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 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.07% |
$163 - $250
|
1.54K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$163 - $250
|
1
$248
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.01% |
$163 - $250
|
100
$24.8K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 7.69% |
$163 - $250
|
14
$3.48K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 11.11% |
$163 - $250
|
10
$2.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$163 - $250
|
1
$248
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 25.0% |
$325 - $501
|
6
$1.49K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3- 0.17% |
$488 - $751
|
1.79K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5- 0.3% |
$813 - $1.25K
|
1.65K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-7- 0.27% |
$1.14K - $1.75K
|
2.63K
$652K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7- 0.4% |
$1.14K - $1.75K
|
1.73K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7- 0.24% |
$1.14K - $1.75K
|
2.85K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-7- 15.91% |
$1.14K - $1.75K
|
37
$9.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 14.29% |
$1.3K - $2K
|
48
$11.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 17.02% |
$1.3K - $2K
|
39
$9.68K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-10- 0.32% |
$1.63K - $2.5K
|
3.11K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11- 84.62% |
$1.79K - $2.75K
|
2
$497
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-12- 0.68% |
$1.95K - $3K
|
1.75K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-12- 0.8% |
$1.95K - $3K
|
1.49K
$371K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-12- 0.42% |
$1.95K - $3K
|
2.84K
$704K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14- 16.28% |
$2.28K - $3.51K
|
72
$17.9K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-15- 1.31% |
$2.44K - $3.76K
|
1.13K
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 34.88% |
$2.44K - $3.76K
|
28
$6.95K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 3.76% |
$2.77K - $4.26K
|
435
$108K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17- 0.55% |
$2.77K - $4.26K
|
3.08K
$764K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-18- 0.21% |
$2.93K - $4.51K
|
8.74K
$2.17M
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-19- 9.55% |
$3.09K - $4.76K
|
180
$44.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-20- 0.66% |
$3.25K - $5.01K
|
3K
$746K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-20- 6.9% |
$3.25K - $5.01K
|
270
$67K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-21- 0.34% |
$3.42K - $5.26K
|
6.17K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24- 17.78% |
$3.9K - $6.01K
|
111
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-25- 1.0% |
$4.07K - $6.26K
|
2.49K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-25- 0.13% |
$4.07K - $6.26K
|
18.5K
$4.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-27- 1.34% |
$4.39K - $6.76K
|
1.99K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-27- 1.89% |
$4.39K - $6.76K
|
1.4K
$348K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-27- 0.62% |
$4.39K - $6.76K
|
4.36K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-31- 0.05% |
$5.04K - $7.76K
|
60K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-31- 2.02% |
$5.04K - $7.76K
|
1.51K
$374K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-32- 0.95% |
$5.21K - $8.01K
|
3.35K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-33- 0.08% |
$5.37K - $8.26K
|
42.6K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-33- 0.83% |
$5.37K - $8.26K
|
3.93K
$975K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-34- 4.84% |
$5.53K - $8.51K
|
669
$166K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-34- 1.47% |
$5.53K - $8.51K
|
2.27K
$565K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-35- 5.14% |
$5.69K - $8.76K
|
646
$160K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-39- 0.42% |
$6.34K - $9.77K
|
9.28K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-40- 2.8% |
$6.51K - $10K
|
1.39K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-40- 0.4% |
$6.51K - $10K
|
10K
$2.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-41- 1.89% |
$6.67K - $10.3K
|
2.13K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-43- 0.13% |
$7K - $10.8K
|
33.6K
$8.34M
|