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 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 100.0% |
$927 - $1.29K
|
8
$2.83K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.36% |
$927 - $1.29K
|
1.11K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4+ 0.05% |
$927 - $1.29K
|
7.61K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 100.0% |
$927 - $1.29K
|
8
$2.83K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
4+ 0.04% |
$927 - $1.29K
|
10.3K
$3.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4+ 12.5% |
$927 - $1.29K
|
36
$12.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4+ 12.5% |
$927 - $1.29K
|
36
$12.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4New |
$927 - $1.29K
|
4
$1.41K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 133.33% |
$927 - $1.29K
|
7
$2.48K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$695 - $969
|
3
$1.06K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 4.17% |
$695 - $969
|
75
$26.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$695 - $969
|
3
$1.06K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3+ 0.59% |
$695 - $969
|
511
$181K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$695 - $969
|
3
$1.06K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 4.44% |
$463 - $646
|
47
$16.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.45% |
$463 - $646
|
33
$11.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 7.14% |
$463 - $646
|
30
$10.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2+ 0.09% |
$463 - $646
|
2.14K
$755K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$463 - $646
|
2
$707
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 5.0% |
$463 - $646
|
42
$14.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2+ 0.15% |
$463 - $646
|
1.31K
$463K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.07% |
$232 - $323
|
1.37K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$232 - $323
|
1
$354
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.33% |
$232 - $323
|
304
$107K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-1- 10.0% |
$232 - $323
|
9
$3.18K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.56% |
$232 - $323
|
179
$63.3K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$232 - $323
|
8
$2.83K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 0.79% |
$232 - $323
|
126
$44.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 16.67% |
$232 - $323
|
5
$1.77K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$232 - $323
|
2.6K
$918K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.12% |
$232 - $323
|
826
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.12% |
$232 - $323
|
854
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 8.7% |
$463 - $646
|
21
$7.43K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2- 0.23% |
$463 - $646
|
863
$305K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-4- 0.36% |
$927 - $1.29K
|
1.1K
$387K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4- 6.9% |
$927 - $1.29K
|
54
$19.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 4.71% |
$927 - $1.29K
|
81
$28.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-4- 0.08% |
$927 - $1.29K
|
5.2K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-5- 0.18% |
$1.16K - $1.62K
|
2.76K
$976K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 1.02% |
$1.16K - $1.62K
|
486
$172K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5- 62.5% |
$1.16K - $1.62K
|
3
$1.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 0.6% |
$1.39K - $1.94K
|
995
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6- 0.75% |
$1.39K - $1.94K
|
796
$281K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-7- 0.53% |
$1.62K - $2.26K
|
1.32K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 33.33% |
$1.62K - $2.26K
|
14
$4.95K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 0.98% |
$1.85K - $2.58K
|
809
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8- 9.2% |
$1.85K - $2.58K
|
79
$27.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-8- 0.72% |
$1.85K - $2.58K
|
1.1K
$390K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-10- 4.5% |
$2.32K - $3.23K
|
212
$75K
|