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, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-38.3K- 26.31% |
$1.71M - $2.05M
|
107K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
35.4KNew |
$1.58M - $1.89M
|
35.4K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
23.8KNew |
$1.06M - $1.27M
|
23.8K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.65KNew |
$208K - $249K
|
4.65K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.16KNew |
$409K - $491K
|
9.16K
$523K
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
6.49KNew |
$290K - $348K
|
6.49K
$370K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
5.71KNew |
$255K - $306K
|
5.71K
$326K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-70.8K- 96.09% |
$3.16M - $3.79M
|
2.88K
$164K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.41KNew |
$197K - $236K
|
4.41K
$252K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$89.4 - $107
|
2
$114
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-40.2K- 78.56% |
$1.8M - $2.15M
|
11K
$626K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33New |
$1.47K - $1.77K
|
33
$1.88K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.13KNew |
$185K - $221K
|
4.13K
$236K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-19Closed |
$389 - $914
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8New |
$164 - $385
|
8
$456
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30+ 63.83% |
$615 - $1.44K
|
77
$4.39K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
593+ 2.5% |
$12.2K - $28.5K
|
24.3K
$1.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-9.88K- 1.18% |
$203K - $475K
|
828K
$47.3M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-33.5K- 24.39% |
$1.39M - $1.61M
|
104K
$5.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-190- 1.64% |
$7.89K - $9.12K
|
11.4K
$651K
|
|
|
Aug 12, 2022
Q2 2022
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-10K- 69.52% |
$415K - $480K
|
4.38K
$250K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-9.6KClosed |
$398K - $461K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
40New |
$1.66K - $1.92K
|
40
$2.28K
|
|
|
Aug 08, 2022
Q2 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-4.33KClosed |
$179K - $208K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28- 0.33% |
$1.16K - $1.34K
|
8.45K
$482K
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-8.24K- 4.52% |
$342K - $396K
|
174K
$9.92M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-473- 18.61% |
$19.6K - $22.7K
|
2.07K
$118K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-220Closed |
$9.13K - $10.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2KClosed |
$464K - $537K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
282+ 46.0% |
$11.7K - $13.5K
|
895
$51.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-60Closed |
$2.49K - $2.88K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
265New |
$12.3K - $13.6K
|
265
$15.1K
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.33KClosed |
$248K - $273K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-5.35KClosed |
$249K - $275K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Salzhauer Michael
|
SELL
|
- |
-7.59K- 26.91% |
$353K - $390K
|
20.6K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-600- 31.58% |
$27.9K - $30.8K
|
1.3K
$74.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-196Closed |
$9.13K - $10.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.16KClosed |
$328K - $354K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-9.29KClosed |
$426K - $460K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-19.3KClosed |
$883K - $955K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-1.9KClosed |
$87K - $94.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-50KClosed |
$2.29M - $2.48M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-451Closed |
$20.7K - $22.3K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-100KClosed |
$4.59M - $4.96M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Patriot Financial Partners Gp, LP
Radnor, PA |
SELL
|
- |
-406KClosed |
$18.6M - $20.1M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-128KClosed |
$5.88M - $6.35M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
8.37KNew |
$355K - $400K
|
8.37K
$478K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9New |
$382 - $430
|
9
$514
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.37KClosed |
$185K - $209K
|
0
$0
|
|