Purchases and Sales Made in Q1 2025 in Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39New |
$2.1K - $2.42K
|
39
$2.23K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 0.86% |
$1.99K - $2.29K
|
4.36K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 106.67% |
$1.72K - $1.98K
|
62
$3.54K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
30New |
$1.61K - $1.86K
|
30
$1.71K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19+ 0.31% |
$1.02K - $1.18K
|
6.05K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
17+ 141.67% |
$914 - $1.05K
|
29
$1.65K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 3.19% |
$860 - $991
|
518
$29.6K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 8.67% |
$806 - $929
|
188
$10.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 60.0% |
$806 - $929
|
40
$2.28K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.07% |
$484 - $558
|
13.5K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.11% |
$376 - $434
|
6.38K
$364K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 4.95% |
$269 - $310
|
106
$6.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$269 - $310
|
5
$285
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5+ 0.08% |
$269 - $310
|
6.18K
$353K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4+ 0.31% |
$215 - $248
|
1.28K
$73K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$215 - $248
|
5.63K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3+ 0.06% |
$161 - $186
|
4.83K
$275K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$161 - $186
|
4
$228
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 75.0% |
$161 - $186
|
7
$399
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.47% |
$107 - $124
|
432
$24.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$107 - $124
|
2
$114
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2+ 0.04% |
$107 - $124
|
5.23K
$298K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 11.48% |
$376 - $434
|
54
$3.08K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 41.94% |
$699 - $805
|
18
$1.03K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15- 1.42% |
$806 - $929
|
1.04K
$59.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21Closed |
$1.13K - $1.3K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-30Closed |
$1.61K - $1.86K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-31- 0.36% |
$1.67K - $1.92K
|
8.58K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-34- 53.13% |
$1.83K - $2.11K
|
30
$1.71K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-47- 2.54% |
$2.53K - $2.91K
|
1.8K
$103K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-110- 1.95% |
$5.91K - $6.81K
|
5.52K
$315K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-157- 0.67% |
$8.44K - $9.73K
|
23.4K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-169- 4.13% |
$9.08K - $10.5K
|
3.93K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-212- 4.13% |
$11.4K - $13.1K
|
4.92K
$281K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-227- 2.09% |
$12.2K - $14.1K
|
10.6K
$606K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-249- 76.62% |
$13.4K - $15.4K
|
76
$4.34K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-374- 3.33% |
$20.1K - $23.2K
|
10.9K
$620K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-456- 1.46% |
$24.5K - $28.2K
|
30.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-479- 99.58% |
$25.7K - $29.7K
|
2
$114
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-546- 12.76% |
$29.3K - $33.8K
|
3.73K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-554- 2.28% |
$29.8K - $34.3K
|
23.7K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-677- 1.42% |
$36.4K - $41.9K
|
47.1K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-727- 15.23% |
$39.1K - $45K
|
4.05K
$231K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-758- 2.17% |
$40.7K - $47K
|
34.1K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-828- 0.14% |
$44.5K - $51.3K
|
584K
$33.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-890- 0.88% |
$47.8K - $55.1K
|
100K
$5.72M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.2K- 1.64% |
$64.5K - $74.3K
|
72K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 12.17% |
$69.2K - $79.7K
|
9.29K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 11.38% |
$71.2K - $82K
|
10.3K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.44K- 9.75% |
$77.1K - $88.9K
|
13.3K
$758K
|