Enterprise Bancorp Ownership 2024 | Who Owns Enterprise Bancorp Now?


OverviewRevenueFinancialsChart

Institutional Ownership

31.22%

Insider Ownership

20.02%

Retail Ownership

48.76%

Institutional Holders

67.00

Enterprise Bancorp Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.7.57%0.00%930,953114,54314.03%23,162,111Jun 30, 2024
VANGUARD GROUP INC3.75%0.00%460,6966,0491.33%11,462,116Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.88%0.00%353,5928,2162.38%8,796,739Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.23%0.01%273,561-110-0.04%6,806,198Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.83%0.00%224,8609,0234.18%5,595,120Jun 30, 2024
STATE STREET CORP1.60%0.00%196,919-1,331-0.67%4,899,345,000Jun 30, 2024
SIENA CAPITAL PARTNERS GP, LLC1.11%1.12%136,067--3,385,347Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.95%0.00%117,2122820.24%2,916,000Jun 30, 2024
BANC FUNDS CO LLC0.82%0.30%101,004-47,885-32.16%2,512,980Jun 30, 2024
M3F, INC.0.81%0.92%99,5292,1002.16%2,476,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.77%0.06%94,4343,9604.38%2,349,518Jun 30, 2024
NORTHERN TRUST CORP0.72%0.00%88,633-1,988-2.19%2,205,190,000Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.45%0.00%55,75114,56335.36%1,387,085Jun 30, 2024
EMPOWERED FUNDS, LLC0.45%0.02%55,0593,9607.75%1,369,868Jun 30, 2024
MORGAN STANLEY0.40%0.00%49,662-1,005-1.98%1,235,592Jun 30, 2024
PANAGORA ASSET MANAGEMENT INC0.35%0.01%42,626-280-0.65%1,060,535Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.32%0.00%39,0104,82414.11%970,565Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.26%0.00%32,43832,438100.00%807,057Jun 30, 2024
FOSTER DYKEMA CABOT & PARTNERS, LLC0.25%0.07%31,306--778,893Jun 30, 2024
GOLDMAN SACHS GROUP INC0.24%0.00%29,5633,80314.76%735,527Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
SIENA CAPITAL PARTNERS GP, LLC1.11%1.12%136,067--3,385,347Jun 30, 2024
M3F, INC.0.81%0.92%99,5292,1002.16%2,476,000Jun 30, 2024
CARL P. SHERR & CO., LLC0.24%0.41%29,523850.29%734,537Jun 30, 2024
BANC FUNDS CO LLC0.82%0.30%101,004-47,885-32.16%2,512,980Jun 30, 2024
FOSTER DYKEMA CABOT & PARTNERS, LLC0.25%0.07%31,306--778,893Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.77%0.06%94,4343,9604.38%2,349,518Jun 30, 2024
EMPOWERED FUNDS, LLC0.45%0.02%55,0593,9607.75%1,369,868Jun 30, 2024
PALLAS CAPITAL ADVISORS LLC0.12%0.02%14,935520.35%412,803Jun 30, 2024
MARTINGALE ASSET MANAGEMENT L P0.20%0.01%24,2006,86539.60%602,096Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.23%0.01%273,561-110-0.04%6,806,198Jun 30, 2024
BEACON POINTE ADVISORS, LLC0.16%0.01%19,701--490,161Jun 30, 2024
PANAGORA ASSET MANAGEMENT INC0.35%0.01%42,626-280-0.65%1,060,535Jun 30, 2024
QUADRATURE CAPITAL LTD0.09%0.00%11,237-9,045-44.60%278,003Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.95%0.00%117,2122820.24%2,916,000Jun 30, 2024
RISE ADVISORS, LLC0.00%0.00%201201100.00%5,000Jun 30, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC0.11%0.00%13,890--345,583Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.88%0.00%353,5928,2162.38%8,796,739Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.26%0.00%32,43832,438100.00%807,057Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.45%0.00%55,75114,56335.36%1,387,085Jun 30, 2024
METLIFE INVESTMENT MANAGEMENT, LLC0.05%0.00%5,7164518.57%142,214Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.7.57%0.00%930,953114,54314.03%23,162,111Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.26%0.00%32,43832,438100.00%807,057Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.45%0.00%55,75114,56335.36%1,387,085Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.83%0.00%224,8609,0234.18%5,595,120Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.88%0.00%353,5928,2162.38%8,796,739Jun 30, 2024
MARTINGALE ASSET MANAGEMENT L P0.20%0.01%24,2006,86539.60%602,096Jun 30, 2024
VANGUARD GROUP INC3.75%0.00%460,6966,0491.33%11,462,116Jun 30, 2024
INVESCO LTD.0.16%0.00%19,7685,58039.33%491,828Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%5,2615,261100.00%130,894Jun 30, 2024
BANK OF AMERICA CORP /DE/0.13%-15,9025,08847.05%395,642Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%4,8814,881100.00%121,439Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.32%0.00%39,0104,82414.11%970,565Jun 30, 2024
EMPOWERED FUNDS, LLC0.45%0.02%55,0593,9607.75%1,369,868Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.77%0.06%94,4343,9604.38%2,349,518Jun 30, 2024
GOLDMAN SACHS GROUP INC0.24%0.00%29,5633,80314.76%735,527Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.22%0.00%26,9912,3919.72%671,536Jun 30, 2024
M3F, INC.0.81%0.92%99,5292,1002.16%2,476,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.01%0.00%1,5731,5548178.95%39,136Jun 30, 2024
STRS OHIO0.01%0.00%1,3001,300100.00%32,344,000Jun 30, 2024
ALLIANCEBERNSTEIN L.P.0.07%0.00%9,2001,09013.44%228,896Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
BANC FUNDS CO LLC0.82%0.30%101,004-47,885-32.16%2,512,980Jun 30, 2024
ADVISORY SERVICES NETWORK, LLC----16,815-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO0.06%-7,678-11,031-58.96%191,029Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.15%0.00%18,548-9,200-33.16%461,474Jun 30, 2024
QUADRATURE CAPITAL LTD0.09%0.00%11,237-9,045-44.60%278,003Jun 30, 2024
UBS GROUP AG0.03%-3,584-6,993-66.12%89,170Jun 30, 2024
DEUTSCHE BANK AG\----6,891-100.00%-Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.11%0.00%13,783-6,507-32.07%343,000Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.11%0.00%14,049-5,818-29.28%349,539Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----4,770-100.00%-Jun 30, 2024
BARCLAYS PLC0.11%0.00%13,463-2,261-14.38%334,000Jun 30, 2024
NORTHERN TRUST CORP0.72%0.00%88,633-1,988-2.19%2,205,190,000Jun 30, 2024
STATE STREET CORP1.60%0.00%196,919-1,331-0.67%4,899,345,000Jun 30, 2024
