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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
112KNew |
$27.5M - $32.9M
|
112K
$29.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
5.61K+ 624.39% |
$1.37M - $1.65M
|
6.51K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 15.38% |
$490 - $587
|
15
$3.99K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30New |
$7.35K - $8.81K
|
30
$7.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.44KNew |
$353K - $423K
|
1.44K
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
20+ 2.07% |
$4.9K - $5.87K
|
984
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14New |
$3.43K - $4.11K
|
14
$3.72K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 4.84% |
$1.47K - $1.76K
|
118
$31.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.93K- 85.5% |
$2.19M - $2.62M
|
1.52K
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
6+ 0.52% |
$1.47K - $1.76K
|
1.16K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.72KNew |
$666K - $798K
|
2.72K
$723K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
37+ 2.67% |
$9.07K - $10.9K
|
1.43K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-9- 0.8% |
$2.21K - $2.64K
|
1.11K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
15.8KNew |
$3.88M - $4.65M
|
15.8K
$4.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8.97K- 8.34% |
$2.2M - $2.63M
|
98.6K
$26.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-200- 0.23% |
$49K - $58.7K
|
88.3K
$23.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.27K+ 91.95% |
$1.29M - $1.55M
|
11K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
160+ 19.9% |
$39.2K - $47K
|
964
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.4KNew |
$343K - $411K
|
1.4K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
45+ 5.4% |
$11K - $13.2K
|
879
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-60- 6.9% |
$14.7K - $17.6K
|
810
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
363New |
$88.9K - $107K
|
363
$96.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-988- 5.84% |
$242K - $290K
|
15.9K
$4.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
829New |
$203K - $243K
|
829
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 4.86% |
$5.15K - $6.16K
|
411
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
67+ 9.18% |
$16.4K - $19.7K
|
797
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1+ 25.0% |
$245 - $294
|
5
$1.33K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-21.6K- 88.15% |
$5.29M - $6.33M
|
2.9K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 4.29% |
$73.5K - $88.1K
|
6.7K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
300+ 18.75% |
$73.5K - $88.1K
|
1.9K
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 86.36% |
$4.66K - $5.58K
|
41
$10.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
100New |
$24.5K - $29.4K
|
100
$26.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
78+ 10.33% |
$19.1K - $22.9K
|
833
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
47.6K+ 122.85% |
$11.7M - $14M
|
86.3K
$22.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-25- 2.95% |
$6.13K - $7.34K
|
823
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
650+ 13.27% |
$159K - $191K
|
5.55K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
1.9KNew |
$466K - $558K
|
1.9K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
709+ 27.57% |
$174K - $208K
|
3.28K
$872K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$13.7K - $16.4K
|
56
$14.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14KNew |
$3.43M - $4.11M
|
14K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
401+ 10.37% |
$98.3K - $118K
|
4.27K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.22K- 4.61% |
$300K - $359K
|
25.3K
$6.73M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.05KNew |
$257K - $308K
|
1.05K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.57KNew |
$384K - $461K
|
1.57K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 57.14% |
$980 - $1.17K
|
3
$797
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
814New |
$199K - $239K
|
814
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 9.09% |
$245 - $294
|
10
$2.66K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-14- 0.66% |
$3.43K - $4.11K
|
2.1K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 160.0% |
$1.96K - $2.35K
|
13
$3.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-556- 0.37% |
$136K - $163K
|
150K
$40M
|