Latest Institutional Transactions on Equifax Inc (EFX)
This table provides information on the latest institutional transactions involving Equifax Inc (EFX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
27+ 16.46% |
$6.62K - $7.92K
|
191
$50.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
80+ 1.7% |
$19.6K - $23.5K
|
4.78K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.26% |
$735 - $881
|
241
$63.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$245 - $294
|
2.48K
$652K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-35- 1.11% |
$8.58K - $10.3K
|
3.12K
$819K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$490 - $587
|
1.07K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
294+ 0.9% |
$72K - $86.3K
|
32.8K
$8.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
814New |
$199K - $239K
|
814
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
5K+ 62.5% |
$1.23M - $1.47M
|
13K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-64- 1.87% |
$15.7K - $18.8K
|
3.36K
$882K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 9.09% |
$245 - $294
|
10
$2.63K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.57K- 21.93% |
$1.85M - $2.22M
|
26.9K
$7.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-14- 0.66% |
$3.43K - $4.11K
|
2.1K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.07K+ 5.6% |
$507K - $607K
|
39K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.85K- 44.03% |
$699K - $837K
|
3.63K
$953K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.35K- 7.44% |
$330K - $396K
|
16.8K
$4.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 26.32% |
$6.13K - $7.34K
|
70
$18.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
41+ 4.22% |
$10K - $12K
|
1.01K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 160.0% |
$1.96K - $2.35K
|
13
$3.42K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.2K+ 49.22% |
$294K - $352K
|
3.64K
$956K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
20+ 76.92% |
$4.9K - $5.87K
|
46
$12.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
44.7K+ 153.78% |
$11M - $13.1M
|
73.8K
$19.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-27- 2.23% |
$6.62K - $7.92K
|
1.19K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-80- 2.2% |
$19.6K - $23.5K
|
3.56K
$937K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 5.09% |
$2.7K - $3.23K
|
227
$59.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 4.54% |
$5.88K - $7.04K
|
505
$133K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 14.55% |
$1.96K - $2.35K
|
47
$12.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-556- 0.37% |
$136K - $163K
|
150K
$39.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.31K- 23.67% |
$320K - $383K
|
4.21K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
122+ 9.61% |
$29.9K - $35.8K
|
1.39K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$245 - $294
|
1
$263
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
176+ 5.99% |
$43.1K - $51.7K
|
3.11K
$818K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.45KNew |
$354K - $424K
|
1.45K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
115+ 4.75% |
$28.2K - $33.8K
|
2.54K
$667K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.02K- 43.07% |
$249K - $298K
|
1.34K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-5- 0.27% |
$1.23K - $1.47K
|
1.87K
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
8.06KNew |
$1.97M - $2.36M
|
8.06K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2+ 0.01% |
$490 - $587
|
16.4K
$4.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 2.26% |
$3.19K - $3.82K
|
589
$155K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-94- 1.3% |
$23K - $27.6K
|
7.13K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
652+ 12.88% |
$160K - $191K
|
5.72K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.07K+ 29.97% |
$1.24M - $1.49M
|
22K
$5.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-50- 1.54% |
$12.3K - $14.7K
|
3.2K
$842K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16- 1.23% |
$3.92K - $4.7K
|
1.28K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
351+ 34.96% |
$86K - $103K
|
1.36K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
40.8K+ 35.48% |
$10M - $12M
|
156K
$41M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-162- 4.07% |
$39.7K - $47.5K
|
3.81K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-10- 0.11% |
$2.45K - $2.94K
|
9.23K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12KNew |
$2.95M - $3.54M
|
12K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
12+ 0.73% |
$2.94K - $3.52K
|
1.66K
$437K
|