Patriot Financial Group Insurance Agency, LLC Cadence Bank Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$27.95 - $34.14 $1,397 - $1,707	-50 Reduced 67.57%	24 $1,000
Q4 2021 Jan 10, 2022	BUY	$27.74 - $31.82 $2,052 - $2,354	74 New	74 $2,000

Others Institutions Holding CADE

# of Institutions

360

Shares Held

138M

Call Options Held

43K

Put Options Held

77.5K

Vanguard Group Inc Valley Forge, PA

20.5M
Shares

$640 Million
0.01% of portfolio
Black Rock Inc. New York, NY

17.8M
Shares

$555 Million
0.01% of portfolio
Wellington Management Group LLP Boston, MA

12.5M
Shares

$390 Million
0.08% of portfolio
Dimensional Fund Advisors LP Austin, TX

9.97M
Shares

$311 Million
0.08% of portfolio
State Street Corp Boston, MA

9.71M
Shares

$303 Million
0.01% of portfolio

View Full List

About Cadence Bank

Ticker CADE
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 182,452,000
Market Cap $5.7B
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...

More about CADE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account