Free Trial
→ Please take this warning seriously... (From Timothy Sykes) (Ad) Free EBTC Stock Alerts

Enterprise Bancorp (EBTC) Institutional Ownership

Enterprise Bancorp logo
$42.23 -0.29 (-0.68%)
As of 09:53 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Enterprise Bancorp (NASDAQ:EBTC)

Current
Institutional Ownership
Percentage
38.93%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$9.47M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.80M
Get EBTC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Enterprise Bancorp stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EBTC Institutional Buying and Selling by Quarter

Enterprise Bancorp Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 SG Americas Securities LLC4,421$175K0.0%+27.3%0.036%
1/15/2025 Harbor Group Inc.5,138$203K0.0%N/A0.041%
1/14/2025 Assenagon Asset Management S.A.32,332$1.28M0.0%-50.7%0.260%
1/13/2025 Pallas Capital Advisors LLC5,296$209K0.0%-64.6%0.043%
12/26/2024JPMorgan Chase & Co.20,762$664K0.0%+170.4%0.167%
11/19/2024Barclays PLC22,836$729K0.0%+69.6%0.184%
11/16/2024Geode Capital Management LLC233,563$7.47M0.0%+3.9%1.879%
11/15/2024Barclays PLC22,836$729K0.0%+69.6%0.184%
11/15/2024Wellington Management Group LLP63,923$2.04M0.0%N/A0.514%
11/15/2024State Street Corp200,176$6.40M0.0%+1.7%1.610%
11/15/2024Banc Funds Co. LLC106,004$3.39M0.4%+5.0%0.853%
11/14/2024Martingale Asset Management L P25,641$819K0.0%+6.0%0.206%
11/14/2024Carl P. Sherr & Co. LLC27,330$873K0.5%-7.4%0.220%
11/13/2024BNP Paribas Financial Markets11,199$358K0.0%-39.6%0.090%
11/13/2024The Manufacturers Life Insurance Company273,044$8.73M0.0%-0.2%2.197%
11/12/2024Siena Capital Partners GP LLC149,289$4.77M1.4%+9.7%1.201%
11/8/2024Connor Clark & Lunn Investment Management Ltd.6,968$223K0.0%N/A0.056%
11/6/2024Empowered Funds LLC58,007$1.85M0.0%+5.4%0.467%
10/23/2024 Assenagon Asset Management S.A.65,591$2.10M0.0%+102.2%0.530%
10/22/2024Private Advisor Group LLC6,623$212K0.0%N/A0.054%
10/15/2024Cabot Wealth Management Inc.7,308$234K0.0%N/A0.059%
10/3/2024 SG Americas Securities LLC3,473$111K0.0%N/A0.028%
8/9/2024Renaissance Technologies LLC18,548$461K0.0%-33.2%0.150%
8/9/2024Dimensional Fund Advisors LP353,592$8.80M0.0%+2.4%2.857%
8/8/2024American Century Companies Inc.55,751$1.39M0.0%+35.4%0.451%
8/1/2024Rhumbline Advisers15,083$375K0.0%+2.8%0.122%
7/26/2024Bank of New York Mellon Corp39,010$971K0.0%+14.1%0.315%
7/18/2024 Assenagon Asset Management S.A.32,438$807K0.0%N/A0.262%
7/3/2024Beese Fulmer Investment Management Inc.8,850$220K0.0%-14.5%0.071%
5/16/2024California State Teachers Retirement System973$25K0.0%-38.3%0.008%
5/15/2024Quadrature Capital Ltd20,282$526K0.0%N/A0.164%
5/10/2024Vanguard Group Inc.454,647$11.81M0.0%+4.6%3.703%
5/7/2024Empowered Funds LLC51,099$1.33M0.0%+8.1%0.416%
5/1/2024BNP Paribas Financial Markets17,454$453K0.0%+59.1%0.142%
2/15/2024BHZ Capital Management LP37,270$1.20M0.6%-14.1%0.304%
2/13/2024Banc Funds Co. LLC181,061$5.84M0.6%-3.8%1.477%
2/13/2024Tower Research Capital LLC TRC837$27K0.0%-49.2%0.007%
2/8/2024Panagora Asset Management Inc.35,961$1.16M0.0%+2.2%0.293%
2/7/2024BNP Paribas Financial Markets10,972$354K0.0%+42.7%0.089%
2/6/2024Private Advisor Group LLC6,582$212K0.0%N/A0.054%
"Elon Musk’s Final Move”: Get in NOW (Ad)

I believe Elon's next venture, his "Final Move," could mint more millionaires than any project he's ever been a part of before.

