Purchases and Sales Made in Q4 2022 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
89New |
$13.4K - $18.4K
|
89
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 6.51% |
$13.2K - $18.2K
|
1.44K
$359K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
86+ 0.3% |
$12.9K - $17.8K
|
29.1K
$7.25M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
86New |
$12.9K - $17.8K
|
86
$21.5K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81New |
$12.2K - $16.8K
|
81
$20.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
78+ 0.45% |
$11.7K - $16.2K
|
17.4K
$4.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
77+ 0.51% |
$11.6K - $15.9K
|
15.2K
$3.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
75+ 0.36% |
$11.3K - $15.5K
|
21.1K
$5.27M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
69New |
$10.4K - $14.3K
|
69
$17.2K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
68+ 111.48% |
$10.2K - $14.1K
|
129
$32.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
67+ 5.68% |
$10.1K - $13.9K
|
1.25K
$311K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
66New |
$9.92K - $13.7K
|
66
$16.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
66New |
$9.92K - $13.7K
|
66
$16.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
64+ 0.67% |
$9.62K - $13.3K
|
9.66K
$2.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
62+ 4.55% |
$9.31K - $12.8K
|
1.43K
$356K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
60+ 4.26% |
$9.01K - $12.4K
|
1.47K
$366K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
59+ 3.45% |
$8.86K - $12.2K
|
1.77K
$441K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57+ 5.79% |
$8.56K - $11.8K
|
1.04K
$260K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
55+ 1.04% |
$8.26K - $11.4K
|
5.35K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
52+ 106.12% |
$7.81K - $10.8K
|
101
$25.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50+ 8.52% |
$7.51K - $10.4K
|
637
$159K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 4.39% |
$7.51K - $10.4K
|
1.19K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
49New |
$7.36K - $10.1K
|
49
$12.2K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
46New |
$6.91K - $9.53K
|
46
$11.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
42+ 0.44% |
$6.31K - $8.7K
|
9.62K
$2.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 186.36% |
$6.16K - $8.49K
|
63
$15.7K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 33.33% |
$6.01K - $8.28K
|
160
$39.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
40New |
$6.01K - $8.28K
|
40
$9.98K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
40+ 2.56% |
$6.01K - $8.28K
|
1.6K
$399K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
29+ 80.56% |
$4.36K - $6.01K
|
65
$16.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29New |
$4.36K - $6.01K
|
29
$7.24K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
29+ 2.04% |
$4.36K - $6.01K
|
1.45K
$362K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
28+ 10.29% |
$4.21K - $5.8K
|
300
$74.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
25New |
$3.76K - $5.18K
|
25
$6.24K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23+ 0.44% |
$3.46K - $4.76K
|
5.24K
$1.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
21+ 0.73% |
$3.16K - $4.35K
|
2.9K
$724K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16New |
$2.4K - $3.31K
|
16
$3.99K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15+ 53.57% |
$2.25K - $3.11K
|
43
$10.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
14+ 0.49% |
$2.1K - $2.9K
|
2.85K
$712K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 14.94% |
$1.95K - $2.69K
|
100
$25K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
10+ 0.17% |
$1.5K - $2.07K
|
5.75K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 114.29% |
$1.2K - $1.66K
|
15
$3.74K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 160.0% |
$1.2K - $1.66K
|
13
$3.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8+ 47.06% |
$1.2K - $1.66K
|
25
$6.24K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7+ 4.7% |
$1.05K - $1.45K
|
156
$38.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.16% |
$1.05K - $1.45K
|
4.26K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
6New |
$901 - $1.24K
|
6
$1.5K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$901 - $1.24K
|
6
$1.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
5+ 0.4% |
$751 - $1.04K
|
1.24K
$309K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 62.5% |
$751 - $1.04K
|
13
$3.24K
|