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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
115+ 4.75% |
$28.2K - $33.8K
|
2.54K
$650K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
115+ 21.78% |
$28.2K - $33.8K
|
643
$165K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
112+ 0.61% |
$27.4K - $32.9K
|
18.4K
$4.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
112+ 78.87% |
$27.4K - $32.9K
|
254
$65.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
109+ 13.97% |
$26.7K - $32K
|
889
$228K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
103New |
$25.2K - $30.2K
|
103
$26.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
101+ 505.0% |
$24.7K - $29.6K
|
121
$31K
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
100+ 3.45% |
$24.5K - $29.4K
|
3K
$769K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
100New |
$24.5K - $29.4K
|
100
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.49% |
$24.5K - $29.4K
|
20.4K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
96+ 10.49% |
$23.5K - $28.2K
|
1.01K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
96+ 1920.0% |
$23.5K - $28.2K
|
101
$25.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 32.86% |
$22.8K - $27.3K
|
376
$96.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
91+ 10.03% |
$22.3K - $26.7K
|
998
$256K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
81+ 10.56% |
$19.8K - $23.8K
|
848
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
80+ 1.7% |
$19.6K - $23.5K
|
4.78K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
78+ 10.33% |
$19.1K - $22.9K
|
833
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
77New |
$18.9K - $22.6K
|
77
$19.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75+ 2.29% |
$18.4K - $22K
|
3.35K
$859K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
75+ 98.68% |
$18.4K - $22K
|
151
$38.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
73+ 4.69% |
$17.9K - $21.4K
|
1.63K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
70+ 5.15% |
$17.2K - $20.5K
|
1.43K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
67+ 9.18% |
$16.4K - $19.7K
|
797
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67+ 0.43% |
$16.4K - $19.7K
|
15.6K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
66+ 286.96% |
$16.2K - $19.4K
|
89
$22.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
64+ 1.71% |
$15.7K - $18.8K
|
3.82K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
63+ 3.29% |
$15.4K - $18.5K
|
1.98K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
62New |
$15.2K - $18.2K
|
62
$15.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
61New |
$14.9K - $17.9K
|
61
$15.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
60New |
$14.7K - $17.6K
|
60
$15.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
56+ 0.13% |
$13.7K - $16.4K
|
44.8K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$13.7K - $16.4K
|
56
$14.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
53+ 5.34% |
$13K - $15.6K
|
1.05K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
53+ 2.47% |
$13K - $15.6K
|
2.2K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 102.08% |
$12K - $14.4K
|
97
$24.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46+ 6.11% |
$11.3K - $13.5K
|
799
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
45+ 5.4% |
$11K - $13.2K
|
879
$225K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
44+ 2.84% |
$10.8K - $12.9K
|
1.6K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
43+ 5.56% |
$10.5K - $12.6K
|
817
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
41+ 4.22% |
$10K - $12K
|
1.01K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
37+ 2.22% |
$9.07K - $10.9K
|
1.7K
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37+ 2.67% |
$9.07K - $10.9K
|
1.43K
$365K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
35New |
$8.58K - $10.3K
|
35
$8.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 4.59% |
$8.09K - $9.69K
|
752
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
33New |
$8.09K - $9.69K
|
33
$8.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
32+ 3.17% |
$7.84K - $9.39K
|
1.04K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
32+ 3.01% |
$7.84K - $9.39K
|
1.09K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30New |
$7.35K - $8.81K
|
30
$7.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29+ 0.56% |
$7.11K - $8.51K
|
5.17K
$1.32M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
29+ 1.81% |
$7.11K - $8.51K
|
1.63K
$418K
|