Moneta Group Investment Advisors »

Enterprise Financial Services shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Enterprise Financial Services (EFSC) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Enterprise Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Enterprise Financial Services held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Enterprise Financial Services by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.1M 91k 56.40
2024-09-30 $4.1M 80k 51.26
2024-06-30 $3.4M 83k 40.91
2024-03-31 $3.6M 89k 40.56
2023-12-31 $3.8M 86k 44.65
2023-09-30 $3.2M 86k 37.50
2023-06-30 $3.2M 81k 39.10
2023-03-31 $3.8M 86k 44.59
2022-12-31 $4.6B 93M 48.96
2022-09-30 $3.7M 84k 44.04
2022-06-30 $4.1M 100k 41.50
2022-03-31 $2.1M 45k 47.31
2021-12-31 $2.1M 45k 47.09
2021-09-30 $2.3M 50k 45.28
2021-06-30 $2.4M 51k 46.39
2021-03-31 $2.3M 47k 49.44
2020-12-31 $1.5M 42k 34.95
2020-09-30 $1.1M 42k 27.27
2020-06-30 $1.4M 45k 31.12
2020-03-31 $1.3M 45k 27.91
2019-12-31 $3.6M 74k 48.21
2019-09-30 $3.0M 74k 40.75
2019-06-30 $2.5M 8.2k 310.77
2019-03-31 $3.1M 1.7k 1818.87
2018-12-31 $2.9M 77k 37.63
2018-09-30 $4.2M 78k 53.05
2018-06-30 $4.4M 78k 56.35
2018-03-31 $3.4M 73k 46.90
2017-12-31 $3.3M 72k 45.15
2017-09-30 $3.1M 72k 42.36
2017-06-30 $2.9M 72k 40.80
2017-03-31 $3.0M 72k 42.39
2016-12-31 $3.5M 82k 43.00
2016-09-30 $2.6M 82k 31.25
2016-06-30 $2.3M 82k 27.90
2016-03-31 $2.2M 82k 27.04
2015-12-31 $2.3M 82k 28.35
2015-09-30 $1.0M 41k 25.16
2015-06-30 $1.9M 82k 22.77
2015-03-31 $1.7M 82k 20.66
2014-12-31 $1.6M 82k 19.73
2014-09-30 $1.4M 84k 16.73
2014-06-30 $1.5M 84k 18.06
2014-03-31 $1.7M 84k 20.07
2013-12-31 $1.7M 84k 20.43
2013-09-30 $1.4M 85k 16.90
2013-06-30 $1.4M 85k 15.96
2013-03-31 $1.2M 85k 14.34
2012-12-31 $852k 65k 13.07
2012-09-30 $879k 65k 13.59
2012-06-30 $709k 65k 10.96
2012-03-31 $759k 65k 11.74
2011-12-31 $957k 65k 14.80
2011-09-30 $860k 63k 13.58
2011-06-30 $888k 63k 14.07
2011-03-31 $888k 63k 14.07
2010-12-31 $660k 63k 10.46

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Enterprise Financial Services

BlackRock
Wellington Management Company
Dimensional Fund Advisors
Vanguard Group
Earnest Partners
State Street Corporation
Macquarie Group
Geode Capital Management
American Century Companies
PL Capital Advisors
William Blair Investment Management
Western Financial Corp
Jennison Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Enterprise Financial Services