Purchases and Sales Made in Q2 2023 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
117+ 5.33% |
$22.8K - $27.5K
|
2.31K
$577K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
116+ 4.31% |
$22.6K - $27.3K
|
2.81K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
113+ 7.61% |
$22K - $26.6K
|
1.6K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
109+ 0.62% |
$21.2K - $25.6K
|
17.7K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
104New |
$20.3K - $24.5K
|
104
$25.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
103+ 0.32% |
$20.1K - $24.2K
|
32.1K
$8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
100+ 2.7% |
$19.5K - $23.5K
|
3.8K
$948K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
99+ 0.13% |
$19.3K - $23.3K
|
73.7K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
98+ 0.77% |
$19.1K - $23.1K
|
12.8K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
96+ 0.14% |
$18.7K - $22.6K
|
69.4K
$17.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
93+ 1.08% |
$18.1K - $21.9K
|
8.7K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
92+ 7.86% |
$17.9K - $21.6K
|
1.26K
$315K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
91New |
$17.7K - $21.4K
|
91
$22.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
90+ 2.67% |
$17.5K - $21.2K
|
3.46K
$862K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
88+ 0.44% |
$17.1K - $20.7K
|
19.9K
$4.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
87+ 0.6% |
$16.9K - $20.5K
|
14.5K
$3.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
85+ 3.57% |
$16.6K - $20K
|
2.47K
$615K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
83New |
$16.2K - $19.5K
|
83
$20.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
83+ 1.76% |
$16.2K - $19.5K
|
4.81K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
82+ 273.33% |
$16K - $19.3K
|
112
$27.9K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
79+ 5.88% |
$15.4K - $18.6K
|
1.42K
$355K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
78+ 0.56% |
$15.2K - $18.4K
|
14K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
71+ 0.75% |
$13.8K - $16.7K
|
9.57K
$2.39M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
68New |
$13.2K - $16K
|
68
$17K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
61+ 21.94% |
$11.9K - $14.4K
|
339
$84.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 5.27% |
$11.7K - $14.1K
|
1.2K
$299K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
59+ 4.13% |
$11.5K - $13.9K
|
1.49K
$371K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
58+ 0.61% |
$11.3K - $13.6K
|
9.51K
$2.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
58New |
$11.3K - $13.6K
|
58
$14.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
58+ 1.35% |
$11.3K - $13.6K
|
4.36K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
52+ 1.21% |
$10.1K - $12.2K
|
4.36K
$1.09M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
48+ 12.63% |
$9.35K - $11.3K
|
428
$107K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
48+ 12.63% |
$9.35K - $11.3K
|
428
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
47+ 0.48% |
$9.16K - $11.1K
|
9.82K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
47+ 1.54% |
$9.16K - $11.1K
|
3.11K
$775K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46+ 38.33% |
$8.96K - $10.8K
|
166
$41.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46+ 38.33% |
$8.96K - $10.8K
|
166
$41.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44New |
$8.57K - $10.4K
|
44
$11K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
44+ 1.01% |
$8.57K - $10.4K
|
4.4K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
43+ 2.76% |
$8.38K - $10.1K
|
1.6K
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
43New |
$8.38K - $10.1K
|
43
$10.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
42New |
$8.18K - $9.88K
|
42
$10.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
35New |
$6.82K - $8.24K
|
35
$8.73K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
35+ 33.98% |
$6.82K - $8.24K
|
138
$34.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
30+ 0.75% |
$5.84K - $7.06K
|
4.02K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
29+ 1.61% |
$5.65K - $6.82K
|
1.83K
$456K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
28New |
$5.45K - $6.59K
|
28
$6.99K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25New |
$4.87K - $5.88K
|
25
$6.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
25+ 0.05% |
$4.87K - $5.88K
|
54.9K
$13.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
24+ 14.12% |
$4.68K - $5.65K
|
194
$48.4K
|