Enterprise Bancorp (EBTC) Institutional Ownership

$25.18
-0.08 (-0.32%)
(As of 05/7/2024 ET)

Institutional Ownership Changes (13F Filings) for Enterprise Bancorp (NASDAQ:EBTC)

Current
Institutional Ownership
Percentage
38.93%
Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$5.91M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.01M
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EBTC Institutional Buying and Selling by Quarter

Enterprise Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Empowered Funds LLC51,099$1.33M0.0%+8.1%0.416%
5/1/2024 BNP Paribas Financial Markets17,454$453K0.0%+59.1%0.142%
2/15/2024BHZ Capital Management LP37,270$1.20M0.6%-14.1%0.304%
2/13/2024Banc Funds Co. LLC181,061$5.84M0.6%-3.8%1.477%
2/13/2024Tower Research Capital LLC TRC837$27K0.0%-49.2%0.007%
2/8/2024Panagora Asset Management Inc.35,961$1.16M0.0%+2.2%0.293%
2/7/2024 BNP Paribas Financial Markets10,972$354K0.0%+42.7%0.089%
2/6/2024 Private Advisor Group LLC6,582$212K0.0%N/A0.054%
1/30/2024 Carl P. Sherr & Co. LLC28,709$926K0.6%-5.1%0.234%
1/22/2024 Pallas Capital Advisors LLC14,863$479K0.0%+15.5%0.121%
1/12/2024SG Americas Securities LLC5,256$170K0.0%+18.9%0.043%
11/8/2023 HighTower Advisors LLC56,831$1.56M0.0%+1.8%0.464%
11/7/2023Barclays PLC8,201$225K0.0%+33.2%0.067%
11/6/2023 Assenagon Asset Management S.A.22,850$626K0.0%-36.7%0.187%
10/31/2023Panagora Asset Management Inc.35,204$964K0.0%+137.6%0.288%
10/24/2023Bailard Inc.11,822$324K0.0%-22.7%0.097%
10/24/2023 Cambridge Investment Research Advisors Inc.7,511$206K0.0%-16.6%0.061%
10/23/2023Commonwealth Equity Services LLC116,522$3.19M0.0%-0.7%0.952%
10/13/2023SG Americas Securities LLC4,421$121K0.0%N/A0.036%
10/12/2023 Granite Bay Wealth Management LLC7,875$230K0.0%N/A0.064%
10/12/2023IFP Advisors Inc8,000$219K0.0%-21.6%0.065%
9/21/2023Baystate Wealth Management LLC2,518$73K0.0%+154.3%0.021%
9/21/2023Barclays PLC6,158$178K0.0%-31.5%0.050%
8/11/2023Panagora Asset Management Inc.14,815$429K0.0%-25.8%0.121%
8/11/2023Banc Funds Co. LLC188,186$5.45M0.6%-18.7%1.537%
8/11/2023The Manufacturers Life Insurance Company274,369$7.94M0.0%+9.8%2.242%
8/11/2023BHZ Capital Management LP53,735$1.56M1.1%-17.0%0.439%
8/10/2023Commonwealth Equity Services LLC117,358$3.40M0.0%+56.6%0.960%
7/31/2023LPL Financial LLC12,062$349K0.0%-18.9%0.099%
7/27/2023EA Series Trust39,549$1.15M0.0%N/A0.324%
7/25/2023 Assenagon Asset Management S.A.36,099$1.05M0.0%+65.5%0.295%
7/20/2023Bailard Inc.15,300$443K0.0%+40.4%0.125%
7/13/2023 Cambridge Investment Research Advisors Inc.9,010$261K0.0%+19.1%0.074%
5/12/2023M3F Inc.109,150$3.43M1.1%-1.1%0.898%
5/12/2023Martingale Asset Management L P16,024$504K0.0%+29.1%0.132%
5/11/2023Commonwealth Equity Services LLC74,930$2.36M0.0%+2.8%0.617%
5/8/2023Bailard Inc.10,900$343K0.0%N/A0.090%
5/2/2023 Carl P. Sherr & Co. LLC30,209$950K0.7%-5.6%0.249%
4/18/2023IFP Advisors Inc10,200$408K0.0%-48.3%0.084%
4/18/2023 Assenagon Asset Management S.A.21,806$686K0.0%+34.4%0.179%
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4/14/2023Siena Capital Partners GP LLC136,067$4.28M1.5%+9.0%1.120%
