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 222 institutions that hold shares in the stock, with a total of 28.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
80
shares
|
$3,154
0.0% of portfolio
|
Q1 2023
Added 15.94%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
70
shares
|
$2,760
0.0% of portfolio
|
Q1 2024
Added 133.33%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
66
shares
|
$2,602
0.0% of portfolio
|
Q4 2023
Reduced 7.04%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
57
shares
|
$2,247
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
51
shares
|
$2,010
0.0% of portfolio
|
Q1 2024
Added 30.77%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
40
shares
|
$1,577
0.0% of portfolio
|
Q2 2022
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
38
shares
|
$1,498
0.0% of portfolio
|
Q4 2023
Added 52.0%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
34
shares
|
$1,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
26
shares
|
$1,025
0.0% of portfolio
|
Q1 2024
Added 766.67%
|
|
Nisa Investment Advisors, LLC
|
May 01, 2024 Q1 2024 |
25
shares
|
$985
0.0% of portfolio
|
Q4 2023
Added 150.0%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
24
shares
|
$946
0.0% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
22
shares
|
$867
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10
shares
|
$394
0.0% of portfolio
|
Q3 2023
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
8
shares
|
$315
0.0% of portfolio
|
Q4 2023
Added 300.0%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
7
shares
|
$276
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
6
shares
|
$236
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
3
shares
|
$118
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
3
shares
|
$118
0.0% of portfolio
|
Q1 2024
New holding
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
1
shares
|
$39
0.0% of portfolio
|
Q3 2023
New holding
|