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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
67+ 0.43% |
$15.8K - $18.6K
|
15.7K
$4.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
124+ 3.98% |
$29.2K - $34.5K
|
3.24K
$861K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
8New |
$1.89K - $2.23K
|
8
$2.13K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 18.92% |
$1.65K - $1.95K
|
30
$7.97K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.9K- 5.75% |
$920K - $1.09M
|
64K
$17M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 0.6% |
$4.71K - $5.57K
|
3.37K
$896K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
362+ 1.1% |
$85.3K - $101K
|
33.2K
$8.81M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
61+ 871.43% |
$14.4K - $17K
|
68
$18.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
172+ 11.44% |
$40.5K - $47.9K
|
1.68K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
139New |
$32.8K - $38.7K
|
139
$36.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 15.38% |
$471K - $557K
|
15K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6- 0.04% |
$1.41K - $1.67K
|
15.4K
$4.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-693K- 99.59% |
$163M - $193M
|
2.86K
$759K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
71+ 2.6% |
$16.7K - $19.8K
|
2.8K
$744K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 14.94% |
$806K - $952K
|
26.3K
$6.99M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-110- 75.86% |
$25.9K - $30.6K
|
35
$9.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6+ 0.19% |
$1.41K - $1.67K
|
3.21K
$853K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-49- 5.4% |
$11.5K - $13.6K
|
858
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
407+ 24.49% |
$95.9K - $113K
|
2.07K
$550K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-100- 7.2% |
$23.6K - $27.8K
|
1.29K
$343K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
11.5K+ 95.2% |
$2.7M - $3.19M
|
23.5K
$6.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-147- 4.12% |
$34.6K - $40.9K
|
3.42K
$908K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
947New |
$223K - $264K
|
947
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
156New |
$36.8K - $43.4K
|
156
$41.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
420New |
$99K - $117K
|
420
$112K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7+ 77.78% |
$1.65K - $1.95K
|
16
$4.25K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-8- 1.17% |
$1.89K - $2.23K
|
677
$180K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 2.21% |
$7.07K - $8.35K
|
1.39K
$368K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 11.43% |
$943 - $1.11K
|
39
$10.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
22+ 2.0% |
$5.18K - $6.12K
|
1.12K
$298K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-5- 0.58% |
$1.18K - $1.39K
|
854
$227K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.48K- 2.02% |
$1.83M - $2.2M
|
363K
$96.4M
|
|
|
Jun 10, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-2.24K- 0.91% |
$550K - $659K
|
245K
$65.2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.39K+ 110.49% |
$2.06M - $2.46M
|
16K
$4.25M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
25+ 19.38% |
$6.13K - $7.34K
|
154
$40.9K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.1K- 5.18% |
$2.96M - $3.55M
|
222K
$58.9M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.09KNew |
$511K - $613K
|
2.09K
$555K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
35New |
$8.58K - $10.3K
|
35
$9.3K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$735 - $881
|
3
$797
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
137New |
$33.6K - $40.2K
|
137
$36.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$490 - $587
|
2
$531
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 41.67% |
$1.23K - $1.47K
|
7
$1.86K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16+ 1.96% |
$3.92K - $4.7K
|
832
$221K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
103New |
$25.2K - $30.2K
|
103
$27.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
25New |
$6.13K - $7.34K
|
25
$6.64K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
60New |
$14.7K - $17.6K
|
60
$15.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
902+ 89.4% |
$221K - $265K
|
1.91K
$508K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-51- 5.51% |
$12.5K - $15K
|
874
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
CALL |
-9K- 75.63% |
$2.21M - $2.64M
|
2.9K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4- 36.36% |
$980 - $1.17K
|
7
$1.86K
|
|