Enterprise Financial Services Ownership 2024 | Who Owns Enterprise Financial Services Now?
Institutional Ownership
73.14%
Insider Ownership
2.33%
Retail Ownership
24.53%
Institutional Holders
209.00
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. | 10.03% | 0.00% | 3,746,468 | -55,801 | -1.47% | 151,956,722 | Mar 31, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 7.58% | 0.02% | 2,833,393 | 538,382 | 23.46% | 114,922,420 | Mar 31, 2024 |
VANGUARD GROUP INC | 5.41% | 0.00% | 2,020,424 | 25,576 | 1.28% | 81,948,398 | Mar 31, 2024 |
DIMENSIONAL FUND ADVISORS LP | 5.39% | 0.02% | 2,012,591 | 100,262 | 5.24% | 81,630,691 | Mar 31, 2024 |
EARNEST PARTNERS LLC | 5.07% | 0.35% | 1,896,179 | -44,241 | -2.28% | 76,909,020 | Mar 31, 2024 |
STATE STREET CORP | 2.96% | 0.00% | 1,105,371 | 57,137 | 5.45% | 44,833,848 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.27% | 0.00% | 847,564 | 21,470 | 2.60% | 34,382,948 | Mar 31, 2024 |
MACQUARIE GROUP LTD | 2.20% | 0.04% | 821,588 | -20,172 | -2.40% | 33,324,000 | Mar 31, 2024 |
PL CAPITAL ADVISORS, LLC | 1.88% | 10.87% | 703,829 | -20,000 | -2.76% | 28,547,304 | Mar 31, 2024 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.87% | 0.07% | 699,502 | 60 | 0.01% | 28,371,801 | Mar 31, 2024 |
WESTERN FINANCIAL CORP/CA | 1.75% | 16.21% | 652,108 | -4,803 | -0.73% | 26,449,497 | Mar 31, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.47% | 0.01% | 550,530 | 123,242 | 28.84% | 22,329,497 | Mar 31, 2024 |
JENNISON ASSOCIATES LLC | 1.23% | 0.01% | 459,161 | 47,905 | 11.65% | 18,623,572 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 1.22% | 0.00% | 456,243 | -21,043 | -4.41% | 18,505,216 | Mar 31, 2024 |
ENTERPRISE FINANCIAL SERVICES CORP | 1.09% | 9.92% | 406,186 | 2,128 | 0.53% | 16,474,904 | Mar 31, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.06% | 0.00% | 396,051 | -14,447 | -3.52% | 16,063,829 | Mar 31, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 1.04% | 0.00% | 388,110 | 2,611 | 0.68% | 15,742,239 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 1.00% | 0.00% | 373,432 | -1,451 | -0.39% | 15,146,402,000 | Mar 31, 2024 |
NORTHERN TRUST CORP | 0.97% | 0.00% | 364,053 | -109,068 | -23.05% | 14,765,990 | Mar 31, 2024 |
JANUS HENDERSON GROUP PLC | 0.75% | 0.01% | 278,899 | -72,022 | -20.52% | 11,310,760 | Mar 31, 2024 |
Enterprise Financial Services's largest institutional shareholder is BLACKROCK INC., holding 10.03% of the company's total share outstanding, currently valued at $151.96M. The top 10 institutional shareholders own together 44.65% 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 | 1.75% | 16.21% | 652,108 | -4,803 | -0.73% | 26,449,497 | Mar 31, 2024 |
PL CAPITAL ADVISORS, LLC | 1.88% | 10.87% | 703,829 | -20,000 | -2.76% | 28,547,304 | Mar 31, 2024 |
ENTERPRISE FINANCIAL SERVICES CORP | 1.09% | 9.92% | 406,186 | 2,128 | 0.53% | 16,474,904 | Mar 31, 2024 |
ENDEAVOUR CAPITAL ADVISORS INC | 0.46% | 2.41% | 171,928 | 75,271 | 77.87% | 6,973,400 | Mar 31, 2024 |
ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.14% | 1.73% | 51,326 | -3,500 | -6.38% | 2,081,783 | Mar 31, 2024 |
EJF CAPITAL LLC | 0.16% | 1.66% | 58,805 | -12,301 | -17.30% | 2,385,131 | Mar 31, 2024 |
MALTESE CAPITAL MANAGEMENT LLC | 0.51% | 1.48% | 190,000 | 90,000 | 90.00% | 7,706,400 | Mar 31, 2024 |
EARNEST PARTNERS LLC | 5.07% | 0.35% | 1,896,179 | -44,241 | -2.28% | 76,909,020 | Mar 31, 2024 |
ZIEGLER CAPITAL MANAGEMENT, LLC | 0.60% | 0.35% | 224,960 | 124,687 | 124.35% | 9,124,341 | Mar 31, 2024 |
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.25% | 0.33% | 92,384 | -211,322 | -69.58% | 3,747,095 | Mar 31, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.63% | 0.20% | 236,384 | -14,943 | -5.95% | 9,587,735 | Mar 31, 2024 |
CORNERCAP INVESTMENT COUNSEL INC | 0.08% | 0.18% | 29,240 | 5,169 | 21.47% | 1,185,974 | Mar 31, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.57% | 0.18% | 214,853 | 7,875 | 3.80% | 8,714,438 | Mar 31, 2024 |
OLYMPIAD RESEARCH LP | 0.02% | 0.16% | 6,005 | 6,005 | 100.00% | 243,563 | Mar 31, 2024 |
PEREGRINE CAPITAL MANAGEMENT LLC | 0.34% | 0.15% | 128,325 | -7,781 | -5.72% | 5,204,862 | Mar 31, 2024 |
SEMANTEON CAPITAL MANAGEMENT, LP | 0.02% | 0.15% | 5,749 | 5,749 | 100.00% | 233,179 | Mar 31, 2024 |
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.13% | 0.14% | 49,240 | -46,930 | -48.80% | 1,997,174 | Mar 31, 2024 |
ENTRYPOINT CAPITAL, LLC | 0.01% | 0.14% | 3,927 | 1,831 | 87.36% | 159,279 | Mar 31, 2024 |
MQS MANAGEMENT LLC | 0.02% | 0.14% | 5,904 | 5,904 | 100.00% | 239,466 | Mar 31, 2024 |
CLARIS ADVISORS, LLC / MO / | 0.01% | 0.11% | 5,612 | 3 | 0.05% | 227,623 | Mar 31, 2024 |
The largest Enterprise Financial Services shareholder by % of total assets is WESTERN FINANCIAL CORP/CA. The company owns 652.11K shares of Enterprise Financial Services (EFSC), representing 16.21% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WELLINGTON MANAGEMENT GROUP LLP | 7.58% | 0.02% | 2,833,393 | 538,382 | 23.46% | 114,922,420 | Mar 31, 2024 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.37% | 0.02% | 138,770 | 138,770 | 100.00% | 5,628,511 | Mar 31, 2024 |
