Latest Institutional Transactions on Enterprise Bancorp Inc (EBTC)
This table provides information on the latest institutional transactions involving Enterprise Bancorp Inc (EBTC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
115K+ 14.03% |
$2.6M - $3.01M
|
931K
$36.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32New |
$725 - $841
|
32
$1.27K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
977+ 12.35% |
$22.1K - $25.7K
|
8.89K
$352K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.5K- 14.49% |
$34K - $39.4K
|
8.85K
$351K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
89New |
$2.2K - $2.91K
|
89
$3.53K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.1K+ 18.66% |
$76.5K - $101K
|
19.7K
$781K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-221- 32.89% |
$5.46K - $7.22K
|
451
$17.9K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
8+ 0.17% |
$198 - $261
|
4.77K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-16.5K- 44.28% |
$408K - $539K
|
20.8K
$823K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-68.5K- 80.29% |
$1.69M - $2.24M
|
16.8K
$667K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-545- 62.79% |
$13.5K - $17.8K
|
323
$12.8K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-159- 16.97% |
$4.02K - $5.33K
|
778
$30.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.66K+ 36.8% |
$168K - $223K
|
24.8K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
31.3KNew |
$792K - $1.05M
|
31.3K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.68KNew |
$169K - $224K
|
6.68K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 0.83% |
$531 - $705
|
2.56K
$101K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.48K- 22.73% |
$94.9K - $111K
|
11.8K
$469K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.88KNew |
$215K - $252K
|
7.88K
$312K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.61K- 65.25% |
$42.8K - $51.4K
|
857
$34K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
39.5KNew |
$1.05M - $1.26M
|
39.5K
$1.57M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
56.2KNew |
$1.74M - $2.04M
|
56.2K
$2.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-387K- 96.82% |
$12M - $14M
|
12.7K
$504K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
381New |
$11.2K - $13.9K
|
381
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
42.2KNew |
$1.24M - $1.54M
|
42.2K
$1.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
2+ 0.0% |
$58.7 - $72.8
|
60.1K
$2.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
7.01K+ 63.88% |
$206K - $255K
|
18K
$713K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41+ 410.0% |
$1.23K - $1.49K
|
51
$2.02K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
293New |
$8.76K - $10.6K
|
293
$11.6K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1Closed |
$30 - $39.5
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.45KClosed |
$103K - $136K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
486KNew |
$18.6M - $21.9M
|
486K
$19.3M
|
|
|
May 16, 2022
Q1 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-7.04KClosed |
$270K - $316K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-25KClosed |
$881K - $1.15M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
400New |
$14.1K - $18.4K
|
400
$15.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-24.5K- 43.87% |
$862K - $1.13M
|
31.3K
$1.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.69KClosed |
$94.9K - $124K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4.79KClosed |
$154K - $172K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 20, 2021
Q2 2021
|
Denali Advisors LLC
|
SELL
|
- |
-40Closed |
$1.3K - $1.45K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-16.8KClosed |
$548K - $610K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
100+ 50.0% |
$3.25K - $3.62K
|
300
$11.9K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-456Closed |
$9.5K - $12.7K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-181Closed |
$3.77K - $5.04K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-105Closed |
$2.1K - $2.43K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-562Closed |
$11.2K - $13K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-1.91KClosed |
$38.7K - $52.7K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.2KClosed |
$24.4K - $33.2K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-1.25KClosed |
$25.5K - $34.6K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.4KClosed |
$375K - $510K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 17, 2020
Q4 2019
|
American Research & Management Co.
|
SELL
|
- |
-3.2KClosed |
$88.9K - $111K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 22, 2019
Q3 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$39.2K - $47.5K
|
0
$0
|
|