MORGAN STANLEY0.40%0.00%49,662-1,005-1.98%1,235,592Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND0.04%0.00%4,982-636-11.32%124,000Jun 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 INC0.35%0.01%42,626-280-0.65%1,060,535Jun 30, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM0.01%-709-264-27.13%17,640Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
ASSENAGON ASSET MANAGEMENT S.A.0.26%0.00%32,43832,438100.00%807,057Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%5,2615,261100.00%130,894Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%4,8814,881100.00%121,439Jun 30, 2024
STRS OHIO0.01%0.00%1,3001,300100.00%32,344,000Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.00%0.00%369369100.00%9,000Jun 30, 2024
RISE ADVISORS, LLC0.00%0.00%201201100.00%5,000Jun 30, 2024
CREATIVE FINANCIAL DESIGNS INC /ADV0.00%0.00%161161100.00%4,006Jun 30, 2024
COVESTOR LTD0.00%0.00%3434100.00%1,000Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%3232100.00%797Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
JOHN HANCOCK INVESTMENT TRUST II0.37%158,839--Jan 31, 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND0.06%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 INC0.02%39,375--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.01%6,024--Mar 31, 2024
Vericimetry Funds0.01%980--Mar 31, 2024
FIDELITY COMMONWEALTH TRUST0.00%10,2891551.53%Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC0.00%16,303--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%1,421--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%314--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%390,933-102,463-20.77%Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%25,764--Jan 31, 2024
USCF ETF Trust0.00%114--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%4,189--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%86,5004,5885.60%Feb 29, 2024
Calvert Variable Products, Inc.0.00%790--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%250,07034,55116.03%Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%25,463--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%6,216-444-6.67%Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%650--Mar 31, 2024
Dimensional ETF Trust0.00%64,6663,3745.50%Jan 31, 2024
SunAmerica Specialty Series0.00%74--Apr 30, 2021
Voya VARIABLE PORTFOLIOS INC0.00%4,156-992-19.27%Mar 31, 2024
PFM Multi-Manager Series Trust0.00%100--Dec 31, 2023
Meeder Funds0.00%456--Mar 31, 2024
Global X Funds0.00%4,159--Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%453--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%6,635--Jan 31, 2024
GPS Funds I0.00%417--Mar 31, 2024
Forethought Variable Insurance Trust0.00%329--Mar 28, 2024
RBC FUNDS TRUST0.00%8,300--Mar 28, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%3,5781,10044.39%Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%147--Mar 31, 2024
NORTHERN FUNDS0.00%7,630370.49%Mar 28, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%10,8047,797259.29%Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%62410520.23%Mar 31, 2024
RUSSELL INVESTMENT CO0.00%8,001--Jan 31, 2024
iSHARES TRUST0.00%368,995-21,804-5.58%Mar 31, 2024
THRIVENT SERIES FUND INC0.00%2,4132,413-Mar 28, 2024
VANGUARD SCOTTSDALE FUNDS0.00%42,4894,69012.41%Feb 29, 2024
RYDEX SERIES FUNDS0.00%88--Dec 31, 2023
EQ ADVISORS TRUST0.00%24,798-1,144-4.41%Mar 31, 2024
SA FUNDS INVESTMENT TRUST0.00%331--Mar 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%759--Dec 31, 2023
VALIC Co I0.00%3,677-15-0.41%Feb 29, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%1,543--Mar 31, 2024
PENN SERIES FUNDS INC0.00%313--Mar 28, 2024
RYDEX DYNAMIC FUNDS0.00%43--Dec 31, 2023
MASTER INVESTMENT PORTFOLIO0.00%924--Mar 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%1,349-7-0.52%Jan 31, 2024
Guggenheim Active Allocation Fund0.00%55--Feb 29, 2024
STONE RIDGE TRUST0.00%200--Jan 31, 2024
HC CAPITAL TRUST0.00%254--Mar 31, 2024
PGIM ETF TRUST0.00%498--Feb 29, 2024
ALLSPRING MASTER TRUST0.00%427--Feb 29, 2024
ProFunds0.00%75-6-7.41%Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%13,605-232-1.68%Mar 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%6,481--Mar 31, 2024
TIAA-CREF FUNDS0.00%17,632--Jan 31, 2024
PROSHARES TRUST0.00%1,40517013.77%Feb 29, 2024
USAA MUTUAL FUNDS TRUST0.00%1,23722822.60%Jan 31, 2024
RYDEX VARIABLE TRUST0.00%6--Dec 31, 2023
Janus Detroit Street Trust0.00%742--Jan 31, 2024
MAINSTAY VP FUNDS TRUST0.00%600--Mar 31, 2024
OLD WESTBURY FUNDS INC0.00%600--Jan 31, 2024
Fidelity Rutland Square Trust II0.00%5,000--Feb 29, 2024
Brighthouse Funds Trust II0.00%3,354--Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%9,125--Mar 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%361--Feb 29, 2024
SUNAMERICA SERIES TRUST0.00%1,085-5-0.46%Jan 31, 2024
Brinker Capital Destinations Trust0.00%174--Feb 29, 2024
BLACKROCK FUNDS0.00%19,94118,9691951.54%Feb 29, 2024
WisdomTree Trust0.00%5,959-161-2.63%Mar 31, 2024
ETF Series Solutions0.00%57--Jan 31, 2024
MAINSTAY FUNDS TRUST0.00%400--Jan 31, 2024
FIDELITY SALEM STREET TRUST0.00%7,148-222-3.01%Mar 31, 2024
Franklin Templeton ETF Trust0.00%200--Mar 31, 2024
PACIFIC SELECT FUND0.00%3,865-95-2.40%Mar 31, 2024
Goldman Sachs ETF Trust0.00%98--Feb 29, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%2,900--Dec 31, 2023
Bridge Builder Trust0.00%4,025--Mar 31, 2024
MASSMUTUAL SELECT FUNDS0.00%737--Dec 31, 2023
BlackRock Variable Series Funds, Inc.0.00%2,951--Mar 31, 2024
SPDR SERIES TRUST0.00%13,789-66-0.48%Mar 31, 2024
AMERICAN BEACON FUNDS0.00%1,176--Feb 29, 2024
Advisors' Inner Circle Fund III0.00%28521.74%Jan 31, 2024
PRINCIPAL FUNDS, INC.0.00%1,195-131-9.88%Jan 31, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%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

