Enterprise Bancorp Ownership 2024 | Who Owns Enterprise Bancorp Now?
Institutional Ownership
31.22%
Insider Ownership
19.93%
Retail Ownership
48.86%
Institutional Holders
67.00
Enterprise Bancorp Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 7.57% | 0.00% | 930,953 | 114,543 | 14.03% | 23,162,111 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.75% | 0.00% | 460,696 | 6,049 | 1.33% | 11,462,116 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.88% | 0.00% | 353,592 | 8,216 | 2.38% | 8,796,739 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.23% | 0.01% | 273,561 | -110 | -0.04% | 6,806,198 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.83% | 0.00% | 224,860 | 9,023 | 4.18% | 5,595,120 | Jun 30, 2024 |
| STATE STREET CORP | 1.60% | 0.00% | 196,919 | -1,331 | -0.67% | 4,899,345,000 | Jun 30, 2024 |
| SIENA CAPITAL PARTNERS GP, LLC | 1.11% | 1.12% | 136,067 | - | - | 3,385,347 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.95% | 0.00% | 117,212 | 282 | 0.24% | 2,916,000 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 0.82% | 0.30% | 101,004 | -47,885 | -32.16% | 2,512,980 | Jun 30, 2024 |
| M3F, INC. | 0.81% | 0.92% | 99,529 | 2,100 | 2.16% | 2,476,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.77% | 0.06% | 94,434 | 3,960 | 4.38% | 2,349,518 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.72% | 0.00% | 88,633 | -1,988 | -2.19% | 2,205,190,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.45% | 0.00% | 55,751 | 14,563 | 35.36% | 1,387,085 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.45% | 0.02% | 55,059 | 3,960 | 7.75% | 1,369,868 | Jun 30, 2024 |
| MORGAN STANLEY | 0.40% | 0.00% | 49,662 | -1,005 | -1.98% | 1,235,592 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.35% | 0.01% | 42,626 | -280 | -0.65% | 1,060,535 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.32% | 0.00% | 39,010 | 4,824 | 14.11% | 970,565 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.26% | 0.00% | 32,438 | 32,438 | 100.00% | 807,057 | Jun 30, 2024 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 0.25% | 0.07% | 31,306 | - | - | 778,893 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.24% | 0.00% | 29,563 | 3,803 | 14.76% | 735,527 | Jun 30, 2024 |
Enterprise Bancorp's largest institutional shareholder is BLACKROCK INC., holding 7.57% of the company's total share outstanding, currently valued at $23.16M. The top 10 institutional shareholders own together 23.55% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SIENA CAPITAL PARTNERS GP, LLC | 1.11% | 1.12% | 136,067 | - | - | 3,385,347 | Jun 30, 2024 |
| M3F, INC. | 0.81% | 0.92% | 99,529 | 2,100 | 2.16% | 2,476,000 | Jun 30, 2024 |
| CARL P. SHERR & CO., LLC | 0.24% | 0.41% | 29,523 | 85 | 0.29% | 734,537 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 0.82% | 0.30% | 101,004 | -47,885 | -32.16% | 2,512,980 | Jun 30, 2024 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 0.25% | 0.07% | 31,306 | - | - | 778,893 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.77% | 0.06% | 94,434 | 3,960 | 4.38% | 2,349,518 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.45% | 0.02% | 55,059 | 3,960 | 7.75% | 1,369,868 | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | 0.12% | 0.02% | 14,935 | 52 | 0.35% | 412,803 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.20% | 0.01% | 24,200 | 6,865 | 39.60% | 602,096 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.23% | 0.01% | 273,561 | -110 | -0.04% | 6,806,198 | Jun 30, 2024 |
| BEACON POINTE ADVISORS, LLC | 0.16% | 0.01% | 19,701 | - | - | 490,161 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.35% | 0.01% | 42,626 | -280 | -0.65% | 1,060,535 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.09% | 0.00% | 11,237 | -9,045 | -44.60% | 278,003 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.95% | 0.00% | 117,212 | 282 | 0.24% | 2,916,000 | Jun 30, 2024 |
| RISE ADVISORS, LLC | 0.00% | 0.00% | 201 | 201 | 100.00% | 5,000 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.11% | 0.00% | 13,890 | - | - | 345,583 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.88% | 0.00% | 353,592 | 8,216 | 2.38% | 8,796,739 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.26% | 0.00% | 32,438 | 32,438 | 100.00% | 807,057 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.45% | 0.00% | 55,751 | 14,563 | 35.36% | 1,387,085 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 0.00% | 5,716 | 451 | 8.57% | 142,214 | Jun 30, 2024 |
The largest Enterprise Bancorp shareholder by % of total assets is SIENA CAPITAL PARTNERS GP, LLC. The company owns 136.07K shares of Enterprise Bancorp (EBTC), representing 1.12% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 7.57% | 0.00% | 930,953 | 114,543 | 14.03% | 23,162,111 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.26% | 0.00% | 32,438 | 32,438 | 100.00% | 807,057 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.45% | 0.00% | 55,751 | 14,563 | 35.36% | 1,387,085 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.83% | 0.00% | 224,860 | 9,023 | 4.18% | 5,595,120 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.88% | 0.00% | 353,592 | 8,216 | 2.38% | 8,796,739 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.20% | 0.01% | 24,200 | 6,865 | 39.60% | 602,096 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.75% | 0.00% | 460,696 | 6,049 | 1.33% | 11,462,116 | Jun 30, 2024 |
| INVESCO LTD. | 0.16% | 0.00% | 19,768 | 5,580 | 39.33% | 491,828 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 5,261 | 5,261 | 100.00% | 130,894 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.13% | - | 15,902 | 5,088 | 47.05% | 395,642 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 4,881 | 4,881 | 100.00% | 121,439 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.32% | 0.00% | 39,010 | 4,824 | 14.11% | 970,565 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.45% | 0.02% | 55,059 | 3,960 | 7.75% | 1,369,868 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.77% | 0.06% | 94,434 | 3,960 | 4.38% | 2,349,518 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.24% | 0.00% | 29,563 | 3,803 | 14.76% | 735,527 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.22% | 0.00% | 26,991 | 2,391 | 9.72% | 671,536 | Jun 30, 2024 |
| M3F, INC. | 0.81% | 0.92% | 99,529 | 2,100 | 2.16% | 2,476,000 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 1,573 | 1,554 | 8178.95% | 39,136 | Jun 30, 2024 |
| STRS OHIO | 0.01% | 0.00% | 1,300 | 1,300 | 100.00% | 32,344,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.07% | 0.00% | 9,200 | 1,090 | 13.44% | 228,896 | Jun 30, 2024 |
As of Jun 30 2024, Enterprise Bancorp's largest institutional buyer is BLACKROCK INC.. The company purchased 114.54K stocks of EBTC, valued at $23.16M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANC FUNDS CO LLC | 0.82% | 0.30% | 101,004 | -47,885 | -32.16% | 2,512,980 | Jun 30, 2024 |
| ADVISORY SERVICES NETWORK, LLC | - | - | - | -16,815 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.06% | - | 7,678 | -11,031 | -58.96% | 191,029 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.15% | 0.00% | 18,548 | -9,200 | -33.16% | 461,474 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.09% | 0.00% | 11,237 | -9,045 | -44.60% | 278,003 | Jun 30, 2024 |
| UBS GROUP AG | 0.03% | - | 3,584 | -6,993 | -66.12% | 89,170 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -6,891 | -100.00% | - | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.11% | 0.00% | 13,783 | -6,507 | -32.07% | 343,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.11% | 0.00% | 14,049 | -5,818 | -29.28% | 349,539 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,770 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.11% | 0.00% | 13,463 | -2,261 | -14.38% | 334,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.72% | 0.00% | 88,633 | -1,988 | -2.19% | 2,205,190,000 | Jun 30, 2024 |
| STATE STREET CORP | 1.60% | 0.00% | 196,919 | -1,331 | -0.67% | 4,899,345,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.40% | 0.00% | 49,662 | -1,005 | -1.98% | 1,235,592 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.04% | 0.00% | 4,982 | -636 | -11.32% | 124,000 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -451 | -100.00% | - | Jun 30, 2024 |
