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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 4.95% |
$269 - $310
|
106
$5.67K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
2.98K+ 1.74% |
$160K - $184K
|
174K
$9.31M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
619+ 13.33% |
$33.3K - $38.3K
|
5.26K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
100+ 2.38% |
$5.37K - $6.2K
|
4.3K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-34- 53.13% |
$1.83K - $2.11K
|
30
$1.6K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-727- 15.23% |
$39.1K - $45K
|
4.05K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.28K- 5.6% |
$123K - $141K
|
38.4K
$2.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4+ 0.31% |
$215 - $248
|
1.28K
$68.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$269 - $310
|
5
$267
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
525New |
$28.2K - $32.5K
|
525
$28.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
925New |
$49.7K - $57.3K
|
925
$49.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$107 - $124
|
2
$107
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$161 - $186
|
4
$214
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
6.25KNew |
$306K - $384K
|
6.25K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
170KNew |
$8.35M - $10.5M
|
170K
$9.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
108K+ 33.47% |
$5.29M - $6.63M
|
431K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.52K- 10.0% |
$222K - $277K
|
40.7K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-15.2K- 26.41% |
$744K - $932K
|
42.3K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-5.3K- 82.56% |
$260K - $325K
|
1.12K
$59.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-28.7K- 88.66% |
$1.41M - $1.76M
|
3.68K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
424New |
$20.8K - $26K
|
424
$22.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1New |
$49 - $61.4
|
1
$53.5
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9K+ 37.98% |
$441K - $552K
|
32.7K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-20.2K- 78.94% |
$990K - $1.24M
|
5.39K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
3.6KNew |
$176K - $221K
|
3.6K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-2.1K- 42.86% |
$103K - $129K
|
2.8K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-490- 2.23% |
$24K - $30.1K
|
21.5K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11+ 11.34% |
$539 - $675
|
108
$5.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.35KNew |
$262K - $328K
|
5.35K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 34.29% |
$588 - $737
|
23
$1.23K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.76KNew |
$184K - $231K
|
3.76K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.5KNew |
$710K - $890K
|
14.5K
$775K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
3.39KNew |
$166K - $208K
|
3.39K
$181K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-11K- 54.53% |
$537K - $672K
|
9.13K
$488K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12New |
$467 - $648
|
12
$642
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-596- 9.94% |
$23.2K - $32.2K
|
5.4K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3.52KNew |
$137K - $190K
|
3.52K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-158K- 90.51% |
$6.15M - $8.53M
|
16.6K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
4KNew |
$156K - $216K
|
4K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.64K+ 44.89% |
$103K - $143K
|
8.53K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
10.9KNew |
$426K - $591K
|
10.9K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.98KNew |
$77.2K - $107K
|
1.98K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-32.9K- 78.12% |
$1.28M - $1.78M
|
9.21K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.9K- 33.07% |
$113K - $157K
|
5.87K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
119KNew |
$4.63M - $6.42M
|
119K
$6.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
7.86KNew |
$306K - $424K
|
7.86K
$420K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
27.6KNew |
$1.08M - $1.49M
|
27.6K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
4.07KNew |
$158K - $220K
|
4.07K
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
213New |
$8.29K - $11.5K
|
213
$11.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
5.21KNew |
$203K - $281K
|
5.21K
$278K
|
|