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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
2.8K+ 44.44% |
$105K - $115K
|
9.1K
$538K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
101New |
$3.79K - $4.13K
|
101
$5.97K
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700New |
$26.3K - $28.6K
|
700
$41.4K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
769New |
$28.9K - $31.5K
|
769
$45.4K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
28New |
$1.05K - $1.15K
|
28
$1.65K
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
902+ 11.26% |
$33.9K - $36.9K
|
8.91K
$527K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
94New |
$3.53K - $3.85K
|
94
$5.55K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6+ 24.0% |
$225 - $245
|
31
$1.83K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
462New |
$17.3K - $18.9K
|
462
$27.3K
|
|
Q1 2024 | |||||||
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-21- 21.65% |
$789 - $947
|
76
$4.49K
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-214- 0.48% |
$8.04K - $9.65K
|
43.9K
$2.6M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1+ 0.01% |
$37.6 - $45.1
|
8.53K
$504K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.02KNew |
$264K - $317K
|
7.02K
$415K
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.76KNew |
$217K - $260K
|
5.76K
$341K
|
|
May 15, 2024
Q1 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-41.9K- 29.9% |
$1.57M - $1.89M
|
98.2K
$5.8M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
125K+ 124.35% |
$4.68M - $5.62M
|
225K
$13.3M
|
|
May 15, 2024
Q1 2024
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-3.5K- 6.38% |
$131K - $158K
|
51.3K
$3.03M
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.1KNew |
$529K - $636K
|
14.1K
$832K
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.49KNew |
$93.6K - $112K
|
2.49K
$147K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35+ 0.67% |
$1.31K - $1.58K
|
5.23K
$309K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-171- 8.17% |
$6.42K - $7.71K
|
1.92K
$114K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.83K+ 87.36% |
$68.8K - $82.6K
|
3.93K
$232K
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
5.9KNew |
$222K - $266K
|
5.9K
$349K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-153- 0.85% |
$5.75K - $6.9K
|
17.9K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.14KNew |
$306K - $367K
|
8.14K
$481K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.42K+ 20.0% |
$90.8K - $109K
|
14.5K
$857K
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.01KNew |
$226K - $271K
|
6.01K
$355K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.43K+ 7.84% |
$129K - $155K
|
47.2K
$2.79M
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
15.3KNew |
$573K - $689K
|
15.3K
$902K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.07KNew |
$341K - $409K
|
9.07K
$536K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.41K- 32.55% |
$90.5K - $109K
|
4.99K
$295K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.3K- 23.49% |
$874K - $1.05M
|
75.8K
$4.48M
|
|
May 06, 2024
Q1 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-211K- 69.58% |
$7.94M - $9.53M
|
92.4K
$5.46M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22New |
$827 - $992
|
22
$1.3K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40+ 133.33% |
$1.5K - $1.8K
|
70
$4.14K
|
|
May 01, 2024
Q1 2024
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-20K- 2.76% |
$751K - $902K
|
704K
$41.6M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-853- 5.22% |
$32K - $38.5K
|
15.5K
$915K
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
306+ 3.32% |
$11.5K - $13.8K
|
9.53K
$563K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$225 - $271
|
6
$354
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
57New |
$2.14K - $2.57K
|
57
$3.37K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 25.0% |
$37.6 - $45.1
|
3
$177
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7New |
$263 - $316
|
7
$414
|
|
Q4 2023 | |||||||
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$33.6 - $45.6
|
1
$59.1
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.85KNew |
$163K - $221K
|
4.85K
$286K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-5.9K- 46.09% |
$198K - $269K
|
6.9K
$408K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
16.2KNew |
$545K - $740K
|
16.2K
$959K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.44KNew |
$81.9K - $111K
|
2.44K
$144K
|
|
Feb 14, 2024
Q4 2023
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
15.5KNew |
$521K - $707K
|
15.5K
$916K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-801- 3.05% |
$26.9K - $36.5K
|
25.5K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-636- 11.77% |
$21.4K - $29K
|
4.77K
$282K
|