DateHoldingsChange %
30 Jun, 24671.52%
31 Mar, 2466-
31 Dec, 2366-1.49%
30 Sep, 2367-
30 Jun, 23671.52%
31 Mar, 23663.13%
31 Dec, 22644.92%
30 Sep, 2261-
30 Jun, 2261-3.17%
31 Mar, 22633.28%
31 Dec, 21618.93%
30 Sep, 21569.80%
30 Jun, 2151-
31 Mar, 21516.25%
31 Dec, 2048-2.04%
30 Sep, 2049-14.04%
30 Jun, 2057-
31 Mar, 2057-3.39%
31 Dec, 19591.72%
30 Sep, 19587.41%
30 Jun, 1954-1.82%
31 Mar, 1955-
31 Dec, 1855-
30 Sep, 1855-3.51%
30 Jun, 18573.64%
31 Mar, 18555.77%
31 Dec, 17526.12%
30 Sep, 17494.26%
30 Jun, 1747-9.62%
31 Mar, 1752-1.89%
31 Dec, 16538.16%
30 Sep, 1649-2.00%
30 Jun, 1650-1.96%
31 Mar, 16518.51%
31 Dec, 154711.90%
30 Sep, 1542-4.55%
30 Jun, 1544-8.33%
31 Mar, 154811.63%
31 Dec, 1443-6.52%
30 Sep, 144617.95%
30 Jun, 14395.41%
31 Mar, 1437-
31 Dec, 1337-
30 Sep, 133712.12%
30 Jun, 1333200.00%
31 Mar, 1311-8.33%
31 Dec, 1212-7.69%
30 Sep, 1213-13.33%
30 Jun, 121525.00%
31 Mar, 1212-
31 Dec, 111220.00%
30 Sep, 1110-16.67%
30 Jun, 1112140.00%
31 Mar, 115-
31 Dec, 10525.00%
30 Sep, 104-42.86%
30 Jun, 107-36.36%
31 Mar, 101110.00%
31 Dec, 091025.00%
30 Sep, 09814.29%
30 Jun, 097133.33%
31 Mar, 09350.00%
31 Dec, 082-50.00%
30 Sep, 08433.33%
30 Jun, 083-
31 Mar, 083-
31 Dec, 07350.00%
30 Sep, 072-
30 Jun, 072-33.33%
31 Mar, 07350.00%
31 Dec, 062100.00%
30 Sep, 061-
30 Jun, 061-
31 Mar, 061-
31 Dec, 051-

