Latest Institutional Purchases of Equifax Inc (EFX)
This list provides information on the latest institutional transactions involving Equifax Inc (EFX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
816New |
$133K - $204K
|
816
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
800+ 38.1% |
$130K - $200K
|
2.9K
$699K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
765New |
$124K - $192K
|
765
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
700New |
$114K - $175K
|
700
$169K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
573+ 636.67% |
$93.2K - $143K
|
663
$160K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
387+ 10.15% |
$63K - $96.9K
|
4.2K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
380New |
$61.8K - $95.2K
|
380
$91.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
165New |
$26.8K - $41.3K
|
165
$39.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
154+ 37.2% |
$25.1K - $38.6K
|
568
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
132New |
$21.5K - $33.1K
|
132
$31.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
87New |
$14.2K - $21.8K
|
87
$21K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
87New |
$14.2K - $21.8K
|
87
$21K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
85New |
$13.8K - $21.3K
|
85
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
27New |
$4.39K - $6.76K
|
27
$6.51K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$2.77K - $4.26K
|
17
$4.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
15New |
$2.44K - $3.76K
|
15
$3.61K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 7.78% |
$2.28K - $3.51K
|
194
$46.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
12+ 1.37% |
$1.95K - $3K
|
889
$214K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12New |
$1.95K - $3K
|
12
$2.89K
|
|
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
8New |
$1.3K - $2K
|
8
$1.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.61% |
$813 - $1.25K
|
316
$76.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$163 - $250
|
1
$241
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
10KNew |
$1.8M - $2.38M
|
10K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.48KNew |
$1.71M - $2.25M
|
9.48K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.24KNew |
$946K - $1.25M
|
5.24K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.4KNew |
$794K - $1.05M
|
4.4K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
4KNew |
$721K - $951K
|
4K
$964K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$412K - $543K
|
2.28K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.12KNew |
$383K - $505K
|
2.12K
$512K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2KNew |
$361K - $476K
|
2K
$482K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.5KNew |
$271K - $357K
|
1.5K
$361K
|
|
|
Apr 08, 2025
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.08K+ 34.16% |
$194K - $256K
|
4.22K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
517New |
$93.2K - $123K
|
517
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
281New |
$50.7K - $66.8K
|
281
$67.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
158+ 9.89% |
$28.5K - $37.6K
|
1.76K
$423K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
139New |
$25.1K - $33.1K
|
139
$33.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
60+ 4.8% |
$10.8K - $14.3K
|
1.31K
$315K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
55+ 48.25% |
$9.92K - $13.1K
|
169
$40.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$7.21K - $9.51K
|
40
$9.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
38New |
$6.85K - $9.04K
|
38
$9.16K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38+ 2.17% |
$6.85K - $9.04K
|
1.79K
$432K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
38New |
$6.85K - $9.04K
|
38
$9.16K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
25+ 1.97% |
$4.51K - $5.95K
|
1.3K
$312K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13New |
$2.34K - $3.09K
|
13
$3.13K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2+ 3.45% |
$361 - $476
|
60
$14.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
280KNew |
$54.5M - $65.8M
|
280K
$67.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Durable Capital Partners LP
Bethesda, MD |
BUY
|
- |
54.1K+ 21.14% |
$10.5M - $12.7M
|
310K
$74.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
20.1KNew |
$3.91M - $4.73M
|
20.1K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$2.06M - $2.49M
|
10.6K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
10KNew |
$1.95M - $2.35M
|
10K
$2.41M
|
|