Purchases and Sales Made in Q2 2024 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
42+ 1.82% |
$9.08K - $11K
|
2.35K
$571K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
38+ 7.48% |
$8.22K - $9.98K
|
546
$133K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
38+ 4.69% |
$8.22K - $9.98K
|
848
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
37New |
$8K - $9.72K
|
37
$9.01K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
33+ 0.2% |
$7.13K - $8.67K
|
16.9K
$4.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
33+ 1.45% |
$7.13K - $8.67K
|
2.31K
$563K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32+ 2.69% |
$6.92K - $8.41K
|
1.22K
$298K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
32+ 200.0% |
$6.92K - $8.41K
|
48
$11.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.73% |
$6.7K - $8.14K
|
1.82K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
31+ 0.53% |
$6.7K - $8.14K
|
5.92K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 27.68% |
$6.7K - $8.14K
|
143
$34.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
29New |
$6.27K - $7.62K
|
29
$7.06K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
29+ 1.02% |
$6.27K - $7.62K
|
2.88K
$701K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
26New |
$5.62K - $6.83K
|
26
$6.33K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
24New |
$5.19K - $6.31K
|
24
$5.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
24+ 1.8% |
$5.19K - $6.31K
|
1.36K
$331K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23+ 9.96% |
$4.97K - $6.04K
|
254
$61.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.54% |
$4.54K - $5.52K
|
3.93K
$958K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21+ 1.23% |
$4.54K - $5.52K
|
1.72K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
21+ 1.98% |
$4.54K - $5.52K
|
1.08K
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20+ 1.45% |
$4.32K - $5.25K
|
1.4K
$340K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
18+ 0.38% |
$3.89K - $4.73K
|
4.73K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17New |
$3.68K - $4.47K
|
17
$4.14K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
16+ 1.08% |
$3.46K - $4.2K
|
1.49K
$363K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16New |
$3.46K - $4.2K
|
16
$3.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 155.56% |
$3.03K - $3.68K
|
23
$5.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13New |
$2.81K - $3.42K
|
13
$3.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 4.66% |
$2.81K - $3.42K
|
292
$71.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
13+ 0.92% |
$2.81K - $3.42K
|
1.43K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 2.29% |
$2.81K - $3.42K
|
581
$142K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12New |
$2.59K - $3.15K
|
12
$2.92K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
12New |
$2.59K - $3.15K
|
12
$2.92K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10+ 0.04% |
$2.16K - $2.63K
|
26.7K
$6.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10+ 0.11% |
$2.16K - $2.63K
|
8.82K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 160.0% |
$1.73K - $2.1K
|
13
$3.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 400.0% |
$1.73K - $2.1K
|
10
$2.44K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
8+ 100.0% |
$1.73K - $2.1K
|
16
$3.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7New |
$1.51K - $1.84K
|
7
$1.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
7New |
$1.51K - $1.84K
|
7
$1.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7New |
$1.51K - $1.84K
|
7
$1.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7New |
$1.51K - $1.84K
|
7
$1.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 15.22% |
$1.51K - $1.84K
|
53
$12.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 6.19% |
$1.51K - $1.84K
|
120
$29.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 4.29% |
$1.3K - $1.58K
|
146
$35.6K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6+ 37.5% |
$1.3K - $1.58K
|
22
$5.36K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
6+ 4.84% |
$1.3K - $1.58K
|
130
$31.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
5+ 0.45% |
$1.08K - $1.31K
|
1.12K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.23% |
$1.08K - $1.31K
|
229
$55.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5+ 0.1% |
$1.08K - $1.31K
|
5.03K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5+ 0.28% |
$1.08K - $1.31K
|
1.79K
$436K
|