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

DateShares OutstandingChange %
30 Jun, 243,837,5121.83%
31 Mar, 243,768,7125.12%
31 Dec, 233,585,2440.44%
30 Sep, 233,569,4072.39%
30 Jun, 233,485,9624.00%
31 Mar, 233,351,7556.41%
31 Dec, 223,149,8814.30%
30 Sep, 223,019,983-14.33%
30 Jun, 223,525,2430.76%
31 Mar, 223,498,67016.05%
31 Dec, 213,014,7965.51%
30 Sep, 212,857,2450.90%
30 Jun, 212,831,8320.27%
31 Mar, 212,824,3426.43%
31 Dec, 202,653,6364.52%
30 Sep, 202,538,812-1.06%
30 Jun, 202,565,9170.15%
31 Mar, 202,562,100-0.88%
31 Dec, 192,584,8996.01%
30 Sep, 192,438,2753.20%
30 Jun, 192,362,592-23.99%
31 Mar, 193,108,07831.06%
31 Dec, 182,371,530-2.29%
30 Sep, 182,427,1350.62%
30 Jun, 182,412,2365.81%
31 Mar, 182,279,8532.33%
31 Dec, 172,227,9310.49%
30 Sep, 172,217,157-3.01%
30 Jun, 172,286,0354.53%
31 Mar, 172,187,0376.50%
31 Dec, 162,053,57712.29%
30 Sep, 161,828,8456.53%
30 Jun, 161,716,6658.04%
31 Mar, 161,588,8434.67%
31 Dec, 151,517,915-74.09%
30 Sep, 155,858,137303.32%
30 Jun, 151,452,484-0.66%
31 Mar, 151,462,1060.24%
31 Dec, 141,458,6161.21%
30 Sep, 141,441,1828.54%
30 Jun, 141,327,768-0.24%
31 Mar, 141,331,0092.21%
31 Dec, 131,302,28110.45%
30 Sep, 131,179,02112.07%
30 Jun, 131,051,999115.62%
31 Mar, 13487,88613.49%
31 Dec, 12429,881-1.58%
30 Sep, 12436,788-8.41%
30 Jun, 12476,88216.76%
31 Mar, 12408,436-0.26%
31 Dec, 11409,487-1.41%
30 Sep, 11415,349-7.37%
30 Jun, 11448,397109.23%
31 Mar, 11214,310-4.19%
31 Dec, 10223,674220.76%
30 Sep, 1069,733-70.23%
30 Jun, 10234,268-40.63%
31 Mar, 10394,56865.86%
31 Dec, 09237,896135.59%
30 Sep, 09100,98011.76%
30 Jun, 0990,35797.08%
31 Mar, 0945,847-76.82%
31 Dec, 08197,800-26.67%
30 Sep, 08269,727-6.03%
30 Jun, 08287,050-1.27%
31 Mar, 08290,752-7.14%
31 Dec, 07313,095195.32%
30 Sep, 07106,0191.39%
30 Jun, 07104,562-21.86%
31 Mar, 07133,82240.52%
31 Dec, 0695,234223.68%
30 Sep, 0629,422149.11%
30 Jun, 0611,811-11.94%
31 Mar, 0613,41259.08%
31 Dec, 058,431-