ZIEGLER CAPITAL MANAGEMENT, LLC | 0.60% | 0.35% | 224,960 | 124,687 | 124.35% | 9,124,341 | Mar 31, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.47% | 0.01% | 550,530 | 123,242 | 28.84% | 22,329,497 | Mar 31, 2024 |
DIMENSIONAL FUND ADVISORS LP | 5.39% | 0.02% | 2,012,591 | 100,262 | 5.24% | 81,630,691 | Mar 31, 2024 |
MALTESE CAPITAL MANAGEMENT LLC | 0.51% | 1.48% | 190,000 | 90,000 | 90.00% | 7,706,400 | Mar 31, 2024 |
ENDEAVOUR CAPITAL ADVISORS INC | 0.46% | 2.41% | 171,928 | 75,271 | 77.87% | 6,973,400 | Mar 31, 2024 |
STATE STREET CORP | 2.96% | 0.00% | 1,105,371 | 57,137 | 5.45% | 44,833,848 | Mar 31, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.40% | 0.01% | 148,430 | 53,678 | 56.65% | 6,020,321 | Mar 31, 2024 |
THRIVENT FINANCIAL FOR LUTHERANS | 0.37% | 0.01% | 136,797 | 48,810 | 55.47% | 5,549,000 | Mar 31, 2024 |
JENNISON ASSOCIATES LLC | 1.23% | 0.01% | 459,161 | 47,905 | 11.65% | 18,623,572 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 0.00% | 26,552 | 26,552 | 100.00% | 1,076,949 | Mar 31, 2024 |
VANGUARD GROUP INC | 5.41% | 0.00% | 2,020,424 | 25,576 | 1.28% | 81,948,398 | Mar 31, 2024 |
FRANKLIN RESOURCES INC | 0.07% | 0.00% | 24,413 | 24,413 | 100.00% | 990,191 | Mar 31, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.06% | 0.01% | 23,554 | 23,554 | 100.00% | 955,000 | Mar 31, 2024 |
BOSTON PARTNERS | 0.06% | 0.00% | 21,524 | 21,524 | 100.00% | 873,010 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.27% | 0.00% | 847,564 | 21,470 | 2.60% | 34,382,948 | Mar 31, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.10% | 0.01% | 36,018 | 18,307 | 103.37% | 1,460,890 | Mar 31, 2024 |
INVESCO LTD. | 0.20% | 0.00% | 74,188 | 17,027 | 29.79% | 3,009,065 | Mar 31, 2024 |
AMERIPRISE FINANCIAL INC | 0.23% | 0.00% | 87,339 | 15,843 | 22.16% | 3,542,478 | Mar 31, 2024 |
As of Mar 31 2024, Enterprise Financial Services's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 538.38K stocks of EFSC, valued at $114.92M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.25% | 0.33% | 92,384 | -211,322 | -69.58% | 3,747,095 | Mar 31, 2024 |
NORTHERN TRUST CORP | 0.97% | 0.00% | 364,053 | -109,068 | -23.05% | 14,765,990 | Mar 31, 2024 |
PHOCAS FINANCIAL CORP. | 0.33% | 0.02% | 123,124 | -105,716 | -46.20% | 4,994,000 | Mar 31, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.40% | 0.00% | 148,624 | -102,209 | -40.75% | 6,028,189 | Mar 31, 2024 |
JANUS HENDERSON GROUP PLC | 0.75% | 0.01% | 278,899 | -72,022 | -20.52% | 11,310,760 | Mar 31, 2024 |
BLACKROCK INC. | 10.03% | 0.00% | 3,746,468 | -55,801 | -1.47% | 151,956,722 | Mar 31, 2024 |
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.13% | 0.14% | 49,240 | -46,930 | -48.80% | 1,997,174 | Mar 31, 2024 |
EARNEST PARTNERS LLC | 5.07% | 0.35% | 1,896,179 | -44,241 | -2.28% | 76,909,020 | Mar 31, 2024 |
DEPRINCE RACE & ZOLLO INC | 0.26% | 0.09% | 98,228 | -41,896 | -29.90% | 3,984,128 | Mar 31, 2024 |
GOLDMAN SACHS GROUP INC | 0.45% | 0.00% | 167,532 | -29,147 | -14.82% | 6,795,098 | Mar 31, 2024 |
MORGAN STANLEY | 0.48% | 0.00% | 181,083 | -28,538 | -13.61% | 7,344,796 | Mar 31, 2024 |
GREAT LAKES ADVISORS, LLC | 0.20% | 0.03% | 75,791 | -23,266 | -23.49% | 3,074,083 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 1.22% | 0.00% | 456,243 | -21,043 | -4.41% | 18,505,216 | Mar 31, 2024 |
MACQUARIE GROUP LTD | 2.20% | 0.04% | 821,588 | -20,172 | -2.40% | 33,324,000 | Mar 31, 2024 |
BARCLAYS PLC | 0.20% | 0.00% | 75,869 | -20,163 | -21.00% | 3,078,000 | Mar 31, 2024 |
PL CAPITAL ADVISORS, LLC | 1.88% | 10.87% | 703,829 | -20,000 | -2.76% | 28,547,304 | Mar 31, 2024 |
JANE STREET GROUP, LLC | 0.02% | 0.00% | 8,678 | -17,821 | -67.25% | 351,979 | Mar 31, 2024 |
BHZ CAPITAL MANAGEMENT, LP | - | - | - | -15,503 | -100.00% | - | Mar 31, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.63% | 0.20% | 236,384 | -14,943 | -5.95% | 9,587,735 | Mar 31, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.06% | 0.00% | 396,051 | -14,447 | -3.52% | 16,063,829 | Mar 31, 2024 |
As of Mar 31 2024, Enterprise Financial Services's biggest institutional seller is MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.. The company sold -0.21M shares of EFSC, valued at $3.75M.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.37% | 0.02% | 138,770 | 138,770 | 100.00% | 5,628,511 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 0.00% | 26,552 | 26,552 | 100.00% | 1,076,949 | Mar 31, 2024 |
FRANKLIN RESOURCES INC | 0.07% | 0.00% | 24,413 | 24,413 | 100.00% | 990,191 | Mar 31, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.06% | 0.01% | 23,554 | 23,554 | 100.00% | 955,000 | Mar 31, 2024 |
BOSTON PARTNERS | 0.06% | 0.00% | 21,524 | 21,524 | 100.00% | 873,010 | Mar 31, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | 0.04% | 0.05% | 15,264 | 15,264 | 100.00% | 619,108 | Mar 31, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.04% | 0.00% | 14,090 | 14,090 | 100.00% | 571,490 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.03% | 0.00% | 12,600 | 12,600 | 100.00% | 511,056 | Mar 31, 2024 |
