Institutional Ownership Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC). We have compiled data on the 236 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
6,048
shares
|
$340,562
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,046
shares
|
$340,450
0.01% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,035
shares
|
$339,830
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
5,870
shares
|
$330,539
0.01% of portfolio
|
Q3 2024
Reduced 33.07%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
5,788
shares
|
$325,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
5,713
shares
|
$321,699
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,680
shares
|
$319,840
0.0% of portfolio
|
Q3 2024
Reduced 82.37%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
5,635
shares
|
$317,306
0.0% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,623
shares
|
$316,631
0.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
5,612
shares
|
$316,011
0.11% of portfolio
|
Q3 2021
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
5,442
shares
|
$306,439
0.04% of portfolio
|
Q3 2024
Reduced 43.26%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
5,401
shares
|
$304,130
0.0% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,315
shares
|
$299,287
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,223
shares
|
$294,107
0.02% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
5,206
shares
|
$293,149
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
5,128
shares
|
$288,757
0.01% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,900
shares
|
$275,919
0.0% of portfolio
|
Q3 2024
Reduced 51.42%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,900
shares
|
$275,919
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,775
shares
|
$268,880
0.01% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,765
shares
|
$268,317
0.0% of portfolio
|
Q3 2024
Added 165.9%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
4,645
shares
|
$261,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,597
shares
|
$258,857
0.0% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,326
shares
|
$243,597
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
4,321
shares
|
$243,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
4,200
shares
|
$236,502
0.01% of portfolio
|
Q3 2024
Reduced 58.42%
|