HighTower Advisors’s Enterprise Bancorp EBTC Stock Holding History

HighTower Advisors’s Portfolio EBTC Stock Details EBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-15,696	Closed	-$622K	–	3895
2025 Q2	$622K	Buy	15,696 +1,913	+14%	+$73K	﹤0.01%	2343
2025 Q1	$537K	Hold	13,783	–	–	﹤0.01%	2395
2024 Q4	$545K	Sell	13,783 -26	-0.2%	-$936	﹤0.01%	2405
2024 Q3	$441K	Buy	13,809 +26	+0.2%	+$745	﹤0.01%	2492
2024 Q2	$343K	Sell	13,783 -6,507	-32%	-$159K	﹤0.01%	2608
2024 Q1	$527K	Hold	20,290	–	–	﹤0.01%	2244
2023 Q4	$655K	Sell	20,290 -36,541	-64%	-$1.03M	﹤0.01%	2134
2023 Q3	$1.56M	Buy	56,831 +1,000	+2%	+$29.3K	﹤0.01%	1522
2023 Q2	$1.62M	Hold	55,831	–	–	﹤0.01%	1483
2023 Q1	$1.76M	Buy	+55,831	New	+$1.93M	﹤0.01%	1359

Other funds holding EBTC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors's EBTC Position: Q3 2025 in Review

HighTower Advisors sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 15,696 shares — an estimated $622K sold.

HighTower Advisors first reported a position in EBTC in Q1 2023 and held it in 10 quarters. The position peaked at $1.76M in Q1 2023. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

HighTower Advisors reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 15,696 Enterprise Bancorp shares in Q3 2025, an estimated $622K.
HighTower Advisors first reported a position in Enterprise Bancorp in Q1 2023 and held it in 10 quarters.
HighTower Advisors's Enterprise Bancorp position peaked at $1.76M in Q1 2023.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.