HARBOR CAPITAL ADVISORS, INC. | 0.03% | 0.06% | 10,496 | 10,496 | 100.00% | 426,000 | Mar 31, 2024 |
JUMP FINANCIAL, LLC | 0.02% | 0.01% | 8,961 | 8,961 | 100.00% | 363,458 | Mar 31, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.02% | 0.00% | 8,144 | 8,144 | 100.00% | 330,321 | Mar 31, 2024 |
KESTRA ADVISORY SERVICES, LLC | 0.02% | 0.00% | 7,024 | 7,024 | 100.00% | 284,885 | Mar 31, 2024 |
FOUNDRY PARTNERS, LLC | 0.02% | 0.01% | 6,759 | 6,759 | 100.00% | 274,145 | Mar 31, 2024 |
OLYMPIAD RESEARCH LP | 0.02% | 0.16% | 6,005 | 6,005 | 100.00% | 243,563 | Mar 31, 2024 |
MQS MANAGEMENT LLC | 0.02% | 0.14% | 5,904 | 5,904 | 100.00% | 239,466 | Mar 31, 2024 |
BUSEY WEALTH MANAGEMENT | 0.02% | 0.01% | 5,900 | 5,900 | 100.00% | 239,304 | Mar 31, 2024 |
PRELUDE CAPITAL MANAGEMENT, LLC | 0.02% | 0.01% | 5,764 | 5,764 | 100.00% | 233,788 | Mar 31, 2024 |
SEMANTEON CAPITAL MANAGEMENT, LP | 0.02% | 0.15% | 5,749 | 5,749 | 100.00% | 233,179 | Mar 31, 2024 |
ENTROPY TECHNOLOGIES, LP | 0.01% | 0.02% | 4,969 | 4,969 | 100.00% | 201,543 | Mar 31, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.01% | 0.03% | 2,492 | 2,492 | 100.00% | 101,086 | Mar 31, 2024 |
RISE ADVISORS, LLC | 0.00% | 0.01% | 470 | 470 | 100.00% | 19,063 | Mar 31, 2024 |
0.00% | 0.00% | 94 | 94 | 100.00% | 3,760 | Mar 31, 2024 | |
BENJAMIN F. EDWARDS & COMPANY, INC. | 0.00% | - | 57 | 57 | 100.00% | 2,000 | Mar 31, 2024 |
COVESTOR LTD | 0.00% | 0.00% | 26 | 26 | 100.00% | 1,000 | Mar 31, 2024 |
GENEOS WEALTH MANAGEMENT INC. | 0.00% | - | 22 | 22 | 100.00% | 892 | Mar 31, 2024 |
MASSMUTUAL TRUST CO FSB/ADV | - | - | 7 | 7 | 100.00% | 284 | Mar 31, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 6 | 6 | 100.00% | 243 | Mar 31, 2024 |
Enterprise Financial Services's largest new institutional shareholder by number of shares is HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, purchased 138.77K shares, valued at $5.63M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BHZ CAPITAL MANAGEMENT, LP | - | - | - | -15,503 | -100.00% | - | Mar 31, 2024 |
TREXQUANT INVESTMENT LP | - | - | - | -14,039 | -100.00% | - | Mar 31, 2024 |
STATE OF WISCONSIN INVESTMENT BOARD | - | - | - | -12,846 | -100.00% | - | Mar 31, 2024 |
LAZARD ASSET MANAGEMENT LLC | - | - | - | -10,317 | -100.00% | - | Mar 31, 2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -7,806 | -100.00% | - | Mar 31, 2024 |
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | - | - | - | -6,900 | -100.00% | - | Mar 31, 2024 |
AE WEALTH MANAGEMENT LLC | - | - | - | -5,340 | -100.00% | - | Mar 31, 2024 |
CI PRIVATE WEALTH, LLC | - | - | - | -5,002 | -100.00% | - | Mar 31, 2024 |
CAPTRUST FINANCIAL ADVISORS | - | - | - | -4,767 | -100.00% | - | Mar 31, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | - | - | - | -4,645 | -100.00% | - | Mar 31, 2024 |
ALGERT GLOBAL LLC | - | - | - | -4,571 | -100.00% | - | Mar 31, 2024 |
ELEQUIN SECURITIES, LLC | - | - | - | -2,438 | -100.00% | - | Mar 31, 2024 |
BRUCE G. ALLEN INVESTMENTS, LLC | - | - | - | -73 | -100.00% | - | Mar 31, 2024 |
PARALLEL ADVISORS, LLC | - | - | - | -20 | -100.00% | - | Mar 31, 2024 |
DINUZZO PRIVATE WEALTH, INC. | - | - | - | -1 | -100.00% | - | Mar 31, 2024 |
Enterprise Financial Services's largest sold out institutional shareholder by shares sold is BHZ CAPITAL MANAGEMENT, LP, sold -15.50K shares, valued at -, as of undefined.
Enterprise Financial Services Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Thrivent ETF Trust | 1.07% | 52,656 | 5,781 | 12.33% | Dec 31, 2023 |
AMG FUNDS | 0.47% | 52,030 | - | - | Jan 31, 2024 |
Vanguard Montgomery Funds | 0.26% | 10,635 | - | - | Dec 31, 2023 |
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 |
NUVEEN INVESTMENT TRUST | 0.08% | 30,834 | - | - | Dec 31, 2023 |
PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.07% | 324,826 | - | - | Dec 29, 2023 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.06% | 12,185 | - | - | Dec 29, 2023 |
Voya EQUITY TRUST | 0.06% | 89,071 | - | - | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.05% | 25,941 | - | - | Dec 31, 2023 |
BRIDGEWAY FUNDS INC | 0.04% | 110,400 | - | - | Dec 29, 2023 |
STATE STREET INSTITUTIONAL FUNDS | 0.04% | 33,269 | -1,977 | -5.61% | Dec 31, 2023 |
HARBOR FUNDS | 0.03% | 754,603 | -66,726 | -8.12% | Jan 31, 2024 |
Vericimetry Funds | 0.02% | 2,385 | -820 | -25.59% | Dec 31, 2023 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.02% | 1,257 | - | - | Dec 31, 2023 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 77,018 | -1,240 | -1.58% | Jan 31, 2024 |
OBERWEIS FUNDS | 0.02% | 14,300 | - | - | Dec 31, 2023 |
FRONTIER FUNDS, INC. | 0.02% | 7,513 | - | - | Dec 31, 2023 |
PRUDENTIAL SECTOR FUNDS, INC. | 0.01% | 28,572 | 13,451 | 88.96% | Feb 29, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,508 | - | - | Dec 31, 2023 |
DELAWARE GROUP EQUITY FUNDS V | 0.01% | 687,463 | -2,793 | -0.40% | Feb 29, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.01% | 65,637 | 4,058 | 6.59% | Dec 31, 2023 |
AMG Funds I | 0.01% | 13,798 | - | - | Jan 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 | - | - | Dec 31, 2023 |
