Enterprise Financial Services Ownership 2024 | Who Owns Enterprise Financial Services Now?


OverviewForecastRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.10.03%0.00%3,746,468-55,801-1.47%151,956,722Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP7.58%0.02%2,833,393538,38223.46%114,922,420Mar 31, 2024
VANGUARD GROUP INC5.41%0.00%2,020,42425,5761.28%81,948,398Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP5.39%0.02%2,012,591100,2625.24%81,630,691Mar 31, 2024
EARNEST PARTNERS LLC5.07%0.35%1,896,179-44,241-2.28%76,909,020Mar 31, 2024
STATE STREET CORP2.96%0.00%1,105,37157,1375.45%44,833,848Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.27%0.00%847,56421,4702.60%34,382,948Mar 31, 2024
MACQUARIE GROUP LTD2.20%0.04%821,588-20,172-2.40%33,324,000Mar 31, 2024
PL CAPITAL ADVISORS, LLC1.88%10.87%703,829-20,000-2.76%28,547,304Mar 31, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.87%0.07%699,502600.01%28,371,801Mar 31, 2024
WESTERN FINANCIAL CORP/CA1.75%16.21%652,108-4,803-0.73%26,449,497Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.47%0.01%550,530123,24228.84%22,329,497Mar 31, 2024
JENNISON ASSOCIATES LLC1.23%0.01%459,16147,90511.65%18,623,572Mar 31, 2024
JPMORGAN CHASE & CO1.22%0.00%456,243-21,043-4.41%18,505,216Mar 31, 2024
ENTERPRISE FINANCIAL SERVICES CORP1.09%9.92%406,1862,1280.53%16,474,904Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.06%0.00%396,051-14,447-3.52%16,063,829Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC1.04%0.00%388,1102,6110.68%15,742,239Mar 31, 2024
BANK OF AMERICA CORP /DE/1.00%0.00%373,432-1,451-0.39%15,146,402,000Mar 31, 2024
NORTHERN TRUST CORP0.97%0.00%364,053-109,068-23.05%14,765,990Mar 31, 2024
JANUS HENDERSON GROUP PLC0.75%0.01%278,899-72,022-20.52%11,310,760Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
WESTERN FINANCIAL CORP/CA1.75%16.21%652,108-4,803-0.73%26,449,497Mar 31, 2024
PL CAPITAL ADVISORS, LLC1.88%10.87%703,829-20,000-2.76%28,547,304Mar 31, 2024
ENTERPRISE FINANCIAL SERVICES CORP1.09%9.92%406,1862,1280.53%16,474,904Mar 31, 2024
ENDEAVOUR CAPITAL ADVISORS INC0.46%2.41%171,92875,27177.87%6,973,400Mar 31, 2024
ELIZABETH PARK CAPITAL ADVISORS, LTD.0.14%1.73%51,326-3,500-6.38%2,081,783Mar 31, 2024
EJF CAPITAL LLC0.16%1.66%58,805-12,301-17.30%2,385,131Mar 31, 2024
MALTESE CAPITAL MANAGEMENT LLC0.51%1.48%190,00090,00090.00%7,706,400Mar 31, 2024
EARNEST PARTNERS LLC5.07%0.35%1,896,179-44,241-2.28%76,909,020Mar 31, 2024
ZIEGLER CAPITAL MANAGEMENT, LLC0.60%0.35%224,960124,687124.35%9,124,341Mar 31, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.0.25%0.33%92,384-211,322-69.58%3,747,095Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.63%0.20%236,384-14,943-5.95%9,587,735Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.08%0.18%29,2405,16921.47%1,185,974Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.57%0.18%214,8537,8753.80%8,714,438Mar 31, 2024
OLYMPIAD RESEARCH LP0.02%0.16%6,0056,005100.00%243,563Mar 31, 2024
PEREGRINE CAPITAL MANAGEMENT LLC0.34%0.15%128,325-7,781-5.72%5,204,862Mar 31, 2024
SEMANTEON CAPITAL MANAGEMENT, LP0.02%0.15%5,7495,749100.00%233,179Mar 31, 2024
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC0.13%0.14%49,240-46,930-48.80%1,997,174Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.14%3,9271,83187.36%159,279Mar 31, 2024
MQS MANAGEMENT LLC0.02%0.14%5,9045,904100.00%239,466Mar 31, 2024
CLARIS ADVISORS, LLC / MO /0.01%0.11%5,61230.05%227,623Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
WELLINGTON MANAGEMENT GROUP LLP7.58%0.02%2,833,393538,38223.46%114,922,420Mar 31, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC0.37%0.02%138,770138,770100.00%5,628,511Mar 31, 2024
ZIEGLER CAPITAL MANAGEMENT, LLC0.60%0.35%224,960124,687124.35%9,124,341Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.47%0.01%550,530123,24228.84%22,329,497Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP5.39%0.02%2,012,591100,2625.24%81,630,691Mar 31, 2024
MALTESE CAPITAL MANAGEMENT LLC0.51%1.48%190,00090,00090.00%7,706,400Mar 31, 2024
ENDEAVOUR CAPITAL ADVISORS INC0.46%2.41%171,92875,27177.87%6,973,400Mar 31, 2024
STATE STREET CORP2.96%0.00%1,105,37157,1375.45%44,833,848Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.40%0.01%148,43053,67856.65%6,020,321Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.37%0.01%136,79748,81055.47%5,549,000Mar 31, 2024
JENNISON ASSOCIATES LLC1.23%0.01%459,16147,90511.65%18,623,572Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.00%26,55226,552100.00%1,076,949Mar 31, 2024
VANGUARD GROUP INC5.41%0.00%2,020,42425,5761.28%81,948,398Mar 31, 2024
FRANKLIN RESOURCES INC0.07%0.00%24,41324,413100.00%990,191Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.06%0.01%23,55423,554100.00%955,000Mar 31, 2024
BOSTON PARTNERS0.06%0.00%21,52421,524100.00%873,010Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.27%0.00%847,56421,4702.60%34,382,948Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.10%0.01%36,01818,307103.37%1,460,890Mar 31, 2024
INVESCO LTD.0.20%0.00%74,18817,02729.79%3,009,065Mar 31, 2024
AMERIPRISE FINANCIAL INC0.23%0.00%87,33915,84322.16%3,542,478Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.0.25%0.33%92,384-211,322-69.58%3,747,095Mar 31, 2024
NORTHERN TRUST CORP0.97%0.00%364,053-109,068-23.05%14,765,990Mar 31, 2024
PHOCAS FINANCIAL CORP.0.33%0.02%123,124-105,716-46.20%4,994,000Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.40%0.00%148,624-102,209-40.75%6,028,189Mar 31, 2024
JANUS HENDERSON GROUP PLC0.75%0.01%278,899-72,022-20.52%11,310,760Mar 31, 2024
BLACKROCK INC.10.03%0.00%3,746,468-55,801-1.47%151,956,722Mar 31, 2024
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC0.13%0.14%49,240-46,930-48.80%1,997,174Mar 31, 2024
EARNEST PARTNERS LLC5.07%0.35%1,896,179-44,241-2.28%76,909,020Mar 31, 2024
DEPRINCE RACE & ZOLLO INC0.26%0.09%98,228-41,896-29.90%3,984,128Mar 31, 2024
GOLDMAN SACHS GROUP INC0.45%0.00%167,532-29,147-14.82%6,795,098Mar 31, 2024
MORGAN STANLEY0.48%0.00%181,083-28,538-13.61%7,344,796Mar 31, 2024
GREAT LAKES ADVISORS, LLC0.20%0.03%75,791-23,266-23.49%3,074,083Mar 31, 2024
JPMORGAN CHASE & CO1.22%0.00%456,243-21,043-4.41%18,505,216Mar 31, 2024
MACQUARIE GROUP LTD2.20%0.04%821,588-20,172-2.40%33,324,000Mar 31, 2024
BARCLAYS PLC0.20%0.00%75,869-20,163-21.00%3,078,000Mar 31, 2024
PL CAPITAL ADVISORS, LLC1.88%10.87%703,829-20,000-2.76%28,547,304Mar 31, 2024
JANE STREET GROUP, LLC0.02%0.00%8,678-17,821-67.25%351,979Mar 31, 2024
BHZ CAPITAL MANAGEMENT, LP----15,503-100.00%-Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.63%0.20%236,384-14,943-5.95%9,587,735Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.06%0.00%396,051-14,447-3.52%16,063,829Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC0.37%0.02%138,770138,770100.00%5,628,511Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.00%26,55226,552100.00%1,076,949Mar 31, 2024
FRANKLIN RESOURCES INC0.07%0.00%24,41324,413100.00%990,191Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.06%0.01%23,55423,554100.00%955,000Mar 31, 2024
