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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
46+ 3.38% |
$10.9K - $14.1K
|
1.41K
$364K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46+ 6.73% |
$10.9K - $14.1K
|
730
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44+ 22.68% |
$10.4K - $13.5K
|
238
$61.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
44+ 13.46% |
$10.4K - $13.5K
|
371
$95.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
41New |
$9.69K - $12.6K
|
41
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
38+ 0.64% |
$8.98K - $11.7K
|
5.99K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
37+ 0.72% |
$8.75K - $11.4K
|
5.18K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
34+ 1.2% |
$8.04K - $10.4K
|
2.87K
$742K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
34+ 0.73% |
$8.04K - $10.4K
|
4.7K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32+ 1.26% |
$7.57K - $9.83K
|
2.57K
$665K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32New |
$7.57K - $9.83K
|
32
$8.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
31+ 2.53% |
$7.33K - $9.52K
|
1.25K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
31+ 3.08% |
$7.33K - $9.52K
|
1.04K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
31+ 0.77% |
$7.33K - $9.52K
|
4.04K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 5.68% |
$7.33K - $9.52K
|
577
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
30+ 2.73% |
$7.09K - $9.21K
|
1.13K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
28+ 0.06% |
$6.62K - $8.6K
|
49.3K
$12.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 41.79% |
$6.62K - $8.6K
|
95
$24.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26+ 0.22% |
$6.15K - $7.99K
|
11.6K
$3.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
26New |
$6.15K - $7.99K
|
26
$6.72K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
24+ 3.59% |
$5.67K - $7.37K
|
693
$179K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 3.16% |
$5.2K - $6.76K
|
719
$186K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 4.34% |
$5.2K - $6.76K
|
529
$137K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
21+ 10.77% |
$4.96K - $6.45K
|
216
$55.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
20New |
$4.73K - $6.14K
|
20
$5.17K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 2.22% |
$4.73K - $6.14K
|
922
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 2.94% |
$4.73K - $6.14K
|
701
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 13.6% |
$4.02K - $5.22K
|
142
$36.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
16+ 1.26% |
$3.78K - $4.91K
|
1.29K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16New |
$3.78K - $4.91K
|
16
$4.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 7.0% |
$3.31K - $4.3K
|
214
$55.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 108.33% |
$3.07K - $3.99K
|
25
$6.46K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 54.17% |
$3.07K - $3.99K
|
37
$9.56K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 4.81% |
$3.07K - $3.99K
|
283
$73.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12New |
$2.84K - $3.69K
|
12
$3.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 2.37% |
$2.36K - $3.07K
|
432
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.61% |
$2.13K - $2.76K
|
1.5K
$386K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9+ 1.44% |
$2.13K - $2.76K
|
634
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 5.48% |
$1.89K - $2.46K
|
154
$39.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 2.31% |
$1.89K - $2.46K
|
355
$91.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 175.0% |
$1.65K - $2.15K
|
11
$2.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7+ 0.6% |
$1.65K - $2.15K
|
1.18K
$304K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.57% |
$1.65K - $2.15K
|
1.23K
$319K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 14.58% |
$1.65K - $2.15K
|
55
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 1.03% |
$1.42K - $1.84K
|
587
$152K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 37.5% |
$1.42K - $1.84K
|
22
$5.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 71.43% |
$1.18K - $1.54K
|
12
$3.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
5+ 0.03% |
$1.18K - $1.54K
|
17.9K
$4.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.18% |
$1.18K - $1.54K
|
234
$60.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 3.36% |
$1.18K - $1.54K
|
154
$39.8K
|