| CORE WEALTH ADVISORS, INC. | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.35% | 0.01% | 42,626 | -280 | -0.65% | 1,060,535 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 709 | -264 | -27.13% | 17,640 | Jun 30, 2024 |
| M&R CAPITAL MANAGEMENT INC | - | - | - | -264 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Enterprise Bancorp's biggest institutional seller is BANC FUNDS CO LLC. The company sold -47.88K shares of EBTC, valued at $2.51M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ASSENAGON ASSET MANAGEMENT S.A. | 0.26% | 0.00% | 32,438 | 32,438 | 100.00% | 807,057 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 5,261 | 5,261 | 100.00% | 130,894 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 4,881 | 4,881 | 100.00% | 121,439 | Jun 30, 2024 |
| STRS OHIO | 0.01% | 0.00% | 1,300 | 1,300 | 100.00% | 32,344,000 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 369 | 369 | 100.00% | 9,000 | Jun 30, 2024 |
| RISE ADVISORS, LLC | 0.00% | 0.00% | 201 | 201 | 100.00% | 5,000 | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.00% | 0.00% | 161 | 161 | 100.00% | 4,006 | Jun 30, 2024 |
| COVESTOR LTD | 0.00% | 0.00% | 34 | 34 | 100.00% | 1,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 32 | 32 | 100.00% | 797 | Jun 30, 2024 |
Enterprise Bancorp's largest new institutional shareholder by number of shares is ASSENAGON ASSET MANAGEMENT S.A., purchased 32.44K shares, valued at $807.06K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ADVISORY SERVICES NETWORK, LLC | - | - | - | -16,815 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -6,891 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -4,770 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -451 | -100.00% | - | Jun 30, 2024 |
| CORE WEALTH ADVISORS, INC. | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| M&R CAPITAL MANAGEMENT INC | - | - | - | -264 | -100.00% | - | Jun 30, 2024 |
Enterprise Bancorp's largest sold out institutional shareholder by shares sold is ADVISORY SERVICES NETWORK, LLC, sold -16.82K shares, valued at -, as of undefined.
Enterprise Bancorp Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 0.37% | 158,839 | - | - | Jan 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.06% | 74,904 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY GROWTH FUNDS, INC. | 0.04% | 6,014 | - | - | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.02% | 4,197 | - | - | Mar 28, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 39,375 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 6,024 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.01% | 980 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 10,289 | 155 | 1.53% | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 16,303 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,421 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 314 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 390,933 | -102,463 | -20.77% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 25,764 | - | - | Jan 31, 2024 |
| USCF ETF Trust | 0.00% | 114 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 4,189 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 86,500 | 4,588 | 5.60% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 790 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 250,070 | 34,551 | 16.03% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 25,463 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 6,216 | -444 | -6.67% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 650 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 64,666 | 3,374 | 5.50% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 74 | - | - | Apr 30, 2021 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 4,156 | -992 | -19.27% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
| Meeder Funds | 0.00% | 456 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 4,159 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 453 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 6,635 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 417 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 329 | - | - | Mar 28, 2024 |
| RBC FUNDS TRUST | 0.00% | 8,300 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,578 | 1,100 | 44.39% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 147 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 7,630 | 37 | 0.49% | Mar 28, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 10,804 | 7,797 | 259.29% | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 624 | 105 | 20.23% | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 8,001 | - | - | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 368,995 | -21,804 | -5.58% | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 2,413 | 2,413 | - | Mar 28, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 42,489 | 4,690 | 12.41% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 88 | - | - | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 24,798 | -1,144 | -4.41% | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 331 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 759 | - | - | Dec 31, 2023 |
| VALIC Co I | 0.00% | 3,677 | -15 | -0.41% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,543 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 313 | - | - | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 43 | - | - | Dec 31, 2023 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 924 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,349 | -7 | -0.52% | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 55 | - | - | Feb 29, 2024 |
| STONE RIDGE TRUST | 0.00% | 200 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 254 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 498 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 427 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 75 | -6 | -7.41% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 13,605 | -232 | -1.68% | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 6,481 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 17,632 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,405 | 170 | 13.77% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,237 | 228 | 22.60% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 6 | - | - | Dec 31, 2023 |
| Janus Detroit Street Trust | 0.00% | 742 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 600 | - | - | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 600 | - | - | Jan 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 5,000 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 3,354 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 9,125 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 361 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,085 | -5 | -0.46% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 174 | - | - | Feb 29, 2024 |
| BLACKROCK FUNDS | 0.00% | 19,941 | 18,969 | 1951.54% | Feb 29, 2024 |
| WisdomTree Trust | 0.00% | 5,959 | -161 | -2.63% | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 57 | - | - | Jan 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 400 | - | - | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 7,148 | -222 | -3.01% | Mar 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 200 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 3,865 | -95 | -2.40% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 98 | - | - | Feb 29, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 2,900 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 4,025 | - | - | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 737 | - | - | Dec 31, 2023 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 2,951 | - | - | Mar 31, 2024 |
| SPDR SERIES TRUST | 0.00% | 13,789 | -66 | -0.48% | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 1,176 | - | - | Feb 29, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 28 | 5 | 21.74% | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 1,195 | -131 | -9.88% | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 2,848 | - | - | Feb 29, 2024 |
Enterprise Bancorp's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 158.84K shares, compromising 0.37% of its total assets.
