Enterprise Financial Services Corp EFSC
We take great care to ensure that the data presented and summarized in this overview for ENTERPRISE FINANCIAL SERVICES CORP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding EFSC
View all-
Black Rock Inc. New York, NY3.89MShares$224 Million0.0% of portfolio
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Wellington Management Group LLP Boston, MA2.74MShares$158 Million0.03% of portfolio
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Vanguard Group Inc Valley Forge, PA2.31MShares$133 Million0.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX2.17MShares$125 Million0.03% of portfolio
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Earnest Partners LLC Atlanta, GA1.85MShares$106 Million0.49% of portfolio
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First Trust Advisors LP Wheaton, IL1.4MShares$80.8 Million0.07% of portfolio
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State Street Corp Boston, MA1.11MShares$63.9 Million0.0% of portfolio
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Macquarie Group LTD Australia, C31.05MShares$60.5 Million0.07% of portfolio
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Geode Capital Management, LLC Boston, MA927KShares$53.4 Million0.0% of portfolio
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American Century Companies Inc Kansas City, MO912KShares$52.5 Million0.03% of portfolio
Latest Institutional Activity in EFSC
Top Purchases
Top Sells
About EFSC
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, commercial real estate, construction and land development, residential real estate, agricultural, and consumer loans. In addition, the company offers treasury management and international trade services; tax credit brokerage services consisting of the acquisition of tax credits and sale of these tax credits to clients; and financial and estate planning, investment management, and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations. Further, it offers fiduciary, financial advisory, and merchant processing services; and debit and credit cards. Additionally, the company provides international banking, insurance, internet and mobile banking, remote deposit capture, positive pay, fraud detection and prevention, automated payable, check imaging, and statement and document imaging services; and cash management products, controlled disbursements, repurchase agreements, and sweep investment accounts. It operates banking locations and administrative offices in Arizona, California, Kansas, Missouri, Nevada, and New Mexico market areas, as well as a network of SBA loan production offices and deposit production offices in various states. Enterprise Financial Services Corp was founded in 1988 and is headquartered in Clayton, Missouri.
Insider Transactions at EFSC
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Jun 30
2025
|
Mark G Ponder SEVP, Chief Admin. Officer |
BUY
Other acquisition or disposition
|
Direct |
450
+13.6%
|
$20,700
$46.84 P/Share
|
Jun 30
2025
|
S Turner Keene SEVP, Chief Financial Officer |
BUY
Other acquisition or disposition
|
Direct |
450
+0.78%
|
$20,700
$46.84 P/Share
|
Jun 30
2025
|
Bridget Huffman SEVP, Chief Risk Officer |
BUY
Other acquisition or disposition
|
Direct |
243
+3.87%
|
$11,178
$46.84 P/Share
|
Jun 30
2025
|
Nicole M Iannacone SEVP, Chief Legal Officer |
BUY
Other acquisition or disposition
|
Direct |
450
+2.33%
|
$20,700
$46.84 P/Share
|
Jun 30
2025
|
James Brian Lally CEO |
BUY
Other acquisition or disposition
|
Direct |
450
+0.44%
|
$20,700
$46.84 P/Share
|
Jun 30
2025
|
Douglas Bauche SEVP, Chief Credit Officer |
BUY
Other acquisition or disposition
|
Direct |
431
+1.74%
|
$19,826
$46.84 P/Share
|
Jun 30
2025
|
Troy Dumlao EVP, Chief Accounting Officer |
BUY
Other acquisition or disposition
|
Direct |
450
+5.63%
|
$20,700
$46.84 P/Share
|
Jun 26
2025
|
James Brian Lally CEO |
SELL
Open market or private sale
|
Direct |
1,828
-1.78%
|
$100,540
$55.16 P/Share
|
Jun 24
2025
|
James Brian Lally CEO |
SELL
Open market or private sale
|
Direct |
1,655
-1.59%
|
$91,025
$55.04 P/Share
|
Jun 06
2025
|
Michael E Finn Director |
BUY
Open market or private purchase
|
Direct |
1,500
+49.93%
|
$78,000
$52.38 P/Share
|
May 15
2025
|
James Brian Lally CEO |
SELL
Open market or private sale
|
Direct |
400
-0.38%
|
$22,000
$55.01 P/Share
|
May 13
2025
|
James Brian Lally CEO |
SELL
Open market or private sale
|
Direct |
2,206
-2.06%
|
$121,330
$55.04 P/Share
|
May 12
2025
|
James Brian Lally CEO |
SELL
Open market or private sale
|
Direct |
4,689
-4.2%
|
$257,895
$55.18 P/Share
|
Apr 14
2025
|
Bridget Huffman SEVP, Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
161
-2.7%
|
$7,406
$46.89 P/Share
|
Apr 14
2025
|
Bridget Huffman SEVP, Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
381
+6.01%
|
-
|
Apr 14
2025
|
Troy Dumlao EVP, Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
149
-2.06%
|
$6,854
$46.89 P/Share
|
Apr 14
2025
|
Troy Dumlao EVP, Chief Accounting Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
381
+5.0%
|
-
|
Feb 28
2025
|
James M Havel Director |
SELL
Open market or private sale
|
Direct |
5,525
-26.34%
|
$320,450
$58.47 P/Share
|
Feb 24
2025
|
Bridget Huffman SEVP, Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
90
-1.59%
|
$5,220
$58.12 P/Share
|
Feb 24
2025
|
Bridget Huffman SEVP, Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
213
+3.62%
|
-
|
Last 12 Months Summary
Other acquisition or disposition | 4.54K shares |
---|---|
Exercise of conversion of derivative security | 14K shares |
Grant, award, or other acquisition | 68.4K shares |
Open market or private purchase | 1.5K shares |
Open market or private sale | 211K shares |
---|---|
Other acquisition or disposition | 1.49K shares |
Bona fide gift | 740 shares |
Payment of exercise price or tax liability | 33.1K shares |