Enterprise Financial Services Ownership 2024 | Who Owns Enterprise Financial Services Now?
Institutional Ownership
74.06%
Insider Ownership
2.33%
Retail Ownership
23.61%
Institutional Holders
202.00
Enterprise Financial Services Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 10.37% | 0.00% | 3,886,983 | 140,515 | 3.75% | 159,016,456 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 8.11% | 0.02% | 3,039,540 | 206,147 | 7.28% | 124,347,581 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.56% | 0.02% | 2,084,093 | 71,502 | 3.55% | 85,256,625 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.49% | 0.00% | 2,057,452 | 37,028 | 1.83% | 84,170,362 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 5.22% | 0.37% | 1,955,988 | 59,809 | 3.15% | 80,019,469 | Jun 30, 2024 |
| STATE STREET CORP | 2.88% | 0.00% | 1,078,217 | -27,154 | -2.46% | 44,109,857,000 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 2.80% | 0.05% | 1,051,152 | 229,564 | 27.94% | 43,003,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.36% | 0.00% | 883,850 | 36,286 | 4.28% | 36,165,996 | Jun 30, 2024 |
| PL CAPITAL ADVISORS, LLC | 1.88% | 11.97% | 703,829 | - | - | 28,793,644 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.86% | 0.07% | 698,209 | -1,293 | -0.18% | 28,563,730 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.75% | 0.02% | 655,490 | 104,960 | 19.07% | 26,816,096 | Jun 30, 2024 |
| WESTERN FINANCIAL CORP/CA | 1.74% | 16.10% | 651,396 | -712 | -0.11% | 26,648,596 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.41% | 0.00% | 528,128 | 71,885 | 15.76% | 21,605,717 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 1.23% | 0.01% | 462,038 | 2,877 | 0.63% | 18,901,975 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.12% | 0.00% | 418,288 | 22,237 | 5.61% | 17,112,162 | Jun 30, 2024 |
| ENTERPRISE FINANCIAL SERVICES CORP | 1.04% | 9.86% | 391,301 | -14,885 | -3.66% | 16,008,123 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.96% | 0.00% | 358,717 | -5,336 | -1.47% | 14,675,112,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.94% | 0.00% | 353,768 | -19,664 | -5.27% | 14,472,651 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.80% | 0.00% | 301,649 | -86,461 | -22.28% | 12,340,461 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.58% | 0.32% | 217,143 | 217,143 | 100.00% | 8,883,761 | Jun 30, 2024 |
Enterprise Financial Services's largest institutional shareholder is BLACKROCK INC., holding 10.37% of the company's total share outstanding, currently valued at $159.02M. The top 10 institutional shareholders own together 46.52% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WESTERN FINANCIAL CORP/CA | 1.74% | 16.10% | 651,396 | -712 | -0.11% | 26,648,596 | Jun 30, 2024 |
| PL CAPITAL ADVISORS, LLC | 1.88% | 11.97% | 703,829 | - | - | 28,793,644 | Jun 30, 2024 |
| ENTERPRISE FINANCIAL SERVICES CORP | 1.04% | 9.86% | 391,301 | -14,885 | -3.66% | 16,008,123 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 0.47% | 2.49% | 174,799 | 2,871 | 1.67% | 7,151,027 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.20% | 2.27% | 74,907 | 16,102 | 27.38% | 3,064,445 | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.14% | 1.82% | 51,326 | - | - | 2,099,747 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.47% | 1.33% | 175,610 | -14,390 | -7.57% | 7,184,205 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 5.22% | 0.37% | 1,955,988 | 59,809 | 3.15% | 80,019,469 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.58% | 0.32% | 217,143 | 217,143 | 100.00% | 8,883,761 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.55% | 0.20% | 207,330 | -7,523 | -3.50% | 8,481,870 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.08% | 0.20% | 29,469 | 229 | 0.78% | 1,205,577 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.51% | 0.17% | 191,381 | -45,003 | -19.04% | 7,829,397 | Jun 30, 2024 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 0.06% | 0.16% | 23,696 | - | - | 969,403 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.34% | 0.15% | 127,888 | -437 | -0.34% | 5,231,898 | Jun 30, 2024 |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.13% | 0.13% | 49,822 | 582 | 1.18% | 2,038,218 | Jun 30, 2024 |
| CLARIS ADVISORS, LLC / MO / | 0.01% | 0.12% | 5,620 | 8 | 0.14% | 229,910 | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | 0.23% | 0.11% | 85,083 | -5,533 | -6.11% | 3,480,745 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.12% | 0.11% | 45,221 | - | - | 1,849,991 | Jun 30, 2024 |
| INTEGRATED INVESTMENT CONSULTANTS, LLC | 0.02% | 0.10% | 8,943 | - | - | 362,728 | Jun 30, 2024 |
| WEAVER CONSULTING GROUP | 0.01% | 0.08% | 5,612 | - | - | 229,587 | Jun 30, 2024 |
The largest Enterprise Financial Services shareholder by % of total assets is WESTERN FINANCIAL CORP/CA. The company owns 651.40K shares of Enterprise Financial Services (EFSC), representing 16.10% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MACQUARIE GROUP LTD | 2.80% | 0.05% | 1,051,152 | 229,564 | 27.94% | 43,003,000 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.58% | 0.32% | 217,143 | 217,143 | 100.00% | 8,883,761 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 8.11% | 0.02% | 3,039,540 | 206,147 | 7.28% | 124,347,581 | Jun 30, 2024 |
