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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 2.22% |
$4.73K - $6.14K
|
922
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 2.94% |
$4.73K - $6.14K
|
701
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 13.6% |
$4.02K - $5.22K
|
142
$38.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
16+ 1.26% |
$3.78K - $4.91K
|
1.29K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16New |
$3.78K - $4.91K
|
16
$4.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 7.0% |
$3.31K - $4.3K
|
214
$57.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 108.33% |
$3.07K - $3.99K
|
25
$6.72K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 54.17% |
$3.07K - $3.99K
|
37
$9.95K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12New |
$2.84K - $3.69K
|
12
$3.23K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 2.37% |
$2.36K - $3.07K
|
432
$116K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.61% |
$2.13K - $2.76K
|
1.5K
$402K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9+ 1.44% |
$2.13K - $2.76K
|
634
$170K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 5.48% |
$1.89K - $2.46K
|
154
$41.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 175.0% |
$1.65K - $2.15K
|
11
$2.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7+ 0.6% |
$1.65K - $2.15K
|
1.18K
$316K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.57% |
$1.65K - $2.15K
|
1.23K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 1.03% |
$1.42K - $1.84K
|
587
$158K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 37.5% |
$1.42K - $1.84K
|
22
$5.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
5+ 0.03% |
$1.18K - $1.54K
|
17.9K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 71.43% |
$1.18K - $1.54K
|
12
$3.23K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.18% |
$1.18K - $1.54K
|
234
$62.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 3.36% |
$1.18K - $1.54K
|
154
$41.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 0.29% |
$1.18K - $1.54K
|
1.72K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
4+ 0.36% |
$946 - $1.23K
|
1.12K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 9.3% |
$946 - $1.23K
|
47
$12.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$946 - $1.23K
|
4
$1.08K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 3.33% |
$946 - $1.23K
|
124
$33.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4+ 0.29% |
$946 - $1.23K
|
1.39K
$373K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$709 - $921
|
3
$806
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 5.77% |
$709 - $921
|
55
$14.8K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3+ 13.64% |
$709 - $921
|
25
$6.72K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3+ 0.3% |
$709 - $921
|
1.01K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$473 - $614
|
2.6K
$699K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 20.0% |
$473 - $614
|
12
$3.23K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$473 - $614
|
2
$538
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2New |
$473 - $614
|
2
$538
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 6.25% |
$473 - $614
|
34
$9.14K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2New |
$473 - $614
|
2
$538
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2New |
$473 - $614
|
2
$538
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2New |
$473 - $614
|
2
$538
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.67% |
$236 - $307
|
151
$40.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 2.7% |
$236 - $307
|
38
$10.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1+ 0.06% |
$236 - $307
|
1.7K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.05% |
$236 - $307
|
1.91K
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$236 - $307
|
1.39K
$373K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.92M+ 513.38% |
$414M - $504M
|
2.29M
$616M
|
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
196K+ 127.14% |
$42.4M - $51.5M
|
350K
$94.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
PUT |
100KNew |
$21.6M - $26.3M
|
100K
$26.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
64.5KNew |
$14M - $17M
|
64.5K
$17.3M
|
|