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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
103+ 3.24% |
$24.3K - $28.7K
|
3.28K
$808K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$2.36K - $2.78K
|
10
$2.46K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-310- 29.64% |
$73K - $86.3K
|
736
$181K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 20.0% |
$471 - $557
|
12
$2.95K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-263- 9.41% |
$62K - $73.2K
|
2.53K
$623K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.61K- 8.18% |
$378K - $447K
|
18K
$4.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-11.4K- 23.11% |
$2.68M - $3.17M
|
37.9K
$9.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
86+ 6.72% |
$20.3K - $23.9K
|
1.37K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-654- 2.43% |
$154K - $182K
|
26.3K
$6.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
51+ 3.79% |
$12K - $14.2K
|
1.4K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 60.0% |
$1.41K - $1.67K
|
16
$3.94K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 1.69% |
$23.6K - $27.8K
|
5.81K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-32- 2.55% |
$7.54K - $8.91K
|
1.22K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19+ 237.5% |
$4.48K - $5.29K
|
27
$6.64K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-361- 12.86% |
$85.1K - $100K
|
2.45K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.75K- 10.86% |
$411K - $486K
|
14.3K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-23K- 14.96% |
$5.43M - $6.41M
|
131K
$32.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-156- 0.77% |
$36.8K - $43.4K
|
20.1K
$4.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-348- 8.26% |
$82K - $96.9K
|
3.86K
$950K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
529+ 66.21% |
$125K - $147K
|
1.33K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-3- 0.23% |
$707 - $835
|
1.32K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11K- 38.9% |
$2.59M - $3.06M
|
17.2K
$4.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-25- 2.44% |
$5.89K - $6.96K
|
1K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
185+ 10.78% |
$43.6K - $51.5K
|
1.9K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.07% |
$236 - $278
|
1.39K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-37- 59.68% |
$8.72K - $10.3K
|
25
$6.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-165- 98.8% |
$38.9K - $45.9K
|
2
$492
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.89K+ 1.71% |
$1.15M - $1.36M
|
292K
$71.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-289- 32.58% |
$68.1K - $80.4K
|
598
$147K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-12- 0.43% |
$2.83K - $3.34K
|
2.76K
$679K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-63- 90.0% |
$14.8K - $17.5K
|
7
$1.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.68K- 9.6% |
$1.34M - $1.58M
|
53.5K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
66+ 2.19% |
$15.6K - $18.4K
|
3.07K
$756K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
838New |
$197K - $233K
|
838
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$236 - $278
|
1
$246
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-192- 18.41% |
$45.2K - $53.4K
|
851
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 9.5% |
$15.1K - $17.8K
|
738
$182K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
17K+ 1464.68% |
$4M - $4.72M
|
18.1K
$4.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.09% |
$2.36K - $2.78K
|
10.6K
$2.61M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
780+ 19.43% |
$184K - $217K
|
4.79K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-903- 0.64% |
$213K - $251K
|
141K
$34.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
857New |
$202K - $239K
|
857
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.43K+ 1.97% |
$1.28M - $1.51M
|
280K
$69M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
569+ 3.46% |
$134K - $158K
|
17K
$4.18M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.4K- 6.46% |
$1.51M - $1.78M
|
92.7K
$22.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
324+ 1.34% |
$76.3K - $90.2K
|
24.4K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-30- 4.7% |
$7.07K - $8.35K
|
608
$150K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
165+ 13.91% |
$38.9K - $45.9K
|
1.35K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.05% |
$236 - $278
|
2.17K
$534K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 500.0% |
$1.18K - $1.39K
|
6
$1.48K
|