Purchases and Sales Made in Q2 2022 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
4+ 0.1% |
$681 - $938
|
3.92K
$980K
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
4+ 0.26% |
$681 - $938
|
1.57K
$391K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 4.69% |
$511 - $704
|
67
$16.7K
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.26% |
$511 - $704
|
1.14K
$286K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3New |
$511 - $704
|
3
$750
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
3+ 2.91% |
$511 - $704
|
106
$26.5K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2+ 0.14% |
$341 - $469
|
1.46K
$366K
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2New |
$341 - $469
|
2
$500
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2+ 1.41% |
$341 - $469
|
144
$36K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.52% |
$170 - $235
|
67
$16.7K
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1+ 0.06% |
$170 - $235
|
1.8K
$450K
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1New |
$170 - $235
|
1
$250
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1+ 0.07% |
$170 - $235
|
1.35K
$336K
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$170 - $235
|
9.27K
$2.32M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$170 - $235
|
1
$250
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1Closed |
$170 - $235
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1- 12.5% |
$170 - $235
|
7
$1.75K
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
SELL
|
- |
-1- 0.02% |
$170 - $235
|
5.25K
$1.31M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 6.25% |
$170 - $235
|
15
$3.75K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 1.0% |
$170 - $235
|
99
$24.7K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 2.2% |
$341 - $469
|
89
$22.2K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 16.67% |
$341 - $469
|
10
$2.5K
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-2- 0.02% |
$341 - $469
|
10.6K
$2.64M
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2- 0.09% |
$341 - $469
|
2.24K
$559K
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3- 0.05% |
$511 - $704
|
6.2K
$1.55M
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4- 4.44% |
$681 - $938
|
86
$21.5K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4- 6.25% |
$681 - $938
|
60
$15K
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4- 0.15% |
$681 - $938
|
2.65K
$661K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-4Closed |
$681 - $938
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-5- 1.77% |
$852 - $1.17K
|
278
$69.5K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 41.67% |
$852 - $1.17K
|
7
$1.75K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5- 0.87% |
$852 - $1.17K
|
573
$143K
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-6Closed |
$1.02K - $1.41K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-7- 0.08% |
$1.19K - $1.64K
|
8.31K
$2.08M
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10- 0.72% |
$1.7K - $2.35K
|
1.37K
$342K
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-10- 0.21% |
$1.7K - $2.35K
|
4.67K
$1.17M
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-12Closed |
$2.04K - $2.81K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-16- 0.14% |
$2.73K - $3.75K
|
11.5K
$2.86M
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-18Closed |
$3.07K - $4.22K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 5.65% |
$3.24K - $4.46K
|
317
$79.2K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-19- 2.18% |
$3.24K - $4.46K
|
853
$213K
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-22Closed |
$3.75K - $5.16K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-23Closed |
$3.92K - $5.39K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-25- 1.66% |
$4.26K - $5.86K
|
1.49K
$371K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-27- 87.1% |
$4.6K - $6.33K
|
4
$1K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-28- 82.35% |
$4.77K - $6.57K
|
6
$1.5K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-28Closed |
$4.77K - $6.57K
|
0
$0
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-29Closed |
$4.94K - $6.8K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-31- 1.27% |
$5.28K - $7.27K
|
2.42K
$604K
|