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 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
32+ 3.17% |
$7.84K - $9.39K
|
1.04K
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30New |
$7.35K - $8.81K
|
30
$7.15K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
29+ 1.81% |
$7.11K - $8.51K
|
1.63K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29+ 0.56% |
$7.11K - $8.51K
|
5.17K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28+ 10.85% |
$6.86K - $8.22K
|
286
$68.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
27+ 16.46% |
$6.62K - $7.92K
|
191
$45.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
26+ 1.15% |
$6.37K - $7.63K
|
2.29K
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 5.33% |
$6.37K - $7.63K
|
514
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
26+ 2.07% |
$6.37K - $7.63K
|
1.28K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25+ 1.73% |
$6.13K - $7.34K
|
1.47K
$351K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
25+ 19.38% |
$6.13K - $7.34K
|
154
$36.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
25New |
$6.13K - $7.34K
|
25
$5.96K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
25New |
$6.13K - $7.34K
|
25
$5.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
21New |
$5.15K - $6.16K
|
21
$5.01K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
20+ 2.07% |
$4.9K - $5.87K
|
984
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
20+ 76.92% |
$4.9K - $5.87K
|
46
$11K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.49% |
$4.9K - $5.87K
|
4.08K
$972K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 86.36% |
$4.66K - $5.58K
|
41
$9.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
19New |
$4.66K - $5.58K
|
19
$4.53K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
18+ 1.24% |
$4.41K - $5.28K
|
1.47K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
18+ 1.6% |
$4.41K - $5.28K
|
1.15K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
18+ 1.68% |
$4.41K - $5.28K
|
1.09K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16+ 1.2% |
$3.92K - $4.7K
|
1.35K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 24.24% |
$3.92K - $4.7K
|
82
$19.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 4.51% |
$3.92K - $4.7K
|
371
$88.5K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16+ 1.96% |
$3.92K - $4.7K
|
832
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14New |
$3.43K - $4.11K
|
14
$3.34K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
14+ 1.78% |
$3.43K - $4.11K
|
801
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14New |
$3.43K - $4.11K
|
14
$3.34K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 2.26% |
$3.19K - $3.82K
|
589
$140K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.33% |
$3.19K - $3.82K
|
3.94K
$938K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.77% |
$3.19K - $3.82K
|
1.71K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.77% |
$3.19K - $3.82K
|
1.69K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12+ 1.14% |
$2.94K - $3.52K
|
1.07K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.41% |
$2.94K - $3.52K
|
2.93K
$699K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12+ 1.14% |
$2.94K - $3.52K
|
1.07K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
12+ 30.0% |
$2.94K - $3.52K
|
52
$12.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
12+ 0.73% |
$2.94K - $3.52K
|
1.66K
$396K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 5.09% |
$2.7K - $3.23K
|
227
$54.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$2.45K - $2.94K
|
10
$2.38K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10New |
$2.45K - $2.94K
|
10
$2.38K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10+ 0.2% |
$2.45K - $2.94K
|
5.01K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 6.0% |
$2.21K - $2.64K
|
159
$37.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
9New |
$2.21K - $2.64K
|
9
$2.15K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 30.0% |
$2.21K - $2.64K
|
39
$9.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8New |
$1.96K - $2.35K
|
8
$1.91K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8+ 0.77% |
$1.96K - $2.35K
|
1.04K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$1.96K - $2.35K
|
8
$1.91K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 160.0% |
$1.96K - $2.35K
|
13
$3.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 8.43% |
$1.72K - $2.05K
|
90
$21.5K
|