Enterprise Bancorp (EBTC) has 3.84M shares outstanding as of 30 Jun 24, up 1.83% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2431.22%3.30%
31 Mar, 2430.74%3604267.81%
31 Dec, 230.03%0.00%
30 Sep, 2329.19%3.55%
30 Jun, 2328.68%3.77%
31 Mar, 2327.57%4.09%
31 Dec, 2225.97%4.18%
30 Sep, 2224.92%2.94%
30 Jun, 2229.12%3.46%
31 Mar, 2229.02%4.60%
31 Dec, 2125.11%4.45%
30 Sep, 2123.77%4.27%
30 Jun, 2123.58%4.23%
31 Mar, 2123.62%4.77%
31 Dec, 2022.24%4.90%
30 Sep, 2021.30%4.58%
30 Jun, 2021.56%4.61%
31 Mar, 2021.64%4.50%
31 Dec, 1921.93%5.14%
30 Sep, 1920.65%5.15%
30 Jun, 1920.02%2.85%
31 Mar, 1926.50%6.45%
31 Dec, 1820.26%4.71%
30 Sep, 1820.75%4.87%
30 Jun, 1820.64%5.37%
31 Mar, 1819.61%5.29%
31 Dec, 1719.26%5.26%
30 Sep, 1719.13%4.90%
30 Jun, 1719.75%5.47%
31 Mar, 1719.00%5.42%
31 Dec, 1618.73%7.31%
30 Sep, 1616.00%6.06%
30 Jun, 1616.25%8.06%
31 Mar, 1614.20%7.66%
31 Dec, 1513.62%0.49%
30 Sep, 1552.65%30.79%
30 Jun, 1513.08%7.42%
31 Mar, 1513.28%7.47%
31 Dec, 1413.33%7.63%
30 Sep, 1413.22%8.88%
30 Jun, 1412.20%8.01%
31 Mar, 1412.34%8.37%
31 Dec, 1312.14%9.96%
30 Sep, 1311.04%11.13%
30 Jun, 139.96%45.64%
31 Mar, 134.67%26.85%
31 Dec, 124.17%23.35%
30 Sep, 124.23%19.75%
30 Jun, 124.63%28.93%
31 Mar, 124.00%24.37%
31 Dec, 114.05%24.13%
30 Sep, 114.10%20.82%
30 Jun, 114.44%96.91%
31 Mar, 112.14%42.91%
31 Dec, 102.23%453.78%
30 Sep, 100.70%12.56%
30 Jun, 102.36%14.61%
31 Mar, 104.02%68.39%
31 Dec, 092.43%186.12%
30 Sep, 091.14%108.17%
30 Jun, 091.03%366.92%
31 Mar, 090.53%10.15%
31 Dec, 082.28%23.12%
30 Sep, 083.14%27.95%
30 Jun, 083.35%28.89%
31 Mar, 083.41%24.56%
31 Dec, 073.72%235.80%
30 Sep, 071.26%80.78%
30 Jun, 071.25%48.33%
31 Mar, 071.61%122.91%
31 Dec, 061.14%903.09%
30 Sep, 060.36%426.06%
30 Jun, 060.29%1073.31%
31 Mar, 060.16%372.05%
31 Dec, 050.21%-

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

DateIncreased PositionsChange %
30 Jun, 243911.43%
31 Mar, 24359.38%
31 Dec, 2332-5.88%
30 Sep, 23346.25%
30 Jun, 2332-8.57%
31 Mar, 23352.94%
31 Dec, 22349.68%
30 Sep, 223114.81%
30 Jun, 222717.39%
31 Mar, 2223-23.33%
31 Dec, 213011.11%
30 Sep, 212742.11%
30 Jun, 2119-26.92%
31 Mar, 2126-3.70%
31 Dec, 202742.11%
30 Sep, 2019-32.14%
30 Jun, 202833.33%
31 Mar, 2021-38.24%
31 Dec, 193441.67%
30 Sep, 1924-7.69%
30 Jun, 19268.33%
31 Mar, 192414.29%
31 Dec, 1821-27.59%
30 Sep, 1829-
30 Jun, 182926.09%
31 Mar, 1823-8.00%
31 Dec, 17258.70%
30 Sep, 172315.00%
30 Jun, 1720-9.09%
31 Mar, 1722-18.52%
31 Dec, 1627-6.90%
30 Sep, 1629-27.50%
30 Jun, 164073.91%
31 Mar, 162315.00%
31 Dec, 152025.00%
30 Sep, 15166.67%
30 Jun, 1515-16.67%
31 Mar, 1518-14.29%
31 Dec, 14215.00%
30 Sep, 142025.00%
30 Jun, 1416-11.11%
31 Mar, 14185.88%
31 Dec, 1317-5.56%
30 Sep, 1318-30.77%
30 Jun, 1326271.43%
31 Mar, 13775.00%
31 Dec, 124-42.86%
30 Sep, 127-30.00%
30 Jun, 1210233.33%
31 Mar, 123-66.67%
31 Dec, 119125.00%
30 Sep, 114-55.56%
30 Jun, 119800.00%
31 Mar, 111-66.67%
31 Dec, 103-
30 Sep, 10--
30 Jun, 10--100.00%
31 Mar, 103-57.14%
31 Dec, 097250.00%
30 Sep, 092-50.00%
30 Jun, 094100.00%
31 Mar, 092100.00%
31 Dec, 081-50.00%
30 Sep, 082100.00%
30 Jun, 081-50.00%
31 Mar, 082-
31 Dec, 072100.00%
30 Sep, 071-
30 Jun, 07--100.00%
31 Mar, 072-
31 Dec, 062100.00%
30 Sep, 061-
30 Jun, 06--100.00%
31 Mar, 061-
31 Dec, 051-

