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 98 institutions that hold shares in the stock, with a total of 4.85 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
800
shares
|
$31,712
0.0% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
735
shares
|
$29,135
0.0% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
547
shares
|
$21,683
0.0% of portfolio
|
Q2 2025
Added 114.51%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
323
shares
|
$12,803
0.0% of portfolio
|
Q1 2024
Reduced 62.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
286
shares
|
$11,337
0.0% of portfolio
|
Q2 2025
Added 9433.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
265
shares
|
$10,504
0.0% of portfolio
|
Q2 2025
Added 54.97%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
241
shares
|
$9,553
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
172
shares
|
$6,818
0.0% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
171
shares
|
$6,778
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
152
shares
|
$6,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
115
shares
|
$4,558
0.0% of portfolio
|
Q2 2025
Reduced 29.88%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
66
shares
|
$2,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
57
shares
|
$2,259
0.0% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
57
shares
|
$2,259
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
40
shares
|
$1,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
27
shares
|
$1,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25
shares
|
$991
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
15
shares
|
$594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$475
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 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
|