Enterprise Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 927,313 | $29.64 M | 100.00% | 7.46% |
| VANGUARD GROUP INC | 11/13/2024 | 484,167 | $15.47 M | 5.09% | 3.90% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 366,934 | $11.73 M | 3.77% | 2.95% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 273,044 | $8.73 M | -0.19% | 2.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 233,563 | $7.47 M | 3.87% | 1.88% |
| STATE STREET CORP | 11/14/2024 | 200,176 | $6.40 M | 1.65% | 1.61% |
| SIENA CAPITAL PARTNERS GP, LLC | 11/12/2024 | 149,289 | $4.77 M | 9.72% | 1.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 121,265 | $3.88 M | 3.46% | 0.98% |
| BANC FUNDS CO LLC | 11/14/2024 | 106,004 | $3.39 M | 4.95% | 0.85% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 97,382 | $3.11 M | 3.12% | 0.78% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 11/12/2024 | 79,467 | $2.54 M | 100.00% | 0.64% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 11/13/2024 | 69,661 | $2.23 B | 100.00% | 0.56% |
| MORGAN STANLEY | 11/14/2024 | 66,087 | $2.11 M | 33.07% | 0.53% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 65,591 | $2.10 M | 102.20% | 0.53% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 63,923 | $2.04 M | 100.00% | 0.51% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 58,007 | $1.85 M | 5.35% | 0.47% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 55,918 | $1.79 M | 0.30% | 0.45% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 45,431 | $1.45 M | 6.58% | 0.37% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 44,306 | $1.42 M | 49.87% | 0.36% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 31,766 | $1.02 M | -18.57% | 0.26% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 11/12/2024 | 31,306 | $1.00 M | 0.00% | 0.25% |
| CARL P. SHERR & CO., LLC | 11/14/2024 | 27,330 | $873,463 | -7.43% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 26,991 | $862,632 | 0.00% | 0.22% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 25,641 | $819,487 | 5.95% | 0.21% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 24,751 | $791,042 | 0.00% | 0.20% |
| BARCLAYS PLC | 11/19/2024 | 22,836 | $729,000 | 69.62% | 0.18% |
| JPMORGAN CHASE & CO | 12/26/2024 | 20,762 | $663,553 | 170.41% | 0.17% |
| BEACON POINTE ADVISORS, LLC | 11/14/2024 | 19,701 | $629,644 | 0.00% | 0.16% |
| LPL FINANCIAL LLC | 11/08/2024 | 16,551 | $528,970 | 1.75% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 15,891 | $507,876 | -0.07% | 0.13% |
| PALLAS CAPITAL ADVISORS LLC | 10/25/2024 | 14,979 | $480,826 | 0.29% | 0.12% |
| RHUMBLINE ADVISERS | 11/12/2024 | 14,557 | $465,232 | -3.49% | 0.12% |
| EJF CAPITAL LLC | 11/14/2024 | 14,481 | $462,813 | 100.00% | 0.12% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 13,890 | $443,924 | 0.00% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 13,809 | $441,000 | 0.19% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2024 | 10,525 | $337,000 | -0.35% | 0.08% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 9,430 | $301,383 | 2.50% | 0.08% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10/22/2024 | 8,850 | $282,846 | 0.00% | 0.07% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 7,517 | $240,243 | 100.00% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2024 | 7,437 | $237,687 | -68.40% | 0.06% |
| CABOT WEALTH MANAGEMENT INC | 10/15/2024 | 7,308 | $233,564 | 100.00% | 0.06% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 7,024 | $224,487 | 100.00% | 0.06% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 6,968 | $222,697 | 100.00% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 6,623 | $211,671 | 100.00% | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 6,600 | $210,936 | -64.42% | 0.05% |
| MARINER, LLC | 11/13/2024 | 6,487 | $207,310 | 100.00% | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 6,279 | $200,678 | 100.00% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 5,716 | $182,683 | 0.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 5,382 | $172,009 | 10.26% | 0.04% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 5,291 | $169,100 | 0.57% | 0.04% |
Enterprise Bancorp, Inc.institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of Enterprise Bancorp, Inc.. The most heavily invested institutionals were:
Rise Advisors, LLC: 0
BlackRock Funding, Inc. /DE: 927,313
VANGUARD GROUP INC: 484,167
DIMENSIONAL FUND ADVISORS LP: 366,934
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 273,044
GEODE CAPITAL MANAGEMENT, LLC: 233,563
32.91% of Enterprise Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.65 M shares in the last 24 months. This purchase volume represents approximately $220.73 M in transactions.