Esquire Financial Ownership | Who Owns Esquire Financial?
Esquire Financial Ownership Summary
Esquire Financial is owned by 60.14% institutional investors, 16.50% insiders, and 23.36% retail investors. Wasatch advisors lp is the largest institutional shareholder, holding 7.21% of ESQ shares. Wasatch Micro Cap is the top mutual fund, with 4.48% of its assets in Esquire Financial shares.
ESQ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Esquire Financial | 60.14% | 16.50% | 23.36% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wasatch advisors lp | 561.58K | 7.21% | $26.73M |
| Blackrock | 536.46K | 6.89% | $25.54M |
| Basswood capital management | 353.52K | 4.54% | $16.83M |
| Vanguard group | 339.95K | 4.37% | $16.18M |
| Gw&k investment management | 206.20K | 2.65% | $9.81M |
| Dimensional fund advisors lp | 202.85K | 2.60% | $9.66M |
| Geode capital management | 176.23K | 2.26% | $8.39M |
| Alliancebernstein | 153.72K | 1.97% | $7.32M |
| State street | 133.00K | 1.71% | $6.33M |
| American century companies | 122.22K | 1.57% | $5.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| John w. rosenthal capital management | 40.00K | 2.70% | $1.90M |
| Elizabeth park capital advisors | 59.74K | 2.46% | $2.84M |
| Gator capital management | 93.35K | 2.25% | $4.44M |
| Cox capital mgt | 42.47K | 1.22% | $2.02M |
| Pacific ridge capital partners | 98.67K | 1.13% | $4.70M |
| Basswood capital management | 353.52K | 1.09% | $16.83M |
| Maltese capital management | 110.66K | 0.97% | $5.27M |
| Horizon investment services | 30.43K | 0.68% | $1.45M |
| Grandeur peak global advisors | 104.85K | 0.40% | $4.99M |
| Wasatch advisors lp | 561.58K | 0.14% | $26.73M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 536.46K | 0.00% | 21.87K |
| American century companies | 122.22K | 0.00% | 21.83K |
| Assenagon asset management | 20.05K | 0.00% | 20.05K |
| Marshall wace, llp | 19.45K | 0.00% | 19.45K |
| Grandeur peak global advisors | 104.85K | 0.40% | 19.15K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of america corp /de/ | 4.75K | - | -102.73K |
| Invesco | 15.78K | 0.00% | -70.03K |
| Jacobs asset management | - | - | -65.89K |
| Acadian asset management | - | - | -31.02K |
| Vanguard group | 339.95K | 0.00% | -28.43K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Assenagon asset management | 20.05K | 0.00% | 20.05K | $954.43K |
| Marshall wace, llp | 19.45K | 0.00% | 19.45K | $925.63K |
| Cornercap investment counsel | 11.97K | 0.09% | 11.97K | $569.68K |
| Corebridge financial | 3.80K | 0.00% | 3.80K | $180.83K |
| Mirae asset global etfs | 3.25K | 0.00% | 3.25K | $154.89K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Federated hermes | -52.00 |
| Nverses capital | -100.00 |
| Picton mahoney asset management | -193.00 |
| Aquatic capital management | -300.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 108 | 5.88% | 4,699,975 | 4.06% | 60 | 1.79% | 59 | 13.46% | 35 | -10.26% |
| Jun 30, 2024 | 102 | 9.68% | 4,516,420 | -2.90% | 58 | 1.60% | 52 | 13.04% | 39 | 21.88% |
| Mar 31, 2024 | 93 | 4.49% | 4,651,098 | 3.78% | 60 | 2.09% | 46 | -4.17% | 32 | 14.29% |
| Dec 31, 2023 | 89 | 3.49% | 4,481,862 | -0.54% | 53 | 1.57% | 48 | 37.14% | 28 | -9.68% |
| Sep 30, 2023 | 86 | 2.38% | 4,506,012 | -1.72% | 58 | 1.65% | 35 | -2.78% | 31 | -6.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Wasatch Micro Cap | 372.40K | 4.48% | 21.02K |
| Vanguard Total Stock Mkt Idx Inv | 222.04K | 2.67% | - |
| iShares Russell 2000 ETF | 189.73K | 2.28% | -420.00 |
| Avantis US Small Cap Value ETF | 124.25K | 1.49% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 91.57K | 1.10% | -5.36K |
| Vanguard Institutional Extnd Mkt Idx Tr | 84.80K | 1.02% | -490.00 |
| Wasatch Micro Cap Value | 83.00K | 1.00% | -11.00K |
| Fidelity Small Cap Index | 71.97K | 0.86% | -2.90K |
| Invesco Dorsey Wright SmallCap Momt ETF | 58.63K | 0.70% | - |
| iShares Russell 2000 Growth ETF | 55.47K | 0.67% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 18, 2024 | Melohn Joseph | - | Sell | $203.44K |
| Dec 18, 2024 | Melohn Joseph | - | Sell | $34.00K |
| Dec 17, 2024 | ZISES SELIG | - | Sell | $78.02K |
| Dec 17, 2024 | ZISES SELIG | - | Sell | $78.25K |
| Dec 09, 2024 | Nigam Rena | - | Buy | $49.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 16 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 21 |
| 2024 Q1 | - | 15 |
| 2023 Q4 | - | 13 |
ESQ Ownership FAQ
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