| BLACKROCK INC. | 10.37% | 0.00% | 3,886,983 | 140,515 | 3.75% | 159,016,456 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.75% | 0.02% | 655,490 | 104,960 | 19.07% | 26,816,096 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.41% | 0.00% | 528,128 | 71,885 | 15.76% | 21,605,717 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.56% | 0.02% | 2,084,093 | 71,502 | 3.55% | 85,256,625 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 5.22% | 0.37% | 1,955,988 | 59,809 | 3.15% | 80,019,469 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.37% | 0.00% | 139,690 | 44,655 | 46.99% | 5,714,729 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.23% | 0.00% | 85,054 | 38,230 | 81.65% | 3,479,560 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.49% | 0.00% | 2,057,452 | 37,028 | 1.83% | 84,170,362 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.36% | 0.00% | 883,850 | 36,286 | 4.28% | 36,165,996 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.09% | 0.00% | 34,063 | 34,063 | 100.00% | 1,393,517 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.13% | 0.00% | 49,489 | 30,785 | 164.59% | 2,024,595 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.24% | 0.01% | 90,331 | 23,697 | 35.56% | 3,695,441 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.12% | 0.00% | 418,288 | 22,237 | 5.61% | 17,112,162 | Jun 30, 2024 |
| APTUS CAPITAL ADVISORS, LLC | 0.27% | 0.07% | 102,624 | 20,250 | 24.58% | 4,198,348 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 19,918 | 19,918 | 100.00% | 814,845 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.05% | 0.01% | 17,918 | 17,918 | 100.00% | 733,025 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 17,897 | 17,897 | 100.00% | 732,166 | Jun 30, 2024 |
As of Jun 30 2024, Enterprise Financial Services's largest institutional buyer is MACQUARIE GROUP LTD. The company purchased 229.56K stocks of EFSC, valued at $43.00M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 0.47% | 0.00% | 174,576 | -104,323 | -37.41% | 7,141,372 | Jun 30, 2024 |
| DEPRINCE RACE & ZOLLO INC | - | - | - | -98,228 | -100.00% | - | Jun 30, 2024 |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | - | - | - | -92,384 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.80% | 0.00% | 301,649 | -86,461 | -22.28% | 12,340,461 | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | - | - | - | -75,791 | -100.00% | - | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.04% | 0.00% | 16,600 | -52,016 | -75.81% | 679,106 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.51% | 0.17% | 191,381 | -45,003 | -19.04% | 7,829,397 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.04% | 0.00% | 14,415 | -40,594 | -73.80% | 589,728 | Jun 30, 2024 |
| BARCLAYS PLC | 0.13% | 0.00% | 48,426 | -27,443 | -36.17% | 1,981,000 | Jun 30, 2024 |
| STATE STREET CORP | 2.88% | 0.00% | 1,078,217 | -27,154 | -2.46% | 44,109,857,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | 0.00% | 20,548 | -25,433 | -55.31% | 840,619 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.14% | 0.00% | 54,118 | -24,210 | -30.91% | 2,213,967,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.33% | 0.00% | 125,472 | -23,152 | -15.58% | 5,133,060 | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -21,524 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.94% | 0.00% | 353,768 | -19,664 | -5.27% | 14,472,651 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -17,897 | -100.00% | - | Jun 30, 2024 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 0.38% | 0.06% | 142,266 | -15,759 | -9.97% | 5,820,102 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -15,485 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -15,264 | -100.00% | - | Jun 30, 2024 |
| PLANCORP, LLC | 0.12% | 0.08% | 43,429 | -15,222 | -25.95% | 1,776,671 | Jun 30, 2024 |
As of Jun 30 2024, Enterprise Financial Services's biggest institutional seller is JANUS HENDERSON GROUP PLC. The company sold -0.10M shares of EFSC, valued at $7.14M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| F/M INVESTMENTS LLC | 0.58% | 0.32% | 217,143 | 217,143 | 100.00% | 8,883,761 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.09% | 0.00% | 34,063 | 34,063 | 100.00% | 1,393,517 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 19,918 | 19,918 | 100.00% | 814,845 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 17,897 | 17,897 | 100.00% | 732,166 | Jun 30, 2024 |
| BAILARD, INC. | 0.03% | 0.01% | 10,100 | 10,100 | 100.00% | 413,191 | Jun 30, 2024 |
| CHOREO, LLC | 0.02% | 0.01% | 8,196 | 8,196 | 100.00% | 328,917 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.02% | 0.07% | 5,952 | 5,952 | 100.00% | 243,496 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 5,567 | 5,567 | 100.00% | 227,762 | Jun 30, 2024 |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.01% | 0.01% | 4,284 | 4,284 | 100.00% | 228,131 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.01% | 0.00% | 4,163 | 4,163 | 100.00% | 170,309 | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | 0.00% | 0.00% | 1,280 | 1,280 | 100.00% | 52,365 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 769 | 769 | 100.00% | 31,460 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.02% | 700 | 700 | 100.00% | 28,637 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 462 | 462 | 100.00% | 18,901 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 236 | 236 | 100.00% | 10,000 | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | 0.00% | 0.00% | 173 | 173 | 100.00% | 7,078 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 101 | 101 | 100.00% | 4,132 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 91 | 91 | 100.00% | 3,549 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 83 | 83 | 100.00% | 3,396 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 31 | 31 | 100.00% | 1,268 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 28 | 28 | 100.00% | 1,146 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | 13 | 13 | 100.00% | 687 | Jun 30, 2024 |