2/13/2023BHZ Capital Management LP65,554$2.31M1.0%+0.5%0.541%
2/13/2023Banc Funds Co. LLC274,776$9.70M0.9%-12.6%2.267%
2/10/2023M3F Inc.110,405$3.90M1.2%-19.4%0.911%
2/10/2023Siena Capital Partners GP LLC124,799$4.41M1.5%+15.3%1.030%
2/7/2023Commonwealth Equity Services LLC72,855$2.57M0.0%-1.5%0.601%
2/7/2023IFP Advisors Inc19,722$789K0.0%+6,024.8%0.163%
2/2/2023SG Americas Securities LLC3,190$113K0.0%N/A0.026%
1/30/2023 Trevian Wealth Management LLC17,991$635K0.7%+63.9%0.148%
1/24/2023 Pallas Capital Advisors LLC12,863$458K0.0%-9.0%0.106%
1/12/2023 Assenagon Asset Management S.A.16,219$573K0.0%N/A0.134%
11/15/2022M3F Inc.136,897$4.10M1.4%+2.4%1.130%
11/15/2022Commonwealth Equity Services LLC73,940$2.21M0.0%-47.9%0.610%
11/7/2022 Pallas Capital Advisors LLC14,128$439K0.0%-10.5%0.117%
11/3/2022Barclays PLC4,650$139K0.0%+16.3%0.038%
10/31/2022Monarch Partners Asset Management LLC60,113$1.80M0.5%+31.5%0.496%
10/24/2022 Trevian Wealth Management LLC10,978$328K0.4%+16.4%0.091%
8/24/2022Prelude Capital Management LLC11,946$385K0.0%+3.5%0.099%
8/15/2022M3F Inc.133,724$4.31M1.4%+26.0%1.104%
8/3/2022 Carl P. Sherr & Co. LLC31,903$1.03M0.8%+1.8%0.264%
7/29/2022SG Americas Securities LLC3,392$109K0.0%N/A0.028%
7/27/2022 Assenagon Asset Management S.A.18,896$608K0.0%+4.5%0.156%
7/25/2022 Trevian Wealth Management LLC9,434$303K0.3%+72.0%0.078%
7/20/2022Monarch Partners Asset Management LLC45,708$1.47M0.4%-45.9%0.378%
7/19/2022Commonwealth Equity Services LLC141,866$4.57M0.0%-1.0%1.172%
6/30/2022 Amalgamated Bank1,121$45K0.0%N/A0.009%
5/11/2022BHZ Capital Management LP65,145$2.61M0.9%+5.3%0.540%
5/6/2022Monarch Partners Asset Management LLC84,453$3.39M0.8%+35.1%0.701%
5/4/2022Commonwealth Equity Services LLC143,246$5.75M0.0%+95.8%1.189%
5/3/2022 Carl P. Sherr & Co. LLC31,353$1.26M0.8%-2.3%0.260%
4/25/2022 Assenagon Asset Management S.A.18,079$725K0.0%-13.2%0.150%
4/20/2022 Pallas Capital Advisors LLC17,347$655K0.1%-5.5%0.144%
2/14/2022Elizabeth Park Capital Advisors Ltd.86,593$3.89M1.5%+65.7%0.720%
2/9/2022 BNP Paribas Arbitrage SA4,440$199K0.0%+73.8%0.037%
2/9/2022Foster Dykema Cabot & Co. Inc. MA31,306$1.41M0.2%-43.9%0.260%
2/9/2022Dimensional Fund Advisors LP257,990$11.59M0.0%+0.4%2.145%
2/8/2022First Trust Advisors LP5,581$251K0.0%N/A0.046%
2/8/2022Northern Trust Corp88,247$3.96M0.0%-2.3%0.734%
2/7/2022SG Americas Securities LLC2,425$109K0.0%-56.7%0.020%
2/7/2022BHZ Capital Management LP61,884$2.78M0.9%+1.5%0.515%
2/3/2022Advisor Group Holdings Inc.3,553$159K0.0%+130.1%0.030%
2/3/2022Monarch Partners Asset Management LLC62,508$2.81M0.6%+246.0%0.520%
2/1/2022 Assenagon Asset Management S.A.20,833$936K0.0%N/A0.173%
1/31/2022 Trevian Wealth Management LLC5,460$245K0.2%N/A0.045%
1/31/2022Commonwealth Equity Services LLC73,147$3.29M0.0%+0.6%0.608%
1/25/2022 Harbor Group Inc.5,136$231K0.1%N/A0.043%
11/16/2021Maltese Capital Management LLC25,000$899K0.2%-30.0%0.208%
11/16/2021Metropolitan Life Insurance Co NY2,537$91K0.0%N/A0.021%
11/15/2021Dimensional Fund Advisors LP256,841$9.23M0.0%+0.7%2.136%
11/15/2021 Pallas Capital Advisors LLC18,348$708K0.1%N/A0.153%
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad)

