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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 2.56% |
$236K - $279K
|
38K
$9.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 60.0% |
$707 - $835
|
8
$2.07K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
360+ 15.23% |
$84.8K - $100K
|
2.72K
$705K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.38KNew |
$325K - $384K
|
1.38K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
267+ 19.87% |
$62.9K - $74.3K
|
1.61K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-183- 15.8% |
$43.1K - $50.9K
|
975
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.6K+ 51.85% |
$2.03M - $2.39M
|
25.2K
$6.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 5.66% |
$4.95K - $5.85K
|
392
$101K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
418New |
$98.5K - $116K
|
418
$108K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-177- 9.49% |
$41.7K - $49.3K
|
1.69K
$437K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
285+ 3.4% |
$67.2K - $79.3K
|
8.67K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.9K- 68.42% |
$448K - $529K
|
877
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.6K+ 44.17% |
$377K - $446K
|
5.23K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-351- 22.01% |
$82.7K - $97.7K
|
1.24K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-860- 10.67% |
$203K - $239K
|
7.2K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.69K+ 7.32% |
$633K - $748K
|
39.4K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-152K- 97.78% |
$35.9M - $42.4M
|
3.47K
$897K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.67% |
$236 - $278
|
150
$38.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
178+ 3.72% |
$41.9K - $49.5K
|
4.96K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67+ 0.43% |
$15.8K - $18.6K
|
15.7K
$4.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
124+ 3.98% |
$29.2K - $34.5K
|
3.24K
$838K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
8New |
$1.89K - $2.23K
|
8
$2.07K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5- 0.5% |
$1.18K - $1.39K
|
1.01K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 18.92% |
$1.65K - $1.95K
|
30
$7.76K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.04% |
$236 - $278
|
2.56K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-15- 6.61% |
$3.53K - $4.18K
|
212
$54.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.9K- 5.75% |
$920K - $1.09M
|
64K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 0.6% |
$4.71K - $5.57K
|
3.37K
$872K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
362+ 1.1% |
$85.3K - $101K
|
33.2K
$8.58M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
61+ 871.43% |
$14.4K - $17K
|
68
$17.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
172+ 11.44% |
$40.5K - $47.9K
|
1.68K
$433K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
139New |
$32.8K - $38.7K
|
139
$36K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-222- 29.52% |
$52.3K - $61.8K
|
530
$137K
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 15.38% |
$471K - $557K
|
15K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6- 0.04% |
$1.41K - $1.67K
|
15.4K
$3.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-693K- 99.59% |
$163M - $193M
|
2.86K
$739K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
71+ 2.6% |
$16.7K - $19.8K
|
2.8K
$725K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-112- 0.68% |
$26.4K - $31.2K
|
16.3K
$4.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 14.94% |
$806K - $952K
|
26.3K
$6.81M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-110- 75.86% |
$25.9K - $30.6K
|
35
$9.05K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6+ 0.19% |
$1.41K - $1.67K
|
3.21K
$830K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-49- 5.4% |
$11.5K - $13.6K
|
858
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
407+ 24.49% |
$95.9K - $113K
|
2.07K
$535K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-100- 7.2% |
$23.6K - $27.8K
|
1.29K
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
11.5K+ 95.2% |
$2.7M - $3.19M
|
23.5K
$6.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
121+ 10.2% |
$28.5K - $33.7K
|
1.31K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.22K+ 84.22% |
$287K - $339K
|
2.66K
$689K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.6K+ 5.97% |
$378K - $446K
|
28.5K
$7.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-147- 4.12% |
$34.6K - $40.9K
|
3.42K
$884K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13- 27.66% |
$3.06K - $3.62K
|
34
$8.79K
|