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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
64+ 2.39% |
$15K - $17K
|
2.74K
$568K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
62+ 4.54% |
$14.5K - $16.5K
|
1.43K
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
59+ 3.98% |
$13.8K - $15.7K
|
1.54K
$319K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59+ 9.67% |
$13.8K - $15.7K
|
669
$139K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
58+ 82.86% |
$13.6K - $15.4K
|
128
$26.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
57+ 2.75% |
$13.3K - $15.1K
|
2.13K
$440K
|
|
|
Nov 12, 2025
Q3 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
55+ 3.15% |
$12.9K - $14.6K
|
1.8K
$373K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
53+ 2.76% |
$12.4K - $14.1K
|
1.97K
$408K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
51+ 12.53% |
$11.9K - $13.6K
|
458
$94.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
50New |
$11.7K - $13.3K
|
50
$10.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
44+ 1.02% |
$10.3K - $11.7K
|
4.35K
$902K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42+ 0.84% |
$9.83K - $11.2K
|
5.07K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
42+ 3.29% |
$9.83K - $11.2K
|
1.32K
$273K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
41+ 1.51% |
$9.6K - $10.9K
|
2.77K
$573K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
38+ 0.79% |
$8.89K - $10.1K
|
4.88K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
36+ 72.0% |
$8.43K - $9.57K
|
86
$17.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
35+ 85.37% |
$8.19K - $9.3K
|
76
$15.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
34New |
$7.96K - $9.03K
|
34
$7.04K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
33New |
$7.72K - $8.77K
|
33
$6.84K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
33New |
$7.72K - $8.77K
|
33
$6.84K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
31+ 0.69% |
$7.25K - $8.24K
|
4.5K
$932K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
30+ 8.75% |
$7.02K - $7.97K
|
373
$77.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 6.43% |
$6.79K - $7.71K
|
480
$99.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
28New |
$6.55K - $7.44K
|
28
$5.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
28+ 103.7% |
$6.55K - $7.44K
|
55
$11.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
28New |
$6.55K - $7.44K
|
28
$5.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
27New |
$6.32K - $7.17K
|
27
$5.59K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26New |
$6.08K - $6.91K
|
26
$5.39K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25+ 2.96% |
$5.85K - $6.64K
|
870
$180K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
24+ 3.03% |
$5.62K - $6.38K
|
815
$169K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 61.54% |
$5.62K - $6.38K
|
63
$13.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
23+ 2300.0% |
$5.38K - $6.11K
|
24
$4.97K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
22New |
$5.15K - $5.85K
|
22
$4.56K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
22+ 2.75% |
$5.15K - $5.85K
|
823
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
21+ 1.49% |
$4.91K - $5.58K
|
1.43K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20+ 2.07% |
$4.68K - $5.31K
|
984
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
20+ 0.05% |
$4.68K - $5.31K
|
40.6K
$8.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ns Partners LTD
|
BUY
|
- |
19+ 0.02% |
$4.45K - $5.05K
|
94.8K
$19.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
19+ 2.42% |
$4.45K - $5.05K
|
805
$167K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.04% |
$4.45K - $5.05K
|
48.3K
$10M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
18+ 0.79% |
$4.21K - $4.78K
|
2.29K
$474K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
18+ 163.64% |
$4.21K - $4.78K
|
29
$6.01K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
18New |
$4.21K - $4.78K
|
18
$3.73K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 3.42% |
$4.21K - $4.78K
|
545
$113K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 15.6% |
$3.98K - $4.52K
|
126
$26.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
16+ 2.04% |
$3.74K - $4.25K
|
800
$166K
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
16+ 1.87% |
$3.74K - $4.25K
|
870
$180K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
15+ 125.0% |
$3.51K - $3.99K
|
27
$5.59K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14+ 1.6% |
$3.28K - $3.72K
|
889
$184K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
14New |
$3.28K - $3.72K
|
14
$2.9K
|
|