Latest Institutional Purchases of Equifax Inc (EFX)
This list provides information on the latest institutional transactions involving Equifax Inc (EFX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
53+ 2.47% |
$13K - $15.6K
|
2.2K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 102.08% |
$12K - $14.4K
|
97
$21.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46+ 6.11% |
$11.3K - $13.5K
|
799
$179K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
45+ 5.4% |
$11K - $13.2K
|
879
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
43+ 5.56% |
$10.5K - $12.6K
|
817
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
41+ 4.22% |
$10K - $12K
|
1.01K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37+ 2.67% |
$9.07K - $10.9K
|
1.43K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
37+ 2.22% |
$9.07K - $10.9K
|
1.7K
$382K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
35New |
$8.58K - $10.3K
|
35
$7.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
33New |
$8.09K - $9.69K
|
33
$7.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
32+ 3.01% |
$7.84K - $9.39K
|
1.09K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
32+ 3.17% |
$7.84K - $9.39K
|
1.04K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30New |
$7.35K - $8.81K
|
30
$6.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29+ 0.56% |
$7.11K - $8.51K
|
5.17K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28+ 10.85% |
$6.86K - $8.22K
|
286
$64.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
27+ 16.46% |
$6.62K - $7.92K
|
191
$42.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
26+ 2.07% |
$6.37K - $7.63K
|
1.28K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 5.33% |
$6.37K - $7.63K
|
514
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
26+ 1.15% |
$6.37K - $7.63K
|
2.29K
$513K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
25New |
$6.13K - $7.34K
|
25
$5.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25+ 1.73% |
$6.13K - $7.34K
|
1.47K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
25New |
$6.13K - $7.34K
|
25
$5.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
21New |
$5.15K - $6.16K
|
21
$4.71K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
20+ 2.07% |
$4.9K - $5.87K
|
984
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.49% |
$4.9K - $5.87K
|
4.08K
$915K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
20+ 76.92% |
$4.9K - $5.87K
|
46
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
19New |
$4.66K - $5.58K
|
19
$4.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 86.36% |
$4.66K - $5.58K
|
41
$9.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
18+ 1.24% |
$4.41K - $5.28K
|
1.47K
$330K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
18+ 1.6% |
$4.41K - $5.28K
|
1.15K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
18+ 1.68% |
$4.41K - $5.28K
|
1.09K
$244K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16+ 1.96% |
$3.92K - $4.7K
|
832
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16+ 1.2% |
$3.92K - $4.7K
|
1.35K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 24.24% |
$3.92K - $4.7K
|
82
$18.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 4.51% |
$3.92K - $4.7K
|
371
$83.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14New |
$3.43K - $4.11K
|
14
$3.14K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14New |
$3.43K - $4.11K
|
14
$3.14K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
14+ 1.78% |
$3.43K - $4.11K
|
801
$180K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.77% |
$3.19K - $3.82K
|
1.71K
$383K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.33% |
$3.19K - $3.82K
|
3.94K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.77% |
$3.19K - $3.82K
|
1.69K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 2.26% |
$3.19K - $3.82K
|
589
$132K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12+ 1.14% |
$2.94K - $3.52K
|
1.07K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.41% |
$2.94K - $3.52K
|
2.93K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
12+ 30.0% |
$2.94K - $3.52K
|
52
$11.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$2.45K - $2.94K
|
10
$2.24K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$2.45K - $2.94K
|
10
$2.24K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10+ 0.2% |
$2.45K - $2.94K
|
5.01K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 30.0% |
$2.21K - $2.64K
|
39
$8.75K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 6.0% |
$2.21K - $2.64K
|
159
$35.7K
|