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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
165New |
$26.8K - $41.3K
|
165
$42.6K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
164+ 99.39% |
$26.7K - $41.1K
|
329
$85K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
163+ 0.85% |
$26.5K - $40.8K
|
19.3K
$4.98M
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
157New |
$25.5K - $39.3K
|
157
$40.6K
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
154+ 37.2% |
$25.1K - $38.6K
|
568
$147K
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
150+ 6.74% |
$24.4K - $37.6K
|
2.37K
$614K
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
150+ 11.12% |
$24.4K - $37.6K
|
1.5K
$387K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
147+ 1.55% |
$23.9K - $36.8K
|
9.61K
$2.48M
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
135+ 0.41% |
$22K - $33.8K
|
32.7K
$8.44M
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
134+ 3.82% |
$21.8K - $33.6K
|
3.64K
$942K
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
132+ 0.62% |
$21.5K - $33.1K
|
21.6K
$5.58M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
132New |
$21.5K - $33.1K
|
132
$34.1K
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
130+ 0.32% |
$21.1K - $32.6K
|
40.2K
$10.4M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
128+ 64.0% |
$20.8K - $32.1K
|
328
$84.8K
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
117+ 0.82% |
$19K - $29.3K
|
14.3K
$3.7M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116+ 0.34% |
$18.9K - $29K
|
33.9K
$8.76M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
101+ 25.51% |
$16.4K - $25.3K
|
497
$128K
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.3% |
$16.3K - $25K
|
33.8K
$8.73M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$16.3K - $25K
|
100
$25.8K
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
97+ 5.26% |
$15.8K - $24.3K
|
1.94K
$501K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
90+ 0.51% |
$14.6K - $22.5K
|
17.7K
$4.58M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
87New |
$14.2K - $21.8K
|
87
$22.5K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
87New |
$14.2K - $21.8K
|
87
$22.5K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
85+ 3.01% |
$13.8K - $21.3K
|
2.91K
$751K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
85New |
$13.8K - $21.3K
|
85
$22K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
83+ 0.33% |
$13.5K - $20.8K
|
25.4K
$6.57M
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
76+ 5.91% |
$12.4K - $19K
|
1.36K
$352K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
75+ 0.5% |
$12.2K - $18.8K
|
15K
$3.89M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
69+ 4.85% |
$11.2K - $17.3K
|
1.49K
$386K
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
69+ 0.4% |
$11.2K - $17.3K
|
17.3K
$4.46M
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
64+ 8.78% |
$10.4K - $16K
|
793
$205K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
64+ 8.78% |
$10.4K - $16K
|
793
$205K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
61+ 4.22% |
$9.92K - $15.3K
|
1.51K
$389K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48+ 133.33% |
$7.81K - $12K
|
84
$21.7K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
48+ 2.43% |
$7.81K - $12K
|
2.02K
$523K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
47New |
$7.65K - $11.8K
|
47
$12.1K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 2.22% |
$6.51K - $10K
|
1.84K
$475K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 12.67% |
$6.18K - $9.52K
|
338
$87.3K
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
35+ 2.09% |
$5.69K - $8.76K
|
1.71K
$442K
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
31+ 1.15% |
$5.04K - $7.76K
|
2.73K
$704K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.97% |
$4.88K - $7.51K
|
1.55K
$401K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
27New |
$4.39K - $6.76K
|
27
$6.98K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.7% |
$4.39K - $6.76K
|
3.9K
$1.01M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 2.15% |
$4.23K - $6.51K
|
1.23K
$319K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
26+ 1.05% |
$4.23K - $6.51K
|
2.5K
$646K
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
26+ 0.09% |
$4.23K - $6.51K
|
28.9K
$7.46M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
25+ 12.76% |
$4.07K - $6.26K
|
221
$57.1K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23New |
$3.74K - $5.76K
|
23
$5.94K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 1.68% |
$3.42K - $5.26K
|
1.27K
$329K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20New |
$3.25K - $5.01K
|
20
$5.17K
|