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 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
34+ 0.73% |
$8.04K - $10.4K
|
4.7K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
34+ 1.2% |
$8.04K - $10.4K
|
2.87K
$716K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32New |
$7.57K - $9.83K
|
32
$7.98K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32+ 1.26% |
$7.57K - $9.83K
|
2.57K
$642K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 5.68% |
$7.33K - $9.52K
|
577
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
31+ 3.08% |
$7.33K - $9.52K
|
1.04K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
31+ 2.53% |
$7.33K - $9.52K
|
1.25K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
31+ 0.77% |
$7.33K - $9.52K
|
4.04K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
30+ 2.73% |
$7.09K - $9.21K
|
1.13K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
28+ 0.06% |
$6.62K - $8.6K
|
49.3K
$12.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 41.79% |
$6.62K - $8.6K
|
95
$23.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
26New |
$6.15K - $7.99K
|
26
$6.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26+ 0.22% |
$6.15K - $7.99K
|
11.6K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
24+ 3.59% |
$5.67K - $7.37K
|
693
$173K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 3.16% |
$5.2K - $6.76K
|
719
$179K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 4.34% |
$5.2K - $6.76K
|
529
$132K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
21+ 10.77% |
$4.96K - $6.45K
|
216
$53.9K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 2.22% |
$4.73K - $6.14K
|
922
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 2.94% |
$4.73K - $6.14K
|
701
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20New |
$4.73K - $6.14K
|
20
$4.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 13.6% |
$4.02K - $5.22K
|
142
$35.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16New |
$3.78K - $4.91K
|
16
$3.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
16+ 1.26% |
$3.78K - $4.91K
|
1.29K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 7.0% |
$3.31K - $4.3K
|
214
$53.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 108.33% |
$3.07K - $3.99K
|
25
$6.24K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 4.81% |
$3.07K - $3.99K
|
283
$70.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 54.17% |
$3.07K - $3.99K
|
37
$9.23K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12New |
$2.84K - $3.69K
|
12
$2.99K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 2.37% |
$2.36K - $3.07K
|
432
$108K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.61% |
$2.13K - $2.76K
|
1.5K
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9+ 1.44% |
$2.13K - $2.76K
|
634
$158K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 5.48% |
$1.89K - $2.46K
|
154
$38.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 2.31% |
$1.89K - $2.46K
|
355
$88.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 14.58% |
$1.65K - $2.15K
|
55
$13.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7+ 0.6% |
$1.65K - $2.15K
|
1.18K
$293K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.57% |
$1.65K - $2.15K
|
1.23K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 175.0% |
$1.65K - $2.15K
|
11
$2.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 37.5% |
$1.42K - $1.84K
|
22
$5.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 1.03% |
$1.42K - $1.84K
|
587
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 71.43% |
$1.18K - $1.54K
|
12
$2.99K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 3.36% |
$1.18K - $1.54K
|
154
$38.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 0.29% |
$1.18K - $1.54K
|
1.72K
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.18% |
$1.18K - $1.54K
|
234
$58.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
5+ 0.03% |
$1.18K - $1.54K
|
17.9K
$4.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4+ 0.29% |
$946 - $1.23K
|
1.39K
$346K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 133.33% |
$946 - $1.23K
|
7
$1.75K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$946 - $1.23K
|
4
$998
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 9.3% |
$946 - $1.23K
|
47
$11.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
4+ 0.36% |
$946 - $1.23K
|
1.12K
$280K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4New |
$946 - $1.23K
|
4
$998
|