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
|
Cwm, LLC
|
BUY
|
- |
103+ 3.24% |
$24.3K - $28.7K
|
3.28K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
95+ 5.62% |
$22.4K - $26.4K
|
1.79K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
92+ 7.9% |
$21.7K - $25.6K
|
1.26K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
86+ 6.72% |
$20.3K - $23.9K
|
1.37K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
86+ 8.62% |
$20.3K - $23.9K
|
1.08K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
85+ 0.96% |
$20K - $23.7K
|
8.99K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
83+ 7.79% |
$19.6K - $23.1K
|
1.15K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
82+ 0.17% |
$19.3K - $22.8K
|
47.1K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
81+ 42.41% |
$19.1K - $22.5K
|
272
$64.8K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
80+ 1.33% |
$18.9K - $22.3K
|
6.1K
$1.46M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 15.45% |
$18.4K - $21.7K
|
583
$139K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 111.59% |
$18.1K - $21.4K
|
146
$34.8K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
74+ 24.26% |
$17.4K - $20.6K
|
379
$90.4K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
73+ 5.43% |
$17.2K - $20.3K
|
1.42K
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
71+ 2.6% |
$16.7K - $19.8K
|
2.8K
$668K
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
69+ 1.19% |
$16.3K - $19.2K
|
5.89K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
69+ 1.16% |
$16.3K - $19.2K
|
6.01K
$1.43M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
69New |
$16.3K - $19.2K
|
69
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68+ 2.72% |
$16K - $18.9K
|
2.57K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67+ 0.43% |
$15.8K - $18.6K
|
15.7K
$3.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
66+ 2.19% |
$15.6K - $18.4K
|
3.07K
$733K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 9.5% |
$15.1K - $17.8K
|
738
$176K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
61+ 871.43% |
$14.4K - $17K
|
68
$16.2K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
61New |
$14.4K - $17K
|
61
$14.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
54New |
$12.7K - $15K
|
54
$12.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
51+ 3.79% |
$12K - $14.2K
|
1.4K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 161.29% |
$11.8K - $13.9K
|
81
$19.3K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
49New |
$11.5K - $13.6K
|
49
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
40+ 3.66% |
$9.43K - $11.1K
|
1.13K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
40New |
$9.43K - $11.1K
|
40
$9.54K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
37+ 4.16% |
$8.72K - $10.3K
|
926
$221K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 2.21% |
$7.07K - $8.35K
|
1.39K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
29New |
$6.83K - $8.07K
|
29
$6.91K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
29+ 116.0% |
$6.83K - $8.07K
|
54
$12.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29+ 0.48% |
$6.83K - $8.07K
|
6.13K
$1.46M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
28New |
$6.6K - $7.79K
|
28
$6.68K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
28+ 1.9% |
$6.6K - $7.79K
|
1.5K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27+ 4.58% |
$6.36K - $7.52K
|
616
$147K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
27+ 0.74% |
$6.36K - $7.52K
|
3.67K
$874K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
26+ 2600.0% |
$6.13K - $7.24K
|
27
$6.44K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 4.67% |
$5.66K - $6.68K
|
538
$128K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
23+ 1.35% |
$5.42K - $6.4K
|
1.73K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23+ 0.93% |
$5.42K - $6.4K
|
2.5K
$597K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
23+ 0.85% |
$5.42K - $6.4K
|
2.72K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22+ 0.97% |
$5.18K - $6.12K
|
2.3K
$548K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
22+ 2.0% |
$5.18K - $6.12K
|
1.12K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 5.66% |
$4.95K - $5.85K
|
392
$93.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 3.42% |
$4.71K - $5.57K
|
605
$144K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 0.6% |
$4.71K - $5.57K
|
3.37K
$804K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19+ 237.5% |
$4.48K - $5.29K
|
27
$6.44K
|