Enterprise Bancorp Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 67 | 1.52% |
| 31 Mar, 24 | 66 | - |
| 31 Dec, 23 | 66 | -1.49% |
| 30 Sep, 23 | 67 | - |
| 30 Jun, 23 | 67 | 1.52% |
| 31 Mar, 23 | 66 | 3.13% |
| 31 Dec, 22 | 64 | 4.92% |
| 30 Sep, 22 | 61 | - |
| 30 Jun, 22 | 61 | -3.17% |
| 31 Mar, 22 | 63 | 3.28% |
| 31 Dec, 21 | 61 | 8.93% |
| 30 Sep, 21 | 56 | 9.80% |
| 30 Jun, 21 | 51 | - |
| 31 Mar, 21 | 51 | 6.25% |
| 31 Dec, 20 | 48 | -2.04% |
| 30 Sep, 20 | 49 | -14.04% |
| 30 Jun, 20 | 57 | - |
| 31 Mar, 20 | 57 | -3.39% |
| 31 Dec, 19 | 59 | 1.72% |
| 30 Sep, 19 | 58 | 7.41% |
| 30 Jun, 19 | 54 | -1.82% |
| 31 Mar, 19 | 55 | - |
| 31 Dec, 18 | 55 | - |
| 30 Sep, 18 | 55 | -3.51% |
| 30 Jun, 18 | 57 | 3.64% |
| 31 Mar, 18 | 55 | 5.77% |
| 31 Dec, 17 | 52 | 6.12% |
| 30 Sep, 17 | 49 | 4.26% |
| 30 Jun, 17 | 47 | -9.62% |
| 31 Mar, 17 | 52 | -1.89% |
| 31 Dec, 16 | 53 | 8.16% |
| 30 Sep, 16 | 49 | -2.00% |
| 30 Jun, 16 | 50 | -1.96% |
| 31 Mar, 16 | 51 | 8.51% |
| 31 Dec, 15 | 47 | 11.90% |
| 30 Sep, 15 | 42 | -4.55% |
| 30 Jun, 15 | 44 | -8.33% |
| 31 Mar, 15 | 48 | 11.63% |
| 31 Dec, 14 | 43 | -6.52% |
| 30 Sep, 14 | 46 | 17.95% |
| 30 Jun, 14 | 39 | 5.41% |
| 31 Mar, 14 | 37 | - |
| 31 Dec, 13 | 37 | - |
| 30 Sep, 13 | 37 | 12.12% |
| 30 Jun, 13 | 33 | 200.00% |
| 31 Mar, 13 | 11 | -8.33% |
| 31 Dec, 12 | 12 | -7.69% |
| 30 Sep, 12 | 13 | -13.33% |
| 30 Jun, 12 | 15 | 25.00% |
| 31 Mar, 12 | 12 | - |
| 31 Dec, 11 | 12 | 20.00% |
| 30 Sep, 11 | 10 | -16.67% |
| 30 Jun, 11 | 12 | 140.00% |
| 31 Mar, 11 | 5 | - |
| 31 Dec, 10 | 5 | 25.00% |
| 30 Sep, 10 | 4 | -42.86% |
| 30 Jun, 10 | 7 | -36.36% |
| 31 Mar, 10 | 11 | 10.00% |
| 31 Dec, 09 | 10 | 25.00% |
| 30 Sep, 09 | 8 | 14.29% |
| 30 Jun, 09 | 7 | 133.33% |
| 31 Mar, 09 | 3 | 50.00% |
| 31 Dec, 08 | 2 | -50.00% |
| 30 Sep, 08 | 4 | 33.33% |
| 30 Jun, 08 | 3 | - |
| 31 Mar, 08 | 3 | - |
| 31 Dec, 07 | 3 | 50.00% |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | 2 | -33.33% |
| 31 Mar, 07 | 3 | 50.00% |
| 31 Dec, 06 | 2 | 100.00% |
| 30 Sep, 06 | 1 | - |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | 1 | - |
| 31 Dec, 05 | 1 | - |
As of 30 Jun 24, 67 institutions are holding Enterprise Bancorp's shares, representing an increase of 1.52% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 3,837,512 | 1.83% |
| 31 Mar, 24 | 3,768,712 | 5.12% |
| 31 Dec, 23 | 3,585,244 | 0.44% |
| 30 Sep, 23 | 3,569,407 | 2.39% |
| 30 Jun, 23 | 3,485,962 | 4.00% |
| 31 Mar, 23 | 3,351,755 | 6.41% |
| 31 Dec, 22 | 3,149,881 | 4.30% |
| 30 Sep, 22 | 3,019,983 | -14.33% |
| 30 Jun, 22 | 3,525,243 | 0.76% |
| 31 Mar, 22 | 3,498,670 | 16.05% |
| 31 Dec, 21 | 3,014,796 | 5.51% |
| 30 Sep, 21 | 2,857,245 | 0.90% |
| 30 Jun, 21 | 2,831,832 | 0.27% |
| 31 Mar, 21 | 2,824,342 | 6.43% |
| 31 Dec, 20 | 2,653,636 | 4.52% |
| 30 Sep, 20 | 2,538,812 | -1.06% |
| 30 Jun, 20 | 2,565,917 | 0.15% |
| 31 Mar, 20 | 2,562,100 | -0.88% |
| 31 Dec, 19 | 2,584,899 | 6.01% |
| 30 Sep, 19 | 2,438,275 | 3.20% |
| 30 Jun, 19 | 2,362,592 | -23.99% |
| 31 Mar, 19 | 3,108,078 | 31.06% |
| 31 Dec, 18 | 2,371,530 | -2.29% |
| 30 Sep, 18 | 2,427,135 | 0.62% |
| 30 Jun, 18 | 2,412,236 | 5.81% |
| 31 Mar, 18 | 2,279,853 | 2.33% |
| 31 Dec, 17 | 2,227,931 | 0.49% |
| 30 Sep, 17 | 2,217,157 | -3.01% |
| 30 Jun, 17 | 2,286,035 | 4.53% |
| 31 Mar, 17 | 2,187,037 | 6.50% |
| 31 Dec, 16 | 2,053,577 | 12.29% |
| 30 Sep, 16 | 1,828,845 | 6.53% |
| 30 Jun, 16 | 1,716,665 | 8.04% |
| 31 Mar, 16 | 1,588,843 | 4.67% |
| 31 Dec, 15 | 1,517,915 | -74.09% |
| 30 Sep, 15 | 5,858,137 | 303.32% |
| 30 Jun, 15 | 1,452,484 | -0.66% |
| 31 Mar, 15 | 1,462,106 | 0.24% |
| 31 Dec, 14 | 1,458,616 | 1.21% |
