Latest Institutional Transactions on Enterprise Financial Services Corp (EFSC)
This table provides information on the latest institutional transactions involving Enterprise Financial Services Corp (EFSC) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
64K+ 7.54% |
$3.44M - $3.96M
|
912K
$52M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
41.8K+ 4.72% |
$2.24M - $2.59M
|
927K
$52.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.82K- 15.81% |
$205K - $237K
|
20.3K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.91K- 2.34% |
$479K - $552K
|
371K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-35.3K- 37.81% |
$1.9M - $2.18M
|
58K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
593New |
$31.9K - $36.7K
|
593
$33.8K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.9K+ 10.73% |
$963K - $1.11M
|
185K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.74K- 5.78% |
$416K - $480K
|
126K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.74MNew |
$147M - $170M
|
2.74M
$157M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 12.17% |
$69.2K - $79.7K
|
9.29K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
160+ 0.58% |
$8.6K - $9.91K
|
27.9K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 41.94% |
$699 - $805
|
18
$1.03K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.2K- 1.64% |
$64.5K - $74.3K
|
72K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
7.93KNew |
$426K - $491K
|
7.93K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.28K+ 14.13% |
$176K - $203K
|
26.5K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-24K- 34.94% |
$1.29M - $1.48M
|
44.6K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.79KNew |
$204K - $235K
|
3.79K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.47K- 3.01% |
$133K - $153K
|
79.8K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
426KNew |
$22.9M - $26.4M
|
426K
$24.3M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
1.37K+ 3.18% |
$73.8K - $85.1K
|
44.6K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-108K- 19.1% |
$5.8M - $6.69M
|
457K
$26.1M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-30.7K- 4.42% |
$1.65M - $1.9M
|
664K
$37.9M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-53.9K- 19.58% |
$2.9M - $3.34M
|
221K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
225K+ 10.79% |
$12.1M - $14M
|
2.31M
$132M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 75.0% |
$161 - $186
|
7
$399
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
51.9K+ 11.88% |
$2.79M - $3.21M
|
489K
$27.9M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 0.86% |
$1.99K - $2.29K
|
4.36K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
596+ 302.54% |
$32K - $36.9K
|
793
$45.2K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.52K- 24.2% |
$136K - $156K
|
7.9K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-110- 1.95% |
$5.91K - $6.81K
|
5.52K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
69+ 6.97% |
$3.71K - $4.27K
|
1.06K
$60.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-169- 4.13% |
$9.08K - $10.5K
|
3.93K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.42K- 5.36% |
$399K - $460K
|
131K
$7.48M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-31- 0.36% |
$1.67K - $1.92K
|
8.58K
$490K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-374- 3.33% |
$20.1K - $23.2K
|
10.9K
$620K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164+ 2.36% |
$8.81K - $10.2K
|
7.13K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
1.32KNew |
$70.8K - $81.6K
|
1.32K
$75.1K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46New |
$2.47K - $2.85K
|
46
$2.62K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.48K+ 78.37% |
$241K - $277K
|
10.2K
$582K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.08K+ 2.71% |
$58.1K - $67K
|
41K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
178+ 2.15% |
$9.57K - $11K
|
8.47K
$483K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
88.8KNew |
$4.77M - $5.5M
|
88.8K
$5.07M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.93K+ 19.82% |
$104K - $119K
|
11.6K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-546- 12.76% |
$29.3K - $33.8K
|
3.73K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-7.04K- 5.77% |
$379K - $436K
|
115K
$6.56M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
2.98K+ 1.74% |
$160K - $184K
|
174K
$9.94M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
26.5KNew |
$1.43M - $1.64M
|
26.5K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-677- 1.42% |
$36.4K - $41.9K
|
47.1K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
52+ 866.67% |
$2.79K - $3.22K
|
58
$3.31K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 4.95% |
$269 - $310
|
106
$6.05K
|