Purchases and Sales Made in Q1 2022 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
47+ 37.6% |
$9.78K - $13.4K
|
172
$42.9K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
47+ 106.82% |
$9.78K - $13.4K
|
91
$22.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43+ 1.27% |
$8.95K - $12.3K
|
3.43K
$856K
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
40+ 2.83% |
$8.33K - $11.4K
|
1.45K
$362K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
39+ 0.43% |
$8.12K - $11.1K
|
9.04K
$2.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
37+ 0.12% |
$7.7K - $10.6K
|
30.9K
$7.72M
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
35+ 6.45% |
$7.29K - $10K
|
578
$144K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
34+ 1.32% |
$7.08K - $9.71K
|
2.61K
$652K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
34+ 34.0% |
$7.08K - $9.71K
|
134
$33.4K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
33+ 4.06% |
$6.87K - $9.43K
|
845
$211K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
32+ 0.75% |
$6.66K - $9.14K
|
4.31K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
30New |
$6.24K - $8.57K
|
30
$7.49K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30New |
$6.24K - $8.57K
|
30
$7.49K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
28New |
$5.83K - $8K
|
28
$6.99K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23+ 2.11% |
$4.79K - $6.57K
|
1.11K
$277K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
23New |
$4.79K - $6.57K
|
23
$5.74K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23+ 14.29% |
$4.79K - $6.57K
|
184
$45.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
22+ 0.27% |
$4.58K - $6.28K
|
8.32K
$2.08M
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
22New |
$4.58K - $6.28K
|
22
$5.49K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
21+ 161.54% |
$4.37K - $6K
|
34
$8.48K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
21+ 1.58% |
$4.37K - $6K
|
1.35K
$338K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.86% |
$4.37K - $6K
|
2.45K
$611K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
18+ 0.8% |
$3.75K - $5.14K
|
2.28K
$569K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
17+ 242.86% |
$3.54K - $4.86K
|
24
$5.99K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
17+ 36.96% |
$3.54K - $4.86K
|
63
$15.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 1.25% |
$3.33K - $4.57K
|
1.29K
$322K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15New |
$3.12K - $4.28K
|
15
$3.74K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12New |
$2.5K - $3.43K
|
12
$2.99K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
12New |
$2.5K - $3.43K
|
12
$2.99K
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
11+ 0.1% |
$2.29K - $3.14K
|
11.4K
$2.84M
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 8.62% |
$2.08K - $2.86K
|
126
$31.4K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
10+ 1.16% |
$2.08K - $2.86K
|
872
$218K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$2.08K - $2.86K
|
10
$2.5K
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
9+ 0.21% |
$1.87K - $2.57K
|
4.23K
$1.06M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9+ 8.04% |
$1.87K - $2.57K
|
121
$30.2K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
9+ 0.86% |
$1.87K - $2.57K
|
1.06K
$264K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
9+ 0.33% |
$1.87K - $2.57K
|
2.75K
$685K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8+ 0.1% |
$1.67K - $2.28K
|
8.37K
$2.09M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7New |
$1.46K - $2K
|
7
$1.75K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
7+ 0.59% |
$1.46K - $2K
|
1.2K
$298K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5+ 0.03% |
$1.04K - $1.43K
|
19.9K
$4.96M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4New |
$833 - $1.14K
|
4
$998
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 12.9% |
$833 - $1.14K
|
35
$8.73K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 40.0% |
$833 - $1.14K
|
14
$3.49K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4+ 4.65% |
$833 - $1.14K
|
90
$22.5K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
4+ 10.81% |
$833 - $1.14K
|
41
$10.2K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3+ 0.05% |
$624 - $857
|
6.21K
$1.55M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 33.33% |
$624 - $857
|
12
$2.99K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 3.53% |
$624 - $857
|
88
$22K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
3+ 0.21% |
$624 - $857
|
1.42K
$354K
|