Enterprise Financial Services's largest new institutional shareholder by number of shares is F/M INVESTMENTS LLC, purchased 217.14K shares, valued at $8.88M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DEPRINCE RACE & ZOLLO INC | - | - | - | -98,228 | -100.00% | - | Jun 30, 2024 |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | - | - | - | -92,384 | -100.00% | - | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | - | - | - | -75,791 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -21,524 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -17,897 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -15,485 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -15,264 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -14,499 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -14,090 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -9,792 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -9,073 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -8,144 | -100.00% | - | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | - | - | - | -7,024 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -6,525 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -6,113 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -6,005 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -5,904 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -5,764 | -100.00% | - | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -5,749 | -100.00% | - | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | - | - | - | -4,993 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -4,389 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -3,927 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -2,492 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,922 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -1,800 | -100.00% | - | Jun 30, 2024 |
| CENTRAL TRUST CO | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | - | - | - | -70 | -100.00% | - | Jun 30, 2024 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | - | - | - | -57 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Enterprise Financial Services's largest sold out institutional shareholder by shares sold is DEPRINCE RACE & ZOLLO INC, sold -98.23K shares, valued at -, as of undefined.
Enterprise Financial Services Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Thrivent ETF Trust | 1.01% | 48,198 | -4,458 | -8.47% | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.15% | 11,079 | - | - | Sep 30, 2022 |
| RMB INVESTORS TRUST | 0.10% | 50,000 | - | - | Dec 31, 2023 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.09% | 57,626 | 5,566 | 10.69% | Feb 29, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.08% | 324,826 | - | - | Mar 28, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.06% | 12,122 | -63 | -0.52% | Mar 28, 2024 |
| Voya EQUITY TRUST | 0.06% | 89,071 | - | - | Feb 29, 2024 |
| NUVEEN INVESTMENT TRUST | 0.05% | 30,834 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 25,941 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.05% | 110,400 | - | - | Mar 28, 2024 |
| Vanguard Montgomery Funds | 0.04% | 10,635 | - | - | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.04% | 1,257 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.03% | 25,872 | -7,397 | -22.23% | Mar 31, 2024 |
| HARBOR FUNDS | 0.03% | 754,603 | -66,726 | -8.12% | Jan 31, 2024 |
| Vericimetry Funds | 0.03% | 2,385 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 77,018 | -1,240 | -1.58% | Jan 31, 2024 |
| FRONTIER FUNDS, INC. | 0.02% | 7,513 | - | - | Mar 31, 2024 |
| OBERWEIS FUNDS | 0.01% | 14,300 | - | - | Mar 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.01% | 28,572 | 13,451 | 88.96% | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.01% | 687,463 | -2,793 | -0.40% | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 63,468 | -2,169 | -3.30% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,307 | -201 | -3.65% | Mar 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.01% | 4,565 | 1,307 | 40.12% | Sep 30, 2020 |
| ROYCE FUND | 0.01% | 48,500 | - | - | Mar 31, 2024 |
| AMG Funds IV | 0.01% | 22,001 | - | - | Jan 31, 2024 |
| AMG Funds I | 0.01% | 13,798 | - | - | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.01% | 53,884 | - | - | Mar 28, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.01% | 3,720 | 191 | 5.41% | Sep 30, 2023 |
| Nushares ETF Trust | 0.00% | 35,966 | 15,919 | 79.41% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 488,749 | 107,949 | 28.35% | Feb 29, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 13,260 | 217 | 1.66% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,661,614 | -529,716 | -24.17% | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 19,325 | -1,135 | -5.55% | Mar 28, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 8,600 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 828 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 151,406 | -13,193 | -8.02% | Jan 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 66,688 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 75,069 | 2,700 | 3.73% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.00% | 75 | 1 | 1.35% | Dec 31, 2023 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 136,837 | -5,814 | -4.08% | Mar 31, 2024 |
| Bernstein Fund Inc | 0.00% | 28,660 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 7,302 | -503 | -6.44% | Jan 31, 2024 |
