Purchases and Sales Made in Q2 2025 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 26.67% |
$1.64K - $2.24K
|
38
$9.06K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.21% |
$1.23K - $1.68K
|
2.81K
$669K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.02% |
$1.03K - $1.4K
|
25.2K
$6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 8.33% |
$617 - $842
|
39
$9.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 100.0% |
$617 - $842
|
6
$1.43K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.24% |
$617 - $842
|
1.24K
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$411 - $561
|
3
$715
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$411 - $561
|
13
$3.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.21% |
$411 - $561
|
933
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 2.44% |
$411 - $561
|
84
$20K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$206 - $281
|
4.27K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1- 0.1% |
$206 - $281
|
1K
$239K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1- 0.06% |
$206 - $281
|
1.69K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 25.0% |
$411 - $561
|
6
$1.43K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.51% |
$411 - $561
|
392
$93.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3- 33.33% |
$617 - $842
|
6
$1.43K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3- -0.0% |
$617 - $842
|
150K
$35.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 45.45% |
$1.03K - $1.4K
|
6
$1.43K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-6- 3.49% |
$1.23K - $1.68K
|
166
$39.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 1.49% |
$1.85K - $2.52K
|
596
$142K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11- 1.29% |
$2.26K - $3.09K
|
845
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-11- 0.48% |
$2.26K - $3.09K
|
2.27K
$541K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-15- 1.38% |
$3.08K - $4.21K
|
1.07K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-16- 0.42% |
$3.29K - $4.49K
|
3.78K
$900K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-18- 1.46% |
$3.7K - $5.05K
|
1.22K
$290K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-18- 52.94% |
$3.7K - $5.05K
|
16
$3.81K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 4.65% |
$4.11K - $5.61K
|
410
$97.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-27- 2.34% |
$5.55K - $7.57K
|
1.13K
$269K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-30- 11.03% |
$6.17K - $8.42K
|
242
$57.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-47- 5.48% |
$9.66K - $13.2K
|
810
$193K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-56- 9.61% |
$11.5K - $15.7K
|
527
$126K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-74- 0.93% |
$15.2K - $20.8K
|
7.86K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-90- 2.63% |
$18.5K - $25.2K
|
3.33K
$793K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-109- 1.44% |
$22.4K - $30.6K
|
7.48K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-135- 5.53% |
$27.7K - $37.9K
|
2.31K
$550K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-170- 15.77% |
$34.9K - $47.7K
|
908
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-268- 7.84% |
$55.1K - $75.2K
|
3.15K
$751K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-311- 0.64% |
$63.9K - $87.2K
|
48.3K
$11.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-332- 79.43% |
$68.2K - $93.1K
|
86
$20.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-357- 16.14% |
$73.4K - $100K
|
1.86K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-392- 3.67% |
$80.6K - $110K
|
10.3K
$2.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-473- 15.34% |
$97.2K - $133K
|
2.61K
$622K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-522- 4.31% |
$107K - $146K
|
11.6K
$2.77M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-585- 4.03% |
$120K - $164K
|
13.9K
$3.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-631- 1.16% |
$130K - $177K
|
53.7K
$12.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-899- 4.43% |
$185K - $252K
|
19.4K
$4.63M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-904- 18.05% |
$186K - $254K
|
4.1K
$978K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-999- 1.13% |
$205K - $280K
|
87.3K
$20.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.52K- 4.0% |
$313K - $427K
|
36.5K
$8.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.82K- 2.36% |
$373K - $509K
|
75.1K
$17.9M
|