BOSTON PARTNERS0.06%0.00%21,52421,524100.00%873,010Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.04%0.05%15,26415,264100.00%619,108Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.04%0.00%14,09014,090100.00%571,490Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.00%12,60012,600100.00%511,056Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.0.03%0.06%10,49610,496100.00%426,000Mar 31, 2024
JUMP FINANCIAL, LLC0.02%0.01%8,9618,961100.00%363,458Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.02%0.00%8,1448,144100.00%330,321Mar 31, 2024
KESTRA ADVISORY SERVICES, LLC0.02%0.00%7,0247,024100.00%284,885Mar 31, 2024
FOUNDRY PARTNERS, LLC0.02%0.01%6,7596,759100.00%274,145Mar 31, 2024
OLYMPIAD RESEARCH LP0.02%0.16%6,0056,005100.00%243,563Mar 31, 2024
MQS MANAGEMENT LLC0.02%0.14%5,9045,904100.00%239,466Mar 31, 2024
BUSEY WEALTH MANAGEMENT0.02%0.01%5,9005,900100.00%239,304Mar 31, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.02%0.01%5,7645,764100.00%233,788Mar 31, 2024
SEMANTEON CAPITAL MANAGEMENT, LP0.02%0.15%5,7495,749100.00%233,179Mar 31, 2024
ENTROPY TECHNOLOGIES, LP0.01%0.02%4,9694,969100.00%201,543Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.01%0.03%2,4922,492100.00%101,086Mar 31, 2024
RISE ADVISORS, LLC0.00%0.01%470470100.00%19,063Mar 31, 2024
0.00%0.00%9494100.00%3,760Mar 31, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.0.00%-5757100.00%2,000Mar 31, 2024
COVESTOR LTD0.00%0.00%2626100.00%1,000Mar 31, 2024
GENEOS WEALTH MANAGEMENT INC.0.00%-2222100.00%892Mar 31, 2024
MASSMUTUAL TRUST CO FSB/ADV--77100.00%284Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--66100.00%243Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
Thrivent ETF Trust1.07%52,6565,78112.33%Dec 31, 2023
AMG FUNDS0.47%52,030--Jan 31, 2024
Vanguard Montgomery Funds0.26%10,635--Dec 31, 2023
CORNERCAP GROUP OF FUNDS /VA/0.15%11,079--Sep 30, 2022
RMB INVESTORS TRUST0.10%50,000--Dec 31, 2023
PRUDENTIAL JENNISON BLEND FUND, INC.0.09%57,6265,56610.69%Feb 29, 2024
NUVEEN INVESTMENT TRUST0.08%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 TRUST0.06%89,071--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.05%25,941--Dec 31, 2023
BRIDGEWAY FUNDS INC0.04%110,400--Dec 29, 2023
STATE STREET INSTITUTIONAL FUNDS0.04%33,269-1,977-5.61%Dec 31, 2023
HARBOR FUNDS0.03%754,603-66,726-8.12%Jan 31, 2024
Vericimetry Funds0.02%2,385-820-25.59%Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.02%1,257--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%77,018-1,240-1.58%Jan 31, 2024
OBERWEIS FUNDS0.02%14,300--Dec 31, 2023
FRONTIER FUNDS, INC.0.02%7,513--Dec 31, 2023
PRUDENTIAL SECTOR FUNDS, INC.0.01%28,57213,45188.96%Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%5,508--Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS V0.01%687,463-2,793-0.40%Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC0.01%65,6374,0586.59%Dec 31, 2023
AMG Funds I0.01%13,798--Jan 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.01%4,5651,30740.12%Sep 30, 2020
ROYCE FUND0.01%48,500--Dec 31, 2023
AMG Funds IV0.01%22,001--Jan 31, 2024
CLEARWATER INVESTMENT TRUST0.01%53,884--Dec 29, 2023
Mutual of America Variable Insurance Portfolios, Inc.0.01%3,7201915.41%Sep 30, 2023
Nushares ETF Trust0.00%35,96615,91979.41%Jan 31, 2024
VANGUARD INDEX FUNDS0.00%2,191,330582,06136.17%Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.00%488,749107,94928.35%Feb 29, 2024
FIDELITY COMMONWEALTH TRUST0.00%13,2602171.66%Feb 29, 2024
FIRST TRUST VARIABLE INSURANCE TRUST0.00%20,460-931-4.35%Dec 29, 2023
BNY Mellon Strategic Funds, Inc.0.00%8,600--Mar 31, 2024
Segall Bryant & Hamill Trust0.00%66,688--Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.00%828--Dec 31, 2023
MUTUAL OF AMERICA INVESTMENT CORP0.00%142,6519810.69%Dec 31, 2023
Humankind Benefit Corp0.00%7511.35%Dec 31, 2023
IndexIQ ETF Trust0.00%7,302-503-6.44%Jan 31, 2024
AdvisorShares Trust0.00%9,324--Dec 29, 2023
WILLIAM BLAIR FUNDS0.00%276,567-3,624-1.29%Dec 31, 2023
CULLEN FUNDS TRUST0.00%6,8693,519105.04%Dec 31, 2023
FORUM FUNDS II0.00%2,600--Jan 31, 2024
Bernstein Fund Inc0.00%28,660--Dec 31, 2023
Virtus Investment Trust0.00%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 FUND0.00%19,3456,55551.25%Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%356,70213,7874.02%Feb 29, 2024
Calvert Variable Products, Inc.0.00%3,608--Dec 31, 2023
JNL VARIABLE FUND LLC0.00%8,254--Mar 31, 2020
SCHWAB STRATEGIC TRUST0.00%269,24415,6166.16%Feb 29, 2024
Advisors' Inner Circle Fund III0.00%21,111-138-0.65%Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%3,690-62-1.65%Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,377,193236,53120.74%Jan 31, 2024
Dimensional ETF Trust0.00%575,77454,91110.54%Jan 31, 2024
TIMOTHY PLAN0.00%5,576--Mar 31, 2024
TARGET PORTFOLIO TRUST0.00%23,8003,10014.98%Jan 31, 2024
Principal Exchange-Traded Funds0.00%13,7612,71024.52%Mar 31, 2024
JANUS INVESTMENT FUND0.00%296,169--Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%23,928--Dec 31, 2023
JPMORGAN INSURANCE TRUST0.00%10,0828,020388.94%Mar 31, 2023
VALIC Co II0.00%22,400-200-0.88%Feb 28, 2021
ADVISORS' INNER CIRCLE FUND0.00%8,494--Jan 31, 2024
ALPS ETF Trust0.00%8,004-565-6.59%Feb 29, 2024
Thrivent Core Funds0.00%39,816--Jan 31, 2024
STERLING CAPITAL FUNDS0.00%13,081--Dec 29, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,578-168-6.12%Dec 31, 2023
PRINCIPAL VARIABLE CONTRACTS FUNDS INC0.00%22,400--Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.00%15,039-7,382-32.92%Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%36,563-8,319-18.54%Jan 31, 2024
SunAmerica Specialty Series0.00%198--Apr 30, 2021
PFM Multi-Manager Series Trust0.00%300--Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%6,139--Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%1,39431028.60%Dec 31, 2023
Lattice Strategies Trust0.00%577-69-10.68%Dec 31, 2023
Dunham Funds0.00%19,9741,2746.81%Jan 31, 2024
THRIVENT MUTUAL FUNDS0.00%23,99210,45677.25%Jan 31, 2024
NEW COVENANT FUNDS0.00%1,063--Dec 31, 2023
MASTER INVESTMENT PORTFOLIO0.00%20,43810,586107.45%Dec 31, 2023
VANGUARD WORLD FUND0.00%57,517-2,464-4.11%Feb 29, 2024
GPS Funds I0.00%1,168--Dec 31, 2023
Meeder Funds0.00%1,082--Mar 31, 2024
Voya INVESTORS TRUST0.00%11,132-964-7.97%Dec 31, 2023
DELAWARE GROUP FOUNDATION FUNDS0.00%1,043-330-24.03%Dec 30, 2022
VALIC Co I0.00%56,9393,3826.31%Feb 29, 2024
THRIVENT SERIES FUND INC0.00%21,179-2,872-11.94%Dec 29, 2023
SA FUNDS INVESTMENT TRUST0.00%2,901--Dec 31, 2023
Natixis Funds Trust I0.00%27,300--Dec 31, 2023
Direxion Shares ETF Trust0.00%28,3191,5285.70%Jan 31, 2024
SEASONS SERIES TRUST0.00%4,191-269-6.03%Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%1,600--Dec 29, 2023
Janus Detroit Street Trust0.00%22,9703,27316.62%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%2,017-999-33.12%Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST0.00%12,254--Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%12,2141,0008.92%Dec 31, 2023
JPMORGAN TRUST II0.00%127,941--Feb 29, 2024
NORTHERN FUNDS0.00%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

