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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
265
shares
|
$14,922
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
214
shares
|
$12,050
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
213
shares
|
$11,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
173
shares
|
$9,741
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
166
shares
|
$9,347
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
142
shares
|
$7,996
0.0% of portfolio
|
Q3 2024
Added 56.04%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
101
shares
|
$5,687
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
97
shares
|
$5,462
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
94
shares
|
$5,293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
83
shares
|
$4,673
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
76
shares
|
$4,279
0.0% of portfolio
|
Q1 2024
Reduced 21.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
63
shares
|
$3,547
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
57
shares
|
$3,209
0.0% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
40
shares
|
$2,252
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
35
shares
|
$1,970
0.0% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
31
shares
|
$1,745
0.0% of portfolio
|
Q2 2024
Reduced 39.22%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
31
shares
|
$1,745
0.0% of portfolio
|
Q2 2024
Added 24.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
30
shares
|
$1,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
28
shares
|
$1,576
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
25
shares
|
$1,407
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
21
shares
|
$1,182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
21
shares
|
$1,182
0.0% of portfolio
|
Q3 2024
Reduced 65.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
13
shares
|
$732
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12
shares
|
$675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
11
shares
|
$619
0.0% of portfolio
|
Q3 2024
Reduced 99.9%
|