| 30 Sep, 14 | 1,441,182 | 8.54% |
| 30 Jun, 14 | 1,327,768 | -0.24% |
| 31 Mar, 14 | 1,331,009 | 2.21% |
| 31 Dec, 13 | 1,302,281 | 10.45% |
| 30 Sep, 13 | 1,179,021 | 12.07% |
| 30 Jun, 13 | 1,051,999 | 115.62% |
| 31 Mar, 13 | 487,886 | 13.49% |
| 31 Dec, 12 | 429,881 | -1.58% |
| 30 Sep, 12 | 436,788 | -8.41% |
| 30 Jun, 12 | 476,882 | 16.76% |
| 31 Mar, 12 | 408,436 | -0.26% |
| 31 Dec, 11 | 409,487 | -1.41% |
| 30 Sep, 11 | 415,349 | -7.37% |
| 30 Jun, 11 | 448,397 | 109.23% |
| 31 Mar, 11 | 214,310 | -4.19% |
| 31 Dec, 10 | 223,674 | 220.76% |
| 30 Sep, 10 | 69,733 | -70.23% |
| 30 Jun, 10 | 234,268 | -40.63% |
| 31 Mar, 10 | 394,568 | 65.86% |
| 31 Dec, 09 | 237,896 | 135.59% |
| 30 Sep, 09 | 100,980 | 11.76% |
| 30 Jun, 09 | 90,357 | 97.08% |
| 31 Mar, 09 | 45,847 | -76.82% |
| 31 Dec, 08 | 197,800 | -26.67% |
| 30 Sep, 08 | 269,727 | -6.03% |
| 30 Jun, 08 | 287,050 | -1.27% |
| 31 Mar, 08 | 290,752 | -7.14% |
| 31 Dec, 07 | 313,095 | 195.32% |
| 30 Sep, 07 | 106,019 | 1.39% |
| 30 Jun, 07 | 104,562 | -21.86% |
| 31 Mar, 07 | 133,822 | 40.52% |
| 31 Dec, 06 | 95,234 | 223.68% |
| 30 Sep, 06 | 29,422 | 149.11% |
| 30 Jun, 06 | 11,811 | -11.94% |
| 31 Mar, 06 | 13,412 | 59.08% |
| 31 Dec, 05 | 8,431 | - |
Enterprise Bancorp (EBTC) has 3.84M shares outstanding as of 30 Jun 24, up 1.83% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 31.22% | 3.30% |
| 31 Mar, 24 | 30.74% | 3604267.81% |
| 31 Dec, 23 | 0.03% | 0.00% |
| 30 Sep, 23 | 29.19% | 3.55% |
| 30 Jun, 23 | 28.68% | 3.77% |
| 31 Mar, 23 | 27.57% | 4.09% |
| 31 Dec, 22 | 25.97% | 4.18% |
| 30 Sep, 22 | 24.92% | 2.94% |
| 30 Jun, 22 | 29.12% | 3.46% |
| 31 Mar, 22 | 29.02% | 4.60% |
| 31 Dec, 21 | 25.11% | 4.45% |
| 30 Sep, 21 | 23.77% | 4.27% |
| 30 Jun, 21 | 23.58% | 4.23% |
| 31 Mar, 21 | 23.62% | 4.77% |
| 31 Dec, 20 | 22.24% | 4.90% |
| 30 Sep, 20 | 21.30% | 4.58% |
| 30 Jun, 20 | 21.56% | 4.61% |
| 31 Mar, 20 | 21.64% | 4.50% |
| 31 Dec, 19 | 21.93% | 5.14% |
| 30 Sep, 19 | 20.65% | 5.15% |
| 30 Jun, 19 | 20.02% | 2.85% |
| 31 Mar, 19 | 26.50% | 6.45% |
| 31 Dec, 18 | 20.26% | 4.71% |
| 30 Sep, 18 | 20.75% | 4.87% |
| 30 Jun, 18 | 20.64% | 5.37% |
| 31 Mar, 18 | 19.61% | 5.29% |
| 31 Dec, 17 | 19.26% | 5.26% |
| 30 Sep, 17 | 19.13% | 4.90% |
| 30 Jun, 17 | 19.75% | 5.47% |
| 31 Mar, 17 | 19.00% | 5.42% |
| 31 Dec, 16 | 18.73% | 7.31% |
| 30 Sep, 16 | 16.00% | 6.06% |
| 30 Jun, 16 | 16.25% | 8.06% |
| 31 Mar, 16 | 14.20% | 7.66% |
| 31 Dec, 15 | 13.62% | 0.49% |
| 30 Sep, 15 | 52.65% | 30.79% |
| 30 Jun, 15 | 13.08% | 7.42% |
| 31 Mar, 15 | 13.28% | 7.47% |
| 31 Dec, 14 | 13.33% | 7.63% |
| 30 Sep, 14 | 13.22% | 8.88% |
| 30 Jun, 14 | 12.20% | 8.01% |
| 31 Mar, 14 | 12.34% | 8.37% |
| 31 Dec, 13 | 12.14% | 9.96% |
| 30 Sep, 13 | 11.04% | 11.13% |
| 30 Jun, 13 | 9.96% | 45.64% |
| 31 Mar, 13 | 4.67% | 26.85% |
| 31 Dec, 12 | 4.17% | 23.35% |
| 30 Sep, 12 | 4.23% | 19.75% |
| 30 Jun, 12 | 4.63% | 28.93% |
| 31 Mar, 12 | 4.00% | 24.37% |
| 31 Dec, 11 | 4.05% | 24.13% |
| 30 Sep, 11 | 4.10% | 20.82% |
| 30 Jun, 11 | 4.44% | 96.91% |
| 31 Mar, 11 | 2.14% | 42.91% |
| 31 Dec, 10 | 2.23% | 453.78% |
| 30 Sep, 10 | 0.70% | 12.56% |
| 30 Jun, 10 | 2.36% | 14.61% |
| 31 Mar, 10 | 4.02% | 68.39% |
| 31 Dec, 09 | 2.43% | 186.12% |
| 30 Sep, 09 | 1.14% | 108.17% |
| 30 Jun, 09 | 1.03% | 366.92% |
| 31 Mar, 09 | 0.53% | 10.15% |
| 31 Dec, 08 | 2.28% | 23.12% |
| 30 Sep, 08 | 3.14% | 27.95% |
| 30 Jun, 08 | 3.35% | 28.89% |
| 31 Mar, 08 | 3.41% | 24.56% |
| 31 Dec, 07 | 3.72% | 235.80% |
| 30 Sep, 07 | 1.26% | 80.78% |
| 30 Jun, 07 | 1.25% | 48.33% |
| 31 Mar, 07 | 1.61% | 122.91% |
| 31 Dec, 06 | 1.14% | 903.09% |
| 30 Sep, 06 | 0.36% | 426.06% |
| 30 Jun, 06 | 0.29% | 1073.31% |
