Esquire Financial Ownership | Who Owns Esquire Financial?
Esquire Financial Ownership Summary
Esquire Financial is owned by 58.00% institutional investors, 16.50% insiders, and 25.50% 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 | 58.00% | 16.50% | 25.50% |
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 |
---|---|---|---|
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2023 | 84 | - | 4,584,777 | 1.37% | 59 | 1.73% | 36 | -29.41% | 33 | 50.00% |
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 | 85.29K | 1.02% | 2.39K |
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 |
---|---|---|---|---|
Jun 17, 2024 | ZISES SELIG | - | Sell | $22.90K |
Jun 17, 2024 | ZISES SELIG | - | Sell | $45.92K |
Jun 17, 2024 | ZISES SELIG | - | Sell | $45.90K |
May 22, 2024 | ZISES SELIG | - | Sell | $23.79K |
May 22, 2024 | ZISES SELIG | - | Sell | $23.75K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | - | 21 |
2024 Q1 | - | 15 |
2023 Q4 | - | 13 |
ESQ Ownership FAQ
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