Purchases and Sales Made in Q4 2024 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 3.25% |
$1.23K - $1.47K
|
149
$35.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 41.67% |
$1.23K - $1.47K
|
7
$1.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.29% |
$1.23K - $1.47K
|
1.72K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-5- 0.27% |
$1.23K - $1.47K
|
1.87K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 10.42% |
$1.23K - $1.47K
|
43
$10.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 4.84% |
$1.47K - $1.76K
|
118
$28.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.13% |
$1.47K - $1.76K
|
4.62K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-7- 0.27% |
$1.72K - $2.05K
|
2.56K
$610K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7- 1.65% |
$1.72K - $2.05K
|
418
$99.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 14.55% |
$1.96K - $2.35K
|
47
$11.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-9- 0.8% |
$2.21K - $2.64K
|
1.11K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-10- 1.44% |
$2.45K - $2.94K
|
683
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-10- 1.0% |
$2.45K - $2.94K
|
993
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-10- 0.11% |
$2.45K - $2.94K
|
9.23K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-11- 0.1% |
$2.7K - $3.23K
|
10.6K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13- 0.96% |
$3.19K - $3.82K
|
1.34K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-14- 0.66% |
$3.43K - $4.11K
|
2.1K
$501K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 66.67% |
$3.43K - $4.11K
|
7
$1.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-16- 2.28% |
$3.92K - $4.7K
|
685
$163K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16- 1.23% |
$3.92K - $4.7K
|
1.28K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-16- 64.0% |
$3.92K - $4.7K
|
9
$2.15K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-19- 0.65% |
$4.66K - $5.58K
|
2.91K
$693K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 4.86% |
$5.15K - $6.16K
|
411
$98K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-21- 1.42% |
$5.15K - $6.16K
|
1.46K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 37.93% |
$5.39K - $6.46K
|
36
$8.58K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-22- 0.85% |
$5.39K - $6.46K
|
2.56K
$609K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-22- 1.13% |
$5.39K - $6.46K
|
1.93K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 4.54% |
$5.88K - $7.04K
|
505
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-25- 2.69% |
$6.13K - $7.34K
|
905
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-25- 2.95% |
$6.13K - $7.34K
|
823
$196K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 26.32% |
$6.13K - $7.34K
|
70
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25- 17.48% |
$6.13K - $7.34K
|
118
$28.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-27- 2.23% |
$6.62K - $7.92K
|
1.19K
$283K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-29- 3.39% |
$7.11K - $8.51K
|
827
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-29- 76.32% |
$7.11K - $8.51K
|
9
$2.15K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-35- 1.11% |
$8.58K - $10.3K
|
3.12K
$743K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-35- 0.99% |
$8.58K - $10.3K
|
3.5K
$833K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-37- 2.59% |
$9.07K - $10.9K
|
1.39K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-41- 2.82% |
$10K - $12K
|
1.41K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-42- 1.0% |
$10.3K - $12.3K
|
4.16K
$993K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-43- 78.18% |
$10.5K - $12.6K
|
12
$2.86K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-44- 11.86% |
$10.8K - $12.9K
|
327
$78K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 3.59% |
$11K - $13.2K
|
1.21K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-50- 1.54% |
$12.3K - $14.7K
|
3.2K
$764K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-51- 5.51% |
$12.5K - $15K
|
874
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-52- 4.03% |
$12.7K - $15.3K
|
1.24K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-57- 0.32% |
$14K - $16.7K
|
17.9K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57- 0.93% |
$14K - $16.7K
|
6.04K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-60- 6.9% |
$14.7K - $17.6K
|
810
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-62- 5.93% |
$15.2K - $18.2K
|
984
$235K
|