Institutional Ownership Enterprise Bancorp Inc (EBTC)
This table provides information about the institutional ownership of Enterprise Bancorp Inc (EBTC). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 1.1 Million shares, which have been reported (via 13F filing form) to have a value of $43.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
930,953
shares
|
$36.9 Million
0.0% of portfolio
|
Q2 2024
Added 14.03%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
60,115
shares
|
$2.38 Million
0.65% of portfolio
|
Q4 2022
Added 0.0%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
39,549
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
31,306
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2021
Reduced 43.87%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,751
shares
|
$981,129
0.0% of portfolio
|
Q4 2023
Added 36.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,024
shares
|
$278,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,559
shares
|
$101,438
0.01% of portfolio
|
Q4 2023
Added 0.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,544
shares
|
$61,204
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
57
shares
|
$2,259
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Siena Capital Partners Gp, LLC
|
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|