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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19+ 0.32% |
$740 - $1.03K
|
6.02K
$356K
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
1.84K+ 0.85% |
$71.5K - $99.1K
|
219K
$12.9M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.22K+ 46.15% |
$47.6K - $66K
|
3.87K
$229K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
15.5K+ 52.08% |
$604K - $837K
|
45.3K
$2.67M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 0.51% |
$857 - $1.19K
|
4.31K
$254K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.74K+ 7.8% |
$67.8K - $94K
|
24.1K
$1.42M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
21New |
$818 - $1.13K
|
21
$1.24K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.69K+ 55.7% |
$144K - $199K
|
10.3K
$610K
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-31.4K- 24.57% |
$1.22M - $1.7M
|
96.5K
$5.7M
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
5.21KNew |
$203K - $281K
|
5.21K
$308K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.4K- 20.21% |
$54.6K - $75.7K
|
5.54K
$327K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3New |
$117 - $162
|
3
$177
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37+ 0.56% |
$1.44K - $2K
|
6.64K
$392K
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-14K- 41.04% |
$544K - $755K
|
20.1K
$1.19M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
166New |
$6.46K - $8.96K
|
166
$9.81K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92+ 19.57% |
$3.58K - $4.97K
|
562
$33.2K
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-36.7K- 5.64% |
$1.43M - $1.98M
|
615K
$36.3M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 150.0% |
$584 - $810
|
25
$1.48K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-302- 6.97% |
$11.8K - $16.3K
|
4.03K
$238K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-40- 0.3% |
$1.56K - $2.16K
|
13.5K
$798K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.63% |
$117 - $162
|
479
$28.3K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.8K+ 18.37% |
$265K - $367K
|
43.8K
$2.59M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 65.57% |
$1.56K - $2.16K
|
21
$1.24K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-642- 75.0% |
$25K - $34.7K
|
214
$12.6K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
183+ 47.53% |
$7.13K - $9.88K
|
568
$33.6K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8+ 23.53% |
$312 - $432
|
42
$2.48K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.2KNew |
$397K - $550K
|
10.2K
$602K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-160- 4.0% |
$6.01K - $6.55K
|
3.84K
$227K
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-27.4K- 36.17% |
$1.03M - $1.12M
|
48.4K
$2.86M
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
43+ 10.7% |
$1.61K - $1.76K
|
445
$26.3K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.8K+ 286.05% |
$932K - $1.02M
|
33.5K
$1.98M
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.54K+ 23.53% |
$208K - $227K
|
29.1K
$1.72M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13New |
$488 - $532
|
13
$768
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-49- 0.56% |
$1.84K - $2K
|
8.71K
$514K
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.1K- 6.04% |
$41.3K - $45K
|
17.1K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.3K+ 12.03% |
$86.2K - $93.9K
|
21.4K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.95KNew |
$223K - $243K
|
5.95K
$352K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
141K+ 3.75% |
$5.27M - $5.75M
|
3.89M
$230M
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
67+ 5.55% |
$2.52K - $2.74K
|
1.28K
$75.3K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9- 13.64% |
$338 - $368
|
57
$3.37K
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
499+ 10.04% |
$18.7K - $20.4K
|
5.47K
$323K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
173New |
$6.49K - $7.08K
|
173
$10.2K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.16KNew |
$156K - $170K
|
4.16K
$246K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
30.8K+ 164.59% |
$1.16M - $1.26M
|
49.5K
$2.92M
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
229+ 0.78% |
$8.6K - $9.37K
|
29.5K
$1.74M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
410+ 4.14% |
$15.4K - $16.8K
|
10.3K
$609K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-20- 39.22% |
$751 - $818
|
31
$1.83K
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.25K- 70.27% |
$47K - $51.3K
|
530
$31.3K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83New |
$3.12K - $3.4K
|
83
$4.9K
|