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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2020
Q4 2019
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
286+ 40.86% |
$38.1K - $42K
|
986
$245K
|
|
|
Feb 03, 2020
Q4 2019
|
Field & Main Bank
|
SELL
|
- |
-20Closed |
$2.67K - $2.93K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-645Closed |
$85.9K - $94.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-2.94KClosed |
$396K - $432K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-1.5KClosed |
$202K - $220K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-78.7KClosed |
$10.6M - $11.6M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-249KClosed |
$33.6M - $36.6M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-571Closed |
$76.9K - $83.8K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-11- 26.19% |
$1.48K - $1.61K
|
31
$7.7K
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-200Closed |
$26.9K - $29.4K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-4.6KClosed |
$619K - $675K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Rockland Trust CO
|
BUY
|
- |
7.2KNew |
$970K - $1.06M
|
7.2K
$1.79M
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2KClosed |
$233K - $270K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-249Closed |
$29K - $33.7K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7Closed |
$815 - $947
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-10Closed |
$1.16K - $1.35K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-23.9KClosed |
$2.78M - $3.23M
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-5KClosed |
$582K - $676K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-47.5KClosed |
$5.53M - $6.42M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-8Closed |
$931 - $1.08K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-20Closed |
$2.33K - $2.7K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Spectrum Management Group, LLC
|
SELL
|
- |
-88Closed |
$10.2K - $11.9K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Oakworth Capital, Inc.
|
SELL
|
- |
-50Closed |
$5.82K - $6.76K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7Closed |
$815 - $947
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.28KClosed |
$265K - $308K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-22Closed |
$2.56K - $2.98K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Harbor Advisors LLC
|
SELL
|
- |
-2K- 14.29% |
$183K - $237K
|
12K
$2.98M
|
|
|
May 15, 2019
Q1 2019
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-15.6KClosed |
$1.43M - $1.85M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$164K - $213K
|
1.8K
$447K
|
|
|
May 15, 2019
Q1 2019
|
Axon Capital LP
New York, NY |
SELL
|
- |
-24KClosed |
$2.19M - $2.84M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-685KClosed |
$62.6M - $81.2M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-5.03KClosed |
$459K - $596K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bloom Tree Partners, LLC
New York, NY |
SELL
|
CALL |
-181KClosed |
$16.5M - $21.4M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-505K- 90.99% |
$46.1M - $59.8M
|
50K
$12.4M
|
|
|
May 14, 2019
Q1 2019
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-5.2KClosed |
$475K - $616K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-2.4KClosed |
$219K - $284K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
CALL |
-774- 43.63% |
$70.7K - $91.7K
|
1K
$248K
|
|
|
May 13, 2019
Q1 2019
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-26.6KClosed |
$2.43M - $3.16M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-70K- 22.58% |
$6.39M - $8.3M
|
240K
$59.6M
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-118Closed |
$10.8K - $14K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10Closed |
$913 - $1.19K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Pecaut & Co.
|
SELL
|
- |
-4.7KClosed |
$429K - $557K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Exane Asset Management
|
SELL
|
- |
-441Closed |
$40.3K - $52.3K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
River Road Asset Management, LLC
|
SELL
|
- |
-3.4KClosed |
$311K - $403K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.95KClosed |
$269K - $349K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-231Closed |
$21.1K - $27.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Aldebaran Financial Inc.
|
SELL
|
- |
-450- 4.5% |
$40.5K - $59.6K
|
9.55K
$2.37M
|
|
|
Feb 14, 2019
Q4 2018
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
SELL
|
- |
-21.9KClosed |
$1.97M - $2.89M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-4.81KClosed |
$433K - $637K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-111KClosed |
$10M - $14.7M
|
0
$0
|
|