Institutional Ownership Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE). We have compiled data on the 362 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $3.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
6,615
shares
|
$193,554
0.0% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
6,592
shares
|
$192,881
0.0% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Teton Advisors, Inc.
Rye, NY |
Feb 13, 2025 Q4 2024 |
6,500
shares
|
$190,190
0.12% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
6,435
shares
|
$188,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
6,398
shares
|
$187,205
0.0% of portfolio
|
Q4 2024
Reduced 30.96%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
6,308
shares
|
$184,572
0.01% of portfolio
|
Q1 2025
Added 30.44%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
6,300
shares
|
$184,338
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
6,278
shares
|
$183,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
6,242
shares
|
$182,640
0.0% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
6,241
shares
|
$182,611
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,208
shares
|
$181,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,000
shares
|
$175,560
0.02% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,448
shares
|
$159,408
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
5,436
shares
|
$159,057
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
5,000
shares
|
$146,300
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,000
shares
|
$146,300
0.01% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,000
shares
|
$146,300
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,797
shares
|
$140,360
0.0% of portfolio
|
Q3 2024
Reduced 67.58%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
4,031
shares
|
$117,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,871
shares
|
$113,265
0.0% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
3,636
shares
|
$106,389
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
3,482
shares
|
$101,883
0.0% of portfolio
|
Q4 2024
Added 29.59%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
2,422
shares
|
$70,867
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
2,359
shares
|
$69,024
0.01% of portfolio
|
Q4 2024
Added 172.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,274
shares
|
$66,537
0.0% of portfolio
|
Q4 2024
Reduced 17.37%
|