| 31 Mar, 06 | 0.16% | 372.05% |
| 31 Dec, 05 | 0.21% | - |
As of 30 Jun 24, Enterprise Bancorp is held by 31.22% institutional shareholders, representing a 3.30% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 39 | 11.43% |
| 31 Mar, 24 | 35 | 9.38% |
| 31 Dec, 23 | 32 | -5.88% |
| 30 Sep, 23 | 34 | 6.25% |
| 30 Jun, 23 | 32 | -8.57% |
| 31 Mar, 23 | 35 | 2.94% |
| 31 Dec, 22 | 34 | 9.68% |
| 30 Sep, 22 | 31 | 14.81% |
| 30 Jun, 22 | 27 | 17.39% |
| 31 Mar, 22 | 23 | -23.33% |
| 31 Dec, 21 | 30 | 11.11% |
| 30 Sep, 21 | 27 | 42.11% |
| 30 Jun, 21 | 19 | -26.92% |
| 31 Mar, 21 | 26 | -3.70% |
| 31 Dec, 20 | 27 | 42.11% |
| 30 Sep, 20 | 19 | -32.14% |
| 30 Jun, 20 | 28 | 33.33% |
| 31 Mar, 20 | 21 | -38.24% |
| 31 Dec, 19 | 34 | 41.67% |
| 30 Sep, 19 | 24 | -7.69% |
| 30 Jun, 19 | 26 | 8.33% |
| 31 Mar, 19 | 24 | 14.29% |
| 31 Dec, 18 | 21 | -27.59% |
| 30 Sep, 18 | 29 | - |
| 30 Jun, 18 | 29 | 26.09% |
| 31 Mar, 18 | 23 | -8.00% |
| 31 Dec, 17 | 25 | 8.70% |
| 30 Sep, 17 | 23 | 15.00% |
| 30 Jun, 17 | 20 | -9.09% |
| 31 Mar, 17 | 22 | -18.52% |
| 31 Dec, 16 | 27 | -6.90% |
| 30 Sep, 16 | 29 | -27.50% |
| 30 Jun, 16 | 40 | 73.91% |
| 31 Mar, 16 | 23 | 15.00% |
| 31 Dec, 15 | 20 | 25.00% |
| 30 Sep, 15 | 16 | 6.67% |
| 30 Jun, 15 | 15 | -16.67% |
| 31 Mar, 15 | 18 | -14.29% |
| 31 Dec, 14 | 21 | 5.00% |
| 30 Sep, 14 | 20 | 25.00% |
| 30 Jun, 14 | 16 | -11.11% |
| 31 Mar, 14 | 18 | 5.88% |
| 31 Dec, 13 | 17 | -5.56% |
| 30 Sep, 13 | 18 | -30.77% |
| 30 Jun, 13 | 26 | 271.43% |
| 31 Mar, 13 | 7 | 75.00% |
| 31 Dec, 12 | 4 | -42.86% |
| 30 Sep, 12 | 7 | -30.00% |
| 30 Jun, 12 | 10 | 233.33% |
| 31 Mar, 12 | 3 | -66.67% |
| 31 Dec, 11 | 9 | 125.00% |
| 30 Sep, 11 | 4 | -55.56% |
| 30 Jun, 11 | 9 | 800.00% |
| 31 Mar, 11 | 1 | -66.67% |
| 31 Dec, 10 | 3 | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | -100.00% |
| 31 Mar, 10 | 3 | -57.14% |
| 31 Dec, 09 | 7 | 250.00% |
| 30 Sep, 09 | 2 | -50.00% |
| 30 Jun, 09 | 4 | 100.00% |
| 31 Mar, 09 | 2 | 100.00% |
| 31 Dec, 08 | 1 | -50.00% |
| 30 Sep, 08 | 2 | 100.00% |
| 30 Jun, 08 | 1 | -50.00% |
| 31 Mar, 08 | 2 | - |
| 31 Dec, 07 | 2 | 100.00% |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 2 | - |
| 31 Dec, 06 | 2 | 100.00% |
| 30 Sep, 06 | 1 | - |
| 30 Jun, 06 | - | -100.00% |
| 31 Mar, 06 | 1 | - |
| 31 Dec, 05 | 1 | - |
39 institutional shareholders have increased their position in EBTC stock as of 30 Jun 24 compared to 35 in the previous quarter (a 11.43% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 17 | -5.56% |
| 31 Mar, 24 | 18 | 5.88% |
| 31 Dec, 23 | 17 | -5.56% |
| 30 Sep, 23 | 18 | - |
| 30 Jun, 23 | 18 | 5.88% |
| 31 Mar, 23 | 17 | 21.43% |
| 31 Dec, 22 | 14 | -6.67% |
| 30 Sep, 22 | 15 | -25.00% |
| 30 Jun, 22 | 20 | -13.04% |
| 31 Mar, 22 | 23 | 53.33% |
| 31 Dec, 21 | 15 | -25.00% |
| 30 Sep, 21 | 20 | -23.08% |
| 30 Jun, 21 | 26 | 44.44% |
| 31 Mar, 21 | 18 | 63.64% |
| 31 Dec, 20 | 11 | -50.00% |
| 30 Sep, 20 | 22 | 15.79% |
| 30 Jun, 20 | 19 | -5.00% |
| 31 Mar, 20 | 20 | 100.00% |
| 31 Dec, 19 | 10 | -33.33% |
| 30 Sep, 19 | 15 | 7.14% |
| 30 Jun, 19 | 14 | 16.67% |
| 31 Mar, 19 | 12 | -20.00% |
| 31 Dec, 18 | 15 | 87.50% |
| 30 Sep, 18 | 8 | -27.27% |
| 30 Jun, 18 | 11 | -21.43% |
| 31 Mar, 18 | 14 | 7.69% |
| 31 Dec, 17 | 13 | 85.71% |
| 30 Sep, 17 | 7 | -41.67% |
| 30 Jun, 17 | 12 | -25.00% |
| 31 Mar, 17 | 16 | 45.45% |
| 31 Dec, 16 | 11 | 175.00% |
| 30 Sep, 16 | 4 | -42.86% |
| 30 Jun, 16 | 7 | -22.22% |
| 31 Mar, 16 | 9 | -18.18% |
| 31 Dec, 15 | 11 | 22.22% |
| 30 Sep, 15 | 9 | -40.00% |
| 30 Jun, 15 | 15 | 25.00% |
| 31 Mar, 15 | 12 | - |
| 31 Dec, 14 | 12 | - |
| 30 Sep, 14 | 12 | - |
| 30 Jun, 14 | 12 | 100.00% |
| 31 Mar, 14 | 6 | -40.00% |
