Purchases and Sales Made in Q1 2024 in Equifax Inc (EFX)

EFX Quotes by TradingView

This table provides information about the institutional ownership of Equifax Inc (EFX) during Q1 2024. 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
May 14, 2024 Q1 2024
Modera Wealth Management, LLC

BUY
 -
973
New
$227K - $266K
973 $242K
May 13, 2024 Q1 2024
Xponance, Inc.

BUY
 -
972
+ 3.98%
$227K - $266K
25.4K $6.31M
May 13, 2024 Q1 2024
Neos Investment Management LLC

Westport, CT
BUY
 -
945
+ 36.7%
$220K - $259K
3.52K $874K
May 02, 2024 Q1 2024
Oregon Public Employees Retirement Fund

BUY
 -
936
+ 9.74%
$218K - $256K
10.5K $2.62M
May 08, 2024 Q1 2024
Koshinski Asset Management, Inc.

BUY
 -
934
New
$218K - $256K
934 $232K
May 15, 2024 Q1 2024
Armistice Capital, LLC

New York, NY
BUY
 -
933
New
$217K - $255K
933 $232K
May 09, 2024 Q1 2024
Connor, Clark & Lunn Investment Management Ltd.

BUY
 -
908
New
$212K - $248K
908 $225K
May 14, 2024 Q1 2024
E. Ohman J:Or Asset Management Ab

Stockholm, V7
BUY
 -
900
+ 20.0%
$210K - $246K
5.4K $1.34M
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
869
New
$203K - $238K
869 $216K
May 10, 2024 Q1 2024
Lakeshore Financial Planning, Inc.

St. Clair Shores, MI
BUY
 -
847
New
$197K - $232K
847 $210K
Apr 09, 2024 Q1 2024
Welch Group, LLC

BUY
 -
831
New
$194K - $227K
831 $206K
May 07, 2024 Q1 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
829
New
$193K - $227K
829 $206K
May 17, 2024 Q1 2024
Citizens Financial Group Inc

BUY
 -
811
New
$189K - $222K
811 $201K
May 13, 2024 Q1 2024
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
809
+ 2.53%
$189K - $221K
32.8K $8.13M
May 06, 2024 Q1 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
809
+ 8.08%
$189K - $221K
10.8K $2.69M
May 10, 2024 Q1 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
804
+ 2.37%
$187K - $220K
34.7K $8.62M
Apr 19, 2024 Q1 2024
Ipswich Investment Management Co., Inc.

BUY
 -
804
New
$187K - $220K
804 $200K
Apr 26, 2024 Q1 2024
Sterling Investment Counsel, LLC

BUY
 -
800
New
$186K - $219K
800 $199K
Apr 15, 2024 Q1 2024
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
800
New
$186K - $219K
800 $199K
May 15, 2024 Q1 2024
Stephens Inc

BUY
 -
797
New
$186K - $218K
797 $198K
Apr 19, 2024 Q1 2024
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
791
New
$184K - $216K
791 $196K
May 15, 2024 Q1 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
786
New
$183K - $215K
786 $195K
May 14, 2024 Q1 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
786
+ 18.24%
$183K - $215K
5.1K $1.27M
May 02, 2024 Q1 2024
Kestra Private Wealth Services, LLC

BUY
 -
785
New
$183K - $215K
785 $195K
May 08, 2024 Q1 2024
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
783
New
$182K - $214K
783 $194K
May 01, 2024 Q1 2024
Northeast Investment Management

BUY
 -
776
New
$181K - $212K
776 $193K
May 14, 2024 Q1 2024
Scotia Capital Inc.

BUY
 -
775
New
$181K - $212K
775 $192K
May 03, 2024 Q1 2024
9258 Wealth Management, LLC

BUY
 -
773
New
$180K - $211K
773 $192K
May 14, 2024 Q1 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
757
+ 18.48%
$176K - $207K
4.85K $1.21M
May 14, 2024 Q1 2024
First Trust Investment Solutions L.P.

Naples, FL
BUY
 -
757
New
$176K - $207K
757 $188K
Apr 30, 2024 Q1 2024
Institute For Wealth Management, Llc.

BUY
 -
749
New
$175K - $205K
749 $186K
Apr 17, 2024 Q1 2024
New Mexico Educational Retirement Board

BUY
 -
700
+ 10.93%
$163K - $192K
7.11K $1.76M
Apr 24, 2024 Q1 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
681
+ 6.89%
$159K - $186K
10.6K $2.62M
May 01, 2024 Q1 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
679
New
$158K - $186K
679 $169K
May 03, 2024 Q1 2024
Candriam S.C.A.

BUY
 -
641
+ 8.68%
$149K - $175K
8.03K $1.99M
Apr 18, 2024 Q1 2024
Burt Wealth Advisors

BUY
 -
617
+ 53.37%
$144K - $169K
1.77K $440K
May 14, 2024 Q1 2024
Kovitz Investment Group Partners, LLC

BUY
 -
614
+ 21.53%
$143K - $168K
3.47K $861K
Apr 10, 2024 Q1 2024
Park Avenue Securities LLC

BUY
 -
585
+ 16.84%
$136K - $160K
4.06K $1.01M
May 13, 2024 Q1 2024
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
BUY
 -
579
+ 2.4%
$135K - $158K
24.7K $6.13M
May 14, 2024 Q1 2024
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
579
+ 4.1%
$135K - $158K
14.7K $3.65M
May 13, 2024 Q1 2024
Elo Mutual Pension Insurance CO

BUY
 -
519
+ 4.83%
$121K - $142K
11.3K $2.8M
Apr 24, 2024 Q1 2024
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
518
+ 41.31%
$121K - $142K
1.77K $440K
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
517
+ 55.53%
$120K - $141K
1.45K $359K
May 23, 2024 Q1 2024
Wellington Shields & Co., LLC

New York, NY
BUY
 -
500
+ 7.43%
$117K - $137K
7.23K $1.79M
May 14, 2024 Q1 2024
Rathbones Group PLC

Liverpool, X0
BUY
 -
490
+ 0.17%
$114K - $134K
293K $72.8M
May 02, 2024 Q1 2024
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
464
+ 14.46%
$108K - $127K
3.67K $912K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
442
New
$103K - $121K
442 $110K
May 06, 2024 Q1 2024
Assetmark, Inc

BUY
 -
432
+ 8.92%
$101K - $118K
5.27K $1.31M
May 09, 2024 Q1 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
412
+ 1.86%
$96K - $113K
22.6K $5.61M

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