Latest Institutional Purchases of Equifax Inc (EFX)
This list provides information on the latest institutional transactions involving Equifax Inc (EFX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
220+ 7.69% |
$51.8K - $61.2K
|
3.08K
$801K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
185+ 10.78% |
$43.6K - $51.5K
|
1.9K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
178+ 3.72% |
$41.9K - $49.5K
|
4.96K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
172+ 11.44% |
$40.5K - $47.9K
|
1.68K
$436K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
165+ 13.91% |
$38.9K - $45.9K
|
1.35K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
156+ 11.41% |
$36.8K - $43.4K
|
1.52K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
156New |
$36.8K - $43.4K
|
156
$40.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
141+ 0.96% |
$33.2K - $39.2K
|
14.9K
$3.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
140+ 14.93% |
$33K - $39K
|
1.08K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
139New |
$32.8K - $38.7K
|
139
$36.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
124+ 3.98% |
$29.2K - $34.5K
|
3.24K
$843K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
121+ 10.2% |
$28.5K - $33.7K
|
1.31K
$340K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
119+ 2.57% |
$28K - $33.1K
|
4.74K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
103+ 3.24% |
$24.3K - $28.7K
|
3.28K
$854K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
86+ 6.72% |
$20.3K - $23.9K
|
1.37K
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
81+ 42.41% |
$19.1K - $22.5K
|
272
$70.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 15.45% |
$18.4K - $21.7K
|
583
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 111.59% |
$18.1K - $21.4K
|
146
$38K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
71+ 2.6% |
$16.7K - $19.8K
|
2.8K
$729K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67+ 0.43% |
$15.8K - $18.6K
|
15.7K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
66+ 2.19% |
$15.6K - $18.4K
|
3.07K
$799K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 9.5% |
$15.1K - $17.8K
|
738
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
61+ 871.43% |
$14.4K - $17K
|
68
$17.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54New |
$12.7K - $15K
|
54
$14K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
51+ 3.79% |
$12K - $14.2K
|
1.4K
$363K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 161.29% |
$11.8K - $13.9K
|
81
$21.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 2.21% |
$7.07K - $8.35K
|
1.39K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29+ 0.48% |
$6.83K - $8.07K
|
6.13K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
27+ 0.74% |
$6.36K - $7.52K
|
3.67K
$953K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
23+ 1.35% |
$5.42K - $6.4K
|
1.73K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23+ 0.93% |
$5.42K - $6.4K
|
2.5K
$651K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
22+ 2.0% |
$5.18K - $6.12K
|
1.12K
$292K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 5.66% |
$4.95K - $5.85K
|
392
$102K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 0.6% |
$4.71K - $5.57K
|
3.37K
$877K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 3.42% |
$4.71K - $5.57K
|
605
$157K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19+ 237.5% |
$4.48K - $5.29K
|
27
$7.02K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19+ 380.0% |
$4.48K - $5.29K
|
24
$6.24K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
19+ 0.61% |
$4.48K - $5.29K
|
3.13K
$814K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 4.79% |
$4.24K - $5.01K
|
394
$102K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15+ 1.4% |
$3.53K - $4.18K
|
1.09K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
14+ 0.79% |
$3.3K - $3.9K
|
1.79K
$466K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11+ 1.3% |
$2.59K - $3.06K
|
857
$223K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$2.36K - $2.78K
|
10
$2.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.09% |
$2.36K - $2.78K
|
10.6K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10+ 0.99% |
$2.36K - $2.78K
|
1.02K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
9New |
$2.12K - $2.51K
|
9
$2.34K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9New |
$2.12K - $2.51K
|
9
$2.34K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8+ 2.45% |
$1.89K - $2.23K
|
335
$87.1K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
8New |
$1.89K - $2.23K
|
8
$2.08K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7+ 77.78% |
$1.65K - $1.95K
|
16
$4.16K
|