Moneta Group Investment Advisors LLC Enterprise Financial Services Corp Transaction History

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Enterprise Financial Services Corp stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 79,570 shares of EFSC stock, worth $4.7 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

79,570

Previous 82,616 3.69%

Holding current value

$4.7 Million

Previous $3.38 Million 20.78%

% of portfolio

0.04%

Previous 0.05%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$38.94 - $54.0 $118,611 - $164,484	-3,046 Reduced 3.69%	79,570 $4.08 Million
Q2 2024 Aug 13, 2024	SELL	$37.54 - $40.91 $231,058 - $251,801	-6,155 Reduced 6.93%	82,616 $3.38 Million
Q1 2024 Aug 13, 2024	BUY	$37.57 - $45.11 $105,721 - $126,939	2,814 Added 3.27%	88,771 $3.6 Million
Q4 2023 Feb 15, 2024	BUY	$33.59 - $45.59 $5,811 - $7,887	173 Added 0.2%	85,957 $3.84 Million
Q3 2023 Nov 15, 2023	BUY	$36.94 - $44.06 $184,810 - $220,432	5,003 Added 6.19%	85,784 $3.22 Million
Q2 2023 Aug 15, 2023	SELL	$37.61 - $44.52 $199,558 - $236,223	-5,306 Reduced 6.16%	80,781 $3.16 Million
Q1 2023 May 15, 2023	BUY	$44.35 - $55.83 $428,465 - $539,373	9,661 Added 12.64%	86,087 $3.84 Million
Q4 2022 Feb 16, 2023	SELL	$44.69 - $53.57 $4.16 Billion - $4.99 Billion	-93,185,194 Reduced 99.9%	93,278 $4.57 Million
Q4 2022 Feb 16, 2023	SELL	$44.69 - $53.57 $753,115 - $902,761	-16,852 Reduced 18.07%	76,426 $3.74 Million
Q4 2022 Feb 15, 2023	BUY	$44.69 - $53.57 $4.16 Billion - $4.99 Billion	93,195,002 Added 111650.89%	93,278,472 $4.57 Billion
Q3 2022 Nov 14, 2022	SELL	$20.49 - $48.1 $335,236 - $786,964	-16,361 Reduced 16.39%	83,470 $3.68 Million
Q2 2022 Aug 15, 2022	BUY	$41.5 - $48.0 $2.29 Million - $2.65 Million	55,105 Added 123.21%	99,831 $4.14 Million
Q1 2022 May 11, 2022	BUY	$46.57 - $51.33 $3,120 - $3,439	67 Added 0.15%	44,726 $2.12 Million
Q4 2021 Feb 11, 2022	SELL	$45.79 - $49.52 $246,579 - $266,665	-5,385 Reduced 10.76%	44,659 $2.1 Million
Q3 2021 Nov 12, 2021	SELL	$42.45 - $47.78 $31,540 - $35,500	-743 Reduced 1.46%	50,044 $2.27 Million
Q2 2021 Aug 13, 2021	BUY	$46.1 - $50.71 $154,711 - $170,182	3,356 Added 7.08%	50,787 $2.36 Million
Q1 2021 May 14, 2021	BUY	$34.63 - $51.59 $187,002 - $278,586	5,400 Added 12.85%	47,431 $2.35 Million
Q4 2020 Feb 12, 2021	SELL	$27.64 - $36.73 $829 - $1,101	-30 Reduced 0.07%	42,031 $1.47 Million
Q3 2020 Nov 13, 2020	SELL	$25.4 - $33.3 $66,979 - $87,812	-2,637 Reduced 5.9%	42,061 $1.15 Million
Q2 2020 Aug 12, 2020	SELL	$24.13 - $36.37 $5,598 - $8,437	-232 Reduced 0.52%	44,698 $1.39 Million
Q1 2020 May 13, 2020	SELL	$25.9 - $48.46 $757,989 - $1.42 Million	-29,266 Reduced 39.44%	44,930 $1.25 Million
Q4 2019 Feb 11, 2020	BUY	$39.33 - $48.41 $471 - $580	12 Added 0.02%	74,196 $3.58 Million
Q3 2019 Nov 12, 2019	BUY	$38.26 - $42.82 $507,748 - $568,264	13,271 Added 21.79%	74,184 $3.02 Million
Q2 2019 Aug 16, 2019	BUY	$39.19 - $44.34 $2.07 Million - $2.34 Million	52,759 Added 647.03%	60,913 $2.53 Million
Q2 2019 Aug 13, 2019	SELL	$39.19 - $44.34 $2.68 Million - $3.03 Million	-68,446 Reduced 89.36%	8,154 $2.53 Million
Q1 2019 May 16, 2019	BUY	$38.03 - $46.65 $2.85 Million - $3.49 Million	74,883 Added 4361.27%	76,600 $3.12 Million
Q1 2019 May 15, 2019	SELL	$38.03 - $46.65 $2.85 Million - $3.49 Million	-74,871 Reduced 97.76%	1,717 $3.12 Million
Q4 2018 Feb 11, 2019	SELL	$36.87 - $52.81 $62,015 - $88,826	-1,682 Reduced 2.15%	76,588 $2.88 Million
Q3 2018 Nov 13, 2018	BUY	$52.85 - $57.85 $203,948 - $223,243	3,859 Added 5.19%	78,270 $4.15 Million
Q2 2018 Aug 15, 2018	SELL	$46.4 - $56.75 $148,480 - $181,600	-3,200 Reduced 4.12%	74,411 $4.01 Million
Q2 2018 Aug 14, 2018	BUY	$46.4 - $56.75 $194,880 - $238,350	4,200 Added 5.72%	77,611 $4.37 Million
Q1 2018 May 14, 2018	BUY	$45.1 - $49.6 $63,185 - $69,489	1,401 Added 1.95%	73,411 $3.44 Million
Q3 2017 Nov 13, 2017	BUY	$36.75 - $42.45 $2.65 Million - $3.06 Million	72,010	72,010 $3.05 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...

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Moneta Group Investment Advisors LLC Enterprise Financial Services Corp Transaction History