| CULLEN FUNDS TRUST | 0.00% | 7,444 | 575 | 8.37% | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 38,300 | 6,200 | 19.31% | Mar 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.00% | 278,051 | 1,484 | 0.54% | Mar 31, 2024 |
| FORUM FUNDS II | 0.00% | 2,600 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 5,833 | - | - | Mar 31, 2024 |
| Virtus Investment Trust | 0.00% | 85,803 | -4,489 | -4.97% | Mar 28, 2024 |
| AdvisorShares Trust | 0.00% | 9,324 | - | - | Mar 28, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.00% | 6,962 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 67,441 | -2,165 | -3.11% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 18,374 | -971 | -5.02% | Mar 31, 2024 |
| AMG FUNDS | 0.00% | 50,285 | -1,745 | -3.35% | Mar 28, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 356,702 | 13,787 | 4.02% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 8,254 | - | - | Mar 31, 2020 |
| TIMOTHY PLAN | 0.00% | 6,440 | 864 | 15.49% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,608 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,377,193 | 236,531 | 20.74% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 3,577 | -113 | -3.06% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 575,774 | 54,911 | 10.54% | Jan 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 23,800 | 3,100 | 14.98% | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 13,761 | 2,710 | 24.52% | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 296,169 | - | - | Dec 31, 2023 |
| JPMORGAN INSURANCE TRUST | 0.00% | 10,082 | 8,020 | 388.94% | Mar 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 13,887 | 897 | 6.91% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 22,209 | -1,719 | -7.18% | Mar 31, 2024 |
| VALIC Co II | 0.00% | 22,400 | -200 | -0.88% | Feb 28, 2021 |
| ALPS ETF Trust | 0.00% | 8,004 | -565 | -6.59% | Feb 29, 2024 |
| Thrivent Core Funds | 0.00% | 39,816 | - | - | Jan 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 13,081 | - | - | Mar 28, 2024 |
| Managed Portfolio Series | 0.00% | 13,257 | 2,178 | 19.66% | Mar 31, 2024 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 22,400 | - | - | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 53,829 | 32,650 | 154.16% | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,321 | -257 | -9.97% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 269,244 | 15,616 | 6.16% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 36,563 | -8,319 | -18.54% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 12,684 | -2,355 | -15.66% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 198 | - | - | Apr 30, 2021 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 12,212 | -191 | -1.54% | Mar 31, 2024 |
| Global X Funds | 0.00% | 16,338 | 853 | 5.51% | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 300 | - | - | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 8,494 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,705 | 311 | 22.31% | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 26,330 | 5,892 | 28.83% | Mar 31, 2024 |
| Dunham Funds | 0.00% | 19,974 | 1,274 | 6.81% | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 6,354 | 215 | 3.50% | Mar 31, 2024 |
| Investment Managers Series Trust II | 0.00% | 3,495 | 598 | 20.64% | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 415 | -162 | -28.08% | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 1,063 | - | - | Dec 31, 2023 |
| VANGUARD WORLD FUND | 0.00% | 57,517 | -2,464 | -4.11% | Feb 29, 2024 |
| Meeder Funds | 0.00% | 1,082 | - | - | Mar 31, 2024 |
| DELAWARE GROUP FOUNDATION FUNDS | 0.00% | 1,043 | -330 | -24.03% | Dec 30, 2022 |
| VALIC Co I | 0.00% | 56,939 | 3,382 | 6.31% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 12,714 | 500 | 4.09% | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 21,111 | -138 | -0.65% | Jan 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 10,326 | -806 | -7.24% | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 28,319 | 1,528 | 5.70% | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 2,901 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,139 | 122 | 6.05% | Mar 31, 2024 |
| Natixis Funds Trust I | 0.00% | 27,300 | - | - | Mar 31, 2024 |
Enterprise Financial Services's largest mutual fund holder by % of total assets is "Thrivent ETF Trust", owning 48.20K shares, compromising 1.01% of its total assets.
Enterprise Financial Services Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 202 | -6.91% |
| 31 Mar, 24 | 217 | 6.90% |
| 31 Dec, 23 | 203 | 4.10% |
| 30 Sep, 23 | 195 | -1.52% |
| 30 Jun, 23 | 198 | -11.21% |
| 31 Mar, 23 | 223 | 1.36% |
| 31 Dec, 22 | 220 | 18.92% |
| 30 Sep, 22 | 185 | 1.09% |
| 30 Jun, 22 | 183 | -5.67% |
| 31 Mar, 22 | 194 | 3.74% |
| 31 Dec, 21 | 187 | 2.75% |
| 30 Sep, 21 | 182 | 10.30% |
| 30 Jun, 21 | 165 | -5.71% |
| 31 Mar, 21 | 175 | 4.79% |
| 31 Dec, 20 | 167 | 3.09% |
| 30 Sep, 20 | 162 | 1.25% |
| 30 Jun, 20 | 160 | 9.59% |
| 31 Mar, 20 | 146 | -9.88% |
| 31 Dec, 19 | 162 | 3.85% |
| 30 Sep, 19 | 156 | -4.88% |
| 30 Jun, 19 | 164 | -7.34% |
| 31 Mar, 19 | 177 | 4.12% |
| 31 Dec, 18 | 170 | -2.86% |
| 30 Sep, 18 | 175 | 2.34% |
| 30 Jun, 18 | 171 | 13.25% |
| 31 Mar, 18 | 151 | -5.03% |
| 31 Dec, 17 | 159 | 5.30% |
| 30 Sep, 17 | 151 | -5.03% |
| 30 Jun, 17 | 159 | -0.63% |
| 31 Mar, 17 | 160 | 8.11% |
| 31 Dec, 16 | 148 | 7.25% |
| 30 Sep, 16 | 138 | 4.55% |
| 30 Jun, 16 | 132 | 9.09% |
| 31 Mar, 16 | 121 | -2.42% |
| 31 Dec, 15 | 124 | 11.71% |
| 30 Sep, 15 | 111 | 12.12% |
| 30 Jun, 15 | 99 | 4.21% |
