Purchases and Sales Made in Q2 2024 in Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.49K+ 8.31% |
$55.9K - $60.9K
|
19.4K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.4K+ 5.64% |
$52.6K - $57.3K
|
26.2K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.28KNew |
$48.1K - $52.4K
|
1.28K
$75.6K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.19K+ 1.7% |
$44.5K - $48.5K
|
70.8K
$4.18M
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
902+ 11.26% |
$33.9K - $36.9K
|
8.91K
$527K
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
819+ 4.46% |
$30.7K - $33.5K
|
19.2K
$1.13M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
769New |
$28.9K - $31.5K
|
769
$45.4K
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
754+ 4.96% |
$28.3K - $30.8K
|
15.9K
$942K
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700New |
$26.3K - $28.6K
|
700
$41.4K
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
582+ 1.18% |
$21.8K - $23.8K
|
49.8K
$2.94M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
547+ 2.34% |
$20.5K - $22.4K
|
23.9K
$1.41M
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
500+ 4.83% |
$18.8K - $20.5K
|
10.9K
$641K
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
499+ 10.04% |
$18.7K - $20.4K
|
5.47K
$323K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
480+ 8.78% |
$18K - $19.6K
|
5.95K
$351K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
470+ 8.28% |
$17.6K - $19.2K
|
6.15K
$363K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
462New |
$17.3K - $18.9K
|
462
$27.3K
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
410+ 4.14% |
$15.4K - $16.8K
|
10.3K
$609K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
361+ 1504.17% |
$13.6K - $14.8K
|
385
$22.7K
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
263+ 2.07% |
$9.87K - $10.8K
|
12.9K
$765K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
246+ 109.82% |
$9.23K - $10.1K
|
470
$27.8K
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
229+ 0.78% |
$8.6K - $9.37K
|
29.5K
$1.74M
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
228+ 2.22% |
$8.56K - $9.33K
|
10.5K
$620K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
224+ 2.83% |
$8.41K - $9.16K
|
8.13K
$480K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
224+ 3.88% |
$8.41K - $9.16K
|
5.99K
$354K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
217+ 0.81% |
$8.15K - $8.88K
|
27.2K
$1.6M
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
198+ 1.89% |
$7.43K - $8.1K
|
10.7K
$632K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
173New |
$6.49K - $7.08K
|
173
$10.2K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
118+ 1.82% |
$4.43K - $4.83K
|
6.6K
$390K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
104+ 4.08% |
$3.9K - $4.25K
|
2.65K
$157K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
103+ 0.28% |
$3.87K - $4.21K
|
37.3K
$2.2M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
101New |
$3.79K - $4.13K
|
101
$5.97K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
94New |
$3.53K - $3.85K
|
94
$5.55K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
91New |
$3.42K - $3.72K
|
91
$5.38K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83New |
$3.12K - $3.4K
|
83
$4.9K
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
76New |
$2.85K - $3.11K
|
76
$4.49K
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
67+ 5.55% |
$2.52K - $2.74K
|
1.28K
$75.3K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
50+ 0.67% |
$1.88K - $2.05K
|
7.56K
$447K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
44+ 0.74% |
$1.65K - $1.8K
|
6K
$354K
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
43+ 10.7% |
$1.61K - $1.76K
|
445
$26.3K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34New |
$1.28K - $1.39K
|
34
$2.01K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
31New |
$1.16K - $1.27K
|
31
$1.83K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
28New |
$1.05K - $1.15K
|
28
$1.65K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13New |
$488 - $532
|
13
$768
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.07% |
$375 - $409
|
13.5K
$800K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$375 - $409
|
10
$591
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$300 - $327
|
5.62K
$332K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.28% |
$225 - $245
|
476
$28.1K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6+ 0.11% |
$225 - $245
|
5.33K
$315K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 23.08% |
$225 - $245
|
32
$1.89K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6+ 24.0% |
$225 - $245
|
31
$1.83K
|