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

DateReduced PositionsChange %
30 Jun, 2417-5.56%
31 Mar, 24185.88%
31 Dec, 2317-5.56%
30 Sep, 2318-
30 Jun, 23185.88%
31 Mar, 231721.43%
31 Dec, 2214-6.67%
30 Sep, 2215-25.00%
30 Jun, 2220-13.04%
31 Mar, 222353.33%
31 Dec, 2115-25.00%
30 Sep, 2120-23.08%
30 Jun, 212644.44%
31 Mar, 211863.64%
31 Dec, 2011-50.00%
30 Sep, 202215.79%
30 Jun, 2019-5.00%
31 Mar, 2020100.00%
31 Dec, 1910-33.33%
30 Sep, 19157.14%
30 Jun, 191416.67%
31 Mar, 1912-20.00%
31 Dec, 181587.50%
30 Sep, 188-27.27%
30 Jun, 1811-21.43%
31 Mar, 18147.69%
31 Dec, 171385.71%
30 Sep, 177-41.67%
30 Jun, 1712-25.00%
31 Mar, 171645.45%
31 Dec, 1611175.00%
30 Sep, 164-42.86%
30 Jun, 167-22.22%
31 Mar, 169-18.18%
31 Dec, 151122.22%
30 Sep, 159-40.00%
30 Jun, 151525.00%
31 Mar, 1512-
31 Dec, 1412-
30 Sep, 1412-
30 Jun, 1412100.00%
31 Mar, 146-40.00%
31 Dec, 131011.11%
30 Sep, 139350.00%
30 Jun, 132-
31 Mar, 13--100.00%
31 Dec, 12350.00%
30 Sep, 122100.00%
30 Jun, 121-75.00%
31 Mar, 124-
31 Dec, 11--100.00%
30 Sep, 112100.00%
30 Jun, 111-
31 Mar, 111-
31 Dec, 10--100.00%
30 Sep, 101-50.00%
30 Jun, 102-50.00%
31 Mar, 104300.00%
31 Dec, 091-
30 Sep, 091-
30 Jun, 09--100.00%
31 Mar, 091-
31 Dec, 08--100.00%
30 Sep, 081-
30 Jun, 081-
31 Mar, 081-
31 Dec, 07--
30 Sep, 07--100.00%
30 Jun, 071-
31 Mar, 07--
31 Dec, 06--
30 Sep, 06--100.00%
30 Jun, 061-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24671.52%3,837,5121.83%31.22%3.30%3911.43%17-5.56%
31 Mar, 2466-3,768,7125.12%30.74%3604267.81%359.38%185.88%
31 Dec, 2366-1.49%3,585,2440.44%0.03%0.00%32-5.88%17-5.56%
30 Sep, 2367-3,569,4072.39%29.19%3.55%346.25%18-
30 Jun, 23671.52%3,485,9624.00%28.68%3.77%32-8.57%185.88%
31 Mar, 23663.13%3,351,7556.41%27.57%4.09%352.94%1721.43%
31 Dec, 22644.92%3,149,8814.30%25.97%4.18%349.68%14-6.67%
30 Sep, 2261-3,019,983-14.33%24.92%2.94%3114.81%15-25.00%
30 Jun, 2261-3.17%3,525,2430.76%29.12%3.46%2717.39%20-13.04%
31 Mar, 22633.28%3,498,67016.05%29.02%4.60%23-23.33%2353.33%
31 Dec, 21618.93%3,014,7965.51%25.11%4.45%3011.11%15-25.00%
30 Sep, 21569.80%2,857,2450.90%23.77%4.27%2742.11%20-23.08%
30 Jun, 2151-2,831,8320.27%23.58%4.23%19-26.92%2644.44%
31 Mar, 21516.25%2,824,3426.43%23.62%4.77%26-3.70%1863.64%
31 Dec, 2048-2.04%2,653,6364.52%22.24%4.90%2742.11%11-50.00%
30 Sep, 2049-14.04%2,538,812-1.06%21.30%4.58%19-32.14%2215.79%
30 Jun, 2057-2,565,9170.15%21.56%4.61%2833.33%19-5.00%
31 Mar, 2057-3.39%2,562,100-0.88%21.64%4.50%21-38.24%20100.00%
31 Dec, 19591.72%2,584,8996.01%21.93%5.14%3441.67%10-33.33%
30 Sep, 19587.41%2,438,2753.20%20.65%5.15%24-7.69%157.14%
30 Jun, 1954-1.82%2,362,592-23.99%20.02%2.85%268.33%1416.67%
31 Mar, 1955-3,108,07831.06%26.50%6.45%2414.29%12-20.00%
31 Dec, 1855-2,371,530-2.29%20.26%4.71%21-27.59%1587.50%
30 Sep, 1855-3.51%2,427,1350.62%20.75%4.87%29-8-27.27%
