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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.22% |
$451 - $621
|
1.39K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-293- 8.7% |
$44K - $60.7K
|
3.08K
$782K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
4.8KNew |
$721K - $994K
|
4.8K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
12KNew |
$1.8M - $2.49M
|
12K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
91.5KNew |
$13.7M - $18.9M
|
91.5K
$23.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.24KNew |
$337K - $465K
|
2.24K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
15K+ 274.0% |
$2.25M - $3.11M
|
20.5K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
7.28KNew |
$1.09M - $1.51M
|
7.28K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
4.85KNew |
$729K - $1M
|
4.85K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
8.7KNew |
$1.31M - $1.8M
|
8.7K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.95KNew |
$292K - $403K
|
1.95K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.29K- 23.42% |
$194K - $267K
|
4.21K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.42K- 89.16% |
$363K - $501K
|
294
$74.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-8.48K- 17.23% |
$1.27M - $1.76M
|
40.7K
$10.4M
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-133K- 36.23% |
$20M - $27.5M
|
234K
$59.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
118New |
$17.7K - $24.4K
|
118
$30K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-451- 25.01% |
$67.8K - $93.4K
|
1.35K
$344K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-726- 6.2% |
$109K - $150K
|
11K
$2.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 114.29% |
$1.2K - $1.66K
|
15
$3.82K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$15K - $20.7K
|
100
$25.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-28- 14.29% |
$4.21K - $5.8K
|
168
$42.7K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.03KNew |
$456K - $628K
|
3.03K
$772K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16New |
$2.4K - $3.31K
|
16
$4.07K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 62.5% |
$751 - $1.04K
|
13
$3.31K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.6KNew |
$541K - $746K
|
3.6K
$916K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1New |
$150 - $207
|
1
$254
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
127+ 3.26% |
$19.1K - $26.3K
|
4.02K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-754- 20.05% |
$113K - $156K
|
3.01K
$765K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29New |
$4.36K - $6.01K
|
29
$7.38K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$901 - $1.24K
|
6
$1.53K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2New |
$300 - $414
|
2
$509
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
25New |
$3.76K - $5.18K
|
25
$6.36K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
364New |
$54.7K - $75.4K
|
364
$92.6K
|
|
| Q3 2022 | |||||||
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
2KNew |
$334K - $445K
|
2K
$509K
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.8KClosed |
$1.14M - $1.51M
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-22- 4.13% |
$3.68K - $4.89K
|
511
$130K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$334 - $445
|
2
$509
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
425New |
$71K - $94.5K
|
425
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
179KNew |
$29.9M - $39.8M
|
179K
$45.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
355New |
$59.3K - $78.9K
|
355
$90.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2.12K- 2.8% |
$354K - $470K
|
73.3K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.53KClosed |
$590K - $785K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 42.7% |
$178K - $237K
|
3.56K
$905K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
83+ 1.28% |
$13.9K - $18.5K
|
6.59K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$267K - $355K
|
1.6K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
20New |
$3.34K - $4.45K
|
20
$5.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.81K+ 5.31% |
$971K - $1.29M
|
115K
$29.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.87K- 17.84% |
$312K - $415K
|
8.59K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
768+ 3.15% |
$128K - $171K
|
25.2K
$6.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-41.6K- 94.14% |
$6.96M - $9.26M
|
2.59K
$659K
|
|