Creative Planning Enterprise Financial Services Corp Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Enterprise Financial Services Corp stock. As of the latest transaction made, Creative Planning holds 43,832 shares of EFSC stock, worth $2.59 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

43,832

Previous 37,030 18.37%

Holding current value

$2.59 Million

Previous $1.51 Million 48.48%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$38.94 - $54.0 $264,869 - $367,308	6,802 Added 18.37%	43,832 $2.25 Million
Q2 2024 Aug 15, 2024	BUY	$37.54 - $40.91 $130,413 - $142,121	3,474 Added 10.35%	37,030 $1.51 Million
Q1 2024 May 10, 2024	BUY	$37.57 - $45.11 $95,540 - $114,714	2,543 Added 8.2%	33,556 $1.36 Million
Q4 2023 Feb 14, 2024	SELL	$33.59 - $45.59 $30,197 - $40,985	-899 Reduced 2.82%	31,013 $1.38 Million
Q3 2023 Nov 16, 2023	BUY	$36.94 - $44.06 $32,100 - $38,288	869 Added 2.8%	31,912 $1.2 Million
Q2 2023 Jul 21, 2023	BUY	$37.61 - $44.52 $33,999 - $40,246	904 Added 3.0%	31,043 $1.21 Million
Q1 2023 May 15, 2023	BUY	$44.35 - $55.83 $1,552 - $1,954	35 Added 0.12%	30,139 $1.34 Million
Q4 2022 Feb 10, 2023	BUY	$44.69 - $53.57 $95,189 - $114,104	2,130 Added 7.61%	30,104 $1.47 Million
Q3 2022 Nov 03, 2022	BUY	$20.49 - $48.1 $42,352 - $99,422	2,067 Added 7.98%	27,974 $1.23 Million
Q1 2022 May 16, 2022	BUY	$46.57 - $51.33 $116,331 - $128,222	2,498 Added 10.67%	25,907 $1.23 Million
Q2 2021 Aug 04, 2021	SELL	$46.1 - $50.71 $1.05 Million - $1.15 Million	-22,720 Reduced 49.25%	23,409 $1.09 Million
Q2 2020 Jul 23, 2020	BUY	$24.13 - $36.37 $34,336 - $51,754	1,423 Added 3.18%	46,129 $1.44 Million
Q4 2019 Jan 30, 2020	SELL	$39.33 - $48.41 $43,263 - $53,250	-1,100 Reduced 2.4%	44,706 $2.16 Million
Q3 2019 Nov 01, 2019	SELL	$38.26 - $42.82 $38,260 - $42,820	-1,000 Reduced 2.14%	45,806 $1.87 Million
Q2 2019 Jul 26, 2019	BUY	$39.19 - $44.34 $274,330 - $310,380	7,000 Added 17.59%	46,806 $1.95 Million
Q1 2019 Apr 24, 2019	SELL	$38.03 - $46.65 $66,552 - $81,637	-1,750 Reduced 4.21%	39,806 $1.62 Million
Q1 2018 Apr 18, 2018	SELL	$45.1 - $49.6 $72,160 - $79,360	-1,600 Reduced 3.71%	41,556 $1.95 Million
Q4 2017 Jan 17, 2018	SELL	$42.0 - $45.9 $130,242 - $142,335	-3,101 Reduced 6.7%	43,156 $1.95 Million
Q3 2017 Oct 17, 2017	BUY	$36.75 - $42.45 $1.7 Million - $1.96 Million	46,257	46,257 $1.96 Million

Others Institutions Holding EFSC

# of Institutions

234

Shares Held

29.7M

Call Options Held

17.8K

Put Options Held

View Full List

About ENTERPRISE FINANCIAL SERVICES CORP

Ticker EFSC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 37,223,000
Market Cap $2.2B
Description
Enterprise Financial Services Corp operates as the financial holding company for Enterprise Bank & Trust that offers banking and wealth management services to individuals and corporate customers. The company offers checking, savings, and money market accounts, and certificates of deposit. It also provides commercial and industrial, commercia...

More about EFSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Enterprise Financial Services Corp Transaction History