Latest Institutional Purchases of Cadence Bank (CADE)
This list provides information on the latest institutional transactions involving Cadence Bank (CADE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
91+ 47.89% |
$2.65K - $3.27K
|
281
$9.89K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
90+ 2.58% |
$2.62K - $3.23K
|
3.57K
$126K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
60New |
$1.75K - $2.16K
|
60
$2.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
59New |
$1.72K - $2.12K
|
59
$2.08K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58+ 85.29% |
$1.69K - $2.08K
|
126
$4.43K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
58New |
$1.69K - $2.08K
|
58
$2.04K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
54New |
$1.57K - $1.94K
|
54
$1.9K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
47New |
$1.37K - $1.69K
|
47
$1.65K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
46New |
$1.34K - $1.65K
|
46
$1.62K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
40+ 0.73% |
$1.16K - $1.44K
|
5.49K
$193K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34+ 0.08% |
$989 - $1.22K
|
45.3K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32+ 0.09% |
$931 - $1.15K
|
36.5K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
31+ 29.52% |
$902 - $1.11K
|
136
$4.78K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 13.04% |
$873 - $1.08K
|
260
$9.15K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
27+ 5.91% |
$786 - $970
|
484
$17K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
21New |
$611 - $755
|
21
$739
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
19+ 0.29% |
$553 - $683
|
6.61K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 10.63% |
$495 - $611
|
177
$6.23K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
17New |
$495 - $611
|
17
$598
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
16+ 1600.0% |
$466 - $575
|
17
$598
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13New |
$378 - $467
|
13
$457
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12New |
$349 - $431
|
12
$422
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 120.0% |
$349 - $431
|
22
$774
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$320 - $395
|
11
$387
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
9New |
$262 - $323
|
9
$317
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7New |
$204 - $252
|
7
$246
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$175 - $216
|
6
$211
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$116 - $144
|
4
$141
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.18% |
$116 - $144
|
2.28K
$80.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
152KNew |
$4.65M - $5.99M
|
152K
$5.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
70KNew |
$2.14M - $2.75M
|
70K
$2.46M
|
|
|
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
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
PUT |
50KNew |
$1.53M - $1.96M
|
50K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
43.2KNew |
$1.32M - $1.7M
|
43.2K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
39.2KNew |
$1.2M - $1.54M
|
39.2K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
35KNew |
$1.07M - $1.38M
|
35K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
24.2KNew |
$740K - $953K
|
24.2K
$853K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
23.1KNew |
$704K - $906K
|
23.1K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
19.7KNew |
$600K - $772K
|
19.7K
$692K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
19.4KNew |
$593K - $763K
|
19.4K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.5K+ 262.62% |
$505K - $650K
|
22.8K
$804K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
16.4KNew |
$500K - $643K
|
16.4K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
15KNew |
$458K - $589K
|
15K
$528K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.4K+ 2.03% |
$379K - $488K
|
624K
$22M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$308K - $397K
|
10.1K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
9.19KNew |
$281K - $361K
|
9.19K
$323K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.29K+ 2.42% |
$253K - $326K
|
350K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.25KNew |
$221K - $285K
|
7.25K
$255K
|
|