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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.67K- 99.96% |
$655K - $785K
|
1
$250
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4- 0.06% |
$980 - $1.17K
|
6.16K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 10.42% |
$1.23K - $1.47K
|
43
$10.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
167New |
$40.9K - $49K
|
167
$41.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.94K+ 39.15% |
$1.46M - $1.74M
|
21.1K
$5.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.24K+ 2.89% |
$303K - $363K
|
44.1K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
236+ 28.99% |
$57.8K - $69.3K
|
1.05K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
112+ 78.87% |
$27.4K - $32.9K
|
254
$63.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
685+ 58.3% |
$168K - $201K
|
1.86K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
12K+ 66.79% |
$2.95M - $3.53M
|
30.1K
$7.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-41- 2.82% |
$10K - $12K
|
1.41K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
177+ 0.31% |
$43.4K - $51.9K
|
58.1K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
646+ 34.56% |
$158K - $190K
|
2.52K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 4.59% |
$8.09K - $9.69K
|
752
$188K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$490 - $587
|
2
$499
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.21K+ 12.66% |
$541K - $647K
|
19.6K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
17.7KNew |
$4.34M - $5.2M
|
17.7K
$4.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
72.4K+ 1617.53% |
$17.8M - $21.3M
|
76.9K
$19.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$490 - $587
|
1.12K
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
158+ 11.07% |
$38.7K - $46.4K
|
1.59K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
13K+ 27.66% |
$3.19M - $3.82M
|
60K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30K+ 3.91% |
$7.35M - $8.8M
|
797K
$199M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-205- 15.67% |
$50.2K - $60.2K
|
1.1K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.07K- 2.31% |
$262K - $313K
|
45.2K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
615+ 25.71% |
$151K - $181K
|
3.01K
$750K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
7New |
$1.72K - $2.05K
|
7
$1.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
741+ 11.25% |
$182K - $217K
|
7.33K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-843- 5.91% |
$207K - $247K
|
13.4K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
524+ 1.48% |
$128K - $154K
|
35.9K
$8.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.54KNew |
$377K - $452K
|
1.54K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
447KNew |
$110M - $131M
|
447K
$112M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
885+ 4.65% |
$217K - $260K
|
19.9K
$4.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-99- 17.16% |
$24.3K - $29.1K
|
478
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
2.01K+ 21.25% |
$493K - $590K
|
11.5K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-465- 25.83% |
$114K - $136K
|
1.34K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.05KNew |
$257K - $308K
|
1.05K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
800+ 1.69% |
$196K - $235K
|
48K
$12M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-104- 1.07% |
$25.5K - $30.5K
|
9.6K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
112KNew |
$27.5M - $32.9M
|
112K
$28M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
5.61K+ 624.39% |
$1.37M - $1.65M
|
6.51K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
483+ 8.96% |
$118K - $142K
|
5.88K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
278+ 26.08% |
$68.1K - $81.6K
|
1.34K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 1.71% |
$980 - $1.17K
|
230
$57.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.57K- 3.89% |
$630K - $755K
|
63.5K
$15.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.13% |
$1.47K - $1.76K
|
4.62K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
32+ 3.17% |
$7.84K - $9.39K
|
1.04K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-390- 2.56% |
$95.6K - $114K
|
14.9K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
220+ 4.06% |
$53.9K - $64.6K
|
5.64K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 15.38% |
$490 - $587
|
15
$3.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
264+ 2.02% |
$64.7K - $77.5K
|
13.3K
$3.32M
|