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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
16KNew |
$715K - $857K
|
16K
$937K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.16KNew |
$409K - $491K
|
9.16K
$537K
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
6.49KNew |
$290K - $348K
|
6.49K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
5.71KNew |
$255K - $306K
|
5.71K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.25KNew |
$235K - $281K
|
5.25K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.65KNew |
$208K - $249K
|
4.65K
$272K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.41KNew |
$197K - $236K
|
4.41K
$258K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.13KNew |
$185K - $221K
|
4.13K
$242K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.8KNew |
$125K - $150K
|
2.8K
$164K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
825New |
$36.9K - $44.2K
|
825
$48.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33New |
$1.47K - $1.77K
|
33
$1.93K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$89.4 - $107
|
2
$117
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
593+ 2.5% |
$12.2K - $28.5K
|
24.3K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30+ 63.83% |
$615 - $1.44K
|
77
$4.51K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8New |
$164 - $385
|
8
$469
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
282+ 46.0% |
$11.7K - $13.5K
|
895
$52.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
40New |
$1.66K - $1.92K
|
40
$2.34K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 1.67% |
$41.5 - $48
|
61
$3.57K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
265New |
$12.3K - $13.6K
|
265
$15.5K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
45.2KNew |
$1.92M - $2.16M
|
45.2K
$2.65M
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
13.5KNew |
$575K - $647K
|
13.5K
$793K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
8.37KNew |
$355K - $400K
|
8.37K
$490K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
5.61KNew |
$238K - $268K
|
5.61K
$329K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9New |
$382 - $430
|
9
$527
|
|
| Q2 2021 | |||||||
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100New |
$4.61K - $5.07K
|
100
$5.86K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
100KNew |
$3.46M - $5.16M
|
100K
$5.86M
|
|
|
May 14, 2021
Q1 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.65KNew |
$127K - $188K
|
3.65K
$214K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
68New |
$2.35K - $3.51K
|
68
$3.98K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.31KNew |
$55.7K - $84K
|
2.31K
$135K
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
765+ 13.63% |
$18.5K - $27.8K
|
6.38K
$374K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
83KNew |
$2.15M - $4.02M
|
83K
$4.86M
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
113New |
$4.32K - $4.84K
|
113
$6.62K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Ubs Group Ag
|
BUY
|
CALL |
23K+ 22.55% |
$875K - $1.07M
|
125K
$7.32M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
12.9KNew |
$476K - $681K
|
12.9K
$756K
|
|
|
Feb 01, 2019
Q4 2018
|
Atwood & Palmer Inc
|
BUY
|
- |
2.46KNew |
$90.7K - $130K
|
2.46K
$144K
|
|
| 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
$2.37M
|
|