Purchases and Sales Made in Q4 2025 in Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC) during Q4 2025. 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 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
559+ 9.58% |
$29.3K - $32.4K
|
6.39K
$342K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
320+ 65.04% |
$16.8K - $18.6K
|
812
$43.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
228New |
$11.9K - $13.2K
|
228
$12.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 25.0% |
$105 - $116
|
10
$535
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 33.33% |
$52.4 - $58
|
2
$107
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4- 1.72% |
$209 - $232
|
228
$12.2K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-6- 5.26% |
$314 - $348
|
108
$5.77K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-43- 35.83% |
$2.25K - $2.49K
|
77
$4.12K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-89- 24.65% |
$4.66K - $5.16K
|
272
$14.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-93- 15.4% |
$4.87K - $5.39K
|
511
$27.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-322- 0.24% |
$16.9K - $18.7K
|
134K
$7.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-375- 1.19% |
$19.6K - $21.8K
|
31.1K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.27K- 16.24% |
$66.5K - $73.7K
|
6.55K
$350K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.43K- 13.05% |
$232K - $257K
|
29.5K
$1.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-5.56K- 0.95% |
$291K - $322K
|
577K
$30.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-28.2K- 7.83% |
$1.48M - $1.63M
|
332K
$17.7M
|
|