Enterprise Financial Services (EFSC) Institutional Ownership

$38.80
-0.09 (-0.23%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Enterprise Financial Services (NASDAQ:EFSC)

Current
Institutional Ownership
Percentage
72.21%
Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$94.70M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$117.32M
Get EFSC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Enterprise Financial Services stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EFSC Institutional Buying and Selling by Quarter

Enterprise Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Peregrine Capital Management LLC128,325$5.21M0.1%-5.7%0.342%
4/18/2024 Allspring Global Investments Holdings LLC4,380$178K0.0%+9.2%0.012%
3/22/2024PNC Financial Services Group Inc.696$31K0.0%-52.6%0.002%
3/11/2024Vanguard Group Inc.1,994,848$89.07M0.0%+2.5%5.324%
3/5/2024Fisher Asset Management LLC54,162$2.42M0.0%-4.8%0.145%
3/5/2024Wellington Management Group LLP2,295,011$102.47M0.0%+7.0%6.125%
2/26/2024Virtu Financial LLC4,848$216K0.0%N/A0.013%
2/26/2024Teachers Retirement System of The State of Kentucky44,155$1.97M0.0%+31.4%0.118%
2/15/2024BHZ Capital Management LP15,503$692K0.4%N/A0.041%
2/14/2024LM Advisors LLC10,832$484K0.1%N/A0.029%
2/14/2024Cullen Capital Management LLC8,493$379K0.0%N/A0.023%
2/13/2024Hudson Edge Investment Partners Inc.11,094$495K0.1%-3.2%0.030%
2/13/2024Rafferty Asset Management LLC33,070$1.48M0.0%+25.8%0.088%
2/12/2024Elizabeth Park Capital Advisors Ltd.54,826$2.45M1.7%-32.5%0.147%
2/12/2024Connable Office Inc.9,219$412K0.0%N/A0.025%
2/9/2024Commerce Bank21,885$977K0.0%-72.9%0.059%
2/9/2024Enterprise Financial Services Corp404,058$18.04M11.0%+16.8%1.081%
2/9/2024GW&K Investment Management LLC57,805$2.58M0.0%-1.7%0.155%
2/9/2024Quest Partners LLC18,826$841K0.2%N/A0.050%
2/8/2024Great Lakes Advisors LLC99,057$4.42M0.0%-21.3%0.265%
2/7/2024Principal Financial Group Inc.15,628$698K0.0%+16.3%0.042%
2/7/2024Dimensional Fund Advisors LP1,912,329$85.39M0.0%+5.5%5.115%
2/7/2024BNP Paribas Financial Markets17,359$775K0.0%-7.2%0.046%
2/7/2024Teacher Retirement System of Texas18,832$841K0.0%-38.4%0.050%
2/7/2024Mesirow Institutional Investment Management Inc.303,706$13.56M1.3%+7.1%0.812%
2/6/2024Charles Schwab Investment Management Inc.410,498$18.33M0.0%-0.2%1.098%
2/6/2024 Amalgamated Bank3,151$141K0.0%-10.2%0.008%
2/6/2024Swiss National Bank73,764$3.29M0.0%-10.1%0.197%
2/6/2024Fisher Asset Management LLC54,162$2.42M0.0%-4.8%0.145%
2/5/2024Victory Capital Management Inc.12,939$578K0.0%-14.1%0.035%
2/5/2024Russell Investments Group Ltd.81,964$3.66M0.0%-3.2%0.219%
2/2/2024PL Capital Advisors LLC723,829$32.32M11.2%-6.1%1.936%
2/1/2024Jennison Associates LLC411,256$18.36M0.0%+34.3%1.100%
1/31/2024Knights of Columbus Asset Advisors LLC96,170$4.29M0.3%+94.6%0.257%
1/31/2024Federated Hermes Inc.4,771$213K0.0%-14.0%0.013%
1/30/2024Cornercap Investment Counsel Inc.24,071$1.08M0.2%-2.2%0.064%
1/30/2024Strs Ohio4,600$205K0.0%+9.5%0.012%
1/30/2024 Phocas Financial Corp.228,840$10.22M1.4%+1.8%0.612%
1/26/2024Mutual of America Capital Management LLC151,508$6.77M0.1%-1.7%0.405%
1/26/2024Peregrine Capital Management LLC136,106$6.08M0.2%-25.0%0.364%
These AI trades triggered this morning (545% return) (Ad)

If you think a market crash is possible in 2024, I don't know why you're not using this yet.

