Purchases and Sales Made in Q2 2023 in Cadence Design Systems Inc (CDNS)
This table provides information about the institutional ownership of Cadence Design Systems Inc (CDNS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 0.62% |
$2.01K - $2.39K
|
1.63K
$492K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.6% |
$2.01K - $2.39K
|
1.68K
$508K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
10+ 0.58% |
$2.01K - $2.39K
|
1.73K
$523K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
9+ 0.02% |
$1.81K - $2.15K
|
57.2K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
9+ 0.73% |
$1.81K - $2.15K
|
1.24K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8+ 0.13% |
$1.61K - $1.91K
|
6.36K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.67% |
$1.61K - $1.91K
|
308
$93.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
8New |
$1.61K - $1.91K
|
8
$2.42K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6New |
$1.21K - $1.43K
|
6
$1.82K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$1.21K - $1.43K
|
6
$1.82K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$1.21K - $1.43K
|
6
$1.82K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$1.01K - $1.2K
|
5
$1.51K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
4New |
$805 - $956
|
4
$1.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
4+ 6.67% |
$805 - $956
|
64
$19.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 66.67% |
$805 - $956
|
10
$3.03K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.04% |
$805 - $956
|
10.7K
$3.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4New |
$805 - $956
|
4
$1.21K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3New |
$603 - $717
|
3
$909
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3New |
$603 - $717
|
3
$909
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$603 - $717
|
3
$909
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$402 - $478
|
2
$606
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 5.88% |
$402 - $478
|
36
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$402 - $478
|
6.74K
$2.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.7% |
$402 - $478
|
287
$86.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 50.0% |
$402 - $478
|
6
$1.82K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 16.67% |
$201 - $239
|
7
$2.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$201 - $239
|
2.46K
$745K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.04% |
$201 - $239
|
2.32K
$703K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$201 - $239
|
7.66K
$2.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$201 - $239
|
2.16K
$653K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.92% |
$201 - $239
|
108
$32.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$201 - $239
|
11
$3.33K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 0.4% |
$201 - $239
|
252
$76.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 22.22% |
$402 - $478
|
7
$2.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.83% |
$603 - $717
|
357
$108K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 1.52% |
$603 - $717
|
195
$59.1K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 2.75% |
$603 - $717
|
106
$32.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 2.75% |
$603 - $717
|
106
$32.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.13% |
$603 - $717
|
2.26K
$686K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4- 0.09% |
$805 - $956
|
4.64K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-4- 0.36% |
$805 - $956
|
1.09K
$331K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 5.56% |
$805 - $956
|
68
$20.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-5- 0.41% |
$1.01K - $1.2K
|
1.2K
$364K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 1.22% |
$1.01K - $1.2K
|
404
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8- 22.86% |
$1.61K - $1.91K
|
27
$8.18K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 1.56% |
$1.61K - $1.91K
|
506
$153K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-9- 16.36% |
$1.81K - $2.15K
|
46
$13.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9- 5.66% |
$1.81K - $2.15K
|
150
$45.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 44.0% |
$2.21K - $2.63K
|
14
$4.24K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 54.55% |
$2.41K - $2.87K
|
10
$3.03K
|