Latest Institutional Transactions on Equifax Inc (EFX)
This table provides information on the latest institutional transactions involving Equifax Inc (EFX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-197- 0.59% |
$45.9K - $53.9K
|
33.4K
$8.5M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
92+ 3066.67% |
$21.4K - $25.2K
|
95
$24.2K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.36KNew |
$317K - $373K
|
1.36K
$346K
|
|
|
May 10, 2024
Q1 2024
|
Veritas Asset Management LLP
|
SELL
|
- |
-768K- 53.93% |
$179M - $210M
|
656K
$167M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
847New |
$197K - $232K
|
847
$215K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3New |
$699 - $821
|
3
$763
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-24.3K- 5.28% |
$5.66M - $6.64M
|
436K
$111M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-14- 0.81% |
$3.26K - $3.83K
|
1.72K
$437K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-400- 4.44% |
$93.2K - $109K
|
8.61K
$2.19M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-265- 8.48% |
$61.8K - $72.5K
|
2.86K
$727K
|
|
|
May 06, 2024
Q1 2024
|
Ycg, LLC
|
SELL
|
- |
-5K- 45.45% |
$1.17M - $1.37M
|
6K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1KNew |
$233K - $274K
|
1K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5+ 0.32% |
$1.17K - $1.37K
|
1.57K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-750- 12.12% |
$175K - $205K
|
5.44K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
785New |
$183K - $215K
|
785
$200K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1New |
$233 - $274
|
1
$254
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
238+ 12.39% |
$55.5K - $65.1K
|
2.16K
$549K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
679New |
$158K - $186K
|
679
$173K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-777- 97.98% |
$181K - $213K
|
16
$4.07K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$340K - $399K
|
1.46K
$371K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6New |
$1.4K - $1.64K
|
6
$1.53K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 10.0% |
$2.33K - $2.74K
|
110
$28K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
12+ 1.0% |
$2.8K - $3.28K
|
1.21K
$308K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
24+ 6.43% |
$5.59K - $6.57K
|
397
$101K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-75- 1.75% |
$17.5K - $20.5K
|
4.21K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 0.23% |
$4.66K - $5.47K
|
8.76K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-75- 2.65% |
$17.5K - $20.5K
|
2.75K
$700K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-189- 13.61% |
$44K - $51.7K
|
1.2K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$2.33K - $2.74K
|
10
$2.54K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
16.1KNew |
$3.74M - $4.39M
|
16.1K
$4.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
17.7KNew |
$4.13M - $4.85M
|
17.7K
$4.51M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
2.9KNew |
$676K - $793K
|
2.9K
$738K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1New |
$233 - $274
|
1
$254
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
80New |
$18.6K - $21.9K
|
80
$20.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
831New |
$194K - $227K
|
831
$211K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-75- 27.27% |
$17.5K - $20.5K
|
200
$50.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-10- 2.35% |
$2.33K - $2.74K
|
415
$106K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.75KNew |
$285K - $438K
|
1.75K
$445K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.85KNew |
$952K - $1.46M
|
5.85K
$1.49M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
87New |
$14.2K - $21.8K
|
87
$22.1K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2New |
$325 - $501
|
2
$509
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
845New |
$137K - $212K
|
845
$215K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1KNew |
$163K - $250K
|
1K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
700New |
$114K - $175K
|
700
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
27New |
$4.39K - $6.76K
|
27
$6.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
2.94KNew |
$477K - $735K
|
2.94K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
48KNew |
$7.81M - $12M
|
48K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
1KNew |
$163K - $250K
|
1K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
800+ 38.1% |
$130K - $200K
|
2.9K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.04KNew |
$169K - $260K
|
1.04K
$264K
|
|