Purchases and Sales Made in Q2 2024 in Cadence Design Systems Inc (CDNS)
This table provides information about the institutional ownership of Cadence Design Systems Inc (CDNS) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
19+ 118.75% |
$5.22K - $6.2K
|
35
$10.4K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
19+ 2.94% |
$5.22K - $6.2K
|
665
$198K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
18New |
$4.94K - $5.88K
|
18
$5.36K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
18+ 1.91% |
$4.94K - $5.88K
|
958
$285K
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
17+ 4.62% |
$4.67K - $5.55K
|
385
$115K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
17+ 70.83% |
$4.67K - $5.55K
|
41
$12.2K
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17+ 16.83% |
$4.67K - $5.55K
|
118
$35.1K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
16+ 22.54% |
$4.39K - $5.22K
|
87
$25.9K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16New |
$4.39K - $5.22K
|
16
$4.76K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15+ 0.81% |
$4.12K - $4.9K
|
1.87K
$557K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15New |
$4.12K - $4.9K
|
15
$4.46K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14+ 2.11% |
$3.84K - $4.57K
|
678
$202K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 10.32% |
$3.57K - $4.24K
|
139
$41.4K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13New |
$3.57K - $4.24K
|
13
$3.87K
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
13New |
$3.57K - $4.24K
|
13
$3.87K
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13+ 1.34% |
$3.57K - $4.24K
|
981
$292K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
13+ 0.2% |
$3.57K - $4.24K
|
6.36K
$1.89M
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
12+ 1.27% |
$3.29K - $3.92K
|
956
$285K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 2.29% |
$3.29K - $3.92K
|
537
$160K
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
12+ 1.71% |
$3.29K - $3.92K
|
712
$212K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 3.86% |
$3.02K - $3.59K
|
296
$88.1K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 43.48% |
$2.75K - $3.27K
|
33
$9.82K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 71.43% |
$2.75K - $3.27K
|
24
$7.14K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10+ 1.39% |
$2.75K - $3.27K
|
732
$218K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 43.48% |
$2.75K - $3.27K
|
33
$9.82K
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9+ 0.99% |
$2.47K - $2.94K
|
918
$273K
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9+ 1.28% |
$2.47K - $2.94K
|
713
$212K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8New |
$2.2K - $2.61K
|
8
$2.38K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
8+ 0.1% |
$2.2K - $2.61K
|
8.24K
$2.45M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 7.41% |
$2.2K - $2.61K
|
116
$34.5K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8+ 0.36% |
$2.2K - $2.61K
|
2.21K
$657K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8New |
$2.2K - $2.61K
|
8
$2.38K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 28.57% |
$2.2K - $2.61K
|
36
$10.7K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7+ 0.7% |
$1.92K - $2.29K
|
1K
$298K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7+ 0.77% |
$1.92K - $2.29K
|
914
$272K
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
7+ 0.07% |
$1.92K - $2.29K
|
9.97K
$2.97M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7New |
$1.92K - $2.29K
|
7
$2.08K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 6.74% |
$1.65K - $1.96K
|
95
$28.3K
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
6+ 0.9% |
$1.65K - $1.96K
|
670
$199K
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
5+ 0.11% |
$1.37K - $1.63K
|
4.36K
$1.3M
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 45.45% |
$1.37K - $1.63K
|
16
$4.76K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 1.72% |
$1.37K - $1.63K
|
296
$88.1K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 20.0% |
$1.37K - $1.63K
|
30
$8.93K
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5+ 0.58% |
$1.37K - $1.63K
|
869
$259K
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5+ 0.35% |
$1.37K - $1.63K
|
1.43K
$425K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5+ 125.0% |
$1.37K - $1.63K
|
9
$2.68K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4+ 5.97% |
$1.1K - $1.31K
|
71
$21.1K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
3New |
$824 - $980
|
3
$893
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3New |
$824 - $980
|
3
$893
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3New |
$824 - $980
|
3
$893
|