| 31 Mar, 15 | 95 | -3.06% |
| 31 Dec, 14 | 98 | 1.03% |
| 30 Sep, 14 | 97 | -2.02% |
| 30 Jun, 14 | 99 | 1.02% |
| 31 Mar, 14 | 98 | 1.03% |
| 31 Dec, 13 | 97 | 7.78% |
| 30 Sep, 13 | 90 | 7.14% |
| 30 Jun, 13 | 84 | 162.50% |
| 31 Mar, 13 | 32 | 18.52% |
| 31 Dec, 12 | 27 | -12.90% |
| 30 Sep, 12 | 31 | -3.13% |
| 30 Jun, 12 | 32 | -8.57% |
| 31 Mar, 12 | 35 | -7.89% |
| 31 Dec, 11 | 38 | 2.70% |
| 30 Sep, 11 | 37 | 15.63% |
| 30 Jun, 11 | 32 | 33.33% |
| 31 Mar, 11 | 24 | 60.00% |
| 31 Dec, 10 | 15 | - |
| 30 Sep, 10 | 15 | 7.14% |
| 30 Jun, 10 | 14 | -12.50% |
| 31 Mar, 10 | 16 | 23.08% |
| 31 Dec, 09 | 13 | 18.18% |
| 30 Sep, 09 | 11 | -15.38% |
| 30 Jun, 09 | 13 | 44.44% |
| 31 Mar, 09 | 9 | -18.18% |
| 31 Dec, 08 | 11 | -21.43% |
| 30 Sep, 08 | 14 | 75.00% |
| 30 Jun, 08 | 8 | -11.11% |
| 31 Mar, 08 | 9 | -25.00% |
| 31 Dec, 07 | 12 | 33.33% |
| 30 Sep, 07 | 9 | - |
| 30 Jun, 07 | 9 | 28.57% |
| 31 Mar, 07 | 7 | -36.36% |
| 31 Dec, 06 | 11 | - |
| 30 Sep, 06 | 11 | 37.50% |
| 30 Jun, 06 | 8 | -11.11% |
| 31 Mar, 06 | 9 | 28.57% |
| 31 Dec, 05 | 7 | 75.00% |
| 30 Sep, 05 | 4 | - |
| 30 Jun, 05 | 4 | 300.00% |
| 31 Mar, 05 | 1 | - |
As of 30 Jun 24, 202 institutions are holding Enterprise Financial Services's shares, representing a decrease of -6.91% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 27,764,409 | 0.80% |
| 31 Mar, 24 | 27,544,291 | 1.97% |
| 31 Dec, 23 | 27,011,667 | 0.63% |
| 30 Sep, 23 | 26,843,370 | 0.64% |
| 30 Jun, 23 | 26,672,494 | -2.85% |
| 31 Mar, 23 | 27,455,436 | 3.03% |
| 31 Dec, 22 | 26,647,371 | 3.96% |
| 30 Sep, 22 | 25,633,088 | 0.08% |
| 30 Jun, 22 | 25,612,677 | 0.79% |
| 31 Mar, 22 | 25,411,086 | 0.45% |
| 31 Dec, 21 | 25,298,207 | -1.00% |
| 30 Sep, 21 | 25,553,060 | 9.94% |
| 30 Jun, 21 | 23,242,467 | 5.64% |
| 31 Mar, 21 | 22,000,991 | 4.50% |
| 31 Dec, 20 | 21,053,568 | 9.41% |
| 30 Sep, 20 | 19,242,354 | 0.30% |
| 30 Jun, 20 | 19,184,819 | 1.19% |
| 31 Mar, 20 | 18,959,879 | -0.71% |
| 31 Dec, 19 | 19,095,734 | 1.00% |
| 30 Sep, 19 | 18,906,080 | -1.54% |
| 30 Jun, 19 | 19,201,720 | 0.73% |
| 31 Mar, 19 | 19,063,108 | 7.27% |
| 31 Dec, 18 | 17,771,568 | 1.40% |
| 30 Sep, 18 | 17,526,597 | -0.77% |
| 30 Jun, 18 | 17,662,557 | 2.44% |
| 31 Mar, 18 | 17,241,167 | 2.02% |
| 31 Dec, 17 | 16,900,442 | -0.78% |
| 30 Sep, 17 | 17,033,659 | -0.10% |
| 30 Jun, 17 | 17,050,545 | 7.49% |
| 31 Mar, 17 | 15,862,831 | 7.56% |
| 31 Dec, 16 | 14,747,306 | 6.32% |
| 30 Sep, 16 | 13,870,711 | 1.50% |
| 30 Jun, 16 | 13,666,213 | -0.55% |
| 31 Mar, 16 | 13,741,233 | -0.12% |
| 31 Dec, 15 | 13,757,980 | -30.40% |
| 30 Sep, 15 | 19,766,347 | 50.39% |
| 30 Jun, 15 | 13,143,537 | 2.48% |
| 31 Mar, 15 | 12,825,740 | 3.18% |
| 31 Dec, 14 | 12,430,465 | -0.22% |
| 30 Sep, 14 | 12,457,605 | 2.08% |
| 30 Jun, 14 | 12,204,190 | 0.31% |
| 31 Mar, 14 | 12,166,788 | 0.94% |
| 31 Dec, 13 | 12,053,547 | 4.28% |
| 30 Sep, 13 | 11,558,464 | 11.95% |
| 30 Jun, 13 | 10,324,938 | 88.25% |
| 31 Mar, 13 | 5,484,641 | -4.46% |
| 31 Dec, 12 | 5,740,913 | 13.79% |
| 30 Sep, 12 | 5,045,006 | -13.78% |
| 30 Jun, 12 | 5,851,634 | 11.42% |
| 31 Mar, 12 | 5,251,638 | -9.97% |
| 31 Dec, 11 | 5,833,411 | 16.63% |
| 30 Sep, 11 | 5,001,660 | 0.10% |
| 30 Jun, 11 | 4,996,629 | 102.91% |
| 31 Mar, 11 | 2,462,468 | 26.31% |
| 31 Dec, 10 | 1,949,616 | 77.55% |
| 30 Sep, 10 | 1,098,043 | -39.95% |
| 30 Jun, 10 | 1,828,683 | 4.31% |
| 31 Mar, 10 | 1,753,069 | 159.98% |
| 31 Dec, 09 | 674,302 | 40.47% |
| 30 Sep, 09 | 480,045 | -22.54% |
| 30 Jun, 09 | 619,721 | 45.84% |
| 31 Mar, 09 | 424,928 | -55.46% |
| 31 Dec, 08 | 953,965 | 56.35% |
| 30 Sep, 08 | 610,157 | 31.46% |
| 30 Jun, 08 | 464,144 | 12.92% |
| 31 Mar, 08 | 411,030 | 6.30% |
| 31 Dec, 07 | 386,687 | 27.36% |
| 30 Sep, 07 | 303,618 | 9.01% |
| 30 Jun, 07 | 278,534 | 15.78% |
| 31 Mar, 07 | 240,581 | -9.23% |
| 31 Dec, 06 | 265,041 | 6.56% |
| 30 Sep, 06 | 248,722 | 29.67% |
| 30 Jun, 06 | 191,806 | -26.68% |
| 31 Mar, 06 | 261,596 | -0.04% |
| 31 Dec, 05 | 261,709 | 569.11% |
| 30 Sep, 05 | 39,113 | 35.88% |
| 30 Jun, 05 | 28,784 | 78.78% |
| 31 Mar, 05 | 16,100 | - |
Enterprise Financial Services (EFSC) has 27.76M shares outstanding as of 30 Jun 24, up 0.80% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 74.06% | 1.37% |
| 31 Mar, 24 | 73.47% | 1.41% |
| 31 Dec, 23 | 72.18% | 1.40% |
| 30 Sep, 23 | 71.76% | 1.41% |
| 30 Jun, 23 | 71.42% | 1.32% |
| 31 Mar, 23 | 73.60% | 1.45% |
| 31 Dec, 22 | 71.29% | 1.50% |
| 30 Sep, 22 | 68.83% | 1.46% |
| 30 Jun, 22 | 68.77% | 1.52% |
| 31 Mar, 22 | 67.25% | 1.25% |
| 31 Dec, 21 | 73.46% | 1.53% |
| 30 Sep, 21 | 69.25% | 1.25% |
| 30 Jun, 21 | 74.34% | 1.50% |
| 31 Mar, 21 | 70.41% | 1.15% |
| 31 Dec, 20 | 78.11% | 1.45% |
| 30 Sep, 20 | 73.40% | 1.37% |
| 30 Jun, 20 | 73.28% | 1.43% |
| 31 Mar, 20 | 71.62% | 1.38% |
| 31 Dec, 19 | 71.95% | 1.44% |
| 30 Sep, 19 | 70.60% | 1.38% |
| 30 Jun, 19 | 71.42% | 1.13% |
| 31 Mar, 19 | 79.67% | 1.34% |
| 31 Dec, 18 | 77.22% | 1.35% |
| 30 Sep, 18 | 75.72% | 1.30% |
| 30 Jun, 18 | 76.38% | 1.36% |
| 31 Mar, 18 | 74.99% | 1.38% |
| 31 Dec, 17 | 73.65% | 1.38% |
| 30 Sep, 17 | 73.03% | 1.38% |
| 30 Jun, 17 | 72.63% | 1.39% |
| 31 Mar, 17 | 72.34% | 1.33% |
| 31 Dec, 16 | 73.70% | 1.53% |
| 30 Sep, 16 | 69.36% | 1.49% |
| 30 Jun, 16 | 68.32% | 1.45% |
| 31 Mar, 16 | 68.69% | 1.46% |
| 31 Dec, 15 | 68.70% | 0.70% |
| 30 Sep, 15 | 98.86% | 2.28% |
| 30 Jun, 15 | 65.79% | 1.59% |
| 31 Mar, 15 | 64.34% | 1.64% |
| 31 Dec, 14 | 62.60% | 1.59% |
| 30 Sep, 14 | 62.80% | 1.66% |
| 30 Jun, 14 | 61.56% | 1.58% |
| 31 Mar, 14 | 62.33% | 1.48% |
| 31 Dec, 13 | 64.81% | 1.71% |