AMG Funds IV | 0.01% | 22,001 | - | - | Jan 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.01% | 53,884 | - | - | Dec 29, 2023 |
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 |
VANGUARD INDEX FUNDS | 0.00% | 2,191,330 | 582,061 | 36.17% | Dec 31, 2023 |
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 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 20,460 | -931 | -4.35% | Dec 29, 2023 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 8,600 | - | - | Mar 31, 2024 |
Segall Bryant & Hamill Trust | 0.00% | 66,688 | - | - | Dec 31, 2023 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 828 | - | - | Dec 31, 2023 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 142,651 | 981 | 0.69% | Dec 31, 2023 |
Humankind Benefit Corp | 0.00% | 75 | 1 | 1.35% | Dec 31, 2023 |
IndexIQ ETF Trust | 0.00% | 7,302 | -503 | -6.44% | Jan 31, 2024 |
AdvisorShares Trust | 0.00% | 9,324 | - | - | Dec 29, 2023 |
WILLIAM BLAIR FUNDS | 0.00% | 276,567 | -3,624 | -1.29% | Dec 31, 2023 |
CULLEN FUNDS TRUST | 0.00% | 6,869 | 3,519 | 105.04% | Dec 31, 2023 |
FORUM FUNDS II | 0.00% | 2,600 | - | - | Jan 31, 2024 |
Bernstein Fund Inc | 0.00% | 28,660 | - | - | Dec 31, 2023 |
Virtus Investment Trust | 0.00% | 90,292 | -5,802 | -6.04% | Dec 29, 2023 |
HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 32,100 | - | - | Dec 31, 2023 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 5,833 | - | - | Dec 31, 2023 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.00% | 6,962 | - | - | Dec 31, 2023 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 19,345 | 6,555 | 51.25% | Dec 31, 2023 |
FIDELITY CONCORD STREET TRUST | 0.00% | 356,702 | 13,787 | 4.02% | Feb 29, 2024 |
Calvert Variable Products, Inc. | 0.00% | 3,608 | - | - | Dec 31, 2023 |
JNL VARIABLE FUND LLC | 0.00% | 8,254 | - | - | Mar 31, 2020 |
SCHWAB STRATEGIC TRUST | 0.00% | 269,244 | 15,616 | 6.16% | Feb 29, 2024 |
Advisors' Inner Circle Fund III | 0.00% | 21,111 | -138 | -0.65% | Jan 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 3,690 | -62 | -1.65% | Dec 31, 2023 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,377,193 | 236,531 | 20.74% | Jan 31, 2024 |
Dimensional ETF Trust | 0.00% | 575,774 | 54,911 | 10.54% | Jan 31, 2024 |
TIMOTHY PLAN | 0.00% | 5,576 | - | - | Mar 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 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 23,928 | - | - | Dec 31, 2023 |
JPMORGAN INSURANCE TRUST | 0.00% | 10,082 | 8,020 | 388.94% | Mar 31, 2023 |
VALIC Co II | 0.00% | 22,400 | -200 | -0.88% | Feb 28, 2021 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 8,494 | - | - | Jan 31, 2024 |
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 | - | - | Dec 29, 2023 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,578 | -168 | -6.12% | Dec 31, 2023 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 22,400 | - | - | Dec 31, 2023 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 15,039 | -7,382 | -32.92% | Dec 31, 2023 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 36,563 | -8,319 | -18.54% | Jan 31, 2024 |
SunAmerica Specialty Series | 0.00% | 198 | - | - | Apr 30, 2021 |
PFM Multi-Manager Series Trust | 0.00% | 300 | - | - | Dec 31, 2023 |
T. Rowe Price Index Trust, Inc. | 0.00% | 6,139 | - | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,394 | 310 | 28.60% | Dec 31, 2023 |
Lattice Strategies Trust | 0.00% | 577 | -69 | -10.68% | Dec 31, 2023 |
Dunham Funds | 0.00% | 19,974 | 1,274 | 6.81% | Jan 31, 2024 |
THRIVENT MUTUAL FUNDS | 0.00% | 23,992 | 10,456 | 77.25% | Jan 31, 2024 |
NEW COVENANT FUNDS | 0.00% | 1,063 | - | - | Dec 31, 2023 |
MASTER INVESTMENT PORTFOLIO | 0.00% | 20,438 | 10,586 | 107.45% | Dec 31, 2023 |
VANGUARD WORLD FUND | 0.00% | 57,517 | -2,464 | -4.11% | Feb 29, 2024 |
GPS Funds I | 0.00% | 1,168 | - | - | Dec 31, 2023 |
Meeder Funds | 0.00% | 1,082 | - | - | Mar 31, 2024 |
Voya INVESTORS TRUST | 0.00% | 11,132 | -964 | -7.97% | Dec 31, 2023 |
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 |
THRIVENT SERIES FUND INC | 0.00% | 21,179 | -2,872 | -11.94% | Dec 29, 2023 |
SA FUNDS INVESTMENT TRUST | 0.00% | 2,901 | - | - | Dec 31, 2023 |
Natixis Funds Trust I | 0.00% | 27,300 | - | - | Dec 31, 2023 |
Direxion Shares ETF Trust | 0.00% | 28,319 | 1,528 | 5.70% | Jan 31, 2024 |
SEASONS SERIES TRUST | 0.00% | 4,191 | -269 | -6.03% | Dec 31, 2023 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 1,600 | - | - | Dec 29, 2023 |
Janus Detroit Street Trust | 0.00% | 22,970 | 3,273 | 16.62% | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,017 | -999 | -33.12% | Dec 31, 2023 |
JOHN HANCOCK INVESTMENT TRUST | 0.00% | 12,254 | - | - | Jan 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 12,214 | 1,000 | 8.92% | Dec 31, 2023 |
JPMORGAN TRUST II | 0.00% | 127,941 | - | - | Feb 29, 2024 |
NORTHERN FUNDS | 0.00% | 111,462 | -607 | -0.54% | Dec 29, 2023 |
Enterprise Financial Services's largest mutual fund holder by % of total assets is "Thrivent ETF Trust", owning 52.66K shares, compromising 1.07% of its total assets.
