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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$33.6 - $45.6
|
5.34K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.57KNew |
$154K - $208K
|
4.57K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.62K+ 90.0% |
$88K - $119K
|
5.53K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
10.8KNew |
$364K - $494K
|
10.8K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
12.8KNew |
$431K - $586K
|
12.8K
$759K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5KNew |
$168K - $228K
|
5K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 300.0% |
$202 - $274
|
8
$473
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.72K- 4.78% |
$91.3K - $124K
|
54.2K
$3.2M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-179- 2.24% |
$6.01K - $8.16K
|
7.81K
$461K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
155New |
$5.21K - $7.07K
|
155
$9.16K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
73New |
$2.45K - $3.33K
|
73
$4.31K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1New |
$36.9 - $44.1
|
1
$59.1
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
22.7K+ 185.74% |
$837K - $999K
|
34.9K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30K+ 298.88% |
$1.11M - $1.32M
|
40K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
231KNew |
$8.53M - $10.2M
|
231K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
775+ 27.36% |
$28.6K - $34.1K
|
3.61K
$213K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
102+ 3.27% |
$3.77K - $4.49K
|
3.22K
$190K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.13K- 16.1% |
$41.8K - $49.9K
|
5.9K
$349K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$369 - $441
|
10
$591
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
6.42KNew |
$237K - $283K
|
6.42K
$379K
|
|
| Q2 2023 | |||||||
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-58- 5.16% |
$2.18K - $2.58K
|
1.07K
$63K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.3KNew |
$387K - $458K
|
10.3K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-24K- 81.7% |
$904K - $1.07M
|
5.39K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
38.5KNew |
$1.45M - $1.71M
|
38.5K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-50.3K- 17.59% |
$1.89M - $2.24M
|
236K
$13.9M
|
|
|
Aug 10, 2023
Q2 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-947- 1.35% |
$35.6K - $42.2K
|
69.4K
$4.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.37KNew |
$240K - $284K
|
6.37K
$376K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
512+ 2.08% |
$19.3K - $22.8K
|
25.1K
$1.48M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-988- 13.88% |
$37.2K - $44K
|
6.13K
$362K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.72KNew |
$254K - $319K
|
5.72K
$338K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
69New |
$3.06K - $3.85K
|
69
$4.08K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.2K - $14.1K
|
253
$14.9K
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-11.5K- 54.39% |
$509K - $641K
|
9.63K
$569K
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
65.1KNew |
$2.89M - $3.63M
|
65.1K
$3.84M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
562New |
$24.9K - $31.4K
|
562
$33.2K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
5.17KNew |
$229K - $288K
|
5.17K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
7.7KNew |
$341K - $430K
|
7.7K
$455K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.36K- 23.15% |
$60.2K - $75.8K
|
4.51K
$266K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10New |
$444 - $558
|
10
$591
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.16K+ 18.54% |
$95.8K - $121K
|
13.8K
$816K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-83.4K- 85.8% |
$3.7M - $4.66M
|
13.8K
$815K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 9.21% |
$310 - $391
|
83
$4.9K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
209KNew |
$9.29M - $11.7M
|
209K
$12.4M
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-4K- 23.53% |
$177K - $223K
|
13K
$768K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
541+ 3.58% |
$24K - $30.2K
|
15.7K
$926K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7KNew |
$310K - $391K
|
7K
$414K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$44.4 - $55.8
|
1
$59.1
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 66.67% |
$88.7 - $112
|
5
$295
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
106New |
$4.7K - $5.92K
|
106
$6.26K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.5KNew |
$600K - $756K
|
13.5K
$800K
|
|