| 30 Sep, 13 | 61.55% | 1.90% |
| 30 Jun, 13 | 56.98% | 6.15% |
| 31 Mar, 13 | 30.45% | 2.98% |
| 31 Dec, 12 | 31.98% | 4.02% |
| 30 Sep, 12 | 28.22% | 2.62% |
| 30 Jun, 12 | 32.81% | 3.77% |
| 31 Mar, 12 | 29.52% | 2.41% |
| 31 Dec, 11 | 34.97% | 4.40% |
| 30 Sep, 11 | 28.19% | 3.32% |
| 30 Jun, 11 | 29.15% | 10.70% |
| 31 Mar, 11 | 16.50% | 9.59% |
| 31 Dec, 10 | 13.12% | 24.01% |
| 30 Sep, 10 | 7.39% | 4.88% |
| 30 Jun, 10 | 12.31% | 8.33% |
| 31 Mar, 10 | 12.16% | 44.04% |
| 31 Dec, 09 | 5.25% | 37.56% |
| 30 Sep, 09 | 3.74% | 16.04% |
| 30 Jun, 09 | 4.83% | 44.01% |
| 31 Mar, 09 | 3.31% | 5.77% |
| 31 Dec, 08 | 7.58% | 32.64% |
| 30 Sep, 08 | 4.82% | 35.20% |
| 30 Jun, 08 | 3.70% | 33.90% |
| 31 Mar, 08 | 3.30% | 33.91% |
| 31 Dec, 07 | 3.12% | 51.89% |
| 30 Sep, 07 | 2.45% | 48.18% |
| 30 Jun, 07 | 2.26% | 54.59% |
| 31 Mar, 07 | 2.03% | 38.24% |
| 31 Dec, 06 | 2.31% | 48.41% |
| 30 Sep, 06 | 2.18% | 65.27% |
| 30 Jun, 06 | 1.83% | 29.26% |
| 31 Mar, 06 | 2.50% | 39.18% |
| 31 Dec, 05 | 2.53% | 1678.63% |
| 30 Sep, 05 | 0.39% | 472.53% |
| 30 Jun, 05 | 0.29% | 1087.99% |
| 31 Mar, 05 | 0.16% | - |
As of 30 Jun 24, Enterprise Financial Services is held by 74.06% institutional shareholders, representing a 1.37% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 101 | -0.98% |
| 31 Mar, 24 | 102 | 5.15% |
| 31 Dec, 23 | 97 | -6.73% |
| 30 Sep, 23 | 104 | 8.33% |
| 30 Jun, 23 | 96 | -20.66% |
| 31 Mar, 23 | 121 | 1.68% |
| 31 Dec, 22 | 119 | 63.01% |
| 30 Sep, 22 | 73 | -5.19% |
| 30 Jun, 22 | 77 | -15.38% |
| 31 Mar, 22 | 91 | 8.33% |
| 31 Dec, 21 | 84 | -22.22% |
| 30 Sep, 21 | 108 | 36.71% |
| 30 Jun, 21 | 79 | -14.13% |
| 31 Mar, 21 | 92 | 29.58% |
| 31 Dec, 20 | 71 | 9.23% |
| 30 Sep, 20 | 65 | -24.42% |
| 30 Jun, 20 | 86 | 72.00% |
| 31 Mar, 20 | 50 | -35.06% |
| 31 Dec, 19 | 77 | 10.00% |
| 30 Sep, 19 | 70 | -5.41% |
| 30 Jun, 19 | 74 | -8.64% |
| 31 Mar, 19 | 81 | 9.46% |
| 31 Dec, 18 | 74 | -12.94% |
| 30 Sep, 18 | 85 | -1.16% |
| 30 Jun, 18 | 86 | 38.71% |
| 31 Mar, 18 | 62 | -15.07% |
| 31 Dec, 17 | 73 | 8.96% |
| 30 Sep, 17 | 67 | -20.24% |
| 30 Jun, 17 | 84 | -7.69% |
| 31 Mar, 17 | 91 | 18.18% |
| 31 Dec, 16 | 77 | 6.94% |
| 30 Sep, 16 | 72 | 20.00% |
| 30 Jun, 16 | 60 | 3.45% |
| 31 Mar, 16 | 58 | -10.77% |
| 31 Dec, 15 | 65 | 25.00% |
| 30 Sep, 15 | 52 | 23.81% |
| 30 Jun, 15 | 42 | 7.69% |
| 31 Mar, 15 | 39 | 2.63% |
| 31 Dec, 14 | 38 | 26.67% |
| 30 Sep, 14 | 30 | -9.09% |
| 30 Jun, 14 | 33 | -25.00% |
| 31 Mar, 14 | 44 | -6.38% |
| 31 Dec, 13 | 47 | 9.30% |
| 30 Sep, 13 | 43 | -32.81% |
| 30 Jun, 13 | 64 | 204.76% |
| 31 Mar, 13 | 21 | 31.25% |
| 31 Dec, 12 | 16 | -11.11% |
| 30 Sep, 12 | 18 | -25.00% |
| 30 Jun, 12 | 24 | 41.18% |
| 31 Mar, 12 | 17 | -22.73% |
| 31 Dec, 11 | 22 | -4.35% |
| 30 Sep, 11 | 23 | 9.52% |
| 30 Jun, 11 | 21 | 23.53% |
| 31 Mar, 11 | 17 | 142.86% |
| 31 Dec, 10 | 7 | -22.22% |
| 30 Sep, 10 | 9 | 12.50% |
| 30 Jun, 10 | 8 | -20.00% |
| 31 Mar, 10 | 10 | 25.00% |
| 31 Dec, 09 | 8 | 60.00% |
| 30 Sep, 09 | 5 | -50.00% |
| 30 Jun, 09 | 10 | 150.00% |
| 31 Mar, 09 | 4 | - |
| 31 Dec, 08 | 4 | -50.00% |
| 30 Sep, 08 | 8 | 14.29% |
| 30 Jun, 08 | 7 | 40.00% |
| 31 Mar, 08 | 5 | -54.55% |
| 31 Dec, 07 | 11 | 175.00% |
| 30 Sep, 07 | 4 | -33.33% |
| 30 Jun, 07 | 6 | 100.00% |
| 31 Mar, 07 | 3 | -40.00% |
| 31 Dec, 06 | 5 | -28.57% |
| 30 Sep, 06 | 7 | 16.67% |
| 30 Jun, 06 | 6 | 20.00% |
| 31 Mar, 06 | 5 | 25.00% |
| 31 Dec, 05 | 4 | 100.00% |
| 30 Sep, 05 | 2 | -33.33% |
| 30 Jun, 05 | 3 | 200.00% |
| 31 Mar, 05 | 1 | - |
101 institutional shareholders have increased their position in EFSC stock as of 30 Jun 24 compared to 102 in the previous quarter (a -0.98% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 66 | -10.81% |
| 31 Mar, 24 | 74 | 5.71% |
| 31 Dec, 23 | 70 | 22.81% |
| 30 Sep, 23 | 57 | -8.06% |
| 30 Jun, 23 | 62 | - |
| 31 Mar, 23 | 62 | -1.59% |
| 31 Dec, 22 | 63 | -8.70% |
| 30 Sep, 22 | 69 | - |
| 30 Jun, 22 | 69 | 7.81% |
| 31 Mar, 22 | 64 | -1.54% |
| 31 Dec, 21 | 65 | 85.71% |
| 30 Sep, 21 | 35 | -27.08% |
| 30 Jun, 21 | 48 | - |
| 31 Mar, 21 | 48 | -18.64% |
| 31 Dec, 20 | 59 | 5.36% |
| 30 Sep, 20 | 56 | 24.44% |
| 30 Jun, 20 | 45 | -32.84% |
| 31 Mar, 20 | 67 | 6.35% |
| 31 Dec, 19 | 63 | 18.87% |
| 30 Sep, 19 | 53 | -13.11% |
| 30 Jun, 19 | 61 | - |
| 31 Mar, 19 | 61 | -8.96% |
| 31 Dec, 18 | 67 | 24.07% |
| 30 Sep, 18 | 54 | - |
| 30 Jun, 18 | 54 | -11.48% |
| 31 Mar, 18 | 61 | -3.17% |
| 31 Dec, 17 | 63 | 18.87% |
| 30 Sep, 17 | 53 | -1.85% |
| 30 Jun, 17 | 54 | 20.00% |
| 31 Mar, 17 | 45 | -11.76% |
| 31 Dec, 16 | 51 | 37.84% |
| 30 Sep, 16 | 37 | -9.76% |
| 30 Jun, 16 | 41 | 5.13% |
| 31 Mar, 16 | 39 | 11.43% |
| 31 Dec, 15 | 35 | -10.26% |
| 30 Sep, 15 | 39 | 30.00% |
| 30 Jun, 15 | 30 | -6.25% |
| 31 Mar, 15 | 32 | -5.88% |
| 31 Dec, 14 | 34 | -10.53% |
| 30 Sep, 14 | 38 | -2.56% |
| 30 Jun, 14 | 39 | 39.29% |
| 31 Mar, 14 | 28 | -12.50% |
| 31 Dec, 13 | 32 | 14.29% |
| 30 Sep, 13 | 28 | 154.55% |
| 30 Jun, 13 | 11 | 57.14% |
| 31 Mar, 13 | 7 | 75.00% |
| 31 Dec, 12 | 4 | -42.86% |
| 30 Sep, 12 | 7 | 40.00% |
| 30 Jun, 12 | 5 | -50.00% |
| 31 Mar, 12 | 10 | 100.00% |
| 31 Dec, 11 | 5 | 25.00% |
| 30 Sep, 11 | 4 | -33.33% |
| 30 Jun, 11 | 6 | 20.00% |
| 31 Mar, 11 | 5 | 66.67% |
| 31 Dec, 10 | 3 | - |
| 30 Sep, 10 | 3 | 50.00% |
| 30 Jun, 10 | 2 | -60.00% |
| 31 Mar, 10 | 5 | 66.67% |
| 31 Dec, 09 | 3 | 200.00% |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | -50.00% |
| 31 Dec, 08 | 2 | - |
| 30 Sep, 08 | 2 | - |
| 30 Jun, 08 | - | -100.00% |
| 31 Mar, 08 | 3 | 200.00% |
| 31 Dec, 07 | 1 | -66.67% |
| 30 Sep, 07 | 3 | 50.00% |
