 |
|
|
This page summarizes the EFSC holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether EFSC is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing EFSC Share Count |
|---|
| Huntington National Bank |
30 |
70 |
+40 |
+133.33% |
| BNP Paribas Arbitrage SA |
17,359 |
26,890 |
+9,531 |
+54.91% |
| Dakota Wealth Management |
5,366 |
7,231 |
+1,865 |
+34.76% |
| Victory Capital Management Inc. |
12,939 |
15,188 |
+2,249 |
+17.38% |
| Parkside Financial Bank & Trust |
6,895 |
7,909 |
+1,014 |
+14.71% |
| Principal Financial Group Inc. |
15,628 |
17,904 |
+2,276 |
+14.56% |
| Jennison Associates LLC |
411,256 |
459,161 |
+47,905 |
+11.65% |
| Allspring Global Investments Holdings LLC |
4,010 |
4,380 |
+370 |
+9.23% |
| Mutual of America Capital Management LLC |
151,508 |
158,025 |
+6,517 |
+4.30% |
| Connable Office Inc. |
9,219 |
9,525 |
+306 |
+3.32% |
| Wealth Enhancement Advisory Services LLC |
6,449 |
6,484 |
+35 |
+0.54% |
| Pure Financial Advisors Inc. |
5,936 |
5,955 |
+19 |
+0.32% |
| Cornerstone Wealth Management LLC |
13,526 |
13,536 |
+10 |
+0.07% |
| Claris Advisors LLC MO |
5,609 |
5,612 |
+3 |
+0.05% |
| 13F Filers Reporting New Positions In EFSC |
|---|
| Massmutual Trust Co. FSB ADV |
0 |
7 |
+7 |
+100% |
| Benjamin F. Edwards & Company Inc. |
0 |
57 |
+57 |
+100% |
| Allworth Financial LP |
0 |
3 |
+3 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
6 |
+6 |
+100% |
| Semanteon Capital Management LP |
0 |
5,749 |
+5,749 |
+100% |
| Geneos Wealth Management Inc. |
0 |
22 |
+22 |
+100% |
| Rise Advisors LLC |
0 |
470 |
+470 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
100 |
100 |
UNCH |
0.00% |
| Proequities Inc. |
80 |
80 |
UNCH |
0.00% |
| UMB Bank N A MO |
856 |
856 |
UNCH |
0.00% |
| Nisa Investment Advisors LLC |
25 |
25 |
UNCH |
0.00% |
| Commerce Bank |
21,885 |
21,885 |
UNCH |
0.00% |
| Courier Capital LLC |
6,416 |
6,416 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
1,300 |
1,300 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
2,460 |
2,460 |
UNCH |
0.00% |
| Jag Capital Management LLC |
7,895 |
7,895 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
8,012 |
8,012 |
UNCH |
0.00% |
| Busey Wealth Management |
5,900 |
5,900 |
UNCH |
0.00% |
| Signaturefd LLC |
224 |
224 |
UNCH |
0.00% |
| DekaBank Deutsche Girozentrale |
10,317 |
10,317 |
UNCH |
0.00% |
| JFS Wealth Advisors LLC |
8 |
8 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
155 |
155 |
UNCH |
0.00% |
| Mutual Advisors LLC |
25,068 |
25,068 |
UNCH |
0.00% |
| Trilogy Capital Inc. |
5,713 |
5,713 |
UNCH |
0.00% |
| Weaver Consulting Group |
5,612 |
5,612 |
UNCH |
0.00% |
| 13F Filers Decreasing EFSC Share Count |
|---|
| Amalgamated Bank |
3,151 |
1,208 |
-1,943 |
-61.66% |
| Phocas Financial Corp. |
228,840 |
123,124 |
-105,716 |
-46.20% |
| SJS Investment Consulting Inc. |
4 |
3 |
-1 |
-25.00% |
| CWM LLC |
26 |
24 |
-2 |
-7.69% |
| Peregrine Capital Management LLC |
136,106 |
128,325 |
-7,781 |
-5.72% |
| Integrated Investment Consultants LLC |
9,445 |
8,943 |
-502 |
-5.31% |
| Mirae Asset Global Investments Co. Ltd. |
16,338 |
15,485 |
-853 |
-5.22% |
| Bank of New York Mellon Corp |
212,351 |
204,618 |
-7,733 |
-3.64% |
| PL Capital Advisors LLC |
723,829 |
703,829 |
-20,000 |
-2.76% |
| Financial Counselors Inc. |
43,099 |
42,599 |
-500 |
-1.16% |
| Western Financial Corp CA |
656,911 |
652,108 |
-4,803 |
-0.73% |
| Acropolis Investment Management LLC |
7,509 |
7,508 |
-1 |
-0.01% |
| 13F Filers Exiting EFSC |
|---|
| Bruce G. Allen Investments LLC |
73 |
0 |
-73 |
-100.00% |
See Summary: Institutional Holders of EFSC
See Details: Top 10 Hedge Funds Holding EFSC
Also See: EFSC Insider Buying
|
|
