10.3K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.95K - $2.35K
|
10
$2.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Farallon Capital Management LLC
San Francisco, CA |
SELL
|
- |
-338K- 24.19% |
$65.8M - $79.5M
|
1.06M
$264M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$195 - $235
|
1
$250
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
10KNew |
$1.95M - $2.35M
|
10K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
5KNew |
$974K - $1.18M
|
5K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-81- 33.61% |
$15.8K - $19.1K
|
160
$39.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Durable Capital Partners LP
Bethesda, MD |
BUY
|
- |
54.1K+ 21.14% |
$10.5M - $12.7M
|
310K
$77.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$2.06M - $2.49M
|
10.6K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Edge Point Investment Group Inc.
Toronto, A6 |
BUY
|
- |
2.92K+ 0.29% |
$569K - $687K
|
1.03M
$256M
|
|
|
Aug 14, 2023
Q2 2023
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
280KNew |
$54.5M - $65.8M
|
280K
$69.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
3.5KNew |
$682K - $824K
|
3.5K
$873K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2- 0.13% |
$390 - $471
|
1.52K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.34KNew |
$261K - $316K
|
1.34K
$335K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-33.5K- 4.4% |
$6.52M - $7.87M
|
727K
$181M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-60- 2.06% |
$11.7K - $14.1K
|
2.85K
$710K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
925New |
$180K - $218K
|
925
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
926New |
$180K - $218K
|
926
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
20.1KNew |
$3.91M - $4.73M
|
20.1K
$5.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2- 3.64% |
$390 - $471
|
53
$13.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-173- 15.53% |
$33.7K - $40.7K
|
941
$235K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
19+ 9.13% |
$3.7K - $4.47K
|
227
$56.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
42New |
$8.18K - $9.88K
|
42
$10.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
91New |
$17.7K - $21.4K
|
91
$22.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
4.27K+ 4.42% |
$832K - $1M
|
101K
$25.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
85+ 3.57% |
$16.6K - $20K
|
2.47K
$615K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
83New |
$16.2K - $19.5K
|
83
$20.7K
|
|