Click Here to see why - and get all the details on how you could join him >>>
1/30/2024Carl P. Sherr & Co. LLC28,709$926K0.6%-5.1%0.234%
1/22/2024 Pallas Capital Advisors LLC14,863$479K0.0%+15.5%0.121%
1/12/2024 SG Americas Securities LLC5,256$170K0.0%+18.9%0.043%
11/8/2023HighTower Advisors LLC56,831$1.56M0.0%+1.8%0.464%
11/7/2023Barclays PLC8,201$225K0.0%+33.2%0.067%
11/6/2023 Assenagon Asset Management S.A.22,850$626K0.0%-36.7%0.187%
10/31/2023Panagora Asset Management Inc.35,204$964K0.0%+137.6%0.288%
10/24/2023Bailard Inc.11,822$324K0.0%-22.7%0.097%
10/24/2023Cambridge Investment Research Advisors Inc.7,511$206K0.0%-16.6%0.061%
10/23/2023Commonwealth Equity Services LLC116,522$3.19M0.0%-0.7%0.952%
10/13/2023 SG Americas Securities LLC4,421$121K0.0%N/A0.036%
10/12/2023 Granite Bay Wealth Management LLC7,875$230K0.0%N/A0.064%
10/12/2023IFP Advisors Inc8,000$219K0.0%-21.6%0.065%
9/21/2023Baystate Wealth Management LLC2,518$73K0.0%+154.3%0.021%
9/21/2023Barclays PLC6,158$178K0.0%-31.5%0.050%
8/11/2023Panagora Asset Management Inc.14,815$429K0.0%-25.8%0.121%
8/11/2023Banc Funds Co. LLC188,186$5.45M0.6%-18.7%1.537%
8/11/2023The Manufacturers Life Insurance Company274,369$7.94M0.0%+9.8%2.242%
8/11/2023BHZ Capital Management LP53,735$1.56M1.1%-17.0%0.439%
8/10/2023Commonwealth Equity Services LLC117,358$3.40M0.0%+56.6%0.960%
7/31/2023LPL Financial LLC12,062$349K0.0%-18.9%0.099%
7/27/2023EA Series Trust39,549$1.15M0.0%N/A0.324%
7/25/2023 Assenagon Asset Management S.A.36,099$1.05M0.0%+65.5%0.295%
7/20/2023Bailard Inc.15,300$443K0.0%+40.4%0.125%
7/13/2023Cambridge Investment Research Advisors Inc.9,010$261K0.0%+19.1%0.074%
5/12/2023M3F Inc.109,150$3.43M1.1%-1.1%0.898%
5/12/2023Martingale Asset Management L P16,024$504K0.0%+29.1%0.132%
5/11/2023Commonwealth Equity Services LLC74,930$2.36M0.0%+2.8%0.617%
5/8/2023Bailard Inc.10,900$343K0.0%N/A0.090%
5/2/2023Carl P. Sherr & Co. LLC30,209$950K0.7%-5.6%0.249%
4/18/2023IFP Advisors Inc10,200$408K0.0%-48.3%0.084%
4/18/2023 Assenagon Asset Management S.A.21,806$686K0.0%+34.4%0.179%
4/14/2023Siena Capital Partners GP LLC136,067$4.28M1.5%+9.0%1.120%
2/13/2023BHZ Capital Management LP65,554$2.31M1.0%+0.5%0.541%
2/13/2023Banc Funds Co. LLC274,776$9.70M0.9%-12.6%2.267%
2/10/2023M3F Inc.110,405$3.90M1.2%-19.4%0.911%
2/10/2023Siena Capital Partners GP LLC124,799$4.41M1.5%+15.3%1.030%
2/7/2023Commonwealth Equity Services LLC72,855$2.57M0.0%-1.5%0.601%
2/7/2023IFP Advisors Inc19,722$789K0.0%+6,024.8%0.163%
2/2/2023 SG Americas Securities LLC3,190$113K0.0%N/A0.026%
1/30/2023Trevian Wealth Management LLC17,991$635K0.7%+63.9%0.148%
1/24/2023 Pallas Capital Advisors LLC12,863$458K0.0%-9.0%0.106%
1/12/2023 Assenagon Asset Management S.A.16,219$573K0.0%N/A0.134%
11/15/2022M3F Inc.136,897$4.10M1.4%+2.4%1.130%
11/15/2022Commonwealth Equity Services LLC73,940$2.21M0.0%-47.9%0.610%
11/7/2022 Pallas Capital Advisors LLC14,128$439K0.0%-10.5%0.117%
11/3/2022Barclays PLC4,650$139K0.0%+16.3%0.038%
10/31/2022Monarch Partners Asset Management LLC60,113$1.80M0.5%+31.5%0.496%
10/24/2022Trevian Wealth Management LLC10,978$328K0.4%+16.4%0.091%
8/24/2022Prelude Capital Management LLC11,946$385K0.0%+3.5%0.099%
Kamala’s final humiliation (Ad)

Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…

Watch my latest video now.
8/15/2022M3F Inc.133,724$4.31M1.4%+26.0%1.104%
8/3/2022Carl P. Sherr & Co. LLC31,903$1.03M0.8%+1.8%0.264%
7/29/2022 SG Americas Securities LLC3,392$109K0.0%N/A0.028%
7/27/2022 Assenagon Asset Management S.A.18,896$608K0.0%+4.5%0.156%
7/25/2022Trevian Wealth Management LLC9,434$303K0.3%+72.0%0.078%
7/20/2022Monarch Partners Asset Management LLC45,708$1.47M0.4%-45.9%0.378%
7/19/2022Commonwealth Equity Services LLC141,866$4.57M0.0%-1.0%1.172%
6/30/2022Amalgamated Bank1,121$45K0.0%N/A0.009%
5/11/2022BHZ Capital Management LP65,145$2.61M0.9%+5.3%0.540%
5/6/2022Monarch Partners Asset Management LLC84,453$3.39M0.8%+35.1%0.701%
(Data available from 1/1/2016 forward)

EBTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EBTC shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Enterprise Bancorp. The most heavily invested institutionals were Vanguard Group Inc. ($11.81M), Dimensional Fund Advisors LP ($8.80M), The Manufacturers Life Insurance Company ($8.73M), Geode Capital Management LLC ($7.47M), State Street Corp ($6.40M), Siena Capital Partners GP LLC ($4.77M), and M3F Inc. ($3.43M).Learn more on EBTC's institutional investors.

What percentage of Enterprise Bancorp stock is owned by institutional investors?

38.93% of Enterprise Bancorp stock is owned by institutional investors. Learn more on EBTC's institutional investor holdings.

Which institutional investors have been buying Enterprise Bancorp stock?

Of the 35 institutional investors that purchased Enterprise Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assenagon Asset Management S.A. ($85.47K), Wellington Management Group LLP ($63.92K), Commonwealth Equity Services LLC ($44.50K), Siena Capital Partners GP LLC ($41.04K), EA Series Trust ($39.55K), The Manufacturers Life Insurance Company ($24.53K), and Panagora Asset Management Inc. ($21.15K).

How much institutional buying is happening at Enterprise Bancorp?

Institutional investors have bought a total of 562,176 shares in the last 24 months. This purchase volume represents approximately $16.87M in transactions.

Which Enterprise Bancorp major shareholders have been selling company stock?

Of the 19 institutional investors that sold Enterprise Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($89.93K), Assenagon Asset Management S.A. ($46.51K), M3F Inc. ($27.75K), BHZ Capital Management LP ($17.09K), IFP Advisors Inc ($11.72K), Pallas Capital Advisors LLC ($10.95K), and Renaissance Technologies LLC ($9.20K).

How much institutional selling is happening at Enterprise Bancorp?

Institutional investors have sold a total of 247,129 shares in the last 24 months. This volume of shares sold represents approximately $8.08M in transactions.


Related Companies

This page (NASDAQ:EBTC) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Texas embraces new currency
Rural Texas Town Ramps Up Global Currency War A small town has joined a radical $1.9 trillion attack on the...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Trump Insider: Day One will Shock Everyone
A rare opportunity for everyday Americans like you to turn a small stake into real wealth in the stock market....
InvestorPlace | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored