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 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
100+ 2.38% |
$5.37K - $6.2K
|
4.3K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
619+ 13.33% |
$33.3K - $38.3K
|
5.26K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
5.3K+ 0.94% |
$285K - $328K
|
572K
$32.6M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-157- 0.67% |
$8.44K - $9.73K
|
23.4K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
570+ 83.58% |
$30.6K - $35.3K
|
1.25K
$71.4K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-227- 2.09% |
$12.2K - $14.1K
|
10.6K
$606K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.1K- 4.61% |
$167K - $192K
|
64.1K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-34- 53.13% |
$1.83K - $2.11K
|
30
$1.71K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-727- 15.23% |
$39.1K - $45K
|
4.05K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 3.19% |
$860 - $991
|
518
$29.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
330+ 1064.52% |
$17.7K - $20.4K
|
361
$20.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39New |
$2.1K - $2.42K
|
39
$2.23K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.34KNew |
$341K - $393K
|
6.34K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.28K- 5.6% |
$123K - $141K
|
38.4K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.94K- 3.95% |
$266K - $306K
|
120K
$6.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.96K+ 11.37% |
$105K - $122K
|
19.2K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.01K- 17.27% |
$215K - $248K
|
19.2K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.18KNew |
$117K - $135K
|
2.18K
$124K
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-5.48K- 5.17% |
$295K - $340K
|
101K
$5.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4+ 0.31% |
$215 - $248
|
1.28K
$73K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.18K+ 53.88% |
$117K - $135K
|
6.23K
$356K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-828- 0.14% |
$44.5K - $51.3K
|
584K
$33.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19+ 0.31% |
$1.02K - $1.18K
|
6.05K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-30Closed |
$1.61K - $1.86K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
5.35KNew |
$287K - $331K
|
5.35K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-456- 1.46% |
$24.5K - $28.2K
|
30.8K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.07% |
$484 - $558
|
13.5K
$772K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5K+ 71.02% |
$269K - $310K
|
12K
$687K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$269 - $310
|
5
$285
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$215 - $248
|
5.63K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
525New |
$28.2K - $32.5K
|
525
$30K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.67KNew |
$197K - $227K
|
3.67K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
925New |
$49.7K - $57.3K
|
925
$52.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.47% |
$107 - $124
|
432
$24.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-23.9K- 98.14% |
$1.29M - $1.48M
|
454
$25.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$107 - $124
|
2
$114
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
63.7KNew |
$3.42M - $3.95M
|
63.7K
$3.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 60.0% |
$806 - $929
|
40
$2.28K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$161 - $186
|
4
$228
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.42K+ 8.5% |
$119K - $148K
|
30.9K
$1.76M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
844+ 3.56% |
$41.4K - $51.8K
|
24.6K
$1.4M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.92K- 4.72% |
$143K - $179K
|
59K
$3.37M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
6.25KNew |
$306K - $384K
|
6.25K
$357K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 10.53% |
$294 - $368
|
51
$2.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.52K- 10.0% |
$222K - $277K
|
40.7K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-20.2K- 78.94% |
$990K - $1.24M
|
5.39K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
170KNew |
$8.35M - $10.5M
|
170K
$9.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
108K+ 33.47% |
$5.29M - $6.63M
|
431K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-15.2K- 26.41% |
$744K - $932K
|
42.3K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.61KNew |
$177K - $222K
|
3.61K
$206K
|
|