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 14, 2020
Q2 2020
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-746KClosed |
$18M - $27.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-799Closed |
$19.3K - $29.1K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-65.3KClosed |
$1.58M - $2.38M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-278Closed |
$6.71K - $10.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Employees Retirement System Of Texas
|
SELL
|
- |
-11.4KClosed |
$294K - $550K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
83KNew |
$2.15M - $4.02M
|
83K
$4.9M
|
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-17Closed |
$440 - $824
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-540Closed |
$14K - $26.2K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-5.88KClosed |
$152K - $285K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.99KClosed |
$78.3K - $96.3K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-5.63KClosed |
$222K - $273K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-19.5KClosed |
$766K - $943K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.09KClosed |
$233K - $261K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-114KClosed |
$4.34M - $4.86M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-19.5KClosed |
$747K - $837K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-11.3KClosed |
$431K - $482K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
113New |
$4.32K - $4.84K
|
113
$6.68K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-113KClosed |
$4.42M - $5M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-24.1KClosed |
$944K - $1.07M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-80Closed |
$3.14K - $3.55K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.58KClosed |
$219K - $247K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-2.5KClosed |
$98K - $111K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-1.39KClosed |
$54.4K - $61.6K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Ubs Group Ag
|
BUY
|
CALL |
23K+ 22.55% |
$875K - $1.07M
|
125K
$7.39M
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-500Closed |
$19K - $23.3K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-905Closed |
$34.4K - $42.2K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-12.8KClosed |
$487K - $597K
|
0
$0
|
|
|
Apr 18, 2019
Q1 2019
|
Brookstone Capital Management
|
SELL
|
- |
-5.58KClosed |
$212K - $260K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.49KClosed |
$165K - $237K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
12.9KNew |
$476K - $681K
|
12.9K
$762K
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-962Closed |
$35.5K - $50.8K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$590K - $845K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Atwood & Palmer Inc
|
BUY
|
- |
2.46KNew |
$90.7K - $130K
|
2.46K
$145K
|
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-16Closed |
$590 - $845
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-51Closed |
$2.7K - $2.95K
|
0
$0
|
|
|
Oct 17, 2018
Q3 2018
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-265Closed |
$14K - $15.3K
|
0
$0
|
|
|
Oct 17, 2018
Q3 2018
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100Closed |
$5.29K - $5.79K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-15KClosed |
$695K - $850K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-10.2KClosed |
$471K - $576K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Opus Capital Group, LLC
|
SELL
|
- |
-46.2KClosed |
$2.14M - $2.62M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
39.6K+ 5095.76% |
$1.79M - $1.97M
|
40.4K
$2.39M
|
|
|
May 10, 2018
Q1 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-26KClosed |
$1.17M - $1.29M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-7.94KClosed |
$358K - $394K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10.6KClosed |
$480K - $527K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.8KClosed |
$216K - $238K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 08, 2018
Q4 2017
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-18- 39.13% |
$756 - $826
|
28
$1.65K
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-89.9KClosed |
$3.78M - $4.13M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Mckinley Capital Management LLC
|
SELL
|
- |
-44.3KClosed |
$1.63M - $1.88M
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-76.2KClosed |
$2.8M - $3.24M
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-224Closed |
$8.23K - $9.51K
|
0
$0
|
|