Purchases and Sales Made in Q1 2025 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q1 2025. The information is specifically focused on institutions that hold shares of EQUIFAX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
156New |
$36.8K - $43.4K
|
156
$40K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
141+ 0.96% |
$33.2K - $39.2K
|
14.9K
$3.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
140+ 14.93% |
$33K - $39K
|
1.08K
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
139New |
$32.8K - $38.7K
|
139
$35.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
124+ 3.98% |
$29.2K - $34.5K
|
3.24K
$831K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
121+ 10.2% |
$28.5K - $33.7K
|
1.31K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
81+ 42.41% |
$19.1K - $22.5K
|
272
$69.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 15.45% |
$18.4K - $21.7K
|
583
$149K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 111.59% |
$18.1K - $21.4K
|
146
$37.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
71+ 2.6% |
$16.7K - $19.8K
|
2.8K
$718K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67+ 0.43% |
$15.8K - $18.6K
|
15.7K
$4.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
66+ 2.19% |
$15.6K - $18.4K
|
3.07K
$788K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 9.5% |
$15.1K - $17.8K
|
738
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
61+ 871.43% |
$14.4K - $17K
|
68
$17.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54New |
$12.7K - $15K
|
54
$13.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 161.29% |
$11.8K - $13.9K
|
81
$20.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 2.21% |
$7.07K - $8.35K
|
1.39K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29+ 0.48% |
$6.83K - $8.07K
|
6.13K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
27+ 0.74% |
$6.36K - $7.52K
|
3.67K
$939K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23+ 0.93% |
$5.42K - $6.4K
|
2.5K
$642K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
22+ 2.0% |
$5.18K - $6.12K
|
1.12K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 5.66% |
$4.95K - $5.85K
|
392
$100K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 3.42% |
$4.71K - $5.57K
|
605
$155K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 0.6% |
$4.71K - $5.57K
|
3.37K
$864K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
19+ 0.61% |
$4.48K - $5.29K
|
3.13K
$803K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19+ 380.0% |
$4.48K - $5.29K
|
24
$6.15K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 4.79% |
$4.24K - $5.01K
|
394
$101K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15+ 1.4% |
$3.53K - $4.18K
|
1.09K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
14+ 0.79% |
$3.3K - $3.9K
|
1.79K
$460K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11+ 1.3% |
$2.59K - $3.06K
|
857
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.09% |
$2.36K - $2.78K
|
10.6K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10+ 0.99% |
$2.36K - $2.78K
|
1.02K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9New |
$2.12K - $2.51K
|
9
$2.31K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
8New |
$1.89K - $2.23K
|
8
$2.05K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7+ 77.78% |
$1.65K - $1.95K
|
16
$4.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6+ 0.19% |
$1.41K - $1.67K
|
3.21K
$823K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 500.0% |
$1.18K - $1.39K
|
6
$1.54K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
5+ 9.62% |
$1.18K - $1.39K
|
57
$14.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 11.43% |
$943 - $1.11K
|
39
$10K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 60.0% |
$707 - $835
|
8
$2.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.22% |
$471 - $557
|
931
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$471 - $557
|
1.17K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 5.88% |
$471 - $557
|
36
$9.23K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$236 - $278
|
1
$256
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.67% |
$236 - $278
|
150
$38.4K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$236 - $278
|
1
$256
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.04% |
$236 - $278
|
2.56K
$655K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.07% |
$236 - $278
|
1.39K
$356K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.05% |
$236 - $278
|
2.17K
$556K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-3- 0.23% |
$707 - $835
|
1.32K
$337K
|