Enterprise Financial Services (EFSC) Institutional Ownership

$39.95
-0.12 (-0.30%)
(As of 05/10/2024 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)
80
Total
Institutional Inflows
(last 12 months)
$82.74M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$123.24M
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
5/10/2024Vanguard Group Inc.2,020,424$81.95M0.0%+1.3%5.389%
5/9/2024 Foundry Partners LLC6,759$274K0.0%N/A0.018%
5/9/2024 State Board of Administration of Florida Retirement System9,894$441K0.0%-4.5%0.026%
5/8/2024 Entropy Technologies LP4,969$202K0.0%N/A0.013%
5/8/2024 ProShare Advisors LLC6,525$265K0.0%+8.6%0.017%
5/8/2024 Russell Investments Group Ltd.68,616$2.78M0.0%-16.3%0.183%
5/7/2024 Sei Investments Co.78,328$3.18M0.0%-11.8%0.209%
5/7/2024 Oppenheimer Asset Management Inc.28,460$1.15M0.0%-8.1%0.076%
5/7/2024 Mesirow Institutional Investment Management Inc.92,384$3.75M0.3%-69.6%0.246%
5/7/2024 SG Americas Securities LLC4,389$178K0.0%N/A0.012%
5/7/2024 Empowered Funds LLC104,453$4.24M0.1%+8.2%0.279%
5/6/2024 Quantbot Technologies LP6,113$248K0.0%+6,137.8%0.016%
5/2/2024 Financial Counselors Inc.42,599$1.73M0.0%-1.2%0.114%
5/2/2024 Jennison Associates LLC459,161$18.62M0.0%+11.6%1.225%
5/2/2024 Mutual of America Capital Management LLC158,025$6.41M0.1%+4.3%0.422%
5/2/2024 PL Capital Advisors LLC703,829$28.55M10.8%-2.8%1.877%
5/1/2024 BNP Paribas Financial Markets26,890$1.09M0.0%+54.9%0.072%
5/1/2024 Mirae Asset Global Investments Co. Ltd.15,485$687K0.0%-5.2%0.041%
4/30/2024 Allspring Global Investments Holdings LLC4,380$178K0.0%+9.2%0.012%
4/29/2024 Principal Financial Group Inc.17,904$726K0.0%+14.6%0.048%
4/26/2024 Peregrine 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%
3/5/2024 Fisher 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%
2/12/2024 Connable Office Inc.9,219$412K0.0%N/A0.025%
2/9/2024 Commerce Bank21,885$977K0.0%-72.9%0.059%
2/9/2024Enterprise Financial Services Corp404,058$18.04M11.0%+16.8%1.081%
2/9/2024 GW&K Investment Management LLC57,805$2.58M0.0%-1.7%0.155%
2/9/2024 Quest Partners LLC18,826$841K0.2%N/A0.050%
2/8/2024 Great Lakes Advisors LLC99,057$4.42M0.0%-21.3%0.265%
Buy Friday. Sell Monday. (Ad)

A 35 year old man from central Florida has stumbled on one of the best strategies we’ve seen in a long time. For the last 30 months his “Friday to Monday” trading strategy has maintained a 71% win rate on more than 350 trades. That includes multiple big time winners like 82% from Adobe… 77% from Palo Alto… But also a barrage of smaller winners like 20% from AMC… Each of which were opened on a Friday afternoon and closed the very next Monday morning. As you’ll see in his brand new video, this strange strategy has given him the ability to capture big time market moves over the weekend.

Check it out, simply follow this link here.
2/7/2024 Principal 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%
2/7/2024 BNP Paribas Financial Markets17,359$775K0.0%-7.2%0.046%
2/7/2024 Teacher Retirement System of Texas18,832$841K0.0%-38.4%0.050%
2/7/2024 Mesirow Institutional Investment Management Inc.303,706$13.56M1.3%+7.1%0.812%
2/6/2024 Charles 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%
2/6/2024 Swiss National Bank73,764$3.29M0.0%-10.1%0.197%
2/6/2024 Fisher Asset Management LLC54,162$2.42M0.0%-4.8%0.145%
2/5/2024 Victory Capital Management Inc.12,939$578K0.0%-14.1%0.035%
2/5/2024 Russell Investments Group Ltd.81,964$3.66M0.0%-3.2%0.219%
2/2/2024 PL Capital Advisors LLC723,829$32.32M11.2%-6.1%1.936%
2/1/2024 Jennison 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%
1/26/2024 Mutual of America Capital Management LLC151,508$6.77M0.1%-1.7%0.405%
1/26/2024 Peregrine Capital Management LLC136,106$6.08M0.2%-25.0%0.364%
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%
1/24/2024 Mirae 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%
11/14/2023 Mutual Advisors LLC25,068$940K0.0%+2.9%0.067%
11/13/2023 Connor 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%
11/9/2023 William Blair Investment Management LLC713,478$26.76M0.1%-7.3%1.908%
This 1 Biotech Stock has been shocking the markets (Ad)

Save the Date: BioStem's 2024 Q1 Call Coming Up!

Sign Up for the Live Broadcast here
11/9/2023 Rhumbline 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%
11/9/2023 Mutual 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%
11/8/2023 Charles Schwab Investment Management Inc.411,413$15.43M0.0%+4.1%1.100%
11/8/2023 Claris Advisors LLC MO5,605$210K0.1%+5.7%0.015%
11/8/2023 Swiss National Bank82,064$3.08M0.0%+1.0%0.219%
(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), Dimensional Fund Advisors LP ($85.39M), Vanguard Group Inc. ($81.95M), 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 ($478.33K), Wellington Management Group LLP ($425.27K), Dimensional Fund Advisors LP ($380.79K), Mesirow Institutional Investment Management Inc. ($338.52K), Principal Financial Group Inc. ($277.57K), and American Century Companies Inc. ($170.96K).

How much institutional buying is happening at Enterprise Financial Services?

Institutional investors have bought a total of 5,238,661 shares in the last 24 months. This purchase volume represents approximately $231.48M in transactions.

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

Of the 88 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. ($276.94K), Mesirow Institutional Investment Management Inc. ($246.13K), Russell Investments Group Ltd. ($118.78K), and William Blair Investment Management LLC ($105.17K).

How much institutional selling is happening at Enterprise Financial Services?

Institutional investors have sold a total of 4,431,388 shares in the last 24 months. This volume of shares sold represents approximately $183.19M in transactions.


This page (NASDAQ:EFSC) was last updated on 5/12/2024 by MarketBeat.com Staff

From Our Partners