DateHoldingsChange %
31 Mar, 242094.50%
31 Dec, 232004.17%
30 Sep, 23192-1.54%
30 Jun, 23195-10.55%
31 Mar, 232180.93%
31 Dec, 2221618.68%
30 Sep, 221820.55%
30 Jun, 22181-5.24%
31 Mar, 221913.80%
31 Dec, 211842.22%
30 Sep, 2118011.11%
30 Jun, 21162-5.81%
31 Mar, 211724.88%
31 Dec, 201643.14%
30 Sep, 201590.63%
30 Jun, 201589.72%
31 Mar, 20144-10.56%
31 Dec, 191613.87%
30 Sep, 19155-4.32%
30 Jun, 19162-8.47%
31 Mar, 191774.73%
31 Dec, 18169-2.87%
30 Sep, 181742.35%
30 Jun, 1817014.86%
31 Mar, 18148-5.13%
31 Dec, 171564.70%
30 Sep, 17149-5.10%
30 Jun, 17157-1.26%
31 Mar, 171598.16%
31 Dec, 161477.30%
30 Sep, 161375.38%
30 Jun, 161309.24%
31 Mar, 16119-2.46%
31 Dec, 151229.91%
30 Sep, 1511112.12%
30 Jun, 15994.21%
31 Mar, 1595-3.06%
31 Dec, 14982.08%
30 Sep, 1496-2.04%
30 Jun, 1498-
31 Mar, 14982.08%
31 Dec, 13966.67%
30 Sep, 13908.43%
30 Jun, 1383159.38%
31 Mar, 133218.52%
31 Dec, 1227-12.90%
30 Sep, 1231-3.13%
30 Jun, 1232-8.57%
31 Mar, 1235-7.89%
31 Dec, 113815.15%
30 Sep, 11333.13%
30 Jun, 113239.13%
31 Mar, 112353.33%
31 Dec, 1015-
30 Sep, 101515.38%
30 Jun, 1013-18.75%
31 Mar, 101623.08%
31 Dec, 091330.00%
30 Sep, 0910-23.08%
30 Jun, 091344.44%
31 Mar, 099-18.18%
31 Dec, 0811-21.43%
30 Sep, 081475.00%
30 Jun, 088-11.11%
31 Mar, 089-18.18%
31 Dec, 071122.22%
30 Sep, 079-
30 Jun, 07950.00%
31 Mar, 076-40.00%
31 Dec, 0610-9.09%
30 Sep, 061157.14%
30 Jun, 067-
31 Mar, 06716.67%
31 Dec, 056100.00%
30 Sep, 053-
30 Jun, 053-