Enterprise Financial Services Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 24 | 209 | 4.50% |
31 Dec, 23 | 200 | 4.17% |
30 Sep, 23 | 192 | -1.54% |
30 Jun, 23 | 195 | -10.55% |
31 Mar, 23 | 218 | 0.93% |
31 Dec, 22 | 216 | 18.68% |
30 Sep, 22 | 182 | 0.55% |
30 Jun, 22 | 181 | -5.24% |
31 Mar, 22 | 191 | 3.80% |
31 Dec, 21 | 184 | 2.22% |
30 Sep, 21 | 180 | 11.11% |
30 Jun, 21 | 162 | -5.81% |
31 Mar, 21 | 172 | 4.88% |
31 Dec, 20 | 164 | 3.14% |
30 Sep, 20 | 159 | 0.63% |
30 Jun, 20 | 158 | 9.72% |
31 Mar, 20 | 144 | -10.56% |
31 Dec, 19 | 161 | 3.87% |
30 Sep, 19 | 155 | -4.32% |
30 Jun, 19 | 162 | -8.47% |
31 Mar, 19 | 177 | 4.73% |
31 Dec, 18 | 169 | -2.87% |
30 Sep, 18 | 174 | 2.35% |
30 Jun, 18 | 170 | 14.86% |
31 Mar, 18 | 148 | -5.13% |
31 Dec, 17 | 156 | 4.70% |
30 Sep, 17 | 149 | -5.10% |
30 Jun, 17 | 157 | -1.26% |
31 Mar, 17 | 159 | 8.16% |
31 Dec, 16 | 147 | 7.30% |
30 Sep, 16 | 137 | 5.38% |
30 Jun, 16 | 130 | 9.24% |
31 Mar, 16 | 119 | -2.46% |
31 Dec, 15 | 122 | 9.91% |
30 Sep, 15 | 111 | 12.12% |
30 Jun, 15 | 99 | 4.21% |
31 Mar, 15 | 95 | -3.06% |
31 Dec, 14 | 98 | 2.08% |
30 Sep, 14 | 96 | -2.04% |
30 Jun, 14 | 98 | - |
31 Mar, 14 | 98 | 2.08% |
31 Dec, 13 | 96 | 6.67% |
30 Sep, 13 | 90 | 8.43% |
30 Jun, 13 | 83 | 159.38% |
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 | 15.15% |
30 Sep, 11 | 33 | 3.13% |
30 Jun, 11 | 32 | 39.13% |
31 Mar, 11 | 23 | 53.33% |
31 Dec, 10 | 15 | - |
30 Sep, 10 | 15 | 15.38% |
30 Jun, 10 | 13 | -18.75% |
31 Mar, 10 | 16 | 23.08% |
31 Dec, 09 | 13 | 30.00% |
30 Sep, 09 | 10 | -23.08% |
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 | -18.18% |
31 Dec, 07 | 11 | 22.22% |
30 Sep, 07 | 9 | - |
30 Jun, 07 | 9 | 50.00% |
31 Mar, 07 | 6 | -40.00% |
31 Dec, 06 | 10 | -9.09% |
30 Sep, 06 | 11 | 57.14% |
30 Jun, 06 | 7 | - |
31 Mar, 06 | 7 | 16.67% |
31 Dec, 05 | 6 | 100.00% |
30 Sep, 05 | 3 | - |
30 Jun, 05 | 3 | - |
As of 31 Mar 24, 209 institutions are holding Enterprise Financial Services's shares, representing an increase of 4.50% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 24 | 27,333,179 | 1.34% |
31 Dec, 23 | 26,973,078 | 0.68% |
30 Sep, 23 | 26,789,842 | 0.73% |
30 Jun, 23 | 26,595,052 | -2.89% |
31 Mar, 23 | 27,385,544 | 2.76% |
31 Dec, 22 | 26,650,913 | 4.03% |
30 Sep, 22 | 25,617,529 | 0.02% |
30 Jun, 22 | 25,612,544 | 0.81% |
31 Mar, 22 | 25,405,796 | 0.47% |
31 Dec, 21 | 25,287,912 | -0.96% |
30 Sep, 21 | 25,532,731 | 9.96% |
30 Jun, 21 | 23,219,783 | 5.86% |
31 Mar, 21 | 21,933,712 | 4.40% |
31 Dec, 20 | 21,009,094 | 9.40% |
30 Sep, 20 | 19,203,198 | 0.29% |
30 Jun, 20 | 19,147,435 | 1.07% |
31 Mar, 20 | 18,944,232 | -0.72% |
31 Dec, 19 | 19,082,442 | 1.05% |
30 Sep, 19 | 18,883,338 | -1.53% |
30 Jun, 19 | 19,176,998 | 0.60% |
31 Mar, 19 | 19,063,108 | 7.37% |
31 Dec, 18 | 17,754,817 | 1.34% |
30 Sep, 18 | 17,520,271 | -0.70% |
30 Jun, 18 | 17,643,606 | 2.89% |
31 Mar, 18 | 17,148,080 | 2.10% |
31 Dec, 17 | 16,795,742 | -1.19% |
30 Sep, 17 | 16,997,526 | 0.06% |
30 Jun, 17 | 16,986,855 | 7.32% |
31 Mar, 17 | 15,827,535 | 7.61% |
31 Dec, 16 | 14,708,184 | 6.16% |
30 Sep, 16 | 13,854,211 | 1.60% |
30 Jun, 16 | 13,636,438 | -0.43% |
31 Mar, 16 | 13,695,596 | -0.25% |
31 Dec, 15 | 13,729,510 | -30.54% |
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 | -0.21% |
30 Sep, 14 | 12,456,605 | 2.08% |
30 Jun, 14 | 12,202,505 | 0.29% |
31 Mar, 14 | 12,166,788 | 0.88% |
31 Dec, 13 | 12,060,813 | 4.35% |
30 Sep, 13 | 11,558,464 | 11.98% |
30 Jun, 13 | 10,322,015 | 88.20% |
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 | 19.18% |
30 Sep, 11 | 4,894,517 | -2.04% |
30 Jun, 11 | 4,996,629 | 103.86% |
31 Mar, 11 | 2,450,996 | 25.72% |
31 Dec, 10 | 1,949,616 | 77.55% |
30 Sep, 10 | 1,098,043 | -39.81% |
30 Jun, 10 | 1,824,358 | 4.07% |
31 Mar, 10 | 1,753,069 | 159.98% |
31 Dec, 09 | 674,302 | 57.91% |
30 Sep, 09 | 427,009 | -31.10% |
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 | 9.75% |
31 Dec, 07 | 374,531 | 23.36% |
30 Sep, 07 | 303,618 | 9.01% |
30 Jun, 07 | 278,534 | 29.44% |
31 Mar, 07 | 215,181 | -10.21% |
31 Dec, 06 | 239,641 | -3.65% |
30 Sep, 06 | 248,722 | 42.54% |
30 Jun, 06 | 174,490 | -23.88% |
31 Mar, 06 | 229,233 | -7.65% |
31 Dec, 05 | 248,209 | 888.37% |
30 Sep, 05 | 25,113 | 90.48% |
30 Jun, 05 | 13,184 | - |
Enterprise Financial Services (EFSC) has 27.33M shares outstanding as of 31 Mar 24, up 1.34% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 24 | 73.14% | 1.42% |
31 Dec, 23 | 71.82% | 1.40% |
30 Sep, 23 | 71.73% | 1.48% |
30 Jun, 23 | 69.57% | 1.36% |
31 Mar, 23 | 71.64% | 1.40% |
