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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.05K+ 75.43% |
$247K - $292K
|
2.44K
$582K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
964+ 132.97% |
$227K - $268K
|
1.69K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
958+ 16.3% |
$226K - $267K
|
6.83K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
958+ 17.0% |
$226K - $267K
|
6.59K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
947New |
$223K - $264K
|
947
$226K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
923+ 100.11% |
$217K - $257K
|
1.85K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
906New |
$213K - $252K
|
906
$216K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
905+ 1.25% |
$213K - $252K
|
73K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
898+ 30.59% |
$212K - $250K
|
3.83K
$914K
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
898New |
$212K - $250K
|
898
$214K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
881+ 4.91% |
$208K - $245K
|
18.8K
$4.48M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
864+ 8.23% |
$204K - $240K
|
11.4K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
857New |
$202K - $239K
|
857
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
838New |
$197K - $233K
|
838
$200K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
837New |
$197K - $233K
|
837
$200K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
825New |
$194K - $230K
|
825
$197K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 1.89% |
$189K - $223K
|
43.2K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
780+ 19.43% |
$184K - $217K
|
4.79K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
780+ 2.01% |
$184K - $217K
|
39.6K
$9.45M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
710+ 1.44% |
$167K - $198K
|
50.1K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
703+ 8.58% |
$166K - $196K
|
8.9K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
584+ 2.52% |
$138K - $163K
|
23.8K
$5.67M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
584+ 12.98% |
$138K - $163K
|
5.08K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
569+ 3.46% |
$134K - $158K
|
17K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
566+ 3.78% |
$133K - $158K
|
15.5K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
557+ 7.6% |
$131K - $155K
|
7.89K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
541+ 1.21% |
$127K - $151K
|
45.3K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
529+ 66.21% |
$125K - $147K
|
1.33K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
527+ 4.66% |
$124K - $147K
|
11.8K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
520+ 124.4% |
$123K - $145K
|
938
$224K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
497+ 9.71% |
$117K - $138K
|
5.62K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
438+ 13.06% |
$103K - $122K
|
3.79K
$904K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
437+ 10.71% |
$103K - $122K
|
4.52K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
424+ 2.53% |
$99.9K - $118K
|
17.2K
$4.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
420New |
$99K - $117K
|
420
$100K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
418New |
$98.5K - $116K
|
418
$99.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
417+ 37.81% |
$98.3K - $116K
|
1.52K
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
407+ 24.49% |
$95.9K - $113K
|
2.07K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
406+ 0.59% |
$95.7K - $113K
|
69K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
390+ 2.76% |
$91.9K - $109K
|
14.5K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
365+ 19.95% |
$86K - $102K
|
2.2K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
362+ 1.1% |
$85.3K - $101K
|
33.2K
$7.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
360+ 15.23% |
$84.8K - $100K
|
2.72K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
359+ 5.27% |
$84.6K - $99.9K
|
7.17K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
344+ 1.79% |
$81.1K - $95.7K
|
19.5K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
339New |
$79.9K - $94.4K
|
339
$80.8K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
330+ 19.17% |
$77.8K - $91.9K
|
2.05K
$489K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
324+ 1.34% |
$76.3K - $90.2K
|
24.4K
$5.82M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
322+ 133.61% |
$75.9K - $89.6K
|
563
$134K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
321+ 14.58% |
$75.6K - $89.3K
|
2.52K
$602K
|