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

DateShares OutstandingChange %
31 Mar, 2427,333,1791.34%
31 Dec, 2326,973,0780.68%
30 Sep, 2326,789,8420.73%
30 Jun, 2326,595,052-2.89%
31 Mar, 2327,385,5442.76%
31 Dec, 2226,650,9134.03%
30 Sep, 2225,617,5290.02%
30 Jun, 2225,612,5440.81%
31 Mar, 2225,405,7960.47%
31 Dec, 2125,287,912-0.96%
30 Sep, 2125,532,7319.96%
30 Jun, 2123,219,7835.86%
31 Mar, 2121,933,7124.40%
31 Dec, 2021,009,0949.40%
30 Sep, 2019,203,1980.29%
30 Jun, 2019,147,4351.07%
31 Mar, 2018,944,232-0.72%
31 Dec, 1919,082,4421.05%
30 Sep, 1918,883,338-1.53%
30 Jun, 1919,176,9980.60%
31 Mar, 1919,063,1087.37%
31 Dec, 1817,754,8171.34%
30 Sep, 1817,520,271-0.70%
30 Jun, 1817,643,6062.89%
31 Mar, 1817,148,0802.10%
31 Dec, 1716,795,742-1.19%
30 Sep, 1716,997,5260.06%
30 Jun, 1716,986,8557.32%
31 Mar, 1715,827,5357.61%
31 Dec, 1614,708,1846.16%
30 Sep, 1613,854,2111.60%
30 Jun, 1613,636,438-0.43%
31 Mar, 1613,695,596-0.25%
31 Dec, 1513,729,510-30.54%
30 Sep, 1519,766,34750.39%
30 Jun, 1513,143,5372.48%
31 Mar, 1512,825,7403.18%
31 Dec, 1412,430,465-0.21%
30 Sep, 1412,456,6052.08%
30 Jun, 1412,202,5050.29%
31 Mar, 1412,166,7880.88%
31 Dec, 1312,060,8134.35%
30 Sep, 1311,558,46411.98%
30 Jun, 1310,322,01588.20%
31 Mar, 135,484,641-4.46%
31 Dec, 125,740,91313.79%
30 Sep, 125,045,006-13.78%
30 Jun, 125,851,63411.42%
31 Mar, 125,251,638-9.97%
31 Dec, 115,833,41119.18%
30 Sep, 114,894,517-2.04%
30 Jun, 114,996,629103.86%
31 Mar, 112,450,99625.72%
31 Dec, 101,949,61677.55%
30 Sep, 101,098,043-39.81%
30 Jun, 101,824,3584.07%
31 Mar, 101,753,069159.98%
31 Dec, 09674,30257.91%
30 Sep, 09427,009-31.10%
30 Jun, 09619,72145.84%
31 Mar, 09424,928-55.46%
31 Dec, 08953,96556.35%
30 Sep, 08610,15731.46%
30 Jun, 08464,14412.92%
31 Mar, 08411,0309.75%
31 Dec, 07374,53123.36%
30 Sep, 07303,6189.01%
30 Jun, 07278,53429.44%
31 Mar, 07215,181-10.21%
31 Dec, 06239,641-3.65%
30 Sep, 06248,72242.54%
30 Jun, 06174,490-23.88%
31 Mar, 06229,233-7.65%
31 Dec, 05248,209888.37%
30 Sep, 0525,11390.48%
30 Jun, 0513,184-

