Purchases and Sales Made in Q2 2023 in Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$75.2 - $89
|
5.3K
$313K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 25.0% |
$37.6 - $44.5
|
3
$177
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 28.57% |
$75.2 - $89
|
5
$295
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 60.0% |
$226 - $267
|
4
$236
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8- 0.15% |
$301 - $356
|
5.22K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-12- 14.46% |
$451 - $534
|
71
$4.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-23- 69.7% |
$865 - $1.02K
|
10
$591
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-46- 0.58% |
$1.73K - $2.05K
|
7.91K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 11.01% |
$1.88K - $2.23K
|
404
$23.9K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-58- 5.16% |
$2.18K - $2.58K
|
1.07K
$63K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-66- 20.12% |
$2.48K - $2.94K
|
262
$15.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-123- 1.24% |
$4.63K - $5.48K
|
9.83K
$581K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-137- 4.69% |
$5.15K - $6.1K
|
2.79K
$165K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-147- 0.43% |
$5.53K - $6.54K
|
33.7K
$1.99M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-181- 0.41% |
$6.81K - $8.06K
|
44K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-220- 5.9% |
$8.27K - $9.79K
|
3.51K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-255- 0.08% |
$9.59K - $11.4K
|
310K
$18.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-335- 77.55% |
$12.6K - $14.9K
|
97
$5.73K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-400- 0.66% |
$15K - $17.8K
|
59.9K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-418- 39.96% |
$15.7K - $18.6K
|
628
$37.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-579- 2.19% |
$21.8K - $25.8K
|
25.9K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-615- 2.97% |
$23.1K - $27.4K
|
20.1K
$1.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-935- 13.47% |
$35.2K - $41.6K
|
6K
$355K
|
|
|
Aug 10, 2023
Q2 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-947- 1.35% |
$35.6K - $42.2K
|
69.4K
$4.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-988- 13.88% |
$37.2K - $44K
|
6.13K
$362K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1K- 2.22% |
$37.6K - $44.5K
|
44.1K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-1.07K- 1.31% |
$40.1K - $47.5K
|
80.4K
$4.75M
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.29K- 0.57% |
$48.4K - $57.3K
|
225K
$13.3M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.36K- 12.83% |
$51.2K - $60.6K
|
9.25K
$547K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.55K- 0.23% |
$58.1K - $68.8K
|
668K
$39.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.72K- 34.79% |
$64.6K - $76.5K
|
3.22K
$190K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.02K- 0.69% |
$75.8K - $89.7K
|
288K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.93K- 29.55% |
$110K - $131K
|
6.99K
$413K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.25K- 5.68% |
$122K - $145K
|
54K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.75K- 1.44% |
$141K - $167K
|
257K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.87K- 0.2% |
$145K - $172K
|
1.93M
$114M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-4.02K- 26.6% |
$151K - $179K
|
11.1K
$656K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.08K- 22.72% |
$154K - $182K
|
13.9K
$820K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5K- 18.52% |
$188K - $223K
|
22K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5K- 48.86% |
$188K - $223K
|
5.24K
$309K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.31K- 6.16% |
$200K - $236K
|
80.8K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.86K- 4.71% |
$220K - $261K
|
118K
$7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-6.53K- 45.25% |
$245K - $290K
|
7.9K
$466K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-6.53K- 45.25% |
$245K - $290K
|
7.9K
$466K
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-7.7K- 33.33% |
$290K - $343K
|
15.4K
$910K
|
|
|
Jul 26, 2023
Q2 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-7.83K- 3.97% |
$294K - $349K
|
189K
$11.2M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.14K- 14.31% |
$306K - $362K
|
48.7K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.17K- 32.95% |
$307K - $364K
|
16.6K
$982K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-8.53K- 5.37% |
$321K - $380K
|
150K
$8.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 2.34% |
$387K - $458K
|
429K
$25.3M
|