31 Dec, 22 | 71.53% | 1.51% |
30 Sep, 22 | 68.79% | 1.45% |
30 Jun, 22 | 68.77% | 1.52% |
31 Mar, 22 | 67.23% | 1.54% |
31 Dec, 21 | 66.15% | 1.38% |
30 Sep, 21 | 69.24% | 1.26% |
30 Jun, 21 | 74.27% | 1.51% |
31 Mar, 21 | 70.19% | 1.16% |
31 Dec, 20 | 77.94% | 1.45% |
30 Sep, 20 | 73.25% | 1.36% |
30 Jun, 20 | 73.27% | 1.41% |
31 Mar, 20 | 72.14% | 1.34% |
31 Dec, 19 | 73.27% | 1.47% |
30 Sep, 19 | 70.52% | 1.39% |
30 Jun, 19 | 71.32% | 1.12% |
31 Mar, 19 | 79.67% | 1.35% |
31 Dec, 18 | 76.82% | 1.34% |
30 Sep, 18 | 75.69% | 1.30% |
30 Jun, 18 | 76.30% | 1.37% |
31 Mar, 18 | 74.59% | 1.39% |
31 Dec, 17 | 73.19% | 1.38% |
30 Sep, 17 | 72.88% | 1.39% |
30 Jun, 17 | 72.36% | 1.39% |
31 Mar, 17 | 72.18% | 1.34% |
31 Dec, 16 | 73.49% | 1.53% |
30 Sep, 16 | 69.28% | 1.49% |
30 Jun, 16 | 68.17% | 1.45% |
31 Mar, 16 | 68.46% | 1.46% |
31 Dec, 15 | 68.56% | 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 | 62.79% | 1.66% |
30 Jun, 14 | 61.55% | 1.58% |
31 Mar, 14 | 62.33% | 1.61% |
31 Dec, 13 | 62.21% | 1.64% |
30 Sep, 13 | 61.55% | 1.90% |
30 Jun, 13 | 56.97% | 6.14% |
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% | 4.59% |
30 Sep, 11 | 27.59% | 3.25% |
30 Jun, 11 | 29.15% | 10.80% |
31 Mar, 11 | 16.43% | 9.62% |
31 Dec, 10 | 13.07% | 23.91% |
30 Sep, 10 | 7.39% | 4.90% |
30 Jun, 10 | 12.28% | 8.31% |
31 Mar, 10 | 12.16% | 55.59% |
31 Dec, 09 | 4.68% | 42.25% |
30 Sep, 09 | 3.33% | 14.27% |
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% | 36.46% |
31 Dec, 07 | 3.01% | 50.05% |
30 Sep, 07 | 2.45% | 48.18% |
30 Jun, 07 | 2.26% | 68.24% |
31 Mar, 07 | 1.82% | 44.34% |
31 Dec, 06 | 2.02% | 42.51% |
30 Sep, 06 | 2.18% | 78.87% |
30 Jun, 06 | 1.66% | 34.67% |
31 Mar, 06 | 2.19% | 38.94% |
31 Dec, 05 | 2.37% | 3822.84% |
30 Sep, 05 | 0.25% | 1446.49% |
30 Jun, 05 | 0.13% | - |
As of 31 Mar 24, Enterprise Financial Services is held by 73.14% institutional shareholders, representing a 1.42% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 24 | 100 | 3.09% |
31 Dec, 23 | 97 | -6.73% |
30 Sep, 23 | 104 | 10.64% |
30 Jun, 23 | 94 | -20.34% |
31 Mar, 23 | 118 | -0.84% |
31 Dec, 22 | 119 | 63.01% |
30 Sep, 22 | 73 | -3.95% |
30 Jun, 22 | 76 | -16.48% |
31 Mar, 22 | 91 | 8.33% |
31 Dec, 21 | 84 | -21.50% |
30 Sep, 21 | 107 | 35.44% |
30 Jun, 21 | 79 | -12.22% |
31 Mar, 21 | 90 | 26.76% |
31 Dec, 20 | 71 | 12.70% |
30 Sep, 20 | 63 | -25.00% |
30 Jun, 20 | 84 | 71.43% |
31 Mar, 20 | 49 | -36.36% |
31 Dec, 19 | 77 | 11.59% |
30 Sep, 19 | 69 | -5.48% |
30 Jun, 19 | 73 | -9.88% |
31 Mar, 19 | 81 | 10.96% |
31 Dec, 18 | 73 | -14.12% |
30 Sep, 18 | 85 | - |
30 Jun, 18 | 85 | 41.67% |
31 Mar, 18 | 60 | -17.81% |
31 Dec, 17 | 73 | 10.61% |
30 Sep, 17 | 66 | -21.43% |
30 Jun, 17 | 84 | -7.69% |
31 Mar, 17 | 91 | 19.74% |
31 Dec, 16 | 76 | 4.11% |
30 Sep, 16 | 73 | 21.67% |
30 Jun, 16 | 60 | 7.14% |
31 Mar, 16 | 56 | -11.11% |
31 Dec, 15 | 63 | 21.15% |
30 Sep, 15 | 52 | 23.81% |
30 Jun, 15 | 42 | 7.69% |
31 Mar, 15 | 39 | - |
31 Dec, 14 | 39 | 30.00% |
30 Sep, 14 | 30 | -6.25% |
30 Jun, 14 | 32 | -28.89% |
31 Mar, 14 | 45 | -6.25% |
31 Dec, 13 | 48 | 9.09% |
30 Sep, 13 | 44 | -30.16% |
30 Jun, 13 | 63 | 200.00% |
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 | 15.79% |
30 Sep, 11 | 19 | -9.52% |
30 Jun, 11 | 21 | 31.25% |
31 Mar, 11 | 16 | 128.57% |
31 Dec, 10 | 7 | -22.22% |
30 Sep, 10 | 9 | 28.57% |
30 Jun, 10 | 7 | -30.00% |
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 | -50.00% |
31 Dec, 07 | 10 | 150.00% |
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 | 40.00% |
30 Jun, 06 | 5 | 66.67% |
31 Mar, 06 | 3 | -25.00% |
31 Dec, 05 | 4 | 100.00% |
30 Sep, 05 | 2 | -33.33% |
30 Jun, 05 | 3 | - |
100 institutional shareholders have increased their position in EFSC stock as of 31 Mar 24 compared to 97 in the previous quarter (a 3.09% increase).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 24 | 70 | 1.45% |
31 Dec, 23 | 69 | 25.45% |
30 Sep, 23 | 55 | -12.70% |
30 Jun, 23 | 63 | 1.61% |
31 Mar, 23 | 62 | 1.64% |
31 Dec, 22 | 61 | -8.96% |
30 Sep, 22 | 67 | -1.47% |
30 Jun, 22 | 68 | 7.94% |
31 Mar, 22 | 63 | - |
31 Dec, 21 | 63 | 80.00% |
30 Sep, 21 | 35 | -23.91% |
30 Jun, 21 | 46 | -4.17% |
31 Mar, 21 | 48 | -15.79% |
31 Dec, 20 | 57 | 1.79% |
30 Sep, 20 | 56 | 24.44% |
30 Jun, 20 | 45 | -31.82% |
31 Mar, 20 | 66 | 6.45% |
31 Dec, 19 | 62 | 16.98% |
30 Sep, 19 | 53 | -11.67% |
30 Jun, 19 | 60 | -1.64% |
31 Mar, 19 | 61 | -8.96% |
31 Dec, 18 | 67 | 26.42% |
30 Sep, 18 | 53 | -1.85% |
30 Jun, 18 | 54 | -11.48% |
31 Mar, 18 | 61 | -1.61% |
31 Dec, 17 | 62 | 14.81% |