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

DateOwnership %Change %
31 Mar, 2473.14%1.42%
31 Dec, 2371.82%1.40%
30 Sep, 2371.73%1.48%
30 Jun, 2369.57%1.36%
31 Mar, 2371.64%1.40%
31 Dec, 2271.53%1.51%
30 Sep, 2268.79%1.45%
30 Jun, 2268.77%1.52%
31 Mar, 2267.23%1.54%
31 Dec, 2166.15%1.38%
30 Sep, 2169.24%1.26%
30 Jun, 2174.27%1.51%
31 Mar, 2170.19%1.16%
31 Dec, 2077.94%1.45%
30 Sep, 2073.25%1.36%
30 Jun, 2073.27%1.41%
31 Mar, 2072.14%1.34%
31 Dec, 1973.27%1.47%
30 Sep, 1970.52%1.39%
30 Jun, 1971.32%1.12%
31 Mar, 1979.67%1.35%
31 Dec, 1876.82%1.34%
30 Sep, 1875.69%1.30%
30 Jun, 1876.30%1.37%
31 Mar, 1874.59%1.39%
31 Dec, 1773.19%1.38%
30 Sep, 1772.88%1.39%
30 Jun, 1772.36%1.39%
31 Mar, 1772.18%1.34%
31 Dec, 1673.49%1.53%
30 Sep, 1669.28%1.49%
30 Jun, 1668.17%1.45%
31 Mar, 1668.46%1.46%
31 Dec, 1568.56%0.70%
30 Sep, 1598.86%2.28%
30 Jun, 1565.79%1.59%
31 Mar, 1564.34%1.64%
31 Dec, 1462.60%1.59%
30 Sep, 1462.79%1.66%
30 Jun, 1461.55%1.58%
31 Mar, 1462.33%1.61%
31 Dec, 1362.21%1.64%
30 Sep, 1361.55%1.90%
30 Jun, 1356.97%6.14%
31 Mar, 1330.45%2.98%
31 Dec, 1231.98%4.02%
30 Sep, 1228.22%2.62%
30 Jun, 1232.81%3.77%
31 Mar, 1229.52%2.41%
31 Dec, 1134.97%4.59%
30 Sep, 1127.59%3.25%
30 Jun, 1129.15%10.80%
31 Mar, 1116.43%9.62%
31 Dec, 1013.07%23.91%
30 Sep, 107.39%4.90%
30 Jun, 1012.28%8.31%
31 Mar, 1012.16%55.59%
31 Dec, 094.68%42.25%
30 Sep, 093.33%14.27%
30 Jun, 094.83%44.01%
31 Mar, 093.31%5.77%
31 Dec, 087.58%32.64%
30 Sep, 084.82%35.20%
30 Jun, 083.70%33.90%
31 Mar, 083.30%36.46%
31 Dec, 073.01%50.05%
30 Sep, 072.45%48.18%
30 Jun, 072.26%68.24%
31 Mar, 071.82%44.34%
31 Dec, 062.02%42.51%
30 Sep, 062.18%78.87%
30 Jun, 061.66%34.67%
31 Mar, 062.19%38.94%
31 Dec, 052.37%3822.84%
30 Sep, 050.25%1446.49%
30 Jun, 050.13%-