Click Here To Get Your Free Copy
1/25/2024 Allspring Global Investments Holdings LLC4,010$179K0.0%+8.8%0.011%
1/25/2024 Western Financial Corp CA656,911$29.33M19.6%-1.0%1.757%
1/24/2024Mirae Asset Global Investments Co. Ltd.16,338$729K0.0%+5.5%0.044%
1/16/2024 Acropolis Investment Management LLC7,509$335K0.0%-20.8%0.020%
1/11/2024Ziegler Capital Management LLC100,273$4.48M0.2%-36.3%0.268%
1/10/2024 Cornerstone Wealth Management LLC13,526$604K0.1%-14.2%0.036%
12/18/2023Vanguard Group Inc.1,946,265$72.99M0.0%+0.8%5.206%
12/6/2023Citigroup Inc.18,912$709K0.0%-49.6%0.051%
12/1/2023Wellington Management Group LLP2,144,988$80.44M0.0%+11.5%5.737%
11/30/2023American Century Companies Inc.349,266$13.10M0.0%+14.7%0.934%
11/16/2023Moneta Group Investment Advisors LLC85,784$3.22M0.1%+6.2%0.229%
11/15/2023Kennedy Capital Management LLC287,247$10.77M0.3%-7.5%0.768%
11/15/2023Earnest Partners LLC2,019,706$75.74M0.4%-3.4%5.402%
11/15/2023EJF Capital LLC79,928$3.00M1.3%-7.0%0.214%
11/15/2023Endeavour Capital Advisors Inc.49,727$1.87M0.7%N/A0.133%
11/15/2023Alps Advisors Inc.8,757$328K0.0%+38.2%0.023%
11/14/2023Lazard Asset Management LLC12,573$470K0.0%+79.8%0.034%
11/14/2023Qube Research & Technologies Ltd92,174$3.46M0.0%+22.6%0.247%
11/14/2023Trexquant Investment LP14,018$526K0.0%+6.8%0.037%
11/14/2023Mutual Advisors LLC25,068$940K0.0%+2.9%0.067%
11/13/2023Connor Clark & Lunn Investment Management Ltd.5,814$218K0.0%N/A0.016%
11/13/2023Federated Hermes Inc.5,546$208K0.0%+33.5%0.015%
11/13/2023Mariner LLC14,730$552K0.0%N/A0.039%
11/13/2023Brandywine Global Investment Management LLC96,360$3.61M0.0%-1.6%0.258%
11/13/2023Hsbc Holdings PLC18,452$692K0.0%-5.4%0.049%
11/13/2023Envestnet Asset Management Inc.114,782$4.30M0.0%+247.3%0.307%
11/13/2023Rafferty Asset Management LLC26,291$986K0.0%-22.2%0.070%
11/13/2023PNC Financial Services Group Inc.1,469$55K0.0%+263.6%0.004%
11/13/2023 DekaBank Deutsche Girozentrale10,317$378K0.0%N/A0.028%
11/9/2023William Blair Investment Management LLC713,478$26.76M0.1%-7.3%1.908%
11/9/2023Rhumbline Advisers70,543$2.65M0.0%+23.1%0.189%
11/9/2023Deutsche Bank AG18,395$690K0.0%+10.7%0.049%
11/9/2023Citigroup Inc.18,912$709K0.0%-49.6%0.051%
11/9/2023Skandinaviska Enskilda Banken AB publ12,800$480K0.0%-16.9%0.034%
11/9/2023Mutual of America Capital Management LLC154,086$5.78M0.1%+2.5%0.412%
11/8/2023Aptus Capital Advisors LLC73,719$2.76M0.1%-17.0%0.197%
11/8/2023Plancorp LLC59,610$2.24M0.1%+1.8%0.159%
11/8/2023Charles Schwab Investment Management Inc.411,413$15.43M0.0%+4.1%1.100%
11/8/2023Claris Advisors LLC MO5,605$210K0.1%+5.7%0.015%
11/8/2023Swiss National Bank82,064$3.08M0.0%+1.0%0.219%
11/8/2023New York Life Investment Management LLC7,985$299K0.0%-13.7%0.021%
11/8/2023Oppenheimer Asset Management Inc.33,410$1.25M0.0%-0.9%0.089%
11/7/2023Great Lakes Advisors LLC125,788$4.72M0.0%+11.8%0.336%
11/7/2023Financial Counselors Inc.43,099$1.62M0.0%-2.3%0.115%
11/7/2023Barclays PLC69,949$2.62M0.0%-1.1%0.187%
11/6/2023Victory Capital Management Inc.15,070$565K0.0%+35.7%0.040%
11/2/2023Principal Financial Group Inc.13,436$504K0.0%-95.3%0.036%
11/1/2023Mesirow Institutional Investment Management Inc.283,656$10.64M1.1%+4.0%0.759%
11/1/2023Knights of Columbus Asset Advisors LLC49,431$1.85M0.2%-1.4%0.132%
10/31/2023Teacher Retirement System of Texas30,577$1.15M0.0%+18.1%0.082%
A new way to collect income from stocks (Ad)

