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 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$15K - $20.7K
|
100
$25K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-28- 14.29% |
$4.21K - $5.8K
|
168
$41.9K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.03KNew |
$456K - $628K
|
3.03K
$757K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16New |
$2.4K - $3.31K
|
16
$3.99K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 62.5% |
$751 - $1.04K
|
13
$3.24K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.6KNew |
$541K - $746K
|
3.6K
$898K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1New |
$150 - $207
|
1
$250
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
127+ 3.26% |
$19.1K - $26.3K
|
4.02K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-754- 20.05% |
$113K - $156K
|
3.01K
$750K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29New |
$4.36K - $6.01K
|
29
$7.24K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$901 - $1.24K
|
6
$1.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2New |
$300 - $414
|
2
$499
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
25New |
$3.76K - $5.18K
|
25
$6.24K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
364New |
$54.7K - $75.4K
|
364
$90.8K
|
|
| Q3 2022 | |||||||
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
2KNew |
$334K - $445K
|
2K
$499K
|
|
|
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
$127K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$334 - $445
|
2
$499
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
425New |
$71K - $94.5K
|
425
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
179KNew |
$29.9M - $39.8M
|
179K
$44.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
355New |
$59.3K - $78.9K
|
355
$88.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2.12K- 2.8% |
$354K - $470K
|
73.3K
$18.3M
|
|
|
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
$888K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
83+ 1.28% |
$13.9K - $18.5K
|
6.59K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$267K - $355K
|
1.6K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
20New |
$3.34K - $4.45K
|
20
$4.99K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.81K+ 5.31% |
$971K - $1.29M
|
115K
$28.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.87K- 17.84% |
$312K - $415K
|
8.59K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
768+ 3.15% |
$128K - $171K
|
25.2K
$6.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9New |
$1.5K - $2K
|
9
$2.25K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10New |
$1.67K - $2.22K
|
10
$2.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
PUT |
50KNew |
$8.36M - $11.1M
|
50K
$12.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
396+ 8.26% |
$66.2K - $88K
|
5.19K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.68K- 30.32% |
$447K - $595K
|
6.15K
$1.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.25K- 25.69% |
$878K - $1.17M
|
15.2K
$3.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
5.85KNew |
$977K - $1.3M
|
5.85K
$1.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
30New |
$5.01K - $6.67K
|
30
$7.49K
|
|
|
Nov 09, 2022
Q3 2022
|
Pettee Investors, Inc.
|
SELL
|
- |
-425- 23.12% |
$71K - $94.5K
|
1.41K
$353K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
272New |
$45.5K - $60.5K
|
272
$67.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
332New |
$55.5K - $73.8K
|
332
$82.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 22.39% |
$2.51K - $3.33K
|
82
$20.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
400New |
$66.8K - $88.9K
|
400
$99.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.26KNew |
$211K - $280K
|
1.26K
$315K
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-8.85K- 51.07% |
$1.48M - $1.97M
|
8.48K
$2.12M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
19New |
$3.17K - $4.22K
|
19
$4.74K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.7KNew |
$283K - $377K
|
1.7K
$423K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-158- 84.04% |
$26.4K - $35.1K
|
30
$7.49K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-10- 5.88% |
$1.67K - $2.22K
|
160
$39.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16New |
$2.67K - $3.56K
|
16
$3.99K
|
|