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

DateIncreased PositionsChange %
31 Mar, 241003.09%
31 Dec, 2397-6.73%
30 Sep, 2310410.64%
30 Jun, 2394-20.34%
31 Mar, 23118-0.84%
31 Dec, 2211963.01%
30 Sep, 2273-3.95%
30 Jun, 2276-16.48%
31 Mar, 22918.33%
31 Dec, 2184-21.50%
30 Sep, 2110735.44%
30 Jun, 2179-12.22%
31 Mar, 219026.76%
31 Dec, 207112.70%
30 Sep, 2063-25.00%
30 Jun, 208471.43%
31 Mar, 2049-36.36%
31 Dec, 197711.59%
30 Sep, 1969-5.48%
30 Jun, 1973-9.88%
31 Mar, 198110.96%
31 Dec, 1873-14.12%
30 Sep, 1885-
30 Jun, 188541.67%
31 Mar, 1860-17.81%
31 Dec, 177310.61%
30 Sep, 1766-21.43%
30 Jun, 1784-7.69%
31 Mar, 179119.74%
31 Dec, 16764.11%
30 Sep, 167321.67%
30 Jun, 16607.14%
31 Mar, 1656-11.11%
31 Dec, 156321.15%
30 Sep, 155223.81%
30 Jun, 15427.69%
31 Mar, 1539-
31 Dec, 143930.00%
30 Sep, 1430-6.25%
30 Jun, 1432-28.89%
31 Mar, 1445-6.25%
31 Dec, 13489.09%
30 Sep, 1344-30.16%
30 Jun, 1363200.00%
31 Mar, 132131.25%
31 Dec, 1216-11.11%
30 Sep, 1218-25.00%
30 Jun, 122441.18%
31 Mar, 1217-22.73%
31 Dec, 112215.79%
30 Sep, 1119-9.52%
30 Jun, 112131.25%
31 Mar, 1116128.57%
31 Dec, 107-22.22%
30 Sep, 10928.57%
30 Jun, 107-30.00%
31 Mar, 101025.00%
31 Dec, 09860.00%
30 Sep, 095-50.00%
30 Jun, 0910150.00%
31 Mar, 094-
31 Dec, 084-50.00%
30 Sep, 08814.29%
30 Jun, 08740.00%
31 Mar, 085-50.00%
31 Dec, 0710150.00%
30 Sep, 074-33.33%
30 Jun, 076100.00%
31 Mar, 073-40.00%
31 Dec, 065-28.57%
30 Sep, 06740.00%
30 Jun, 06566.67%
31 Mar, 063-25.00%
31 Dec, 054100.00%
30 Sep, 052-33.33%
30 Jun, 053-

