Purchases and Sales Made in Q4 2024 in Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC) during Q4 2024. The information is specifically focused on institutions that hold shares of ENTERPRISE FINANCIAL SERVICES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
125K+ 28.34% |
$6.13M - $7.68M
|
567K
$33.9M
|
|
|
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
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.3KNew |
$845K - $1.06M
|
17.3K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
9.57K+ 9.92% |
$469K - $587K
|
106K
$6.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.95K+ 5.07% |
$292K - $365K
|
123K
$7.38M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
3.39KNew |
$166K - $208K
|
3.39K
$203K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
511New |
$25K - $31.4K
|
511
$30.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
502+ 7.56% |
$24.6K - $30.8K
|
7.14K
$427K
|
|
|
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
|
Busey Wealth Management
|
BUY
|
- |
146+ 2.47% |
$7.15K - $8.96K
|
6.05K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
64New |
$3.14K - $3.93K
|
64
$3.83K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21+ 50.0% |
$1.03K - $1.29K
|
63
$3.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.46% |
$980 - $1.23K
|
4.33K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$833 - $1.04K
|
6.04K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17+ 0.42% |
$833 - $1.04K
|
4.05K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15+ 0.17% |
$735 - $921
|
8.61K
$515K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14+ 0.17% |
$686 - $859
|
8.29K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7+ 0.05% |
$343 - $430
|
13.5K
$809K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$98 - $123
|
481
$28.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 100.0% |
$98 - $123
|
4
$239
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$49 - $61.4
|
1
$59.8
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$49 - $61.4
|
2
$120
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-445- 0.75% |
$21.8K - $27.3K
|
59K
$3.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-760- 13.73% |
$37.2K - $46.6K
|
4.78K
$286K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.13K- 9.99% |
$55.5K - $69.5K
|
10.2K
$611K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-11K- 54.53% |
$537K - $672K
|
9.13K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-29.4K- 4.78% |
$1.44M - $1.8M
|
585K
$35M
|