Enterprise Bancorp Ownership | Who Owns Enterprise Bancorp?
Enterprise Bancorp Ownership Summary
Enterprise Bancorp is owned by 31.22% institutional investors, 20.02% insiders, and 48.76% retail investors. Blackrock is the largest institutional shareholder, holding 7.57% of EBTC shares. iShares Russell 2000 ETF is the top mutual fund, with 2.26% of its assets in Enterprise Bancorp shares.
EBTC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Enterprise Bancorp | 31.22% | 20.02% | 48.76% |
Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 930.95K | 7.57% | $23.16M |
Vanguard group | 460.70K | 3.75% | $11.46M |
Dimensional fund advisors lp | 353.59K | 2.88% | $8.80M |
Manufacturers life insurance company, the | 273.56K | 2.23% | $6.81M |
Geode capital management | 224.86K | 1.83% | $5.60M |
State street | 196.92K | 1.60% | $4.90M |
Siena capital partners gp | 136.07K | 1.11% | $3.39M |
Commonwealth equity services | 117.21K | 0.95% | $2.92M |
Banc funds | 101.00K | 0.82% | $2.51M |
Bridgeway capital management | 94.43K | 0.77% | $2.35M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Siena capital partners gp | 136.07K | 1.12% | $3.39M |
Carl p. sherr | 29.52K | 0.41% | $734.54K |
Banc funds | 101.00K | 0.30% | $2.51M |
Foster dykema cabot & partners | 31.31K | 0.07% | $778.89K |
Bridgeway capital management | 94.43K | 0.06% | $2.35M |
Empowered funds | 55.06K | 0.02% | $1.37M |
Pallas capital advisors | 14.94K | 0.02% | $412.80K |
Martingale asset management l p | 24.20K | 0.01% | $602.10K |
Manufacturers life insurance company, the | 273.56K | 0.01% | $6.81M |
Beacon pointe advisors | 19.70K | 0.01% | $490.16K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock | 930.95K | 0.00% | 114.54K |
Assenagon asset management | 32.44K | 0.00% | 32.44K |
American century companies | 55.75K | 0.00% | 14.56K |
Geode capital management | 224.86K | 0.00% | 9.02K |
Dimensional fund advisors lp | 353.59K | 0.00% | 8.22K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
M3f | - | - | -99.53K |
Banc funds | 101.00K | 0.30% | -47.88K |
Citadel advisors | 23.54K | 0.00% | -23.07K |
Advisory services network | - | - | -16.82K |
Jane street group | - | - | -12.44K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Assenagon asset management | 32.44K | 0.00% | 32.44K | $807.06K |
Corebridge financial | 5.26K | 0.00% | 5.26K | $130.89K |
Mirae asset global etfs | 4.88K | 0.00% | 4.88K | $121.44K |
Strs ohio | 1.30K | 0.00% | 1.30K | $32.34K |
Picton mahoney asset management | 369.00 | 0.00% | 369.00 | $9.00K |
Sold Out
Holder | Change |
---|---|
M&r capital management | -264.00 |
Core wealth advisors | -300.00 |
Metropolitan life insurance co/ny | -451.00 |
Acadian asset management | -857.00 |
American group | -4.77K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 67 | 1.52% | 3,837,512 | 1.83% | 31 | 3.30% | 39 | 11.43% | 17 | -5.56% |
Mar 31, 2024 | 66 | - | 3,768,712 | 5.12% | 30 | 3604267.81% | 35 | 9.38% | 18 | 5.88% |
Dec 31, 2023 | 66 | -1.49% | 3,585,244 | 0.44% | - | 0.00% | 32 | -5.88% | 17 | -5.56% |
Sep 30, 2023 | 67 | - | 3,569,407 | 2.39% | 29 | 3.55% | 34 | 6.25% | 18 | - |
Jun 30, 2023 | 67 | 1.52% | 3,485,962 | 4.00% | 28 | 3.77% | 32 | -8.57% | 18 | 5.88% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Russell 2000 ETF | 280.30K | 2.26% | -630.00 |
Vanguard Total Stock Mkt Idx Inv | 276.02K | 2.22% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 134.82K | 1.08% | - |
JHancock Regional Bank A | 105.26K | 0.85% | - |
Fidelity Small Cap Index | 99.78K | 0.80% | -1.38K |
iShares Russell 2000 Value ETF | 96.06K | 0.77% | - |
JH Financial Opportunities | 74.90K | 0.60% | - |
DFA US Targeted Value I | 58.85K | 0.47% | 2.32K |
EA Bridgeway Omni Small-Cap Value ETF | 58.69K | 0.47% | - |
Fidelity Extended Market Index | 55.14K | 0.44% | 2.27K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Mar 01, 2024 | PUTZIGER MICHAEL T | - | Buy | $9.80K |
Feb 06, 2024 | PUTZIGER MICHAEL T | - | Sell | $25.46 |
Mar 01, 2024 | PUTZIGER MICHAEL T | - | Buy | $38.40K |
Feb 28, 2024 | Lussier Joseph R | EVP & CFO | Buy | $34.97K |
Feb 27, 2024 | ANSIN KEN S | - | Sell | $3.03M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q3 | - | - |
2024 Q2 | - | - |
2024 Q1 | 3 | 2 |
2023 Q4 | 3 | - |
2023 Q3 | 2 | 1 |
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