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

DateReduced PositionsChange %
31 Mar, 24701.45%
31 Dec, 236925.45%
30 Sep, 2355-12.70%
30 Jun, 23631.61%
31 Mar, 23621.64%
31 Dec, 2261-8.96%
30 Sep, 2267-1.47%
30 Jun, 22687.94%
31 Mar, 2263-
31 Dec, 216380.00%
30 Sep, 2135-23.91%
30 Jun, 2146-4.17%
31 Mar, 2148-15.79%
31 Dec, 20571.79%
30 Sep, 205624.44%
30 Jun, 2045-31.82%
31 Mar, 20666.45%
31 Dec, 196216.98%
30 Sep, 1953-11.67%
30 Jun, 1960-1.64%
31 Mar, 1961-8.96%
31 Dec, 186726.42%
30 Sep, 1853-1.85%
30 Jun, 1854-11.48%
31 Mar, 1861-1.61%
31 Dec, 176214.81%
30 Sep, 17541.89%
30 Jun, 175320.45%
31 Mar, 1744-13.73%
31 Dec, 165141.67%
30 Sep, 1636-10.00%
30 Jun, 16402.56%
31 Mar, 163911.43%
31 Dec, 1535-10.26%
30 Sep, 153930.00%
30 Jun, 1530-6.25%
31 Mar, 1532-5.88%
31 Dec, 1434-10.53%
30 Sep, 1438-2.56%
30 Jun, 143939.29%
31 Mar, 1428-6.67%
31 Dec, 13307.14%
30 Sep, 1328154.55%
30 Jun, 131157.14%
31 Mar, 13775.00%
31 Dec, 124-42.86%
30 Sep, 12740.00%
30 Jun, 125-50.00%
31 Mar, 1210100.00%
31 Dec, 11525.00%
30 Sep, 114-33.33%
30 Jun, 11620.00%
31 Mar, 11566.67%
31 Dec, 103-
30 Sep, 10350.00%
30 Jun, 102-60.00%
31 Mar, 10566.67%
31 Dec, 093200.00%
30 Sep, 091-
30 Jun, 091-
31 Mar, 091-50.00%
31 Dec, 082-
30 Sep, 082-
30 Jun, 08--100.00%
31 Mar, 083200.00%
31 Dec, 071-66.67%
30 Sep, 07350.00%
30 Jun, 072-
31 Mar, 072-33.33%
31 Dec, 063200.00%
30 Sep, 061-
30 Jun, 061-66.67%
31 Mar, 063-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 242094.50%27,333,1791.34%73.14%1.42%1003.09%701.45%
31 Dec, 232004.17%26,973,0780.68%71.82%1.40%97-6.73%6925.45%
30 Sep, 23192-1.54%26,789,8420.73%71.73%1.48%10410.64%55-12.70%
30 Jun, 23195-10.55%26,595,052-2.89%69.57%1.36%94-20.34%631.61%
31 Mar, 232180.93%27,385,5442.76%71.64%1.40%118-0.84%621.64%
31 Dec, 2221618.68%26,650,9134.03%71.53%1.51%11963.01%61-8.96%
30 Sep, 221820.55%25,617,5290.02%68.79%1.45%73-3.95%67-1.47%
30 Jun, 22181-5.24%25,612,5440.81%68.77%1.52%76-16.48%687.94%
31 Mar, 221913.80%25,405,7960.47%67.23%1.54%918.33%63-
31 Dec, 211842.22%25,287,912-0.96%66.15%1.38%84-21.50%6380.00%
30 Sep, 2118011.11%25,532,7319.96%69.24%1.26%10735.44%35-23.91%
30 Jun, 21162-5.81%23,219,7835.86%74.27%1.51%79-12.22%46-4.17%
31 Mar, 211724.88%21,933,7124.40%70.19%1.16%9026.76%48-15.79%
31 Dec, 201643.14%21,009,0949.40%77.94%1.45%7112.70%571.79%
30 Sep, 201590.63%19,203,1980.29%73.25%1.36%63-25.00%5624.44%
30 Jun, 201589.72%19,147,4351.07%73.27%1.41%8471.43%45-31.82%
31 Mar, 20144-10.56%18,944,232-0.72%72.14%1.34%49-36.36%666.45%
31 Dec, 191613.87%19,082,4421.05%73.27%1.47%7711.59%6216.98%
30 Sep, 19155-4.32%18,883,338-1.53%70.52%1.39%69-5.48%53-11.67%
30 Jun, 19162-8.47%19,176,9980.60%71.32%1.12%73-9.88%60-1.64%
31 Mar, 191774.73%19,063,1087.37%79.67%1.35%8110.96%61-8.96%
31 Dec, 18169-2.87%17,754,8171.34%76.82%1.34%73-14.12%6726.42%
30 Sep, 181742.35%17,520,271-0.70%75.69%1.30%85-53-1.85%
30 Jun, 1817014.86%17,643,6062.89%76.30%1.37%8541.67%54-11.48%
31 Mar, 18148-5.13%17,148,0802.10%74.59%1.39%60-17.81%61-1.61%
31 Dec, 171564.70%16,795,742-1.19%73.19%1.38%7310.61%6214.81%
30 Sep, 17149-5.10%16,997,5260.06%72.88%1.39%66-21.43%541.89%
30 Jun, 17157-1.26%16,986,8557.32%72.36%1.39%84-7.69%5320.45%
31 Mar, 171598.16%15,827,5357.61%72.18%1.34%9119.74%44-13.73%
31 Dec, 161477.30%14,708,1846.16%73.49%1.53%764.11%5141.67%
30 Sep, 161375.38%13,854,2111.60%69.28%1.49%7321.67%36-10.00%
30 Jun, 161309.24%13,636,438-0.43%68.17%1.45%607.14%402.56%
31 Mar, 16119-2.46%13,695,596-0.25%68.46%1.46%56-11.11%3911.43%
31 Dec, 151229.91%13,729,510-30.54%68.56%0.70%6321.15%35-10.26%
30 Sep, 1511112.12%19,766,34750.39%98.86%2.28%5223.81%3930.00%
30 Jun, 15994.21%13,143,5372.48%65.79%1.59%427.69%30-6.25%
31 Mar, 1595-3.06%12,825,7403.18%64.34%1.64%39-32-5.88%
31 Dec, 14982.08%12,430,465-0.21%62.60%1.59%3930.00%34-10.53%
30 Sep, 1496-2.04%12,456,6052.08%62.79%1.66%30-6.25%38-2.56%
30 Jun, 1498-12,202,5050.29%61.55%1.58%32-28.89%3939.29%
31 Mar, 14982.08%12,166,7880.88%62.33%1.61%45-6.25%28-6.67%
31 Dec, 13966.67%12,060,8134.35%62.21%1.64%489.09%307.14%
30 Sep, 13908.43%11,558,46411.98%61.55%1.90%44-30.16%28154.55%
30 Jun, 1383159.38%10,322,01588.20%56.97%6.14%63200.00%1157.14%
31 Mar, 133218.52%5,484,641-4.46%30.45%2.98%2131.25%775.00%
31 Dec, 1227-12.90%5,740,91313.79%31.98%4.02%16-11.11%4-42.86%
30 Sep, 1231-3.13%5,045,006-13.78%28.22%2.62%18-25.00%740.00%
30 Jun, 1232-8.57%5,851,63411.42%32.81%3.77%2441.18%5-50.00%
31 Mar, 1235-7.89%5,251,638-9.97%29.52%2.41%17-22.73%10100.00%
31 Dec, 113815.15%5,833,41119.18%34.97%4.59%2215.79%525.00%
30 Sep, 11333.13%4,894,517-2.04%27.59%3.25%19-9.52%4-33.33%
30 Jun, 113239.13%4,996,629103.86%29.15%10.80%2131.25%620.00%
31 Mar, 112353.33%2,450,99625.72%16.43%9.62%16128.57%566.67%
31 Dec, 1015-1,949,61677.55%13.07%23.91%7-22.22%3-
30 Sep, 101515.38%1,098,043-39.81%7.39%4.90%928.57%350.00%
30 Jun, 1013-18.75%1,824,3584.07%12.28%8.31%7-30.00%2-60.00%
31 Mar, 101623.08%1,753,069159.98%12.16%55.59%1025.00%566.67%
31 Dec, 091330.00%674,30257.91%4.68%42.25%860.00%3200.00%
30 Sep, 0910-23.08%427,009-31.10%3.33%14.27%5-50.00%1-
30 Jun, 091344.44%619,72145.84%4.83%44.01%10150.00%1-
31 Mar, 099-18.18%424,928-55.46%3.31%5.77%4-1-50.00%
31 Dec, 0811-21.43%953,96556.35%7.58%32.64%4-50.00%2-
30 Sep, 081475.00%610,15731.46%4.82%35.20%814.29%2-
30 Jun, 088-11.11%464,14412.92%3.70%33.90%740.00%--100.00%
31 Mar, 089-18.18%411,0309.75%3.30%36.46%5-50.00%3200.00%
31 Dec, 071122.22%374,53123.36%3.01%50.05%10150.00%1-66.67%
30 Sep, 079-303,6189.01%2.45%48.18%4-33.33%350.00%
30 Jun, 07950.00%278,53429.44%2.26%68.24%6100.00%2-
31 Mar, 076-40.00%215,181-10.21%1.82%44.34%3-40.00%2-33.33%
31 Dec, 0610-9.09%239,641-3.65%2.02%42.51%5-28.57%3200.00%
30 Sep, 061157.14%248,72242.54%2.18%78.87%740.00%1-
30 Jun, 067-174,490-23.88%1.66%34.67%566.67%1-66.67%
31 Mar, 06716.67%229,233-7.65%2.19%38.94%3-25.00%3-
31 Dec, 056100.00%248,209888.37%2.37%3822.84%4100.00%--
30 Sep, 053-25,11390.48%0.25%1446.49%2-33.33%--
30 Jun, 053-13,184-0.13%-3---