30 Sep, 17 | 54 | 1.89% |
30 Jun, 17 | 53 | 20.45% |
31 Mar, 17 | 44 | -13.73% |
31 Dec, 16 | 51 | 41.67% |
30 Sep, 16 | 36 | -10.00% |
30 Jun, 16 | 40 | 2.56% |
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 | -6.67% |
31 Dec, 13 | 30 | 7.14% |
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 | - |
31 Dec, 05 | - | - |
30 Sep, 05 | - | - |
30 Jun, 05 | - | - |
70 institutional shareholders have reduced their position in EFSC stock as of 31 Mar 24 compared to 69 in the previous quarter (a 1.45% increase).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 24 | 209 | 4.50% | 27,333,179 | 1.34% | 73.14% | 1.42% | 100 | 3.09% | 70 | 1.45% |
31 Dec, 23 | 200 | 4.17% | 26,973,078 | 0.68% | 71.82% | 1.40% | 97 | -6.73% | 69 | 25.45% |
30 Sep, 23 | 192 | -1.54% | 26,789,842 | 0.73% | 71.73% | 1.48% | 104 | 10.64% | 55 | -12.70% |
30 Jun, 23 | 195 | -10.55% | 26,595,052 | -2.89% | 69.57% | 1.36% | 94 | -20.34% | 63 | 1.61% |
31 Mar, 23 | 218 | 0.93% | 27,385,544 | 2.76% | 71.64% | 1.40% | 118 | -0.84% | 62 | 1.64% |
31 Dec, 22 | 216 | 18.68% | 26,650,913 | 4.03% | 71.53% | 1.51% | 119 | 63.01% | 61 | -8.96% |
30 Sep, 22 | 182 | 0.55% | 25,617,529 | 0.02% | 68.79% | 1.45% | 73 | -3.95% | 67 | -1.47% |
30 Jun, 22 | 181 | -5.24% | 25,612,544 | 0.81% | 68.77% | 1.52% | 76 | -16.48% | 68 | 7.94% |
31 Mar, 22 | 191 | 3.80% | 25,405,796 | 0.47% | 67.23% | 1.54% | 91 | 8.33% | 63 | - |
31 Dec, 21 | 184 | 2.22% | 25,287,912 | -0.96% | 66.15% | 1.38% | 84 | -21.50% | 63 | 80.00% |
30 Sep, 21 | 180 | 11.11% | 25,532,731 | 9.96% | 69.24% | 1.26% | 107 | 35.44% | 35 | -23.91% |
30 Jun, 21 | 162 | -5.81% | 23,219,783 | 5.86% | 74.27% | 1.51% | 79 | -12.22% | 46 | -4.17% |
31 Mar, 21 | 172 | 4.88% | 21,933,712 | 4.40% | 70.19% | 1.16% | 90 | 26.76% | 48 | -15.79% |
31 Dec, 20 | 164 | 3.14% | 21,009,094 | 9.40% | 77.94% | 1.45% | 71 | 12.70% | 57 | 1.79% |
30 Sep, 20 | 159 | 0.63% | 19,203,198 | 0.29% | 73.25% | 1.36% | 63 | -25.00% | 56 | 24.44% |
30 Jun, 20 | 158 | 9.72% | 19,147,435 | 1.07% | 73.27% | 1.41% | 84 | 71.43% | 45 | -31.82% |
31 Mar, 20 | 144 | -10.56% | 18,944,232 | -0.72% | 72.14% | 1.34% | 49 | -36.36% | 66 | 6.45% |
31 Dec, 19 | 161 | 3.87% | 19,082,442 | 1.05% | 73.27% | 1.47% | 77 | 11.59% | 62 | 16.98% |
30 Sep, 19 | 155 | -4.32% | 18,883,338 | -1.53% | 70.52% | 1.39% | 69 | -5.48% | 53 | -11.67% |
30 Jun, 19 | 162 | -8.47% | 19,176,998 | 0.60% | 71.32% | 1.12% | 73 | -9.88% | 60 | -1.64% |
31 Mar, 19 | 177 | 4.73% | 19,063,108 | 7.37% | 79.67% | 1.35% | 81 | 10.96% | 61 | -8.96% |
31 Dec, 18 | 169 | -2.87% | 17,754,817 | 1.34% | 76.82% | 1.34% | 73 | -14.12% | 67 | 26.42% |
30 Sep, 18 | 174 | 2.35% | 17,520,271 | -0.70% | 75.69% | 1.30% | 85 | - | 53 | -1.85% |
30 Jun, 18 | 170 | 14.86% | 17,643,606 | 2.89% | 76.30% | 1.37% | 85 | 41.67% | 54 | -11.48% |
31 Mar, 18 | 148 | -5.13% | 17,148,080 | 2.10% | 74.59% | 1.39% | 60 | -17.81% | 61 | -1.61% |
31 Dec, 17 | 156 | 4.70% | 16,795,742 | -1.19% | 73.19% | 1.38% | 73 | 10.61% | 62 | 14.81% |
30 Sep, 17 | 149 | -5.10% | 16,997,526 | 0.06% | 72.88% | 1.39% | 66 | -21.43% | 54 | 1.89% |
30 Jun, 17 | 157 | -1.26% | 16,986,855 | 7.32% | 72.36% | 1.39% | 84 | -7.69% | 53 | 20.45% |
31 Mar, 17 | 159 | 8.16% | 15,827,535 | 7.61% | 72.18% | 1.34% | 91 | 19.74% | 44 | -13.73% |
31 Dec, 16 | 147 | 7.30% | 14,708,184 | 6.16% | 73.49% | 1.53% | 76 | 4.11% | 51 | 41.67% |
30 Sep, 16 | 137 | 5.38% | 13,854,211 | 1.60% | 69.28% | 1.49% | 73 | 21.67% | 36 | -10.00% |
30 Jun, 16 | 130 | 9.24% | 13,636,438 | -0.43% | 68.17% | 1.45% | 60 | 7.14% | 40 | 2.56% |
31 Mar, 16 | 119 | -2.46% | 13,695,596 | -0.25% | 68.46% | 1.46% | 56 | -11.11% | 39 | 11.43% |
31 Dec, 15 | 122 | 9.91% | 13,729,510 | -30.54% | 68.56% | 0.70% | 63 | 21.15% | 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 | - | 32 | -5.88% |
31 Dec, 14 | 98 | 2.08% | 12,430,465 | -0.21% | 62.60% | 1.59% | 39 | 30.00% | 34 | -10.53% |
30 Sep, 14 | 96 | -2.04% | 12,456,605 | 2.08% | 62.79% | 1.66% | 30 | -6.25% | 38 | -2.56% |
30 Jun, 14 | 98 | - | 12,202,505 | 0.29% | 61.55% | 1.58% | 32 | -28.89% | 39 | 39.29% |
31 Mar, 14 | 98 | 2.08% | 12,166,788 | 0.88% | 62.33% | 1.61% | 45 | -6.25% | 28 | -6.67% |
31 Dec, 13 | 96 | 6.67% | 12,060,813 | 4.35% | 62.21% | 1.64% | 48 | 9.09% | 30 | 7.14% |
30 Sep, 13 | 90 | 8.43% | 11,558,464 | 11.98% | 61.55% | 1.90% | 44 | -30.16% | 28 | 154.55% |
30 Jun, 13 | 83 | 159.38% | 10,322,015 | 88.20% | 56.97% | 6.14% | 63 | 200.00% | 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 | 15.15% | 5,833,411 | 19.18% | 34.97% | 4.59% | 22 | 15.79% | 5 | 25.00% |
