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 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
185+ 10.78% |
$43.6K - $51.5K
|
1.9K
$494K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
172+ 11.44% |
$40.5K - $47.9K
|
1.68K
$435K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
170New |
$40.1K - $47.3K
|
170
$44.1K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
165+ 11.55% |
$38.9K - $45.9K
|
1.59K
$414K
|
|
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
$395K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
156New |
$36.8K - $43.4K
|
156
$40.5K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
153+ 9.3% |
$36.1K - $42.6K
|
1.8K
$467K
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
149+ 2.45% |
$35.1K - $41.5K
|
6.24K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
142+ 2.84% |
$33.5K - $39.5K
|
5.14K
$1.33M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
141+ 0.96% |
$33.2K - $39.2K
|
14.9K
$3.86M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
139New |
$32.8K - $38.7K
|
139
$36.1K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
137+ 1.18% |
$32.3K - $38.1K
|
11.7K
$3.04M
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
136+ 2.89% |
$32K - $37.9K
|
4.84K
$1.26M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
132+ 10.25% |
$31.1K - $36.7K
|
1.42K
$369K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
131+ 18.04% |
$30.9K - $36.5K
|
857
$223K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
123+ 25.73% |
$29K - $34.2K
|
601
$156K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
119+ 2.57% |
$28K - $33.1K
|
4.74K
$1.23M
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
115+ 4.51% |
$27.1K - $32K
|
2.67K
$692K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
114+ 2.74% |
$26.9K - $31.7K
|
4.28K
$1.11M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
113New |
$26.6K - $31.5K
|
113
$29.3K
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
104+ 7.76% |
$24.5K - $28.9K
|
1.44K
$375K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
103+ 3.24% |
$24.3K - $28.7K
|
3.28K
$852K
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
100+ 12.5% |
$23.6K - $27.8K
|
900
$234K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
95+ 5.62% |
$22.4K - $26.4K
|
1.79K
$464K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
92+ 7.9% |
$21.7K - $25.6K
|
1.26K
$326K
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
86+ 8.62% |
$20.3K - $23.9K
|
1.08K
$281K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
86+ 6.72% |
$20.3K - $23.9K
|
1.37K
$355K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
85+ 0.96% |
$20K - $23.7K
|
8.99K
$2.33M
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
83+ 7.79% |
$19.6K - $23.1K
|
1.15K
$298K
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
82+ 0.17% |
$19.3K - $22.8K
|
47.1K
$12.2M
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
80+ 1.33% |
$18.9K - $22.3K
|
6.1K
$1.58M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 111.59% |
$18.1K - $21.4K
|
146
$37.9K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
74+ 24.26% |
$17.4K - $20.6K
|
379
$98.4K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
73+ 5.43% |
$17.2K - $20.3K
|
1.42K
$368K
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
69New |
$16.3K - $19.2K
|
69
$17.9K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
69+ 1.16% |
$16.3K - $19.2K
|
6.01K
$1.56M
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
69+ 1.19% |
$16.3K - $19.2K
|
5.89K
$1.53M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68+ 2.72% |
$16K - $18.9K
|
2.57K
$666K
|
|
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
$798K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 9.5% |
$15.1K - $17.8K
|
738
$192K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
61New |
$14.4K - $17K
|
61
$15.8K
|
|
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
$362K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 161.29% |
$11.8K - $13.9K
|
81
$21K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
49New |
$11.5K - $13.6K
|
49
$12.7K
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
40+ 3.66% |
$9.43K - $11.1K
|
1.13K
$294K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
40New |
$9.43K - $11.1K
|
40
$10.4K
|