30 Jun, 18573.64%2,412,2365.81%20.64%5.37%2926.09%11-21.43%
31 Mar, 18555.77%2,279,8532.33%19.61%5.29%23-8.00%147.69%
31 Dec, 17526.12%2,227,9310.49%19.26%5.26%258.70%1385.71%
30 Sep, 17494.26%2,217,157-3.01%19.13%4.90%2315.00%7-41.67%
30 Jun, 1747-9.62%2,286,0354.53%19.75%5.47%20-9.09%12-25.00%
31 Mar, 1752-1.89%2,187,0376.50%19.00%5.42%22-18.52%1645.45%
31 Dec, 16538.16%2,053,57712.29%18.73%7.31%27-6.90%11175.00%
30 Sep, 1649-2.00%1,828,8456.53%16.00%6.06%29-27.50%4-42.86%
30 Jun, 1650-1.96%1,716,6658.04%16.25%8.06%4073.91%7-22.22%
31 Mar, 16518.51%1,588,8434.67%14.20%7.66%2315.00%9-18.18%
31 Dec, 154711.90%1,517,915-74.09%13.62%0.49%2025.00%1122.22%
30 Sep, 1542-4.55%5,858,137303.32%52.65%30.79%166.67%9-40.00%
30 Jun, 1544-8.33%1,452,484-0.66%13.08%7.42%15-16.67%1525.00%
31 Mar, 154811.63%1,462,1060.24%13.28%7.47%18-14.29%12-
31 Dec, 1443-6.52%1,458,6161.21%13.33%7.63%215.00%12-
30 Sep, 144617.95%1,441,1828.54%13.22%8.88%2025.00%12-
30 Jun, 14395.41%1,327,768-0.24%12.20%8.01%16-11.11%12100.00%
31 Mar, 1437-1,331,0092.21%12.34%8.37%185.88%6-40.00%
31 Dec, 1337-1,302,28110.45%12.14%9.96%17-5.56%1011.11%
30 Sep, 133712.12%1,179,02112.07%11.04%11.13%18-30.77%9350.00%
30 Jun, 1333200.00%1,051,999115.62%9.96%45.64%26271.43%2-
31 Mar, 1311-8.33%487,88613.49%4.67%26.85%775.00%--100.00%
31 Dec, 1212-7.69%429,881-1.58%4.17%23.35%4-42.86%350.00%
30 Sep, 1213-13.33%436,788-8.41%4.23%19.75%7-30.00%2100.00%
30 Jun, 121525.00%476,88216.76%4.63%28.93%10233.33%1-75.00%
31 Mar, 1212-408,436-0.26%4.00%24.37%3-66.67%4-
31 Dec, 111220.00%409,487-1.41%4.05%24.13%9125.00%--100.00%
30 Sep, 1110-16.67%415,349-7.37%4.10%20.82%4-55.56%2100.00%
30 Jun, 1112140.00%448,397109.23%4.44%96.91%9800.00%1-
31 Mar, 115-214,310-4.19%2.14%42.91%1-66.67%1-
31 Dec, 10525.00%223,674220.76%2.23%453.78%3---100.00%
30 Sep, 104-42.86%69,733-70.23%0.70%12.56%--1-50.00%
30 Jun, 107-36.36%234,268-40.63%2.36%14.61%--100.00%2-50.00%
31 Mar, 101110.00%394,56865.86%4.02%68.39%3-57.14%4300.00%
31 Dec, 091025.00%237,896135.59%2.43%186.12%7250.00%1-
30 Sep, 09814.29%100,98011.76%1.14%108.17%2-50.00%1-
30 Jun, 097133.33%90,35797.08%1.03%366.92%4100.00%--100.00%
31 Mar, 09350.00%45,847-76.82%0.53%10.15%2100.00%1-
31 Dec, 082-50.00%197,800-26.67%2.28%23.12%1-50.00%--100.00%
30 Sep, 08433.33%269,727-6.03%3.14%27.95%2100.00%1-
30 Jun, 083-287,050-1.27%3.35%28.89%1-50.00%1-
31 Mar, 083-290,752-7.14%3.41%24.56%2-1-
31 Dec, 07350.00%313,095195.32%3.72%235.80%2100.00%--
30 Sep, 072-106,0191.39%1.26%80.78%1---100.00%
30 Jun, 072-33.33%104,562-21.86%1.25%48.33%--100.00%1-
31 Mar, 07350.00%133,82240.52%1.61%122.91%2---
31 Dec, 062100.00%95,234223.68%1.14%903.09%2100.00%--
30 Sep, 061-29,422149.11%0.36%426.06%1---100.00%
30 Jun, 061-11,811-11.94%0.29%1073.31%--100.00%1-
31 Mar, 061-13,41259.08%0.16%372.05%1---
31 Dec, 051-8,431-0.21%-1---