30 Sep, 11 | 33 | 3.13% | 4,894,517 | -2.04% | 27.59% | 3.25% | 19 | -9.52% | 4 | -33.33% |
30 Jun, 11 | 32 | 39.13% | 4,996,629 | 103.86% | 29.15% | 10.80% | 21 | 31.25% | 6 | 20.00% |
31 Mar, 11 | 23 | 53.33% | 2,450,996 | 25.72% | 16.43% | 9.62% | 16 | 128.57% | 5 | 66.67% |
31 Dec, 10 | 15 | - | 1,949,616 | 77.55% | 13.07% | 23.91% | 7 | -22.22% | 3 | - |
30 Sep, 10 | 15 | 15.38% | 1,098,043 | -39.81% | 7.39% | 4.90% | 9 | 28.57% | 3 | 50.00% |
30 Jun, 10 | 13 | -18.75% | 1,824,358 | 4.07% | 12.28% | 8.31% | 7 | -30.00% | 2 | -60.00% |
31 Mar, 10 | 16 | 23.08% | 1,753,069 | 159.98% | 12.16% | 55.59% | 10 | 25.00% | 5 | 66.67% |
31 Dec, 09 | 13 | 30.00% | 674,302 | 57.91% | 4.68% | 42.25% | 8 | 60.00% | 3 | 200.00% |
30 Sep, 09 | 10 | -23.08% | 427,009 | -31.10% | 3.33% | 14.27% | 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 | -18.18% | 411,030 | 9.75% | 3.30% | 36.46% | 5 | -50.00% | 3 | 200.00% |
31 Dec, 07 | 11 | 22.22% | 374,531 | 23.36% | 3.01% | 50.05% | 10 | 150.00% | 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 | 50.00% | 278,534 | 29.44% | 2.26% | 68.24% | 6 | 100.00% | 2 | - |
31 Mar, 07 | 6 | -40.00% | 215,181 | -10.21% | 1.82% | 44.34% | 3 | -40.00% | 2 | -33.33% |
31 Dec, 06 | 10 | -9.09% | 239,641 | -3.65% | 2.02% | 42.51% | 5 | -28.57% | 3 | 200.00% |
30 Sep, 06 | 11 | 57.14% | 248,722 | 42.54% | 2.18% | 78.87% | 7 | 40.00% | 1 | - |
30 Jun, 06 | 7 | - | 174,490 | -23.88% | 1.66% | 34.67% | 5 | 66.67% | 1 | -66.67% |
31 Mar, 06 | 7 | 16.67% | 229,233 | -7.65% | 2.19% | 38.94% | 3 | -25.00% | 3 | - |
31 Dec, 05 | 6 | 100.00% | 248,209 | 888.37% | 2.37% | 3822.84% | 4 | 100.00% | - | - |
30 Sep, 05 | 3 | - | 25,113 | 90.48% | 0.25% | 1446.49% | 2 | -33.33% | - | - |
30 Jun, 05 | 3 | - | 13,184 | - | 0.13% | - | 3 | - | - | - |
Enterprise Financial Services Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
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 GUEST ROBERT E JR on Apr 30 2024, selling 1,650 shares at - per share (valued at -).
Enterprise Financial Services Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 2 | 4 | 50.00% |
Q1 2024 | 46 | 45 | 102.22% |
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% |
Q3 2019 | 9 | 1 | 900.00% |
2 total buy trades, and 4 total sell trades (buy/sell ratio of 0.50%) were made by Enterprise Financial Services's insiders, as of Q2 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
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 | - |
Q3 2019 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Enterprise Financial Services's stocks.
Enterprise Financial Services Peer Ownership
Ticker | Company |
---|---|
OFED | Oconee Federal Financial Corp. |
CZWI | Citizens Community Bancorp, Inc. |
QCRH | QCR Holdings, Inc. |
FNCB | FNCB Bancorp, Inc. |
HFBL | Home Federal Bancorp, Inc. of Louisiana |
CULL | Cullman Bancorp, Inc. |
HTBI | HomeTrust Bancshares, Inc. |
FFNW | First Financial Northwest, Inc. |
BSRR | Sierra Bancorp |
HMNF | HMN Financial, Inc. |
CWBC | Community West Bancshares |
FCAP | First Capital, Inc. |
FCCO | First Community Corporation |
FNWB | First Northwest Bancorp |
EFSC Ownership FAQ
Who Owns Enterprise Financial Services?
Enterprise Financial Services is owned by institutional shareholders (73.14%), insiders (2.33%), and public (24.53%). The largest institutional shareholder of Enterprise Financial Services is BLACKROCK INC. (10.03% of total shares) and the top mutual fund owner is Thrivent ETF Trust (1.07% 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, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and EARNEST PARTNERS LLC. The top five shareholders own together 33.47% of the company's share outstanding.
How many Enterprise Financial Services shareholders are there?
As of Mar 2024, there are 209 institutional shareholders of Enterprise Financial Services.
What percentage of Enterprise Financial Services is owned by BLACKROCK INC?
BLACKROCK INC owns 3.75M shares of Enterprise Financial Services, representing 10.03% of the company's total shares outstanding, valued at $151.96M (as of Mar 2024).
What percentage of Enterprise Financial Services is owned by WELLINGTON MANAGEMENT GROUP LLP?
As of Mar 2024, WELLINGTON MANAGEMENT GROUP LLP holds 2.83M shares of Enterprise Financial Services (EFSC), compromising 7.58% of the company, valued at $114.92M.
What percentage of Enterprise Financial Services is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Enterprise Financial Services. The company owns 2.02M of the company's shares outstanding (worth $81.95M).