| 30 Jun, 07 | 2 | - |
| 31 Mar, 07 | 2 | -33.33% |
| 31 Dec, 06 | 3 | 200.00% |
| 30 Sep, 06 | 1 | - |
| 30 Jun, 06 | 1 | -66.67% |
| 31 Mar, 06 | 3 | 200.00% |
| 31 Dec, 05 | 1 | - |
| 30 Sep, 05 | 1 | - |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | - | - |
66 institutional shareholders have reduced their position in EFSC stock as of 30 Jun 24 compared to 74 in the previous quarter (a -10.81% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 202 | -6.91% | 27,764,409 | 0.80% | 74.06% | 1.37% | 101 | -0.98% | 66 | -10.81% |
| 31 Mar, 24 | 217 | 6.90% | 27,544,291 | 1.97% | 73.47% | 1.41% | 102 | 5.15% | 74 | 5.71% |
| 31 Dec, 23 | 203 | 4.10% | 27,011,667 | 0.63% | 72.18% | 1.40% | 97 | -6.73% | 70 | 22.81% |
| 30 Sep, 23 | 195 | -1.52% | 26,843,370 | 0.64% | 71.76% | 1.41% | 104 | 8.33% | 57 | -8.06% |
| 30 Jun, 23 | 198 | -11.21% | 26,672,494 | -2.85% | 71.42% | 1.32% | 96 | -20.66% | 62 | - |
| 31 Mar, 23 | 223 | 1.36% | 27,455,436 | 3.03% | 73.60% | 1.45% | 121 | 1.68% | 62 | -1.59% |
| 31 Dec, 22 | 220 | 18.92% | 26,647,371 | 3.96% | 71.29% | 1.50% | 119 | 63.01% | 63 | -8.70% |
| 30 Sep, 22 | 185 | 1.09% | 25,633,088 | 0.08% | 68.83% | 1.46% | 73 | -5.19% | 69 | - |
| 30 Jun, 22 | 183 | -5.67% | 25,612,677 | 0.79% | 68.77% | 1.52% | 77 | -15.38% | 69 | 7.81% |
| 31 Mar, 22 | 194 | 3.74% | 25,411,086 | 0.45% | 67.25% | 1.25% | 91 | 8.33% | 64 | -1.54% |
| 31 Dec, 21 | 187 | 2.75% | 25,298,207 | -1.00% | 73.46% | 1.53% | 84 | -22.22% | 65 | 85.71% |
| 30 Sep, 21 | 182 | 10.30% | 25,553,060 | 9.94% | 69.25% | 1.25% | 108 | 36.71% | 35 | -27.08% |
| 30 Jun, 21 | 165 | -5.71% | 23,242,467 | 5.64% | 74.34% | 1.50% | 79 | -14.13% | 48 | - |
| 31 Mar, 21 | 175 | 4.79% | 22,000,991 | 4.50% | 70.41% | 1.15% | 92 | 29.58% | 48 | -18.64% |
| 31 Dec, 20 | 167 | 3.09% | 21,053,568 | 9.41% | 78.11% | 1.45% | 71 | 9.23% | 59 | 5.36% |
| 30 Sep, 20 | 162 | 1.25% | 19,242,354 | 0.30% | 73.40% | 1.37% | 65 | -24.42% | 56 | 24.44% |
| 30 Jun, 20 | 160 | 9.59% | 19,184,819 | 1.19% | 73.28% | 1.43% | 86 | 72.00% | 45 | -32.84% |
| 31 Mar, 20 | 146 | -9.88% | 18,959,879 | -0.71% | 71.62% | 1.38% | 50 | -35.06% | 67 | 6.35% |
| 31 Dec, 19 | 162 | 3.85% | 19,095,734 | 1.00% | 71.95% | 1.44% | 77 | 10.00% | 63 | 18.87% |
| 30 Sep, 19 | 156 | -4.88% | 18,906,080 | -1.54% | 70.60% | 1.38% | 70 | -5.41% | 53 | -13.11% |
| 30 Jun, 19 | 164 | -7.34% | 19,201,720 | 0.73% | 71.42% | 1.13% | 74 | -8.64% | 61 | - |
| 31 Mar, 19 | 177 | 4.12% | 19,063,108 | 7.27% | 79.67% | 1.34% | 81 | 9.46% | 61 | -8.96% |
| 31 Dec, 18 | 170 | -2.86% | 17,771,568 | 1.40% | 77.22% | 1.35% | 74 | -12.94% | 67 | 24.07% |
| 30 Sep, 18 | 175 | 2.34% | 17,526,597 | -0.77% | 75.72% | 1.30% | 85 | -1.16% | 54 | - |
| 30 Jun, 18 | 171 | 13.25% | 17,662,557 | 2.44% | 76.38% | 1.36% | 86 | 38.71% | 54 | -11.48% |
| 31 Mar, 18 | 151 | -5.03% | 17,241,167 | 2.02% | 74.99% | 1.38% | 62 | -15.07% | 61 | -3.17% |
| 31 Dec, 17 | 159 | 5.30% | 16,900,442 | -0.78% | 73.65% | 1.38% | 73 | 8.96% | 63 | 18.87% |
| 30 Sep, 17 | 151 | -5.03% | 17,033,659 | -0.10% | 73.03% | 1.38% | 67 | -20.24% | 53 | -1.85% |
| 30 Jun, 17 | 159 | -0.63% | 17,050,545 | 7.49% | 72.63% | 1.39% | 84 | -7.69% | 54 | 20.00% |
| 31 Mar, 17 | 160 | 8.11% | 15,862,831 | 7.56% | 72.34% | 1.33% | 91 | 18.18% | 45 | -11.76% |
| 31 Dec, 16 | 148 | 7.25% | 14,747,306 | 6.32% | 73.70% | 1.53% | 77 | 6.94% | 51 | 37.84% |
| 30 Sep, 16 | 138 | 4.55% | 13,870,711 | 1.50% | 69.36% | 1.49% | 72 | 20.00% | 37 | -9.76% |
| 30 Jun, 16 | 132 | 9.09% | 13,666,213 | -0.55% | 68.32% | 1.45% | 60 | 3.45% | 41 | 5.13% |
| 31 Mar, 16 | 121 | -2.42% | 13,741,233 | -0.12% | 68.69% | 1.46% | 58 | -10.77% | 39 | 11.43% |
| 31 Dec, 15 | 124 | 11.71% | 13,757,980 | -30.40% | 68.70% | 0.70% | 65 | 25.00% | 35 | -10.26% |
| 30 Sep, 15 | 111 | 12.12% | 19,766,347 | 50.39% | 98.86% | 2.28% | 52 | 23.81% | 39 | 30.00% |
| 30 Jun, 15 | 99 | 4.21% | 13,143,537 | 2.48% | 65.79% | 1.59% | 42 | 7.69% | 30 | -6.25% |
| 31 Mar, 15 | 95 | -3.06% | 12,825,740 | 3.18% | 64.34% | 1.64% | 39 | 2.63% | 32 | -5.88% |
| 31 Dec, 14 | 98 | 1.03% | 12,430,465 | -0.22% | 62.60% | 1.59% | 38 | 26.67% | 34 | -10.53% |
| 30 Sep, 14 | 97 | -2.02% | 12,457,605 | 2.08% | 62.80% | 1.66% | 30 | -9.09% | 38 | -2.56% |
| 30 Jun, 14 | 99 | 1.02% | 12,204,190 | 0.31% | 61.56% | 1.58% | 33 | -25.00% | 39 | 39.29% |
| 31 Mar, 14 | 98 | 1.03% | 12,166,788 | 0.94% | 62.33% | 1.48% | 44 | -6.38% | 28 | -12.50% |
| 31 Dec, 13 | 97 | 7.78% | 12,053,547 | 4.28% | 64.81% | 1.71% | 47 | 9.30% | 32 | 14.29% |
| 30 Sep, 13 | 90 | 7.14% | 11,558,464 | 11.95% | 61.55% | 1.90% | 43 | -32.81% | 28 | 154.55% |
| 30 Jun, 13 | 84 | 162.50% | 10,324,938 | 88.25% | 56.98% | 6.15% | 64 | 204.76% | 11 | 57.14% |
| 31 Mar, 13 | 32 | 18.52% | 5,484,641 | -4.46% | 30.45% | 2.98% | 21 | 31.25% | 7 | 75.00% |
| 31 Dec, 12 | 27 | -12.90% | 5,740,913 | 13.79% | 31.98% | 4.02% | 16 | -11.11% | 4 | -42.86% |
| 30 Sep, 12 | 31 | -3.13% | 5,045,006 | -13.78% | 28.22% | 2.62% | 18 | -25.00% | 7 | 40.00% |
| 30 Jun, 12 | 32 | -8.57% | 5,851,634 | 11.42% | 32.81% | 3.77% | 24 | 41.18% | 5 | -50.00% |
| 31 Mar, 12 | 35 | -7.89% | 5,251,638 | -9.97% | 29.52% | 2.41% | 17 | -22.73% | 10 | 100.00% |
| 31 Dec, 11 | 38 | 2.70% | 5,833,411 | 16.63% | 34.97% | 4.40% | 22 | -4.35% | 5 | 25.00% |
| 30 Sep, 11 | 37 | 15.63% | 5,001,660 | 0.10% | 28.19% | 3.32% | 23 | 9.52% | 4 | -33.33% |
| 30 Jun, 11 | 32 | 33.33% | 4,996,629 | 102.91% | 29.15% | 10.70% | 21 | 23.53% | 6 | 20.00% |
| 31 Mar, 11 | 24 | 60.00% | 2,462,468 | 26.31% | 16.50% | 9.59% | 17 | 142.86% | 5 | 66.67% |