| 31 Dec, 13 | 10 | 11.11% |
| 30 Sep, 13 | 9 | 350.00% |
| 30 Jun, 13 | 2 | - |
| 31 Mar, 13 | - | -100.00% |
| 31 Dec, 12 | 3 | 50.00% |
| 30 Sep, 12 | 2 | 100.00% |
| 30 Jun, 12 | 1 | -75.00% |
| 31 Mar, 12 | 4 | - |
| 31 Dec, 11 | - | -100.00% |
| 30 Sep, 11 | 2 | 100.00% |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | - | -100.00% |
| 30 Sep, 10 | 1 | -50.00% |
| 30 Jun, 10 | 2 | -50.00% |
| 31 Mar, 10 | 4 | 300.00% |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | - | -100.00% |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | - | -100.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | - | - |
| 30 Sep, 07 | - | -100.00% |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | - | - |
| 31 Dec, 06 | - | - |
| 30 Sep, 06 | - | -100.00% |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | - | - |
| 31 Dec, 05 | - | - |
17 institutional shareholders have reduced their position in EBTC stock as of 30 Jun 24 compared to 18 in the previous quarter (a -5.56% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 67 | 1.52% | 3,837,512 | 1.83% | 31.22% | 3.30% | 39 | 11.43% | 17 | -5.56% |
| 31 Mar, 24 | 66 | - | 3,768,712 | 5.12% | 30.74% | 3604267.81% | 35 | 9.38% | 18 | 5.88% |
| 31 Dec, 23 | 66 | -1.49% | 3,585,244 | 0.44% | 0.03% | 0.00% | 32 | -5.88% | 17 | -5.56% |
| 30 Sep, 23 | 67 | - | 3,569,407 | 2.39% | 29.19% | 3.55% | 34 | 6.25% | 18 | - |
| 30 Jun, 23 | 67 | 1.52% | 3,485,962 | 4.00% | 28.68% | 3.77% | 32 | -8.57% | 18 | 5.88% |
| 31 Mar, 23 | 66 | 3.13% | 3,351,755 | 6.41% | 27.57% | 4.09% | 35 | 2.94% | 17 | 21.43% |
| 31 Dec, 22 | 64 | 4.92% | 3,149,881 | 4.30% | 25.97% | 4.18% | 34 | 9.68% | 14 | -6.67% |
| 30 Sep, 22 | 61 | - | 3,019,983 | -14.33% | 24.92% | 2.94% | 31 | 14.81% | 15 | -25.00% |
| 30 Jun, 22 | 61 | -3.17% | 3,525,243 | 0.76% | 29.12% | 3.46% | 27 | 17.39% | 20 | -13.04% |
| 31 Mar, 22 | 63 | 3.28% | 3,498,670 | 16.05% | 29.02% | 4.60% | 23 | -23.33% | 23 | 53.33% |
| 31 Dec, 21 | 61 | 8.93% | 3,014,796 | 5.51% | 25.11% | 4.45% | 30 | 11.11% | 15 | -25.00% |
| 30 Sep, 21 | 56 | 9.80% | 2,857,245 | 0.90% | 23.77% | 4.27% | 27 | 42.11% | 20 | -23.08% |
| 30 Jun, 21 | 51 | - | 2,831,832 | 0.27% | 23.58% | 4.23% | 19 | -26.92% | 26 | 44.44% |
| 31 Mar, 21 | 51 | 6.25% | 2,824,342 | 6.43% | 23.62% | 4.77% | 26 | -3.70% | 18 | 63.64% |
| 31 Dec, 20 | 48 | -2.04% | 2,653,636 | 4.52% | 22.24% | 4.90% | 27 | 42.11% | 11 | -50.00% |
| 30 Sep, 20 | 49 | -14.04% | 2,538,812 | -1.06% | 21.30% | 4.58% | 19 | -32.14% | 22 | 15.79% |
| 30 Jun, 20 | 57 | - | 2,565,917 | 0.15% | 21.56% | 4.61% | 28 | 33.33% | 19 | -5.00% |
| 31 Mar, 20 | 57 | -3.39% | 2,562,100 | -0.88% | 21.64% | 4.50% | 21 | -38.24% | 20 | 100.00% |
| 31 Dec, 19 | 59 | 1.72% | 2,584,899 | 6.01% | 21.93% | 5.14% | 34 | 41.67% | 10 | -33.33% |
| 30 Sep, 19 | 58 | 7.41% | 2,438,275 | 3.20% | 20.65% | 5.15% | 24 | -7.69% | 15 | 7.14% |
| 30 Jun, 19 | 54 | -1.82% | 2,362,592 | -23.99% | 20.02% | 2.85% | 26 | 8.33% | 14 | 16.67% |
| 31 Mar, 19 | 55 | - | 3,108,078 | 31.06% | 26.50% | 6.45% | 24 | 14.29% | 12 | -20.00% |
| 31 Dec, 18 | 55 | - | 2,371,530 | -2.29% | 20.26% | 4.71% | 21 | -27.59% | 15 | 87.50% |
| 30 Sep, 18 | 55 | -3.51% | 2,427,135 | 0.62% | 20.75% | 4.87% | 29 | - | 8 | -27.27% |
| 30 Jun, 18 | 57 | 3.64% | 2,412,236 | 5.81% | 20.64% | 5.37% | 29 | 26.09% | 11 | -21.43% |
| 31 Mar, 18 | 55 | 5.77% | 2,279,853 | 2.33% | 19.61% | 5.29% | 23 | -8.00% | 14 | 7.69% |
| 31 Dec, 17 | 52 | 6.12% | 2,227,931 | 0.49% | 19.26% | 5.26% | 25 | 8.70% | 13 | 85.71% |
| 30 Sep, 17 | 49 | 4.26% | 2,217,157 | -3.01% | 19.13% | 4.90% | 23 | 15.00% | 7 | -41.67% |
| 30 Jun, 17 | 47 | -9.62% | 2,286,035 | 4.53% | 19.75% | 5.47% | 20 | -9.09% | 12 | -25.00% |
