Purchases and Sales Made in Q3 2023 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 14.29% |
$1.08K - $1.43K
|
36
$8.94K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6- 0.01% |
$1.08K - $1.43K
|
56.8K
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 9.68% |
$1.08K - $1.43K
|
56
$13.9K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-7- 0.38% |
$1.26K - $1.66K
|
1.84K
$458K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-7- 63.64% |
$1.26K - $1.66K
|
4
$993
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-8- 0.38% |
$1.44K - $1.9K
|
2.1K
$522K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 8.0% |
$1.44K - $1.9K
|
92
$22.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9- 6.72% |
$1.62K - $2.14K
|
125
$31K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10- 3.98% |
$1.8K - $2.38K
|
241
$59.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11- 0.35% |
$1.98K - $2.62K
|
3.1K
$768K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-12- 27.27% |
$2.16K - $2.85K
|
32
$7.94K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-14- 0.9% |
$2.53K - $3.33K
|
1.54K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-16- 6.99% |
$2.89K - $3.8K
|
213
$52.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 50.0% |
$2.89K - $3.8K
|
16
$3.97K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17- 53.13% |
$3.07K - $4.04K
|
15
$3.72K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18- 35.29% |
$3.25K - $4.28K
|
33
$8.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-18- 1.22% |
$3.25K - $4.28K
|
1.46K
$363K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-19- 1.06% |
$3.43K - $4.52K
|
1.78K
$442K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-20- 1.64% |
$3.61K - $4.76K
|
1.2K
$298K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-22- 0.74% |
$3.97K - $5.23K
|
2.96K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-23- 0.71% |
$4.15K - $5.47K
|
3.24K
$804K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-23- 0.14% |
$4.15K - $5.47K
|
16.1K
$4.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 19.66% |
$4.15K - $5.47K
|
94
$23.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-25- 1.15% |
$4.51K - $5.95K
|
2.15K
$533K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-26- 0.26% |
$4.69K - $6.18K
|
10.1K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-26- 11.56% |
$4.69K - $6.18K
|
199
$49.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-27- 2.24% |
$4.87K - $6.42K
|
1.18K
$293K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-36- 2.72% |
$6.49K - $8.56K
|
1.29K
$319K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-41- 0.43% |
$7.39K - $9.75K
|
9.46K
$2.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-41- 2.76% |
$7.39K - $9.75K
|
1.45K
$359K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-45- 1.22% |
$8.12K - $10.7K
|
3.63K
$901K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-45- 0.94% |
$8.12K - $10.7K
|
4.76K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-45- 3.09% |
$8.12K - $10.7K
|
1.41K
$350K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-48- 39.67% |
$8.66K - $11.4K
|
73
$18.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49- 45.79% |
$8.84K - $11.7K
|
58
$14.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-50- 0.33% |
$9.02K - $11.9K
|
15.1K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-56- 0.32% |
$10.1K - $13.3K
|
17.6K
$4.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-57- 1.42% |
$10.3K - $13.6K
|
3.96K
$983K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-60- 1.85% |
$10.8K - $14.3K
|
3.18K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-60- 80.0% |
$10.8K - $14.3K
|
15
$3.72K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-62- 30.1% |
$11.2K - $14.7K
|
144
$35.8K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-64- 5.49% |
$11.5K - $15.2K
|
1.1K
$274K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-64- 8.07% |
$11.5K - $15.2K
|
729
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-71- 0.36% |
$12.8K - $16.9K
|
19.8K
$4.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-73- 4.58% |
$13.2K - $17.4K
|
1.52K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-75- 1.04% |
$13.5K - $17.8K
|
7.16K
$1.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-78- 5.56% |
$14.1K - $18.5K
|
1.33K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-80- 2.07% |
$14.4K - $19K
|
3.79K
$942K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-81- 5.7% |
$14.6K - $19.3K
|
1.34K
$333K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-82- 0.95% |
$14.8K - $19.5K
|
8.55K
$2.12M
|