Purchases and Sales Made in Q3 2024 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
700New |
$165K - $215K
|
700
$175K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
699New |
$165K - $215K
|
699
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
697New |
$165K - $214K
|
697
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
BUY
|
- |
693New |
$164K - $213K
|
693
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
691New |
$163K - $212K
|
691
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
684New |
$162K - $210K
|
684
$171K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
681New |
$161K - $209K
|
681
$170K
|
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
624+ 0.03% |
$148K - $192K
|
2.07M
$516M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
602+ 4.05% |
$142K - $185K
|
15.5K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
576New |
$136K - $177K
|
576
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
560+ 3.63% |
$132K - $172K
|
16K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
551+ 3.47% |
$130K - $169K
|
16.4K
$4.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
527+ 8.69% |
$125K - $162K
|
6.59K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
517+ 9.92% |
$122K - $159K
|
5.73K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
508+ 59.76% |
$120K - $156K
|
1.36K
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
494+ 21.36% |
$117K - $152K
|
2.81K
$700K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
459+ 154.55% |
$109K - $141K
|
756
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
444+ 6.91% |
$105K - $136K
|
6.87K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
432+ 0.45% |
$102K - $133K
|
96.2K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
380+ 19.07% |
$89.8K - $117K
|
2.37K
$592K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
375+ 34.75% |
$88.7K - $115K
|
1.45K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
356+ 2.33% |
$84.2K - $109K
|
15.6K
$3.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
355+ 18.81% |
$83.9K - $109K
|
2.24K
$559K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
354+ 2.77% |
$83.7K - $109K
|
13.1K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
348+ 3.95% |
$82.3K - $107K
|
9.17K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
346+ 14.3% |
$81.8K - $106K
|
2.77K
$690K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
337+ 10.19% |
$79.7K - $104K
|
3.64K
$909K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
335+ 18.47% |
$79.2K - $103K
|
2.15K
$536K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
331+ 1.34% |
$78.3K - $102K
|
25K
$6.24M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
322New |
$76.1K - $98.9K
|
322
$80.3K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
318+ 0.52% |
$75.2K - $97.7K
|
61K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
303+ 3.38% |
$71.6K - $93.1K
|
9.26K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
300New |
$70.9K - $92.1K
|
300
$74.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
288New |
$68.1K - $88.5K
|
288
$71.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
279+ 178.85% |
$66K - $85.7K
|
435
$109K
|
|
|
Nov 05, 2024
Q3 2024
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
277+ 0.71% |
$65.5K - $85.1K
|
39.4K
$9.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
275+ 0.51% |
$65K - $84.5K
|
54.4K
$13.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
270+ 2.02% |
$63.8K - $82.9K
|
13.6K
$3.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
250New |
$59.1K - $76.8K
|
250
$62.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
248+ 4.8% |
$58.6K - $76.2K
|
5.42K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
243+ 22.88% |
$57.5K - $74.6K
|
1.31K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
238+ 0.41% |
$56.3K - $73.1K
|
57.8K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
234+ 0.32% |
$55.3K - $71.9K
|
74.5K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
231+ 3.75% |
$54.6K - $70.9K
|
6.4K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
231+ 11.88% |
$54.6K - $70.9K
|
2.18K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
223+ 1.32% |
$52.7K - $68.5K
|
17.1K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
220+ 0.41% |
$52K - $67.6K
|
53.7K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
215+ 1.63% |
$50.8K - $66K
|
13.4K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
213+ 1.0% |
$50.4K - $65.4K
|
21.5K
$5.37M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
213+ 5.68% |
$50.4K - $65.4K
|
3.96K
$988K
|