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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10+ 0.99% |
$2.36K - $2.78K
|
1.02K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.89KNew |
$446K - $527K
|
1.89K
$492K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 161.29% |
$11.8K - $13.9K
|
81
$21K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-300- 8.45% |
$70.7K - $83.5K
|
3.25K
$844K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6- 0.57% |
$1.41K - $1.67K
|
1.04K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.85K- 43.39% |
$1.14M - $1.35M
|
6.33K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
5+ 9.62% |
$1.18K - $1.39K
|
57
$14.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
278+ 4.86% |
$65.5K - $77.4K
|
5.99K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 111.59% |
$18.1K - $21.4K
|
146
$37.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-192- 0.72% |
$45.2K - $53.4K
|
26.6K
$6.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
287+ 19.02% |
$67.6K - $79.9K
|
1.8K
$466K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11+ 1.3% |
$2.59K - $3.06K
|
857
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
27+ 0.74% |
$6.36K - $7.52K
|
3.67K
$952K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 26.32% |
$1.18K - $1.39K
|
14
$3.63K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-24- 6.05% |
$5.66K - $6.68K
|
373
$96.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23+ 0.93% |
$5.42K - $6.4K
|
2.5K
$650K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
360+ 15.23% |
$84.8K - $100K
|
2.72K
$707K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-183- 15.8% |
$43.1K - $50.9K
|
975
$253K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 5.66% |
$4.95K - $5.85K
|
392
$102K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.9K- 68.42% |
$448K - $529K
|
877
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.6K+ 44.17% |
$377K - $446K
|
5.23K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-351- 22.01% |
$82.7K - $97.7K
|
1.24K
$323K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-860- 10.67% |
$203K - $239K
|
7.2K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.69K+ 7.32% |
$633K - $748K
|
39.4K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.67% |
$236 - $278
|
150
$38.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67+ 0.43% |
$15.8K - $18.6K
|
15.7K
$4.07M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
8New |
$1.89K - $2.23K
|
8
$2.08K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.9K- 5.75% |
$920K - $1.09M
|
64K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
61+ 871.43% |
$14.4K - $17K
|
68
$17.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
172+ 11.44% |
$40.5K - $47.9K
|
1.68K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
139New |
$32.8K - $38.7K
|
139
$36.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 15.38% |
$471K - $557K
|
15K
$3.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6- 0.04% |
$1.41K - $1.67K
|
15.4K
$3.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 14.94% |
$806K - $952K
|
26.3K
$6.83M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-110- 75.86% |
$25.9K - $30.6K
|
35
$9.09K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6+ 0.19% |
$1.41K - $1.67K
|
3.21K
$833K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-49- 5.4% |
$11.5K - $13.6K
|
858
$223K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
407+ 24.49% |
$95.9K - $113K
|
2.07K
$537K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-100- 7.2% |
$23.6K - $27.8K
|
1.29K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
11.5K+ 95.2% |
$2.7M - $3.19M
|
23.5K
$6.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
947New |
$223K - $264K
|
947
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
156New |
$36.8K - $43.4K
|
156
$40.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
420New |
$99K - $117K
|
420
$109K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7+ 77.78% |
$1.65K - $1.95K
|
16
$4.15K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-8- 1.17% |
$1.89K - $2.23K
|
677
$176K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 2.21% |
$7.07K - $8.35K
|
1.39K
$360K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 11.43% |
$943 - $1.11K
|
39
$10.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
22+ 2.0% |
$5.18K - $6.12K
|
1.12K
$291K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-5- 0.58% |
$1.18K - $1.39K
|
854
$222K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.48K- 2.02% |
$1.83M - $2.2M
|
363K
$94.1M
|
|