Purchases and Sales Made in Q1 2024 in Cadence Design Systems Inc (CDNS)
This table provides information about the institutional ownership of Cadence Design Systems Inc (CDNS) during Q1 2024. 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 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
700New |
$177K - $226K
|
700
$212K
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
700New |
$177K - $226K
|
700
$212K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
697New |
$176K - $225K
|
697
$211K
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
691New |
$175K - $223K
|
691
$209K
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
690+ 128.25% |
$174K - $223K
|
1.23K
$372K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
688New |
$174K - $222K
|
688
$208K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
685New |
$173K - $221K
|
685
$207K
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
683New |
$173K - $220K
|
683
$207K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
683+ 88.59% |
$173K - $220K
|
1.45K
$440K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
682+ 4.15% |
$172K - $220K
|
17.1K
$5.18M
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
664New |
$168K - $214K
|
664
$201K
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
664New |
$168K - $214K
|
664
$201K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
661New |
$167K - $213K
|
661
$200K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
656New |
$166K - $212K
|
656
$199K
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
656New |
$166K - $212K
|
656
$199K
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
651New |
$165K - $210K
|
651
$197K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
650New |
$164K - $210K
|
650
$197K
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
647New |
$164K - $209K
|
647
$196K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
647+ 3.36% |
$164K - $209K
|
19.9K
$6.03M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
646New |
$163K - $209K
|
646
$196K
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
646New |
$163K - $209K
|
646
$196K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
627+ 32.86% |
$158K - $202K
|
2.54K
$768K
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
624+ 33.02% |
$158K - $201K
|
2.51K
$762K
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
595+ 39.27% |
$150K - $192K
|
2.11K
$639K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
585+ 8.77% |
$148K - $189K
|
7.26K
$2.2M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
562+ 51.0% |
$142K - $181K
|
1.66K
$504K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
546+ 56.4% |
$138K - $176K
|
1.51K
$459K
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
538+ 30.8% |
$136K - $174K
|
2.29K
$692K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
524+ 10.51% |
$132K - $169K
|
5.51K
$1.67M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
514+ 11.46% |
$130K - $166K
|
5K
$1.51M
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
505+ 8.72% |
$128K - $163K
|
6.29K
$1.91M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
504+ 22.6% |
$127K - $163K
|
2.73K
$828K
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
500+ 3.97% |
$126K - $161K
|
13.1K
$3.97M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
494+ 37.45% |
$125K - $159K
|
1.81K
$549K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
493+ 18.62% |
$125K - $159K
|
3.14K
$951K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
488+ 31.14% |
$123K - $158K
|
2.06K
$622K
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
484+ 42.01% |
$122K - $156K
|
1.64K
$496K
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
475+ 26.76% |
$120K - $153K
|
2.25K
$682K
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
471+ 4.52% |
$119K - $152K
|
10.9K
$3.3M
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
469+ 1.83% |
$119K - $151K
|
26.1K
$7.9M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
459+ 4.35% |
$116K - $148K
|
11K
$3.34M
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
452+ 4.66% |
$114K - $146K
|
10.2K
$3.07M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
446New |
$113K - $144K
|
446
$135K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
444+ 13.79% |
$112K - $143K
|
3.66K
$1.11M
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
430+ 8.3% |
$109K - $139K
|
5.61K
$1.7M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
427+ 1.99% |
$108K - $138K
|
21.9K
$6.64M
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
415+ 2.37% |
$105K - $134K
|
17.9K
$5.42M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
406+ 10.99% |
$103K - $131K
|
4.1K
$1.24M
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
400New |
$101K - $129K
|
400
$121K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
400+ 37.17% |
$101K - $129K
|
1.48K
$447K
|