Latest Institutional Purchases of Equifax Inc (EFX)
This list provides information on the latest institutional transactions involving Equifax Inc (EFX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
12KNew |
$1.8M - $2.49M
|
12K
$2.69M
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
8.7KNew |
$1.31M - $1.8M
|
8.7K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
7.28KNew |
$1.09M - $1.51M
|
7.28K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
4.85KNew |
$729K - $1M
|
4.85K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
4.8KNew |
$721K - $994K
|
4.8K
$1.08M
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.6KNew |
$541K - $746K
|
3.6K
$808K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.03KNew |
$456K - $628K
|
3.03K
$681K
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.24KNew |
$337K - $465K
|
2.24K
$503K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.95KNew |
$292K - $403K
|
1.95K
$437K
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.25KNew |
$188K - $259K
|
1.25K
$280K
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
364New |
$54.7K - $75.4K
|
364
$81.7K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
141New |
$21.2K - $29.2K
|
141
$31.6K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
127+ 3.26% |
$19.1K - $26.3K
|
4.02K
$902K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$15K - $20.7K
|
100
$22.4K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29New |
$4.36K - $6.01K
|
29
$6.51K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
25New |
$3.76K - $5.18K
|
25
$5.61K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16New |
$2.4K - $3.31K
|
16
$3.59K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 114.29% |
$1.2K - $1.66K
|
15
$3.36K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$901 - $1.24K
|
6
$1.35K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 62.5% |
$751 - $1.04K
|
13
$2.92K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.22% |
$451 - $621
|
1.39K
$311K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2New |
$300 - $414
|
2
$449
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1New |
$150 - $207
|
1
$224
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
179KNew |
$29.9M - $39.8M
|
179K
$40.2M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
PUT |
50KNew |
$8.36M - $11.1M
|
50K
$11.2M
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
5.85KNew |
$977K - $1.3M
|
5.85K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.81K+ 5.31% |
$971K - $1.29M
|
115K
$25.8M
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
2KNew |
$334K - $445K
|
2K
$449K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.7KNew |
$283K - $377K
|
1.7K
$380K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.6KNew |
$267K - $355K
|
1.6K
$358K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.26KNew |
$211K - $280K
|
1.26K
$283K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 42.7% |
$178K - $237K
|
3.56K
$798K
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
768+ 3.15% |
$128K - $171K
|
25.2K
$5.65M
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
425New |
$71K - $94.5K
|
425
$95.3K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
400New |
$66.8K - $88.9K
|
400
$89.7K
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
396+ 8.26% |
$66.2K - $88K
|
5.19K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
355New |
$59.3K - $78.9K
|
355
$79.6K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
332New |
$55.5K - $73.8K
|
332
$74.5K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
272New |
$45.5K - $60.5K
|
272
$61K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
83+ 1.28% |
$13.9K - $18.5K
|
6.59K
$1.48M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
30New |
$5.01K - $6.67K
|
30
$6.73K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
20New |
$3.34K - $4.45K
|
20
$4.49K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
19New |
$3.17K - $4.22K
|
19
$4.26K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16New |
$2.67K - $3.56K
|
16
$3.59K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 22.39% |
$2.51K - $3.33K
|
82
$18.4K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10New |
$1.67K - $2.22K
|
10
$2.24K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9New |
$1.5K - $2K
|
9
$2.02K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2New |
$334 - $445
|
2
$449
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Soroban Capital Partners LP
New York, NY |
BUY
|
- |
436KNew |
$74.3M - $102M
|
436K
$97.8M
|
|
Aug 15, 2022
Q2 2022
|
Coatue Management LLC
New York, NY |
BUY
|
- |
295KNew |
$50.3M - $69.3M
|
295K
$66.3M
|