Latest Institutional Transactions on Cadence Design Systems Inc (CDNS)
This table provides information on the latest institutional transactions involving Cadence Design Systems Inc (CDNS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
34.9KNew |
$8.69M - $11.3M
|
34.9K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.51K- 86.76% |
$1.62M - $2.11M
|
993
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-4- 0.42% |
$996 - $1.3K
|
957
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.38KNew |
$344K - $448K
|
1.38K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.6K- 4.03% |
$398K - $518K
|
38K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.02K- 99.93% |
$753K - $980K
|
2
$606
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
920+ 100.77% |
$229K - $299K
|
1.83K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 7.69% |
$498 - $649
|
24
$7.27K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-8- 0.87% |
$1.99K - $2.6K
|
916
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-91- 0.88% |
$22.7K - $29.5K
|
10.2K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-53- 6.47% |
$13.2K - $17.2K
|
766
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
94+ 8.28% |
$23.4K - $30.5K
|
1.23K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-186- 10.88% |
$46.3K - $60.4K
|
1.52K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
5.11K+ 6.34% |
$1.27M - $1.66M
|
85.7K
$26M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
84+ 1.61% |
$20.9K - $27.3K
|
5.29K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
210K+ 65.95% |
$52.4M - $68.3M
|
529K
$160M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
304+ 7.4% |
$75.7K - $98.7K
|
4.41K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
9.65K+ 10.02% |
$2.4M - $3.13M
|
106K
$32.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-58- 2.7% |
$14.4K - $18.8K
|
2.09K
$633K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
45New |
$11.2K - $14.6K
|
45
$13.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
113+ 26.53% |
$28.1K - $36.7K
|
539
$163K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-19.1K- 28.2% |
$4.76M - $6.2M
|
48.7K
$14.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
31.2KNew |
$7.77M - $10.1M
|
31.2K
$9.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
46+ 2.64% |
$11.5K - $14.9K
|
1.79K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
215New |
$53.6K - $69.8K
|
215
$65.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 7.14% |
$498 - $649
|
26
$7.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
883New |
$220K - $287K
|
883
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3- 0.5% |
$747 - $974
|
602
$182K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
68+ 2.1% |
$16.9K - $22.1K
|
3.3K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-472- 7.11% |
$118K - $153K
|
6.17K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.26% |
$996 - $1.3K
|
1.56K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 8.27% |
$279K - $364K
|
14.7K
$4.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.88K- 3.39% |
$467K - $609K
|
53.5K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 228.57% |
$3.99K - $5.19K
|
23
$6.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
9+ 0.51% |
$2.24K - $2.92K
|
1.77K
$535K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
50New |
$12.5K - $16.2K
|
50
$15.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-70- 7.29% |
$17.4K - $22.7K
|
890
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.95KNew |
$734K - $957K
|
2.95K
$893K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
100+ 2.15% |
$24.9K - $32.5K
|
4.75K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
95+ 0.91% |
$23.7K - $30.8K
|
10.5K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
676New |
$168K - $219K
|
676
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1- 0.04% |
$249 - $325
|
2.5K
$758K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.2KNew |
$797K - $1.04M
|
3.2K
$970K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
51+ 6.48% |
$12.7K - $16.6K
|
838
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
17+ 850.0% |
$4.23K - $5.52K
|
19
$5.76K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
224+ 28.54% |
$55.8K - $72.7K
|
1.01K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8- 0.85% |
$1.99K - $2.6K
|
930
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
512+ 17.01% |
$128K - $166K
|
3.52K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
131+ 11.88% |
$32.6K - $42.5K
|
1.23K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 8.89% |
$996 - $1.3K
|
49
$14.8K
|