Latest Institutional Transactions on Enterprise Financial Services Corp (EFSC)
This table provides information on the latest institutional transactions involving Enterprise Financial Services Corp (EFSC) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
21.9K+ 48.43% |
$1.07M - $1.35M
|
67.2K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
9.57K+ 9.92% |
$469K - $587K
|
106K
$6.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.3KNew |
$845K - $1.06M
|
17.3K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-445- 0.75% |
$21.8K - $27.3K
|
59K
$3.53M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
3.39KNew |
$166K - $208K
|
3.39K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 100.0% |
$98 - $123
|
4
$239
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
64New |
$3.14K - $3.93K
|
64
$3.83K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17+ 0.42% |
$833 - $1.04K
|
4.05K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.95K+ 5.07% |
$292K - $365K
|
123K
$7.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14+ 0.17% |
$686 - $859
|
8.29K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
125K+ 28.34% |
$6.13M - $7.68M
|
567K
$33.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
430New |
$21.1K - $26.4K
|
430
$25.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-29.4K- 4.78% |
$1.44M - $1.8M
|
585K
$35M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.46% |
$980 - $1.23K
|
4.33K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
146+ 2.47% |
$7.15K - $8.96K
|
6.05K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$49 - $61.4
|
2
$120
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7+ 0.05% |
$343 - $430
|
13.5K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-760- 13.73% |
$37.2K - $46.6K
|
4.78K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$833 - $1.04K
|
6.04K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15+ 0.17% |
$735 - $921
|
8.61K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-11K- 54.53% |
$537K - $672K
|
9.13K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$49 - $61.4
|
1
$59.8
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
502+ 7.56% |
$24.6K - $30.8K
|
7.14K
$427K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.13K- 9.99% |
$55.5K - $69.5K
|
10.2K
$611K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$98 - $123
|
481
$28.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21+ 50.0% |
$1.03K - $1.29K
|
63
$3.77K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
511New |
$25K - $31.4K
|
511
$30.6K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.7K+ 5.63% |
$1.16M - $1.61M
|
558K
$33.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
11.2K+ 25.43% |
$435K - $603K
|
55.1K
$3.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4+ 0.9% |
$156 - $216
|
449
$26.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
35.5K+ 73.27% |
$1.38M - $1.92M
|
83.9K
$5.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12New |
$467 - $648
|
12
$718
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.11K- 32.46% |
$121K - $168K
|
6.46K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-28.6K- 52.78% |
$1.11M - $1.54M
|
25.6K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.19K- 4.1% |
$124K - $172K
|
74.7K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3.52KNew |
$137K - $190K
|
3.52K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.44K+ 6.21% |
$56K - $77.7K
|
24.6K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-158K- 90.51% |
$6.15M - $8.53M
|
16.6K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.63K- 16.23% |
$297K - $412K
|
39.4K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
506K+ 16.63% |
$19.7M - $27.3M
|
3.55M
$212M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.2K- 8.82% |
$1.21M - $1.68M
|
323K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
89.5K+ 52.2% |
$3.48M - $4.83M
|
261K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-518- 6.85% |
$20.2K - $28K
|
7.04K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.97K+ 165.9% |
$116K - $161K
|
4.77K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-16.9K- 8.83% |
$658K - $913K
|
174K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-26.5K- 82.37% |
$1.03M - $1.43M
|
5.68K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 72.01% |
$408K - $565K
|
4.07K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-23.7K- 2.25% |
$922K - $1.28M
|
1.03M
$61.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.99K+ 24.3% |
$194K - $270K
|
25.5K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
353+ 3.16% |
$13.7K - $19.1K
|
11.5K
$690K
|
|