Most people think of BUYING options when they talk about options. It’s how speculators leverage large sums of money hoping that a stock moves in the “right” direction over a certain period of time. The problem is - they don’t always pay off when you buy them. In fact, a contributing writer at the Financial Post studied options extensively…

Click here to see me place one of these trades LIVE on camera.
10/31/2023Enterprise Financial Services Corp346,031$12.98M9.0%-8.2%0.926%
10/31/2023Jennison Associates LLC306,252$11.48M0.0%-41.0%0.819%
10/27/2023 Allspring Global Investments Holdings LLC3,686$138K0.0%+14.5%0.010%
10/26/2023Emerald Advisers LLC1,783$67K0.0%N/A0.005%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank8,012$300K0.0%+26.3%0.021%
10/24/2023Bailard Inc.15,473$580K0.0%-4.7%0.041%
10/24/2023Bank of New York Mellon Corp211,918$7.95M0.0%+2.6%0.567%
10/24/2023 Dakota Wealth Management5,366$201K0.0%N/A0.014%
10/23/2023Busey Trust CO5,900$221K0.0%-16.1%0.016%
10/20/2023HGK Asset Management Inc.11,466$430K0.1%+16.6%0.031%
(Data available from 1/1/2016 forward)

EFSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFSC shares?

During the previous two years, 161 institutional investors and hedge funds held shares of Enterprise Financial Services. The most heavily invested institutionals were Wellington Management Group LLP ($102.47M), Vanguard Group Inc. ($89.07M), Dimensional Fund Advisors LP ($85.39M), Earnest Partners LLC ($75.74M), WESTERN FINANCIAL Corp ($36.48M), Macquarie Group Ltd. ($35.77M), and Western Financial Corporation ($34.79M).Learn more on EFSC's institutional investors.

What percentage of Enterprise Financial Services stock is owned by institutional investors?

72.21% of Enterprise Financial Services stock is owned by institutional investors. Learn more on EFSC's institutional investor holdings.

Which institutional investors have been buying Enterprise Financial Services stock?

Of the 129 institutional investors that purchased Enterprise Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Western Financial Corp CA ($710.35K), Jennison Associates LLC ($584.19K), Wellington Management Group LLP ($425.27K), Dimensional Fund Advisors LP ($380.79K), Mesirow Institutional Investment Management Inc. ($338.52K), Principal Financial Group Inc. ($275.30K), and American Century Companies Inc. ($170.96K).

How much institutional buying is happening at Enterprise Financial Services?

Institutional investors have bought a total of 5,351,818 shares in the last 24 months. This purchase volume represents approximately $237.66M in transactions.

Which Enterprise Financial Services major shareholders have been selling company stock?

Of the 90 institutional investors that sold Enterprise Financial Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jennison Associates LLC ($995.45K), Thrivent Financial for Lutherans ($665.69K), Earnest Partners LLC ($639.75K), Principal Financial Group Inc. ($291.10K), William Blair Investment Management LLC ($115.53K), Russell Investments Group Ltd. ($113.83K), and Endeavour Capital Advisors Inc. ($95.45K).

How much institutional selling is happening at Enterprise Financial Services?

Institutional investors have sold a total of 4,253,099 shares in the last 24 months. This volume of shares sold represents approximately $176.51M in transactions.


This page (NASDAQ:EFSC) was last updated on 4/28/2024 by MarketBeat.com Staff

From Our Partners