| 31 Mar, 17 | 52 | -1.89% | 2,187,037 | 6.50% | 19.00% | 5.42% | 22 | -18.52% | 16 | 45.45% |
| 31 Dec, 16 | 53 | 8.16% | 2,053,577 | 12.29% | 18.73% | 7.31% | 27 | -6.90% | 11 | 175.00% |
| 30 Sep, 16 | 49 | -2.00% | 1,828,845 | 6.53% | 16.00% | 6.06% | 29 | -27.50% | 4 | -42.86% |
| 30 Jun, 16 | 50 | -1.96% | 1,716,665 | 8.04% | 16.25% | 8.06% | 40 | 73.91% | 7 | -22.22% |
| 31 Mar, 16 | 51 | 8.51% | 1,588,843 | 4.67% | 14.20% | 7.66% | 23 | 15.00% | 9 | -18.18% |
| 31 Dec, 15 | 47 | 11.90% | 1,517,915 | -74.09% | 13.62% | 0.49% | 20 | 25.00% | 11 | 22.22% |
| 30 Sep, 15 | 42 | -4.55% | 5,858,137 | 303.32% | 52.65% | 30.79% | 16 | 6.67% | 9 | -40.00% |
| 30 Jun, 15 | 44 | -8.33% | 1,452,484 | -0.66% | 13.08% | 7.42% | 15 | -16.67% | 15 | 25.00% |
| 31 Mar, 15 | 48 | 11.63% | 1,462,106 | 0.24% | 13.28% | 7.47% | 18 | -14.29% | 12 | - |
| 31 Dec, 14 | 43 | -6.52% | 1,458,616 | 1.21% | 13.33% | 7.63% | 21 | 5.00% | 12 | - |
| 30 Sep, 14 | 46 | 17.95% | 1,441,182 | 8.54% | 13.22% | 8.88% | 20 | 25.00% | 12 | - |
| 30 Jun, 14 | 39 | 5.41% | 1,327,768 | -0.24% | 12.20% | 8.01% | 16 | -11.11% | 12 | 100.00% |
| 31 Mar, 14 | 37 | - | 1,331,009 | 2.21% | 12.34% | 8.37% | 18 | 5.88% | 6 | -40.00% |
| 31 Dec, 13 | 37 | - | 1,302,281 | 10.45% | 12.14% | 9.96% | 17 | -5.56% | 10 | 11.11% |
| 30 Sep, 13 | 37 | 12.12% | 1,179,021 | 12.07% | 11.04% | 11.13% | 18 | -30.77% | 9 | 350.00% |
| 30 Jun, 13 | 33 | 200.00% | 1,051,999 | 115.62% | 9.96% | 45.64% | 26 | 271.43% | 2 | - |
| 31 Mar, 13 | 11 | -8.33% | 487,886 | 13.49% | 4.67% | 26.85% | 7 | 75.00% | - | -100.00% |
| 31 Dec, 12 | 12 | -7.69% | 429,881 | -1.58% | 4.17% | 23.35% | 4 | -42.86% | 3 | 50.00% |
| 30 Sep, 12 | 13 | -13.33% | 436,788 | -8.41% | 4.23% | 19.75% | 7 | -30.00% | 2 | 100.00% |
| 30 Jun, 12 | 15 | 25.00% | 476,882 | 16.76% | 4.63% | 28.93% | 10 | 233.33% | 1 | -75.00% |
| 31 Mar, 12 | 12 | - | 408,436 | -0.26% | 4.00% | 24.37% | 3 | -66.67% | 4 | - |
| 31 Dec, 11 | 12 | 20.00% | 409,487 | -1.41% | 4.05% | 24.13% | 9 | 125.00% | - | -100.00% |
| 30 Sep, 11 | 10 | -16.67% | 415,349 | -7.37% | 4.10% | 20.82% | 4 | -55.56% | 2 | 100.00% |
| 30 Jun, 11 | 12 | 140.00% | 448,397 | 109.23% | 4.44% | 96.91% | 9 | 800.00% | 1 | - |
| 31 Mar, 11 | 5 | - | 214,310 | -4.19% | 2.14% | 42.91% | 1 | -66.67% | 1 | - |
| 31 Dec, 10 | 5 | 25.00% | 223,674 | 220.76% | 2.23% | 453.78% | 3 | - | - | -100.00% |
| 30 Sep, 10 | 4 | -42.86% | 69,733 | -70.23% | 0.70% | 12.56% | - | - | 1 | -50.00% |
| 30 Jun, 10 | 7 | -36.36% | 234,268 | -40.63% | 2.36% | 14.61% | - | -100.00% | 2 | -50.00% |
| 31 Mar, 10 | 11 | 10.00% | 394,568 | 65.86% | 4.02% | 68.39% | 3 | -57.14% | 4 | 300.00% |
| 31 Dec, 09 | 10 | 25.00% | 237,896 | 135.59% | 2.43% | 186.12% | 7 | 250.00% | 1 | - |
| 30 Sep, 09 | 8 | 14.29% | 100,980 | 11.76% | 1.14% | 108.17% | 2 | -50.00% | 1 | - |
| 30 Jun, 09 | 7 | 133.33% | 90,357 | 97.08% | 1.03% | 366.92% | 4 | 100.00% | - | -100.00% |
| 31 Mar, 09 | 3 | 50.00% | 45,847 | -76.82% | 0.53% | 10.15% | 2 | 100.00% | 1 | - |
| 31 Dec, 08 | 2 | -50.00% | 197,800 | -26.67% | 2.28% | 23.12% | 1 | -50.00% | - | -100.00% |
| 30 Sep, 08 | 4 | 33.33% | 269,727 | -6.03% | 3.14% | 27.95% | 2 | 100.00% | 1 | - |
| 30 Jun, 08 | 3 | - | 287,050 | -1.27% | 3.35% | 28.89% | 1 | -50.00% | 1 | - |
| 31 Mar, 08 | 3 | - | 290,752 | -7.14% | 3.41% | 24.56% | 2 | - | 1 | - |
| 31 Dec, 07 | 3 | 50.00% | 313,095 | 195.32% | 3.72% | 235.80% | 2 | 100.00% | - | - |
| 30 Sep, 07 | 2 | - | 106,019 | 1.39% | 1.26% | 80.78% | 1 | - | - | -100.00% |
| 30 Jun, 07 | 2 | -33.33% | 104,562 | -21.86% | 1.25% | 48.33% | - | -100.00% | 1 | - |
