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 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17+ 0.42% |
$833 - $1.04K
|
4.05K
$231K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$833 - $1.04K
|
6.04K
$344K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15+ 0.17% |
$735 - $921
|
8.61K
$491K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14+ 0.17% |
$686 - $859
|
8.29K
$473K
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
12New |
$588 - $737
|
12
$685
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11+ 11.34% |
$539 - $675
|
108
$6.16K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7+ 0.05% |
$343 - $430
|
13.5K
$771K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6New |
$294 - $368
|
6
$342
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$147 - $184
|
5.63K
$321K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 10.71% |
$147 - $184
|
31
$1.77K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$98 - $123
|
481
$27.4K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2+ 0.04% |
$98 - $123
|
5.23K
$298K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
2+ 100.0% |
$98 - $123
|
4
$228
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$49 - $61.4
|
1
$57.1
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1New |
$49 - $61.4
|
1
$57.1
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$49 - $61.4
|
2
$114
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 10.53% |
$294 - $368
|
51
$2.91K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 34.29% |
$588 - $737
|
23
$1.31K
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-20- 0.03% |
$980 - $1.23K
|
58.9K
$3.36M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-54- 2.83% |
$2.65K - $3.31K
|
1.85K
$106K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-60- 10.68% |
$2.94K - $3.68K
|
502
$28.6K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-104- 1.22% |
$5.1K - $6.38K
|
8.43K
$481K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-170- 1.72% |
$8.33K - $10.4K
|
9.72K
$555K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-315- 0.67% |
$15.4K - $19.3K
|
46.4K
$2.65M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-319- 6.94% |
$15.6K - $19.6K
|
4.28K
$244K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-353- 1.98% |
$17.3K - $21.7K
|
17.5K
$997K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-443- 7.17% |
$21.7K - $27.2K
|
5.74K
$327K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-445- 0.75% |
$21.8K - $27.3K
|
59K
$3.37M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-446- 1.81% |
$21.9K - $27.4K
|
24.2K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-490- 2.23% |
$24K - $30.1K
|
21.5K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-543- 1.53% |
$26.6K - $33.3K
|
34.9K
$1.99M
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-726- 5.87% |
$35.6K - $44.6K
|
11.6K
$664K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-731- 11.49% |
$35.8K - $44.9K
|
5.63K
$321K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-760- 13.73% |
$37.2K - $46.6K
|
4.78K
$272K
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-774- 1.2% |
$37.9K - $47.5K
|
63.6K
$3.63M
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-796- 95.33% |
$39K - $48.9K
|
39
$2.23K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-836- 80.93% |
$41K - $51.3K
|
197
$11.2K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.13K- 9.99% |
$55.5K - $69.5K
|
10.2K
$582K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.08K- 4.74% |
$102K - $127K
|
41.8K
$2.38M
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-2.1K- 42.86% |
$103K - $129K
|
2.8K
$160K
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.52K- 6.01% |
$123K - $154K
|
39.4K
$2.25M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.92K- 4.72% |
$143K - $179K
|
59K
$3.37M
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.09K- 0.3% |
$152K - $190K
|
1.02M
$58.5M
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.11K- 22.02% |
$152K - $191K
|
11K
$628K
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.45K- 8.76% |
$169K - $212K
|
35.9K
$2.05M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.48K- 24.95% |
$170K - $213K
|
10.5K
$597K
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.51K- 4.37% |
$172K - $215K
|
76.7K
$4.38M
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.61K- 93.32% |
$177K - $221K
|
258
$14.7K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.74K- 7.26% |
$183K - $229K
|
47.7K
$2.72M
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-4.25K- 66.41% |
$208K - $261K
|
2.15K
$123K
|