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
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
19+ 0.61% |
$4.48K - $5.29K
|
3.13K
$746K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19+ 380.0% |
$4.48K - $5.29K
|
24
$5.72K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19+ 2.95% |
$4.48K - $5.29K
|
662
$158K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 4.79% |
$4.24K - $5.01K
|
394
$93.9K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
17+ 0.07% |
$4.01K - $4.73K
|
23.7K
$5.65M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 10.39% |
$3.77K - $4.45K
|
170
$40.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15+ 1.4% |
$3.53K - $4.18K
|
1.09K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14+ 1.22% |
$3.3K - $3.9K
|
1.16K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
14+ 0.79% |
$3.3K - $3.9K
|
1.79K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14+ 0.73% |
$3.3K - $3.9K
|
1.93K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
14+ 0.94% |
$3.3K - $3.9K
|
1.51K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12+ 133.33% |
$2.83K - $3.34K
|
21
$5.01K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12+ 0.3% |
$2.83K - $3.34K
|
4.07K
$971K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 14.63% |
$2.83K - $3.34K
|
94
$22.4K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 4.78% |
$2.59K - $3.06K
|
241
$57.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11+ 78.57% |
$2.59K - $3.06K
|
25
$5.96K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 17.46% |
$2.59K - $3.06K
|
74
$17.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11+ 1.3% |
$2.59K - $3.06K
|
857
$204K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$2.36K - $2.78K
|
10
$2.38K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.09% |
$2.36K - $2.78K
|
10.6K
$2.53M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10New |
$2.36K - $2.78K
|
10
$2.38K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10+ 0.99% |
$2.36K - $2.78K
|
1.02K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9New |
$2.12K - $2.51K
|
9
$2.15K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.23% |
$2.12K - $2.51K
|
3.94K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
9New |
$2.12K - $2.51K
|
9
$2.15K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
8New |
$1.89K - $2.23K
|
8
$1.91K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8+ 0.48% |
$1.89K - $2.23K
|
1.66K
$395K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8+ 2.45% |
$1.89K - $2.23K
|
335
$79.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7+ 77.78% |
$1.65K - $1.95K
|
16
$3.81K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
7New |
$1.65K - $1.95K
|
7
$1.67K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$1.65K - $1.95K
|
7
$1.67K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6+ 0.12% |
$1.41K - $1.67K
|
5.02K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6New |
$1.41K - $1.67K
|
6
$1.43K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6+ 0.19% |
$1.41K - $1.67K
|
3.21K
$765K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 60.0% |
$1.41K - $1.67K
|
16
$3.81K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
6+ 3.09% |
$1.41K - $1.67K
|
200
$47.7K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6+ 0.15% |
$1.41K - $1.67K
|
3.93K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6+ 0.24% |
$1.41K - $1.67K
|
2.55K
$609K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5+ 0.2% |
$1.18K - $1.39K
|
2.47K
$588K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
5+ 9.62% |
$1.18K - $1.39K
|
57
$13.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 500.0% |
$1.18K - $1.39K
|
6
$1.43K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5+ 0.29% |
$1.18K - $1.39K
|
1.72K
$411K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 11.43% |
$943 - $1.11K
|
39
$9.3K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$943 - $1.11K
|
4
$954
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.24% |
$707 - $835
|
1.24K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
3+ 0.74% |
$707 - $835
|
406
$96.8K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3New |
$707 - $835
|
3
$715
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$707 - $835
|
3
$715
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 60.0% |
$707 - $835
|
8
$1.91K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$471 - $557
|
2
$477
|