Purchases and Sales Made in Q1 2023 in Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC) during Q1 2023. The information is specifically focused on institutions that hold shares of ENTERPRISE FINANCIAL SERVICES CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
253New |
$11.2K - $14.1K
|
253
$14.9K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
237New |
$10.5K - $13.2K
|
237
$14K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$8.87K - $11.2K
|
200
$11.8K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
187+ 7.07% |
$8.29K - $10.4K
|
2.83K
$167K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
138+ 0.56% |
$6.12K - $7.7K
|
24.6K
$1.45M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
135New |
$5.99K - $7.54K
|
135
$7.98K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
106New |
$4.7K - $5.92K
|
106
$6.26K
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
86+ 0.47% |
$3.81K - $4.8K
|
18.4K
$1.09M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
74New |
$3.28K - $4.13K
|
74
$4.37K
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
70+ 0.5% |
$3.1K - $3.91K
|
14K
$824K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
69New |
$3.06K - $3.85K
|
69
$4.08K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
51+ 1.78% |
$2.26K - $2.85K
|
2.92K
$173K
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
40+ 0.24% |
$1.77K - $2.23K
|
16.4K
$968K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
36New |
$1.6K - $2.01K
|
36
$2.13K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35+ 0.12% |
$1.55K - $1.95K
|
30.1K
$1.78M
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18+ 0.31% |
$798 - $1K
|
5.89K
$348K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 18.57% |
$577 - $726
|
83
$4.9K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 15.94% |
$488 - $614
|
80
$4.73K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10New |
$444 - $558
|
10
$591
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 28.57% |
$355 - $447
|
36
$2.13K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 9.21% |
$310 - $391
|
83
$4.9K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4+ 1.39% |
$177 - $223
|
291
$17.2K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4+ 1.39% |
$177 - $223
|
291
$17.2K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 75.0% |
$133 - $167
|
7
$414
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 42.86% |
$133 - $167
|
10
$591
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 66.67% |
$88.7 - $112
|
5
$295
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 100.0% |
$88.7 - $112
|
4
$236
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$44.4 - $55.8
|
1
$59.1
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3- 0.01% |
$133 - $167
|
42.3K
$2.5M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4- 0.08% |
$177 - $223
|
5.23K
$309K
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-6- 0.03% |
$266 - $335
|
21K
$1.24M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13- 10.16% |
$577 - $726
|
115
$6.79K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-28- 0.35% |
$1.24K - $1.56K
|
7.96K
$470K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-49- 10.19% |
$2.17K - $2.74K
|
432
$25.5K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.06% |
$2.22K - $2.79K
|
87.6K
$5.18M
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-79- 0.16% |
$3.5K - $4.41K
|
49K
$2.89M
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-256- 11.97% |
$11.4K - $14.3K
|
1.88K
$111K
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-300- 7.14% |
$13.3K - $16.7K
|
3.9K
$230K
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-400- 3.81% |
$17.7K - $22.3K
|
10.1K
$596K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-498- 8.42% |
$22.1K - $27.8K
|
5.41K
$320K
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-512- 7.53% |
$22.7K - $28.6K
|
6.29K
$371K
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-600- 7.11% |
$26.6K - $33.5K
|
7.84K
$463K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-607- 57.21% |
$26.9K - $33.9K
|
454
$26.8K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-634- 8.18% |
$28.1K - $35.4K
|
7.12K
$420K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-635- 1.42% |
$28.2K - $35.5K
|
44.2K
$2.61M
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-847- 18.51% |
$37.6K - $47.3K
|
3.73K
$220K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.1K- 2.78% |
$48.8K - $61.4K
|
38.5K
$2.27M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.3K- 14.8% |
$57.7K - $72.6K
|
7.48K
$442K
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.36K- 23.15% |
$60.2K - $75.8K
|
4.51K
$266K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.38K- 11.48% |
$61.1K - $76.9K
|
10.6K
$627K
|