Latest Institutional Transactions on Cadence Bank (CADE)
This table provides information on the latest institutional transactions involving Cadence Bank (CADE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
69.1KNew |
$1.36M - $2.15M
|
69.1K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
21KNew |
$413K - $650K
|
21K
$737K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
8.45KNew |
$166K - $262K
|
8.45K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
19.9KNew |
$392K - $617K
|
19.9K
$700K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.91KNew |
$156K - $246K
|
7.91K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12KNew |
$236K - $372K
|
12K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
102KNew |
$2.01M - $3.17M
|
102K
$3.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
176New |
$3.47K - $5.46K
|
176
$6.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-706- 81.62% |
$13.9K - $21.9K
|
159
$5.59K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
68New |
$1.34K - $2.11K
|
68
$2.39K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-7.27K- 66.67% |
$143K - $226K
|
3.64K
$128K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.54KNew |
$148K - $234K
|
7.54K
$265K
|
|
| Q3 2023 | |||||||
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-26.4K- 49.41% |
$505K - $682K
|
27K
$951K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$172 - $232
|
9
$317
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6KNew |
$222K - $299K
|
11.6K
$408K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 32.0% |
$459 - $620
|
51
$1.79K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.3K- 11.45% |
$24.9K - $33.6K
|
10.1K
$354K
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-13.6K- 65.38% |
$260K - $351K
|
7.2K
$253K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
207+ 1.01% |
$3.96K - $5.34K
|
20.7K
$727K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
98New |
$1.88K - $2.53K
|
98
$3.45K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-2.14K- 5.35% |
$37.7K - $46.1K
|
37.8K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
138New |
$2.44K - $2.98K
|
138
$4.85K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
913+ 102.93% |
$16.1K - $19.7K
|
1.8K
$63.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-41.8K- 33.33% |
$737K - $902K
|
83.6K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
100+ 0.77% |
$1.76K - $2.16K
|
13.1K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
30.7KNew |
$542K - $663K
|
30.7K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
31.2KNew |
$551K - $674K
|
31.2K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
422KNew |
$7.45M - $9.11M
|
422K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-139- 0.94% |
$2.45K - $3K
|
14.6K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-28.4K- 54.04% |
$501K - $613K
|
24.1K
$849K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
402+ 2.51% |
$7.1K - $8.68K
|
16.4K
$578K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.63K- 12.34% |
$46.5K - $56.8K
|
18.7K
$658K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
11.1KNew |
$195K - $239K
|
11.1K
$389K
|
|
|
Aug 04, 2023
Q2 2023
|
Cm Management, LLC
|
BUY
|
- |
10KNew |
$177K - $216K
|
10K
$352K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
402New |
$7.1K - $8.68K
|
402
$14.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-22.5K- 6.15% |
$398K - $487K
|
344K
$12.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-40- 48.78% |
$706 - $864
|
42
$1.48K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12- 35.29% |
$212 - $259
|
22
$774
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
490+ 62.82% |
$9.72K - $13.8K
|
1.27K
$44.7K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$99.2K - $141K
|
5K
$176K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-39Closed |
$774 - $1.1K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39+ 0.38% |
$774 - $1.1K
|
10.4K
$366K
|
|
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
12KNew |
$238K - $337K
|
12K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
13.5KNew |
$267K - $379K
|
13.5K
$474K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
90+ 62.5% |
$1.79K - $2.54K
|
234
$8.23K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-588- 2.75% |
$11.7K - $16.6K
|
20.8K
$731K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-24.2K- 89.66% |
$479K - $681K
|
2.79K
$98K
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
9.92KNew |
$197K - $279K
|
9.92K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
8.1KNew |
$161K - $228K
|
8.1K
$285K
|
|