Latest Institutional Purchases of Esquire Financial Holdings, Inc. (ESQ)
This list provides information on the latest institutional transactions involving Esquire Financial Holdings, Inc. (ESQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
200New |
$14.1K - $17.8K
|
200
$19.9K
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
156+ 3.88% |
$11K - $13.9K
|
4.18K
$416K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
95+ 3166.67% |
$6.72K - $8.46K
|
98
$9.77K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76+ 0.5% |
$5.38K - $6.76K
|
15.4K
$1.53M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54+ 1.81% |
$3.82K - $4.81K
|
3.03K
$302K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.03% |
$424 - $534
|
20.5K
$2.04M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5New |
$354 - $445
|
5
$498
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 50.0% |
$283 - $356
|
12
$1.2K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.2% |
$212 - $267
|
1.49K
$148K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3New |
$212 - $267
|
3
$299
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 2.65% |
$212 - $267
|
116
$11.6K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
4.15K+ 99.26% |
$252K - $331K
|
8.32K
$829K
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
3.85KNew |
$234K - $308K
|
3.85K
$384K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3KNew |
$182K - $240K
|
3K
$299K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.75K+ 9150.0% |
$167K - $220K
|
2.78K
$277K
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
2.74KNew |
$167K - $219K
|
2.74K
$273K
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.68KNew |
$163K - $214K
|
2.68K
$267K
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.48KNew |
$90K - $118K
|
1.48K
$147K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 4.51% |
$77.5K - $102K
|
29.5K
$2.94M
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
701+ 33.78% |
$42.6K - $56.1K
|
2.78K
$277K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$18.2K - $24K
|
300
$29.9K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100New |
$6.08K - $8K
|
100
$9.97K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
46+ 1.16% |
$2.8K - $3.68K
|
4.01K
$399K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
31New |
$1.89K - $2.48K
|
31
$3.09K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16+ 0.2% |
$973 - $1.28K
|
8.22K
$819K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7+ 0.17% |
$426 - $560
|
4.06K
$404K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6New |
$365 - $480
|
6
$598
|
|
Q3 2024 | |||||||
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
16K+ 79.83% |
$739K - $1.04M
|
36.1K
$3.59M
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
8.6KNew |
$397K - $561K
|
8.6K
$857K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4KNew |
$185K - $261K
|
4K
$399K
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3.3KNew |
$153K - $215K
|
3.3K
$329K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.94K+ 16.92% |
$89.3K - $126K
|
13.4K
$1.33M
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
834New |
$38.5K - $54.4K
|
834
$83.1K
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
124New |
$5.72K - $8.09K
|
124
$12.4K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
49New |
$2.26K - $3.2K
|
49
$4.88K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21.9K+ 4.25% |
$975K - $1.1M
|
536K
$53.5M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.6K+ 215.46% |
$472K - $532K
|
15.5K
$1.54M
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.92KNew |
$85.6K - $96.5K
|
1.92K
$191K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.25KNew |
$55.7K - $62.8K
|
1.25K
$124K
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$4.46K - $5.03K
|
100
$9.97K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34New |
$1.52K - $1.71K
|
34
$3.39K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$223 - $252
|
5
$498
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.85KNew |
$407K - $480K
|
8.85K
$882K
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.2KNew |
$285K - $336K
|
6.2K
$618K
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
575+ 4.26% |
$26.4K - $31.2K
|
14.1K
$1.4M
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
355+ 1.16% |
$16.3K - $19.2K
|
31K
$3.09M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
11+ 0.32% |
$506 - $596
|
3.43K
$341K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$46 - $54.2
|
1
$99.7
|