| 31 Dec, 10 | 15 | - | 1,949,616 | 77.55% | 13.12% | 24.01% | 7 | -22.22% | 3 | - |
| 30 Sep, 10 | 15 | 7.14% | 1,098,043 | -39.95% | 7.39% | 4.88% | 9 | 12.50% | 3 | 50.00% |
| 30 Jun, 10 | 14 | -12.50% | 1,828,683 | 4.31% | 12.31% | 8.33% | 8 | -20.00% | 2 | -60.00% |
| 31 Mar, 10 | 16 | 23.08% | 1,753,069 | 159.98% | 12.16% | 44.04% | 10 | 25.00% | 5 | 66.67% |
| 31 Dec, 09 | 13 | 18.18% | 674,302 | 40.47% | 5.25% | 37.56% | 8 | 60.00% | 3 | 200.00% |
| 30 Sep, 09 | 11 | -15.38% | 480,045 | -22.54% | 3.74% | 16.04% | 5 | -50.00% | 1 | - |
| 30 Jun, 09 | 13 | 44.44% | 619,721 | 45.84% | 4.83% | 44.01% | 10 | 150.00% | 1 | - |
| 31 Mar, 09 | 9 | -18.18% | 424,928 | -55.46% | 3.31% | 5.77% | 4 | - | 1 | -50.00% |
| 31 Dec, 08 | 11 | -21.43% | 953,965 | 56.35% | 7.58% | 32.64% | 4 | -50.00% | 2 | - |
| 30 Sep, 08 | 14 | 75.00% | 610,157 | 31.46% | 4.82% | 35.20% | 8 | 14.29% | 2 | - |
| 30 Jun, 08 | 8 | -11.11% | 464,144 | 12.92% | 3.70% | 33.90% | 7 | 40.00% | - | -100.00% |
| 31 Mar, 08 | 9 | -25.00% | 411,030 | 6.30% | 3.30% | 33.91% | 5 | -54.55% | 3 | 200.00% |
| 31 Dec, 07 | 12 | 33.33% | 386,687 | 27.36% | 3.12% | 51.89% | 11 | 175.00% | 1 | -66.67% |
| 30 Sep, 07 | 9 | - | 303,618 | 9.01% | 2.45% | 48.18% | 4 | -33.33% | 3 | 50.00% |
| 30 Jun, 07 | 9 | 28.57% | 278,534 | 15.78% | 2.26% | 54.59% | 6 | 100.00% | 2 | - |
| 31 Mar, 07 | 7 | -36.36% | 240,581 | -9.23% | 2.03% | 38.24% | 3 | -40.00% | 2 | -33.33% |
| 31 Dec, 06 | 11 | - | 265,041 | 6.56% | 2.31% | 48.41% | 5 | -28.57% | 3 | 200.00% |
| 30 Sep, 06 | 11 | 37.50% | 248,722 | 29.67% | 2.18% | 65.27% | 7 | 16.67% | 1 | - |
| 30 Jun, 06 | 8 | -11.11% | 191,806 | -26.68% | 1.83% | 29.26% | 6 | 20.00% | 1 | -66.67% |
| 31 Mar, 06 | 9 | 28.57% | 261,596 | -0.04% | 2.50% | 39.18% | 5 | 25.00% | 3 | 200.00% |
| 31 Dec, 05 | 7 | 75.00% | 261,709 | 569.11% | 2.53% | 1678.63% | 4 | 100.00% | 1 | - |
| 30 Sep, 05 | 4 | - | 39,113 | 35.88% | 0.39% | 472.53% | 2 | -33.33% | 1 | - |
| 30 Jun, 05 | 4 | 300.00% | 28,784 | 78.78% | 0.29% | 1087.99% | 3 | 200.00% | 1 | - |
| 31 Mar, 05 | 1 | - | 16,100 | - | 0.16% | - | 1 | - | - | - |
Enterprise Financial Services Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Enterprise Financial Services's stock was made by SANBORN RICHARD on Jul 26 2024, selling 94,815 shares at $53.73 per share (valued at $5.09M).
Enterprise Financial Services Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 14 | 2 | 700.00% |
| Q2 2024 | 9 | 4 | 225.00% |
| Q1 2024 | 47 | 46 | 102.17% |
| Q4 2023 | 2 | 13 | 15.38% |
| Q3 2023 | 14 | 1 | 1400.00% |
| Q2 2023 | 10 | 5 | 200.00% |
| Q1 2023 | 34 | 33 | 103.03% |
| Q4 2022 | 20 | 12 | 166.67% |
| Q3 2022 | 14 | - | - |
| Q2 2022 | 7 | 1 | 700.00% |
| Q1 2022 | 39 | 25 | 156.00% |
| Q4 2021 | 19 | 14 | 135.71% |
| Q3 2021 | 13 | 1 | 1300.00% |
| Q2 2021 | 8 | 3 | 266.67% |
| Q1 2021 | 37 | 28 | 132.14% |
| Q4 2020 | 14 | 20 | 70.00% |
| Q3 2020 | 12 | - | - |
| Q2 2020 | 10 | 2 | 500.00% |
| Q1 2020 | 22 | 14 | 157.14% |
| Q4 2019 | 15 | 12 | 125.00% |
14 total buy trades, and 2 total sell trades (buy/sell ratio of 7.00%) were made by Enterprise Financial Services's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 2 | - | - |
| Q1 2023 | 1 | 6 | 16.67% |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 3 | 5 | 60.00% |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 1 | 1 | 100.00% |
| Q1 2021 | 1 | 3 | 33.33% |
| Q4 2020 | 2 | 11 | 18.18% |
| Q3 2020 | 2 | - | - |
| Q2 2020 | 3 | - | - |
| Q1 2020 | 2 | 2 | 100.00% |
| Q4 2019 | - | 3 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Enterprise Financial Services's stocks.
Enterprise Financial Services Peer Ownership
| Ticker | Company |
|---|---|
| BSRR | Sierra Bancorp |
| OFED | Oconee Federal Financial Corp. |
| QCRH | QCR Holdings, Inc. |
| FNCB | FNCB Bancorp, Inc. |
| FCAP | First Capital, Inc. |
| CZWI | Citizens Community Bancorp, Inc. |
| FCCO | First Community Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
| HTBI | HomeTrust Bancshares, Inc. |
EFSC Ownership FAQ
Who Owns Enterprise Financial Services?
Enterprise Financial Services is owned by institutional shareholders (74.06%), insiders (2.33%), and public (23.61%). The largest institutional shareholder of Enterprise Financial Services is BLACKROCK INC. (10.37% of total shares) and the top mutual fund owner is Thrivent ETF Trust (1.01% of total shares).
Who are the major institutional shareholders of Enterprise Financial Services?
Enterprise Financial Services's major institutional shareholders are BLACKROCK INC., WELLINGTON MANAGEMENT GROUP LLP, DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, and EARNEST PARTNERS LLC. The top five shareholders own together 34.74% of the company's share outstanding.
How many Enterprise Financial Services shareholders are there?
As of Jun 2024, there are 202 institutional shareholders of Enterprise Financial Services.
What percentage of Enterprise Financial Services is owned by BLACKROCK INC?
BLACKROCK INC owns 3.89M shares of Enterprise Financial Services, representing 10.37% of the company's total shares outstanding, valued at $159.02M (as of Jun 2024).
What percentage of Enterprise Financial Services is owned by WELLINGTON MANAGEMENT GROUP LLP?
As of Jun 2024, WELLINGTON MANAGEMENT GROUP LLP holds 3.04M shares of Enterprise Financial Services (EFSC), compromising 8.11% of the company, valued at $124.35M.
What percentage of Enterprise Financial Services is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Enterprise Financial Services. The company owns 2.08M of the company's shares outstanding (worth $85.26M).