Purchases and Sales Made in Q2 2025 in Cadence Design Systems Inc (CDNS)
This table provides information about the institutional ownership of Cadence Design Systems Inc (CDNS) during Q2 2025. 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 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
237+ 14.97% |
$54.9K - $76.6K
|
1.82K
$644K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
235+ 3.45% |
$54.4K - $75.9K
|
7.04K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
233+ 23.3% |
$54K - $75.3K
|
1.23K
$436K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
229+ 693.94% |
$53K - $74K
|
262
$92.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
226+ 4.59% |
$52.4K - $73K
|
5.16K
$1.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
221+ 2.03% |
$51.2K - $71.4K
|
11.1K
$3.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
217+ 13.49% |
$50.3K - $70.1K
|
1.83K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
216+ 6.06% |
$50K - $69.8K
|
3.78K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
214New |
$49.6K - $69.1K
|
214
$75.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
207+ 0.6% |
$47.9K - $66.9K
|
34.7K
$12.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
207+ 1.8% |
$47.9K - $66.9K
|
11.7K
$4.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
BUY
|
- |
206New |
$47.7K - $66.6K
|
206
$72.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
200New |
$46.3K - $64.6K
|
200
$70.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
188+ 8.71% |
$43.5K - $60.7K
|
2.35K
$830K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
188+ 11.24% |
$43.5K - $60.7K
|
1.86K
$658K
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
BUY
|
- |
187+ 2.87% |
$43.3K - $60.4K
|
6.71K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
184+ 1.01% |
$42.6K - $59.4K
|
18.4K
$6.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
183+ 0.42% |
$42.4K - $59.1K
|
43.7K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
180+ 3.91% |
$41.7K - $58.2K
|
4.79K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
179+ 39.0% |
$41.5K - $57.8K
|
638
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
179+ 56.47% |
$41.5K - $57.8K
|
496
$175K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
174+ 11.2% |
$40.3K - $56.2K
|
1.73K
$611K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
171+ 16.44% |
$39.6K - $55.2K
|
1.21K
$428K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
171+ 14.7% |
$39.6K - $55.2K
|
1.33K
$472K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
170+ 8.35% |
$39.4K - $54.9K
|
2.21K
$780K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
168+ 14.96% |
$38.9K - $54.3K
|
1.29K
$457K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
168+ 71.19% |
$38.9K - $54.3K
|
404
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
167+ 6.52% |
$38.7K - $54K
|
2.73K
$964K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
161+ 73.52% |
$37.3K - $52K
|
380
$134K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
154+ 1.91% |
$35.7K - $49.8K
|
8.23K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
152+ 4.99% |
$35.2K - $49.1K
|
3.2K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
148+ 12.2% |
$34.3K - $47.8K
|
1.36K
$481K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
147+ 5.43% |
$34.1K - $47.5K
|
2.85K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
146+ 1.09% |
$33.8K - $47.2K
|
13.5K
$4.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
145+ 0.63% |
$33.6K - $46.8K
|
23.3K
$8.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
145+ 157.61% |
$33.6K - $46.8K
|
237
$83.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
145+ 2.54% |
$33.6K - $46.8K
|
5.85K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
141+ 9.03% |
$32.7K - $45.6K
|
1.7K
$602K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
139+ 16.09% |
$32.2K - $44.9K
|
1K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
139+ 16.87% |
$32.2K - $44.9K
|
963
$341K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
137+ 12.21% |
$31.7K - $44.3K
|
1.26K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
136+ 87.18% |
$31.5K - $43.9K
|
292
$103K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
135+ 2.98% |
$31.3K - $43.6K
|
4.67K
$1.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
135New |
$31.3K - $43.6K
|
135
$47.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
132+ 2.82% |
$30.6K - $42.6K
|
4.82K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
131New |
$30.3K - $42.3K
|
131
$46.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
125+ 13.6% |
$29K - $40.4K
|
1.04K
$369K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
125+ 3.14% |
$29K - $40.4K
|
4.1K
$1.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
119+ 1.15% |
$27.6K - $38.4K
|
10.5K
$3.71M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
118+ 203.45% |
$27.3K - $38.1K
|
176
$62.2K
|