Latest Institutional Purchases of Enterprise Financial Services Corp (EFSC)
This list provides information on the latest institutional transactions involving Enterprise Financial Services Corp (EFSC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$225 - $271
|
6
$351
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1+ 0.01% |
$37.6 - $45.1
|
8.53K
$500K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
16.2KNew |
$545K - $740K
|
16.2K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
15.5KNew |
$521K - $707K
|
15.5K
$908K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
12.8KNew |
$431K - $586K
|
12.8K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
10.8KNew |
$364K - $494K
|
10.8K
$635K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5KNew |
$168K - $228K
|
5K
$293K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.85KNew |
$163K - $221K
|
4.85K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.57KNew |
$154K - $208K
|
4.57K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.62K+ 90.0% |
$88K - $119K
|
5.53K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.44KNew |
$81.9K - $111K
|
2.44K
$143K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
155New |
$5.21K - $7.07K
|
155
$9.08K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
73New |
$2.45K - $3.33K
|
73
$4.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 300.0% |
$202 - $274
|
8
$469
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$33.6 - $45.6
|
1
$58.6
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$33.6 - $45.6
|
5.34K
$313K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
231KNew |
$8.53M - $10.2M
|
231K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30K+ 298.88% |
$1.11M - $1.32M
|
40K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
22.7K+ 185.74% |
$837K - $999K
|
34.9K
$2.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
6.42KNew |
$237K - $283K
|
6.42K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
775+ 27.36% |
$28.6K - $34.1K
|
3.61K
$211K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
102+ 3.27% |
$3.77K - $4.49K
|
3.22K
$189K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$369 - $441
|
10
$586
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1New |
$36.9 - $44.1
|
1
$58.6
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
38.5KNew |
$1.45M - $1.71M
|
38.5K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.3KNew |
$387K - $458K
|
10.3K
$603K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.37KNew |
$240K - $284K
|
6.37K
$373K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
512+ 2.08% |
$19.3K - $22.8K
|
25.1K
$1.47M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
209KNew |
$9.29M - $11.7M
|
209K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
65.1KNew |
$2.89M - $3.63M
|
65.1K
$3.81M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.5KNew |
$600K - $756K
|
13.5K
$793K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.2K+ 63.42% |
$408K - $513K
|
23.7K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
7.7KNew |
$341K - $430K
|
7.7K
$451K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7KNew |
$310K - $391K
|
7K
$410K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.72KNew |
$254K - $319K
|
5.72K
$335K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
5.17KNew |
$229K - $288K
|
5.17K
$303K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.16K+ 18.54% |
$95.8K - $121K
|
13.8K
$809K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
562New |
$24.9K - $31.4K
|
562
$32.9K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
541+ 3.58% |
$24K - $30.2K
|
15.7K
$918K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.2K - $14.1K
|
253
$14.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$8.87K - $11.2K
|
200
$11.7K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
106New |
$4.7K - $5.92K
|
106
$6.21K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
74New |
$3.28K - $4.13K
|
74
$4.33K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
69New |
$3.06K - $3.85K
|
69
$4.04K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10New |
$444 - $558
|
10
$586
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 9.21% |
$310 - $391
|
83
$4.86K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 66.67% |
$88.7 - $112
|
5
$293
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$44.4 - $55.8
|
1
$58.6
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
35.4KNew |
$1.58M - $1.89M
|
35.4K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
23.8KNew |
$1.06M - $1.27M
|
23.8K
$1.39M
|
|