Enterprise Financial Services Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 30, 2024GUEST ROBERT E JRdirector-J-OtherSell1,650---
Apr 15, 2024Huffman Bridgetofficer SEVP, Chief Risk OfficerF-InKindSell112$38.30$4.29K5,056
Apr 15, 2024Huffman Bridgetofficer SEVP, Chief Risk OfficerM-ExemptSell381--761
Apr 15, 2024DUMLAO TROYofficer EVP, Chief Accounting OfficerF-InKindSell114$38.30$4.37K5,695
Apr 15, 2024DUMLAO TROYofficer EVP, Chief Accounting OfficerM-ExemptSell381--761

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 30, 2024GUEST ROBERT E JRdirector-J-OtherBuy1,650--3,399
Apr 30, 2024GUEST ROBERT E JRdirector-J-OtherSell1,650---
Apr 15, 2024Huffman Bridgetofficer SEVP, Chief Risk OfficerM-ExemptBuy381--5,168
Apr 15, 2024Huffman Bridgetofficer SEVP, Chief Risk OfficerF-InKindSell112$38.30$4.29K5,056
Apr 15, 2024Huffman Bridgetofficer SEVP, Chief Risk OfficerM-ExemptSell381--761
Apr 15, 2024DUMLAO TROYofficer EVP, Chief Accounting OfficerM-ExemptBuy381--5,809
Apr 15, 2024DUMLAO TROYofficer EVP, Chief Accounting OfficerF-InKindSell114$38.30$4.37K5,695
Apr 15, 2024DUMLAO TROYofficer EVP, Chief Accounting OfficerM-ExemptSell381--761
Mar 01, 2024Huffman Bridgetofficer SEVP, Chief Risk OfficerA-AwardBuy3,791$39.50$149.74K3,791
Mar 01, 2024Huffman Bridgetofficer SEVP, Chief Risk OfficerA-AwardBuy724--724
Mar 01, 2024PONDER MARK Gofficer SEVP, Chief Admin. OfficerA-AwardBuy7,460$39.50$294.67K7,460
Mar 01, 2024PONDER MARK Gofficer SEVP, Chief Admin. OfficerA-AwardBuy1,425--1,425
Mar 01, 2024DUMLAO TROYofficer EVP, Chief Accounting OfficerA-AwardBuy2,722$39.50$107.52K2,722
Mar 01, 2024DUMLAO TROYofficer EVP, Chief Accounting OfficerA-AwardBuy520--520
Mar 01, 2024IANNACONE NICOLE Mofficer SEVP, Chief Legal OfficerA-AwardBuy7,551$39.50$298.26K7,551
Mar 01, 2024IANNACONE NICOLE Mofficer SEVP, Chief Legal OfficerA-AwardBuy1,443--1,443
Mar 01, 2024BAUCHE DOUGLASofficer SEVP, Chief Credit OfficerA-AwardBuy7,786$39.50$307.55K7,786
Mar 01, 2024BAUCHE DOUGLASofficer SEVP, Chief Credit OfficerA-AwardBuy1,487--1,487
Mar 01, 2024Goodman Scott Richardofficer PresidentA-AwardBuy9,817$39.50$387.77K9,817
Mar 01, 2024Goodman Scott Richardofficer PresidentA-AwardBuy1,875--1,875

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

DateBuySellBuy/Sell Ratio
Q2 20242450.00%
Q1 20244645102.22%
Q4 202321315.38%
Q3 20231411400.00%
Q2 2023105200.00%
Q1 20233433103.03%
Q4 20222012166.67%
Q3 202214--
Q2 202271700.00%
Q1 20223925156.00%
Q4 20211914135.71%
Q3 20211311300.00%
Q2 202183266.67%
Q1 20213728132.14%
Q4 2020142070.00%
Q3 202012--
Q2 2020102500.00%
Q1 20202214157.14%
Q4 20191512125.00%
Q3 201991900.00%

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

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024---
Q4 2023-1-
Q3 2023---
Q2 20232--
Q1 20231616.67%
Q4 2022-3-
Q3 2022---
Q2 2022---
Q1 2022---
Q4 20213560.00%
Q3 20211--
Q2 202111100.00%
Q1 20211333.33%
Q4 202021118.18%
Q3 20202--
Q2 20203--
Q1 202022100.00%
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


TickerCompany
OFEDOconee Federal Financial Corp.
CZWICitizens Community Bancorp, Inc.
QCRHQCR Holdings, Inc.
FNCBFNCB Bancorp, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
CULLCullman Bancorp, Inc.
HTBIHomeTrust Bancshares, Inc.
FFNWFirst Financial Northwest, Inc.
BSRRSierra Bancorp
HMNFHMN Financial, Inc.
CWBCCommunity West Bancshares
FCAPFirst Capital, Inc.
FCCOFirst Community Corporation
FNWBFirst Northwest Bancorp

EFSC Ownership FAQ


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).

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.

As of Mar 2024, there are 209 institutional shareholders of Enterprise Financial Services.

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).

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.

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).