Purchases and Sales Made in Q4 2023 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.13KNew |
$184K - $283K
|
1.13K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.08K+ 3.29% |
$176K - $270K
|
33.9K
$8.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.08K+ 5.57% |
$175K - $270K
|
20.4K
$5.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.07KNew |
$174K - $268K
|
1.07K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$174K - $268K
|
1.07K
$262K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.07K+ 5.38% |
$173K - $267K
|
20.9K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.05KNew |
$171K - $264K
|
1.05K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.05K+ 11.73% |
$171K - $263K
|
10K
$2.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
1.05KNew |
$170K - $262K
|
1.05K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.04KNew |
$169K - $260K
|
1.04K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.04KNew |
$169K - $259K
|
1.04K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.02KNew |
$165K - $254K
|
1.02K
$249K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$165K - $254K
|
1.01K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.01KNew |
$163K - $252K
|
1.01K
$247K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1KNew |
$163K - $251K
|
1K
$246K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1KNew |
$163K - $250K
|
1K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1KNew |
$163K - $250K
|
1K
$245K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1KNew |
$163K - $250K
|
1K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
1KNew |
$163K - $250K
|
1K
$245K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
991New |
$161K - $248K
|
991
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
988New |
$161K - $247K
|
988
$242K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
980+ 19.14% |
$159K - $245K
|
6.1K
$1.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
964New |
$157K - $241K
|
964
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
954New |
$155K - $239K
|
954
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
944New |
$154K - $236K
|
944
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
914New |
$149K - $229K
|
914
$224K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
900New |
$146K - $225K
|
900
$221K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
893New |
$145K - $224K
|
893
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
873New |
$142K - $219K
|
873
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
857+ 0.17% |
$139K - $215K
|
503K
$124M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
850New |
$138K - $213K
|
850
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
847New |
$138K - $212K
|
847
$208K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
845New |
$137K - $212K
|
845
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
844New |
$137K - $211K
|
844
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
836+ 1.59% |
$136K - $209K
|
53.5K
$13.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
816+ 3.4% |
$133K - $204K
|
24.8K
$6.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
816New |
$133K - $204K
|
816
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
810New |
$132K - $203K
|
810
$199K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
809+ 5.01% |
$132K - $203K
|
17K
$4.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
809New |
$132K - $203K
|
809
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
793+ 19.59% |
$129K - $199K
|
4.84K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
772+ 59.61% |
$126K - $193K
|
2.07K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
767+ 3.68% |
$125K - $192K
|
21.6K
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
767+ 11.26% |
$125K - $192K
|
7.58K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
765New |
$124K - $192K
|
765
$188K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
764New |
$124K - $191K
|
764
$187K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
705+ 6.8% |
$115K - $177K
|
11.1K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
683+ 5.38% |
$111K - $171K
|
13.4K
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
652+ 15.77% |
$106K - $163K
|
4.79K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
602+ 45.64% |
$97.9K - $151K
|
1.92K
$471K
|