Purchases and Sales Made in Q4 2024 in Enterprise Financial Services Corp (EFSC)
This table provides information about the institutional ownership of Enterprise Financial Services Corp (EFSC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
511New |
$25K - $31.4K
|
511
$29K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
502+ 7.56% |
$24.6K - $30.8K
|
7.14K
$406K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21+ 50.0% |
$1.03K - $1.29K
|
63
$3.58K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$833 - $1.04K
|
6.04K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15+ 0.17% |
$735 - $921
|
8.61K
$489K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$98 - $123
|
481
$27.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$49 - $61.4
|
1
$56.8
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-760- 13.73% |
$37.2K - $46.6K
|
4.78K
$271K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.13K- 9.99% |
$55.5K - $69.5K
|
10.2K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-11K- 54.53% |
$537K - $672K
|
9.13K
$519K
|