| 31 Mar, 07 | 3 | 50.00% | 133,822 | 40.52% | 1.61% | 122.91% | 2 | - | - | - |
| 31 Dec, 06 | 2 | 100.00% | 95,234 | 223.68% | 1.14% | 903.09% | 2 | 100.00% | - | - |
| 30 Sep, 06 | 1 | - | 29,422 | 149.11% | 0.36% | 426.06% | 1 | - | - | -100.00% |
| 30 Jun, 06 | 1 | - | 11,811 | -11.94% | 0.29% | 1073.31% | - | -100.00% | 1 | - |
| 31 Mar, 06 | 1 | - | 13,412 | 59.08% | 0.16% | 372.05% | 1 | - | - | - |
| 31 Dec, 05 | 1 | - | 8,431 | - | 0.21% | - | 1 | - | - | - |
Enterprise Bancorp 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 Bancorp's stock was made by Covey Susan on Jun 14 2024, selling - shares at - per share (valued at -).
Enterprise Bancorp Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | 8 | 12.50% |
| Q1 2024 | 27 | 36 | 75.00% |
| Q4 2023 | 3 | 1 | 300.00% |
| Q3 2023 | 2 | 10 | 20.00% |
| Q2 2023 | 24 | 8 | 300.00% |
| Q1 2023 | 26 | 27 | 96.30% |
| Q4 2022 | 5 | 22 | 22.73% |
| Q3 2022 | 3 | 19 | 15.79% |
| Q2 2022 | 5 | 3 | 166.67% |
| Q1 2022 | 64 | 29 | 220.69% |
| Q4 2021 | 6 | 19 | 31.58% |
| Q3 2021 | 3 | 1 | 300.00% |
| Q2 2021 | 5 | 31 | 16.13% |
| Q1 2021 | 61 | 19 | 321.05% |
| Q4 2020 | 2 | 1 | 200.00% |
| Q3 2020 | 4 | 1 | 400.00% |
| Q2 2020 | 3 | 15 | 20.00% |
| Q1 2020 | 62 | 17 | 364.71% |
| Q4 2019 | 3 | 11 | 27.27% |
| Q3 2019 | 3 | 16 | 18.75% |
1 total buy trades, and 8 total sell trades (buy/sell ratio of 0.13%) were made by Enterprise Bancorp's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | 3 | 2 | 150.00% |
| Q4 2023 | 3 | - | - |
| Q3 2023 | 2 | 1 | 200.00% |
| Q2 2023 | 7 | - | - |
| Q1 2023 | 2 | 1 | 200.00% |
| Q4 2022 | 5 | 4 | 125.00% |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 3 | - | - |
| Q1 2022 | 4 | 5 | 80.00% |
| Q4 2021 | 4 | 1 | 400.00% |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 3 | 13 | 23.08% |
| Q1 2021 | 3 | 3 | 100.00% |
| Q4 2020 | 2 | - | - |
| Q3 2020 | 4 | - | - |
| Q2 2020 | 2 | 1 | 200.00% |
| Q1 2020 | 5 | 1 | 500.00% |
| Q4 2019 | 3 | 2 | 150.00% |
| Q3 2019 | 3 | 2 | 150.00% |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Enterprise Bancorp's stocks.
Enterprise Bancorp Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| GSBC | Great Southern Bancorp, Inc. |
| FCAP | First Capital, Inc. |
| OVLY | Oak Valley Bancorp |
| FNWD | Finward Bancorp |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
| HTBI | HomeTrust Bancshares, Inc. |
EBTC Ownership FAQ
Who Owns Enterprise Bancorp?
Enterprise Bancorp is owned by institutional shareholders (31.22%), insiders (19.93%), and public (48.86%). The largest institutional shareholder of Enterprise Bancorp is BLACKROCK INC. (7.57% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.37% of total shares).
Who are the major institutional shareholders of Enterprise Bancorp?
Enterprise Bancorp's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, MANUFACTURERS LIFE INSURANCE COMPANY, THE, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 18.25% of the company's share outstanding.
How many Enterprise Bancorp shareholders are there?
As of Jun 2024, there are 67 institutional shareholders of Enterprise Bancorp.
What percentage of Enterprise Bancorp is owned by BLACKROCK INC?
BLACKROCK INC owns 930.95K shares of Enterprise Bancorp, representing 7.57% of the company's total shares outstanding, valued at $23.16M (as of Jun 2024).
What percentage of Enterprise Bancorp is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 460.7K shares of Enterprise Bancorp (EBTC), compromising 3.75% of the company, valued at $11.46M.
What percentage of Enterprise Bancorp is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Enterprise Bancorp. The company owns 353.59K of the company's shares outstanding (worth $8.8M).