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 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-41- 1.89% |
$6.67K - $10.3K
|
2.13K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-43- 0.13% |
$7K - $10.8K
|
33.6K
$8.69M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-45- 2.9% |
$7.32K - $11.3K
|
1.51K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46- 0.99% |
$7.48K - $11.5K
|
4.6K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-48- 2.21% |
$7.81K - $12K
|
2.13K
$550K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 10.53% |
$8.13K - $12.5K
|
425
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-52- 5.36% |
$8.46K - $13K
|
919
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-55- 0.89% |
$8.95K - $13.8K
|
6.15K
$1.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-57- 0.68% |
$9.27K - $14.3K
|
8.31K
$2.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-57- 3.74% |
$9.27K - $14.3K
|
1.47K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-61- 1.2% |
$9.92K - $15.3K
|
5.02K
$1.3M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-62- 4.68% |
$10.1K - $15.5K
|
1.26K
$326K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-69- 9.7% |
$11.2K - $17.3K
|
642
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-70- 3.26% |
$11.4K - $17.5K
|
2.08K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-72- 26.37% |
$11.7K - $18K
|
201
$51.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-73- 13.35% |
$11.9K - $18.3K
|
474
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-75- 1.0% |
$12.2K - $18.8K
|
7.39K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-75- 1.43% |
$12.2K - $18.8K
|
5.18K
$1.34M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-84- 91.3% |
$13.7K - $21K
|
8
$2.07K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-90- 5.68% |
$14.6K - $22.5K
|
1.5K
$386K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-91- 0.31% |
$14.8K - $22.8K
|
28.9K
$7.47M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-91- 2.82% |
$14.8K - $22.8K
|
3.13K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-94- 0.57% |
$15.3K - $23.5K
|
16.4K
$4.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.32% |
$16.3K - $25K
|
7.5K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 50.25% |
$16.3K - $25K
|
99
$25.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-104- 3.14% |
$16.9K - $26K
|
3.21K
$829K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-111- 3.83% |
$18.1K - $27.8K
|
2.78K
$719K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-121- 10.75% |
$19.7K - $30.3K
|
1.01K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-124- 98.41% |
$20.2K - $31.1K
|
2
$517
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-126- 9.2% |
$20.5K - $31.6K
|
1.24K
$321K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-128- 3.64% |
$20.8K - $32.1K
|
3.39K
$876K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-129- 7.36% |
$21K - $32.3K
|
1.62K
$419K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-135- 56.02% |
$22K - $33.8K
|
106
$27.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-136- 1.85% |
$22.1K - $34.1K
|
7.23K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-140- 3.09% |
$22.8K - $35.1K
|
4.39K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-147- 11.21% |
$23.9K - $36.8K
|
1.16K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-159- 3.17% |
$25.9K - $39.8K
|
4.85K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-160- 2.23% |
$26K - $40.1K
|
7K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-170- 4.48% |
$27.7K - $42.6K
|
3.62K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-180- 15.25% |
$29.3K - $45.1K
|
1K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-190- 1.22% |
$30.9K - $47.6K
|
15.4K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-190- 5.43% |
$30.9K - $47.6K
|
3.31K
$855K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-192- 0.28% |
$31.2K - $48.1K
|
69.2K
$17.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-197- 39.24% |
$32K - $49.3K
|
305
$78.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-200- 10.03% |
$32.5K - $50.1K
|
1.79K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-209- 87.08% |
$34K - $52.3K
|
31
$8.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-214- 16.14% |
$34.8K - $53.6K
|
1.11K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-215- 4.73% |
$35K - $53.8K
|
4.33K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-240- 0.08% |
$39K - $60.1K
|
293K
$75.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-242- 6.26% |
$39.4K - $60.6K
|
3.62K
$936K
|