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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30K+ 298.88% |
$1.11M - $1.32M
|
40K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
22.7K+ 185.74% |
$837K - $999K
|
34.9K
$1.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
6.42KNew |
$237K - $283K
|
6.42K
$366K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$369 - $441
|
10
$571
|
|
| 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
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.3KNew |
$387K - $458K
|
10.3K
$587K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
512+ 2.08% |
$19.3K - $22.8K
|
25.1K
$1.43M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
209KNew |
$9.29M - $11.7M
|
209K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
65.1KNew |
$2.89M - $3.63M
|
65.1K
$3.71M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.5KNew |
$600K - $756K
|
13.5K
$773K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
7.7KNew |
$341K - $430K
|
7.7K
$439K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7KNew |
$310K - $391K
|
7K
$399K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.72KNew |
$254K - $319K
|
5.72K
$326K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
5.17KNew |
$229K - $288K
|
5.17K
$295K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
562New |
$24.9K - $31.4K
|
562
$32.1K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
541+ 3.58% |
$24K - $30.2K
|
15.7K
$894K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.2K - $14.1K
|
253
$14.4K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
106New |
$4.7K - $5.92K
|
106
$6.05K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
74New |
$3.28K - $4.13K
|
74
$4.22K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
69New |
$3.06K - $3.85K
|
69
$3.94K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10New |
$444 - $558
|
10
$571
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 9.21% |
$310 - $391
|
83
$4.74K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 66.67% |
$88.7 - $112
|
5
$285
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$44.4 - $55.8
|
1
$57.1
|
|
| Q4 2022 | |||||||
|
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
|
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 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.25KNew |
$235K - $281K
|
5.25K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.65KNew |
$208K - $249K
|
4.65K
$265K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.41KNew |
$197K - $236K
|
4.41K
$252K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.13KNew |
$185K - $221K
|
4.13K
$236K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.8KNew |
$125K - $150K
|
2.8K
$160K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
825New |
$36.9K - $44.2K
|
825
$47.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33New |
$1.47K - $1.77K
|
33
$1.88K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$89.4 - $107
|
2
$114
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
593+ 2.5% |
$12.2K - $28.5K
|
24.3K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30+ 63.83% |
$615 - $1.44K
|
77
$4.39K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8New |
$164 - $385
|
8
$456
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
282+ 46.0% |
$11.7K - $13.5K
|
895
$51.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
40New |
$1.66K - $1.92K
|
40
$2.28K
|
|
|
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
$15.1K
|
|
| Q3 2021 | |||||||
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
13.5KNew |
$575K - $647K
|
13.5K
$772K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
8.37KNew |
$355K - $400K
|
8.37K
$478K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
5.61KNew |
$238K - $268K
|
5.61K
$320K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9New |
$382 - $430
|
9
$514
|
|
| Q2 2021 | |||||||
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100New |
$4.61K - $5.07K
|
100
$5.71K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
100KNew |
$3.46M - $5.16M
|
100K
$5.71M
|
|