Creative Planning Cadence Bank Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Cadence Bank stock. As of the latest transaction made, Creative Planning holds 29,018 shares of CADE stock, worth $901,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares

29,018

Previous 36,785 21.11%

Holding current value

$901,008

Previous $1.27 Million 30.54%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$29.1 - $35.93 $226,019 - $279,068	-7,767 Reduced 21.11%	29,018 $880,000
Q4 2024 Feb 14, 2025	BUY	$30.54 - $39.29 $155,295 - $199,789	5,085 Added 16.04%	36,785 $1.27 Million
Q3 2024 Oct 11, 2024	SELL	$27.64 - $33.58 $13,156 - $15,984	-476 Reduced 1.48%	31,700 $1.01 Million
Q2 2024 Aug 15, 2024	BUY	$26.37 - $29.74 $335,505 - $378,382	12,723 Added 65.4%	32,176 $909,000
Q1 2024 May 10, 2024	BUY	$25.54 - $29.99 $1,149 - $1,349	45 Added 0.23%	19,453 $564,000
Q4 2023 Feb 14, 2024	BUY	$19.69 - $31.04 $21,009 - $33,119	1,067 Added 5.82%	19,408 $574,000
Q3 2023 Nov 16, 2023	BUY	$19.14 - $25.82 $13,512 - $18,228	706 Added 4.0%	18,341 $389,000
Q2 2023 Jul 21, 2023	BUY	$17.65 - $21.59 $8,401 - $10,276	476 Added 2.77%	17,635 $346,000
Q1 2023 May 15, 2023	BUY	$19.84 - $28.18 $81,502 - $115,763	4,108 Added 31.48%	17,159 $356,000
Q4 2022 Feb 10, 2023	BUY	$23.83 - $29.12 $9,198 - $11,240	386 Added 3.05%	13,051 $321,000
Q3 2022 Nov 03, 2022	BUY	$22.31 - $27.15 $10,061 - $12,244	451 Added 3.69%	12,665 $322,000
Q2 2022 Aug 15, 2022	SELL	$22.97 - $28.74 $287,837 - $360,140	-12,531 Reduced 50.64%	12,214 $287,000
Q1 2022 May 16, 2022	BUY	$27.95 - $34.14 $99,921 - $122,050	3,575 Added 16.89%	24,745 $724,000
Q4 2021 Feb 11, 2022	BUY	$27.74 - $31.82 $587,255 - $673,629	21,170 New	21,170 $631,000

Others Institutions Holding CADE

# of Institutions

380

Shares Held

139M

Call Options Held

106K

Put Options Held

51K

View Full List

About Cadence Bank

Ticker CADE
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 182,452,000
Market Cap $5.67B
Description
Cadence Bank provides commercial banking and financial services in the United States. Its products and services include consumer banking, consumer loans, mortgages, home equity lines and loans, credit cards, commercial and business banking, treasury management, specialized and asset-based lending, commercial real estate, equipment financing, and...

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Creative Planning Cadence Bank Transaction History