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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
231KNew |
$8.53M - $10.2M
|
231K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30K+ 298.88% |
$1.11M - $1.32M
|
40K
$2.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$369 - $441
|
10
$535
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
6.42KNew |
$237K - $283K
|
6.42K
$343K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.3KNew |
$387K - $458K
|
10.3K
$550K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
38.5KNew |
$1.45M - $1.71M
|
38.5K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-50.3K- 17.59% |
$1.89M - $2.24M
|
236K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-947- 1.35% |
$35.6K - $42.2K
|
69.4K
$3.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
512+ 2.08% |
$19.3K - $22.8K
|
25.1K
$1.34M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-988- 13.88% |
$37.2K - $44K
|
6.13K
$328K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.72KNew |
$254K - $319K
|
5.72K
$306K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
69New |
$3.06K - $3.85K
|
69
$3.69K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.2K - $14.1K
|
253
$13.5K
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-11.5K- 54.39% |
$509K - $641K
|
9.63K
$515K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
7.7KNew |
$341K - $430K
|
7.7K
$412K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
5.17KNew |
$229K - $288K
|
5.17K
$276K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
562New |
$24.9K - $31.4K
|
562
$30.1K
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
65.1KNew |
$2.89M - $3.63M
|
65.1K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.36K- 23.15% |
$60.2K - $75.8K
|
4.51K
$241K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10New |
$444 - $558
|
10
$535
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
209KNew |
$9.29M - $11.7M
|
209K
$11.2M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 9.21% |
$310 - $391
|
83
$4.44K
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-4K- 23.53% |
$177K - $223K
|
13K
$695K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
541+ 3.58% |
$24K - $30.2K
|
15.7K
$838K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7KNew |
$310K - $391K
|
7K
$374K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$44.4 - $55.8
|
1
$53.5
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 66.67% |
$88.7 - $112
|
5
$267
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
106New |
$4.7K - $5.92K
|
106
$5.67K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.5KNew |
$600K - $756K
|
13.5K
$724K
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-600- 7.11% |
$26.6K - $33.5K
|
7.84K
$419K
|
|
| Q4 2022 | |||||||
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
825New |
$36.9K - $44.2K
|
825
$44.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.8KNew |
$125K - $150K
|
2.8K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-1.72K- 1.02% |
$76.9K - $92.1K
|
167K
$8.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.25KNew |
$235K - $281K
|
5.25K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
23.8KNew |
$1.06M - $1.27M
|
23.8K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
35.4KNew |
$1.58M - $1.89M
|
35.4K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-38.3K- 26.31% |
$1.71M - $2.05M
|
107K
$5.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.65KNew |
$208K - $249K
|
4.65K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.16KNew |
$409K - $491K
|
9.16K
$490K
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
6.49KNew |
$290K - $348K
|
6.49K
$347K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-70.8K- 96.09% |
$3.16M - $3.79M
|
2.88K
$154K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.41KNew |
$197K - $236K
|
4.41K
$236K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$89.4 - $107
|
2
$107
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-40.2K- 78.56% |
$1.8M - $2.15M
|
11K
$587K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33New |
$1.47K - $1.77K
|
33
$1.76K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.13KNew |
$185K - $221K
|
4.13K
$221K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-19Closed |
$389 - $914
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8New |
$164 - $385
|
8
$428
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30+ 63.83% |
$615 - $1.44K
|
77
$4.12K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
593+ 2.5% |
$12.2K - $28.5K
|
24.3K
$1.3M
|
|