Purchases and Sales Made in Q4 2024 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q4 2024. The information is specifically focused on institutions that hold shares of EQUIFAX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3New |
$735 - $881
|
3
$759
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 9.38% |
$735 - $881
|
35
$8.86K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.26% |
$735 - $881
|
241
$61K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$490 - $587
|
2
$506
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$490 - $587
|
1.16K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$490 - $587
|
1.12K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 15.38% |
$490 - $587
|
15
$3.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$490 - $587
|
1.07K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2+ 0.01% |
$490 - $587
|
16.4K
$4.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$245 - $294
|
1
$253
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$245 - $294
|
1.23K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$245 - $294
|
2.48K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1+ 25.0% |
$245 - $294
|
5
$1.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.07% |
$245 - $294
|
1.5K
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 25.0% |
$245 - $294
|
5
$1.27K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 5.0% |
$245 - $294
|
19
$4.81K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.05% |
$245 - $294
|
1.91K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 9.09% |
$245 - $294
|
10
$2.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1- 0.09% |
$245 - $294
|
1.06K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.25% |
$245 - $294
|
403
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 16.67% |
$490 - $587
|
10
$2.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2- 0.08% |
$490 - $587
|
2.46K
$623K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.26% |
$490 - $587
|
754
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 1.71% |
$980 - $1.17K
|
230
$58.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4- 0.06% |
$980 - $1.17K
|
6.16K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 57.14% |
$980 - $1.17K
|
3
$759
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.29% |
$1.23K - $1.47K
|
1.72K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 3.25% |
$1.23K - $1.47K
|
149
$37.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 10.42% |
$1.23K - $1.47K
|
43
$10.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-5- 0.27% |
$1.23K - $1.47K
|
1.87K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 4.84% |
$1.47K - $1.76K
|
118
$29.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.13% |
$1.47K - $1.76K
|
4.62K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7- 1.65% |
$1.72K - $2.05K
|
418
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 14.55% |
$1.96K - $2.35K
|
47
$11.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-9- 0.8% |
$2.21K - $2.64K
|
1.11K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-10- 0.11% |
$2.45K - $2.94K
|
9.23K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-10- 1.44% |
$2.45K - $2.94K
|
683
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-10- 1.0% |
$2.45K - $2.94K
|
993
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-11- 0.1% |
$2.7K - $3.23K
|
10.6K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13- 0.96% |
$3.19K - $3.82K
|
1.34K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 66.67% |
$3.43K - $4.11K
|
7
$1.77K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-14- 0.66% |
$3.43K - $4.11K
|
2.1K
$531K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16- 1.23% |
$3.92K - $4.7K
|
1.28K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-16- 2.28% |
$3.92K - $4.7K
|
685
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 4.86% |
$5.15K - $6.16K
|
411
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-21- 1.42% |
$5.15K - $6.16K
|
1.46K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 37.93% |
$5.39K - $6.46K
|
36
$9.11K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-22- 1.13% |
$5.39K - $6.46K
|
1.93K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-22- 0.85% |
$5.39K - $6.46K
|
2.56K
$647K
|