Enterprise Bancorp Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 14, 2024Covey Susanofficer EVP-Principal SubsidiarySell---12,684
Jun 14, 2024Covey Susanofficer EVP-Principal SubsidiarySell807$21.03$16.97K-
Jun 14, 2024Covey Susanofficer EVP-Principal SubsidiarySell522$21.86$11.41K-
Jun 14, 2024Covey Susanofficer EVP-Principal SubsidiarySell364$30.46$11.09K-
Jun 14, 2024Covey Susanofficer EVP-Principal SubsidiarySell344$34.33$11.81K-

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 27, 2024BARONI GINO Jdirector-A-AwardBuy1,223--18,751
Jun 21, 2024STAVROPOULOS NICKOLASdirector-A-AwardBuy1,223--5,216
Jun 21, 2024REID CAROL Ldirector-A-AwardBuy1,223--2,178
Jun 21, 2024PUTZIGER MICHAEL Tdirector-A-AwardBuy1,223--207,304
Jun 21, 2024Moloney Jacqueline Fdirector-A-AwardBuy1,223--25,478
Jun 21, 2024LERNER JOSEPH Cdirector-A-AwardBuy1,223--28,979
Jun 21, 2024KOUTSOS JOHN Adirector-A-AwardBuy1,223--44,717
Jun 21, 2024KING MARY JANEdirector-A-AwardBuy1,223--15,309
Jun 21, 2024GRADY JOHN T JRdirector-A-AwardBuy1,223--9,385
Jun 21, 2024DESCHENE NORMAND Edirector-A-AwardBuy1,223--21,841
Jun 21, 2024COWAN CAROLE Adirector-A-AwardBuy1,223--27,005
Jun 21, 2024CONWAY JAMES F IIIdirector-A-AwardBuy1,223--37,420
Jun 21, 2024CLEMENTI JOHN Rdirector-A-AwardBuy1,223--53,522
Jun 21, 2024BARONI GINO Jdirector-A-AwardBuy1,223--18,514
Jun 21, 2024ANSIN KEN Sdirector-A-AwardBuy1,223--6,831
Jun 14, 2024Covey Susanofficer EVP-Principal SubsidiarySell---12,684
Jun 14, 2024Covey Susanofficer EVP-Principal SubsidiarySell807$21.03$16.97K-
Jun 14, 2024Covey Susanofficer EVP-Principal SubsidiarySell522$21.86$11.41K-
Jun 14, 2024Covey Susanofficer EVP-Principal SubsidiarySell364$30.46$11.09K-
Jun 14, 2024Covey Susanofficer EVP-Principal SubsidiarySell344$34.33$11.81K-

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

DateBuySellBuy/Sell Ratio
Q2 20241812.50%
Q1 2024273675.00%
Q4 202331300.00%
Q3 202321020.00%
Q2 2023248300.00%
Q1 2023262796.30%
Q4 202252222.73%
Q3 202231915.79%
Q2 202253166.67%
Q1 20226429220.69%
Q4 202161931.58%
Q3 202131300.00%
Q2 202153116.13%
Q1 20216119321.05%
Q4 202021200.00%
Q3 202041400.00%
Q2 202031520.00%
Q1 20206217364.71%
Q4 201931127.27%
Q3 201931618.75%

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

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 202432150.00%
Q4 20233--
Q3 202321200.00%
Q2 20237--
Q1 202321200.00%
Q4 202254125.00%
Q3 20223--
Q2 20223--
Q1 20224580.00%
Q4 202141400.00%
Q3 20211--
Q2 202131323.08%
Q1 202133100.00%
Q4 20202--
Q3 20204--
Q2 202021200.00%
Q1 202051500.00%
Q4 201932150.00%
Q3 201932150.00%

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


TickerCompany
OFEDOconee Federal Financial Corp.
GSBCGreat Southern Bancorp, Inc.
FCAPFirst Capital, Inc.
FNWDFinward Bancorp
OVLYOak Valley Bancorp
CWBCCommunity West Bancshares
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
FNWBFirst Northwest Bancorp
HTBIHomeTrust Bancshares, Inc.

EBTC Ownership FAQ


Enterprise Bancorp is owned by institutional shareholders (31.22%), insiders (20.02%), and public (48.76%). 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).

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.

As of Jun 2024, there are 67 institutional shareholders of Enterprise Bancorp.

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).

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.

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).