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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.3K+ 6.02% |
$5.22M - $5.93M
|
393K
$81.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-417- 16.48% |
$97.6K - $111K
|
2.11K
$438K
|
|
|
Nov 04, 2025
Q3 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
470+ 5.48% |
$110K - $125K
|
9.04K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
18+ 163.64% |
$4.21K - $4.78K
|
29
$6.01K
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-104- 1.91% |
$24.3K - $27.6K
|
5.34K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-230- 3.08% |
$53.8K - $61.1K
|
7.25K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11.1KNew |
$2.61M - $2.96M
|
11.1K
$2.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 1.04% |
$1.64K - $1.86K
|
683
$141K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
28+ 103.7% |
$6.55K - $7.44K
|
55
$11.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
346+ 6.4% |
$81K - $91.9K
|
5.75K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$468 - $531
|
1.17K
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
59+ 3.98% |
$13.8K - $15.7K
|
1.54K
$319K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7+ 36.84% |
$1.64K - $1.86K
|
26
$5.39K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-60- 2.46% |
$14K - $15.9K
|
2.38K
$493K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.3K+ 34.03% |
$22.8M - $25.9M
|
383K
$79.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 7.14% |
$234 - $266
|
15
$3.11K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
378+ 42.38% |
$88.5K - $100K
|
1.27K
$263K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
815New |
$191K - $217K
|
815
$169K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.43K+ 81.84% |
$334K - $380K
|
3.18K
$658K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
150+ 19.35% |
$35.1K - $39.9K
|
925
$192K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.19K+ 4.07% |
$512K - $581K
|
55.9K
$11.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.88K- 4.43% |
$2.31M - $2.62M
|
213K
$44.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
42+ 3.29% |
$9.83K - $11.2K
|
1.32K
$273K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.55K+ 16.93% |
$597K - $678K
|
17.6K
$3.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-60- 2.6% |
$14K - $15.9K
|
2.25K
$465K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 3.57% |
$702 - $797
|
87
$18K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6New |
$1.4K - $1.59K
|
6
$1.24K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
15+ 125.0% |
$3.51K - $3.99K
|
27
$5.59K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-80- 10.42% |
$18.7K - $21.3K
|
688
$143K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
691+ 22.63% |
$162K - $184K
|
3.75K
$776K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
18New |
$4.21K - $4.78K
|
18
$3.73K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
193+ 0.53% |
$45.2K - $51.3K
|
36.7K
$7.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.39K- 81.37% |
$326K - $370K
|
319
$66.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
24+ 3.03% |
$5.62K - $6.38K
|
815
$169K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
3.85K+ 2.15% |
$902K - $1.02M
|
183K
$37.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.4K+ 20.65% |
$561K - $636K
|
14K
$2.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.84K- 3.5% |
$432K - $490K
|
50.8K
$10.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-2.38K- 5.82% |
$556K - $632K
|
38.5K
$7.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.41% |
$1.17K - $1.33K
|
1.21K
$251K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.75K+ 32.53% |
$1.35M - $1.53M
|
23.4K
$4.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-131K- 64.58% |
$30.6M - $34.7M
|
71.7K
$14.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.21% |
$468 - $531
|
972
$201K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-243- 0.91% |
$56.9K - $64.6K
|
26.4K
$5.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-822- 5.77% |
$192K - $218K
|
13.4K
$2.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
243+ 1.69% |
$56.9K - $64.6K
|
14.6K
$3.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-360- 0.82% |
$84.3K - $95.7K
|
43.8K
$9.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
36+ 72.0% |
$8.43K - $9.57K
|
86
$17.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
300New |
$70.2K - $79.7K
|
300
$62.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
221+ 11.83% |
$51.7K - $58.7K
|
2.09K
$433K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-1.29K- 1.21% |
$303K - $344K
|
105K
$21.8M
|
|