Institutional Ownership Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
6,666
shares
|
$228,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
6,641
shares
|
$227,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
6,606
shares
|
$226,123
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
6,582
shares
|
$225,301
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
6,443
shares
|
$220,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,435
shares
|
$220,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
6,334
shares
|
$216,812
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,300
shares
|
$215,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
6,300
shares
|
$215,648
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,242
shares
|
$213,663
0.0% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,000
shares
|
$205,379
0.02% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
5,631
shares
|
$192,749
0.0% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
5,455
shares
|
$186,724
0.01% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,406
shares
|
$185,047
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
5,029
shares
|
$172,142
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$171,149
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,000
shares
|
$171,149
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,000
shares
|
$171,149
0.01% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
4,954
shares
|
$169,575
0.0% of portfolio
|
Q3 2024
Added 22.99%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,797
shares
|
$164,201
0.0% of portfolio
|
Q3 2024
Reduced 67.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,125
shares
|
$141,198
0.0% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
3,636
shares
|
$124,460
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,752
shares
|
$94,200
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,716
shares
|
$92,968
0.0% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,687
shares
|
$91,976
0.0% of portfolio
|
Q3 2024
Reduced 27.04%
|