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 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
5.61KNew |
$238K - $268K
|
5.61K
$320K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-709Closed |
$30.1K - $33.9K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-8.2KClosed |
$348K - $392K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
13.5KNew |
$575K - $647K
|
13.5K
$772K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.96KClosed |
$90.3K - $99.3K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.03KClosed |
$186K - $204K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-48.9KClosed |
$2.25M - $2.48M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-101Closed |
$4.66K - $5.12K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Royce & Associates LP
|
SELL
|
- |
-48.5KClosed |
$2.24M - $2.46M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-134Closed |
$6.18K - $6.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-271Closed |
$12.5K - $13.7K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.1KClosed |
$468K - $514K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100New |
$4.61K - $5.07K
|
100
$5.71K
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
68New |
$2.35K - $3.51K
|
68
$3.88K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-14.3KClosed |
$494K - $735K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-33.9KClosed |
$1.17M - $1.75M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10KClosed |
$346K - $516K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-10.6KClosed |
$368K - $548K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
100KNew |
$3.46M - $5.16M
|
100K
$5.71M
|
|
|
May 14, 2021
Q1 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.65KNew |
$127K - $188K
|
3.65K
$208K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-320Closed |
$11.1K - $16.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-51Closed |
$1.77K - $2.63K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-8.47KClosed |
$293K - $437K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.37KClosed |
$231K - $308K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Winton Group LTD
London, X0 |
SELL
|
- |
-12.1KClosed |
$334K - $444K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Anderson Hoagland & CO
|
SELL
|
- |
-21.7KClosed |
$599K - $797K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-8.49KClosed |
$235K - $312K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-14.3KClosed |
$362K - $475K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-7.1KClosed |
$180K - $236K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-835Closed |
$21.2K - $27.8K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.08KClosed |
$27.5K - $36K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-746KClosed |
$18M - $27.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
765+ 13.63% |
$18.5K - $27.8K
|
6.38K
$364K
|
|
|
Aug 14, 2020
Q2 2020
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$55.7K - $84K
|
2.31K
$132K
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-21Closed |
$507 - $764
|
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
$4.74M
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-540Closed |
$14K - $26.2K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-17Closed |
$440 - $824
|
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
|
|