Institutional Ownership Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 31.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
76
shares
|
$3,996
0.0% of portfolio
|
Q1 2025
Reduced 76.62%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
62
shares
|
$3,259
0.0% of portfolio
|
Q1 2025
Added 106.67%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
58
shares
|
$3,049
0.0% of portfolio
|
Q1 2025
Added 866.67%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
54
shares
|
$2,839
0.0% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
51
shares
|
$2,681
0.0% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
46
shares
|
$2,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
40
shares
|
$2,103
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
40
shares
|
$2,103
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
39
shares
|
$2,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
31
shares
|
$1,629
0.0% of portfolio
|
Q2 2024
Reduced 39.22%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
30
shares
|
$1,577
0.0% of portfolio
|
Q1 2025
Reduced 53.13%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
30
shares
|
$1,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
29
shares
|
$1,524
0.0% of portfolio
|
Q1 2025
Added 141.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
23
shares
|
$1,209
0.0% of portfolio
|
Q4 2024
Reduced 34.29%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
21
shares
|
$1,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
18
shares
|
$946
0.0% of portfolio
|
Q1 2025
Reduced 41.94%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10
shares
|
$525
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8
shares
|
$420
0.0% of portfolio
|
Q4 2023
Added 300.0%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
7
shares
|
$368
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
7
shares
|
$368
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5
shares
|
$262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
4
shares
|
$210
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
2
shares
|
$105
0.0% of portfolio
|
Q1 2025
Reduced 99.58%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
2
shares
|
$105
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2
shares
|
$105
0.0% of portfolio
|
Q1 2025
New holding
|