The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
11/15/2021M3F Inc.133,730$4.81M1.6%+43.3%1.112%
11/15/2021Martingale Asset Management L P12,101$436K0.0%+72.6%0.101%
11/12/2021Renaissance Technologies LLC20,848$749K0.0%+3.0%0.173%
11/12/2021Banc Funds Co. LLC318,821$11.46M0.9%-19.8%2.656%
11/12/2021Geode Capital Management LLC149,876$5.39M0.0%+2.0%1.248%
11/10/2021Goldman Sachs Group Inc.12,445$447K0.0%-9.6%0.104%
11/10/2021Panagora Asset Management Inc.31,931$1.15M0.0%-2.7%0.266%
11/10/2021Citigroup Inc.1,110$40K0.0%+152.3%0.009%
11/10/2021Alliancebernstein L.P.6,500$234K0.0%-8.5%0.054%
11/9/2021Barclays PLC7,321$263K0.0%+55.5%0.061%
(Data available from 1/1/2016 forward)

EBTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EBTC shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Enterprise Bancorp. The most heavily invested institutionals were The Manufacturers Life Insurance Company ($7.94M), Banc Funds Co. LLC ($5.84M), Siena Capital Partners GP LLC ($4.28M), M3F Inc. ($3.43M), Commonwealth Equity Services LLC ($3.19M), Monarch Partners Asset Management LLC ($1.80M), and HighTower Advisors LLC ($1.56M).Learn more on EBTC's institutional investors.

What percentage of Enterprise Bancorp stock is owned by institutional investors?

38.93% of Enterprise Bancorp stock is owned by institutional investors. Learn more on EBTC's institutional investor holdings.

Which institutional investors have been buying Enterprise Bancorp stock?

Of the 26 institutional investors that purchased Enterprise Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($44.50K), EA Series Trust ($39.55K), Assenagon Asset Management S.A. ($36.92K), M3F Inc. ($30.76K), Siena Capital Partners GP LLC ($27.81K), The Manufacturers Life Insurance Company ($24.53K), and Panagora Asset Management Inc. ($21.15K).

How much institutional buying is happening at Enterprise Bancorp?

Institutional investors have bought a total of 344,658 shares in the last 24 months. This purchase volume represents approximately $10.60M in transactions.

Which Enterprise Bancorp major shareholders have been selling company stock?

Of the 15 institutional investors that sold Enterprise Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($89.93K), Commonwealth Equity Services LLC ($71.23K), Monarch Partners Asset Management LLC ($38.75K), M3F Inc. ($27.75K), BHZ Capital Management LP ($17.09K), Assenagon Asset Management S.A. ($13.25K), and IFP Advisors Inc ($11.72K).

How much institutional selling is happening at Enterprise Bancorp?

Institutional investors have sold a total of 292,551 shares in the last 24 months. This volume of shares sold represents approximately $9.15M in transactions.


This page (NASDAQ:EBTC) was last updated on 5/7/2024 by MarketBeat.com Staff

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