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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
59New |
$1.72K - $2.12K
|
59
$2.08K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
54New |
$1.57K - $1.94K
|
54
$1.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
882+ 5.28% |
$25.7K - $31.7K
|
17.6K
$618K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
903+ 0.41% |
$26.3K - $32.4K
|
223K
$7.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
700+ 11.83% |
$20.4K - $25.2K
|
6.62K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
578+ 8.58% |
$16.8K - $20.8K
|
7.32K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
640+ 3.07% |
$18.6K - $23K
|
21.5K
$756K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.3KNew |
$301K - $372K
|
10.3K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
60New |
$1.75K - $2.16K
|
60
$2.11K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.15K+ 223.3% |
$33.5K - $41.3K
|
1.67K
$58.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
181K+ 8.12% |
$5.28M - $6.52M
|
2.42M
$85M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58+ 85.29% |
$1.69K - $2.08K
|
126
$4.43K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
38.2KNew |
$1.11M - $1.37M
|
38.2K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10.9K+ 27.21% |
$317K - $392K
|
51K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.03KNew |
$117K - $145K
|
4.03K
$142K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
198+ 12.22% |
$5.76K - $7.11K
|
1.82K
$64K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-104- 1.11% |
$3.03K - $3.74K
|
9.25K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
123+ 0.59% |
$3.58K - $4.42K
|
21.1K
$742K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.55K- 2.41% |
$45K - $55.6K
|
62.7K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
58New |
$1.69K - $2.08K
|
58
$2.04K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-84.9K- 96.71% |
$2.47M - $3.05M
|
2.89K
$102K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12New |
$349 - $431
|
12
$422
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-966- 5.85% |
$28.1K - $34.7K
|
15.5K
$547K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
28.3K+ 39.33% |
$822K - $1.02M
|
100K
$3.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6K- 15.41% |
$175K - $216K
|
32.9K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 13.04% |
$873 - $1.08K
|
260
$9.15K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13New |
$378 - $467
|
13
$457
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 120.0% |
$349 - $431
|
22
$774
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
2.31K+ 6.44% |
$67.2K - $83K
|
38.2K
$1.34M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.29K+ 2.42% |
$253K - $326K
|
350K
$12.3M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4.5K- 1.08% |
$137K - $177K
|
411K
$14.5M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
966+ 83.35% |
$29.5K - $38K
|
2.13K
$74.8K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.4K+ 2.03% |
$379K - $488K
|
624K
$22M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
155New |
$4.73K - $6.09K
|
155
$5.45K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
23.1KNew |
$704K - $906K
|
23.1K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 0.31% |
$63.8K - $82K
|
661K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.09KNew |
$63.8K - $82K
|
2.09K
$73.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
19.7KNew |
$600K - $772K
|
19.7K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.87K- 30.96% |
$87.6K - $113K
|
6.4K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
PUT |
50KNew |
$1.53M - $1.96M
|
50K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 262.62% |
$505K - $650K
|
22.8K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
64.2K+ 339.55% |
$1.96M - $2.52M
|
83.2K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.27K+ 53.97% |
$161K - $207K
|
15K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
334New |
$10.2K - $13.1K
|
334
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
152KNew |
$4.65M - $5.99M
|
152K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
24.2KNew |
$740K - $953K
|
24.2K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-557- 7.48% |
$17K - $21.9K
|
6.89K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-500- 7.14% |
$15.3K - $19.6K
|
6.5K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.37K- 1.21% |
$41.8K - $53.8K
|
112K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.21KNew |
$190K - $244K
|
6.21K
$218K
|
|