Purchases and Sales Made in Q1 2023 in Cadence Design Systems Inc (CDNS)
This table provides information about the institutional ownership of Cadence Design Systems Inc (CDNS) during Q1 2023. The information is specifically focused on institutions that hold shares of CADENCE DESIGN SYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
9New |
$1.41K - $1.89K
|
9
$2.73K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9New |
$1.41K - $1.89K
|
9
$2.73K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.41K - $1.89K
|
9
$2.73K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8+ 29.63% |
$1.25K - $1.68K
|
35
$10.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 2.52% |
$1.1K - $1.47K
|
285
$86.3K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
7+ 0.02% |
$1.1K - $1.47K
|
28.8K
$8.73M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6New |
$941 - $1.26K
|
6
$1.82K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6New |
$941 - $1.26K
|
6
$1.82K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 1.69% |
$784 - $1.05K
|
300
$90.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5New |
$784 - $1.05K
|
5
$1.51K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4New |
$627 - $840
|
4
$1.21K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4+ 0.09% |
$627 - $840
|
4.27K
$1.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 4.35% |
$470 - $630
|
72
$21.8K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.83% |
$470 - $630
|
109
$33K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2+ 0.17% |
$314 - $420
|
1.2K
$362K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 14.29% |
$314 - $420
|
16
$4.85K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 6.25% |
$314 - $420
|
34
$10.3K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$314 - $420
|
2
$606
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.09% |
$157 - $210
|
93
$28.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$157 - $210
|
7
$2.12K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$157 - $210
|
1
$303
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 9.09% |
$157 - $210
|
12
$3.63K
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-1- 0.03% |
$157 - $210
|
3.58K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 1.23% |
$157 - $210
|
80
$24.2K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 9.09% |
$157 - $210
|
10
$3.03K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 14.29% |
$157 - $210
|
6
$1.82K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.24% |
$157 - $210
|
409
$124K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 1.14% |
$314 - $420
|
174
$52.7K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 20.0% |
$470 - $630
|
12
$3.63K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 5.41% |
$627 - $840
|
70
$21.2K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 5.26% |
$627 - $840
|
72
$21.8K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$627 - $840
|
7.66K
$2.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4- 0.3% |
$627 - $840
|
1.35K
$409K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 5.26% |
$627 - $840
|
72
$21.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5- 0.22% |
$784 - $1.05K
|
2.32K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5- 6.76% |
$784 - $1.05K
|
69
$20.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Eulav Asset Management
|
SELL
|
- |
-6- -0.0% |
$941 - $1.26K
|
369K
$112M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6- 0.24% |
$941 - $1.26K
|
2.55K
$771K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 10.0% |
$941 - $1.26K
|
54
$16.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-8- 0.11% |
$1.25K - $1.68K
|
6.99K
$2.12M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 54.55% |
$1.88K - $2.52K
|
10
$3.03K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-12- 0.96% |
$1.88K - $2.52K
|
1.24K
$376K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12- 6.28% |
$1.88K - $2.52K
|
179
$54.2K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-13- 0.2% |
$2.04K - $2.73K
|
6.57K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-14- 1.06% |
$2.2K - $2.94K
|
1.31K
$395K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15- 50.0% |
$2.35K - $3.15K
|
15
$4.54K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-15- 10.49% |
$2.35K - $3.15K
|
128
$38.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-15- 0.63% |
$2.35K - $3.15K
|
2.38K
$720K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 0.99% |
$2.35K - $3.15K
|
1.5K
$455K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-22- 0.2% |
$3.45K - $4.62K
|
11.2K
$3.41M
|