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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.04% |
$4.45K - $5.05K
|
48.3K
$10M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 1.22% |
$1.17K - $1.33K
|
405
$83.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3K+ 20.0% |
$702K - $797K
|
18K
$3.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
249New |
$58.3K - $66.2K
|
249
$51.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$234 - $266
|
1
$207
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 6.43% |
$6.79K - $7.71K
|
480
$99.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
14New |
$3.28K - $3.72K
|
14
$2.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.95% |
$3.04K - $3.45K
|
1.38K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
579+ 9.17% |
$136K - $154K
|
6.89K
$1.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
22+ 2.75% |
$5.15K - $5.85K
|
823
$170K
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
180+ 1.1% |
$42.1K - $47.8K
|
16.5K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-390- 12.38% |
$91.3K - $104K
|
2.76K
$572K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
319+ 22.45% |
$74.7K - $84.8K
|
1.74K
$360K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-461- 7.44% |
$108K - $123K
|
5.74K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
5New |
$1.17K - $1.33K
|
5
$1.04K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
67New |
$15.7K - $17.8K
|
67
$13.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
738New |
$173K - $196K
|
738
$153K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-148- 0.96% |
$34.6K - $39.3K
|
15.3K
$3.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.62% |
$1.17K - $1.33K
|
812
$168K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
73+ 5.09% |
$17.1K - $19.4K
|
1.51K
$312K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.96K+ 36.37% |
$458K - $521K
|
7.35K
$1.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
121+ 6.37% |
$28.3K - $32.2K
|
2.02K
$419K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 2.63% |
$234 - $266
|
37
$7.66K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.38K+ 33.0% |
$556K - $631K
|
9.57K
$1.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
92+ 61.33% |
$21.5K - $24.4K
|
242
$50.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-102- 1.14% |
$23.9K - $27.1K
|
8.86K
$1.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$1.87K - $2.13K
|
8
$1.66K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
126+ 4.38% |
$29.5K - $33.5K
|
3.01K
$623K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
104+ 5.61% |
$24.3K - $27.6K
|
1.96K
$406K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-24- 1.0% |
$5.62K - $6.38K
|
2.39K
$494K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
475+ 0.86% |
$111K - $126K
|
55.7K
$11.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-10- 0.31% |
$2.34K - $2.66K
|
3.2K
$663K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-202- 24.63% |
$47.3K - $53.7K
|
618
$128K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
582+ 52.39% |
$136K - $155K
|
1.69K
$351K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-177- 1.06% |
$41.4K - $47K
|
16.5K
$3.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
687+ 68.15% |
$161K - $183K
|
1.7K
$351K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
974New |
$228K - $259K
|
974
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
27.7K+ 18.44% |
$6.49M - $7.37M
|
178K
$36.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
89+ 7.99% |
$20.8K - $23.6K
|
1.2K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 9.62% |
$611K - $694K
|
29.7K
$6.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
73+ 0.73% |
$17.1K - $19.4K
|
10K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4New |
$936 - $1.06K
|
4
$829
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.53K+ 200.53% |
$1.06M - $1.2M
|
6.78K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
4.81K+ 60.78% |
$1.13M - $1.28M
|
12.7K
$2.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
325+ 8.73% |
$76.1K - $86.4K
|
4.05K
$839K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-313- 2.16% |
$73.3K - $83.2K
|
14.2K
$2.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-30- 12.4% |
$7.02K - $7.97K
|
212
$43.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
81+ 19.15% |
$19K - $21.5K
|
504
$104K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59+ 9.67% |
$13.8K - $15.7K
|
669
$139K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-762- 5.01% |
$178K - $202K
|
14.4K
$2.99M
|
|