Institutional Ownership Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE). We have compiled data on the 380 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
6,409
shares
|
$227,327
0.05% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,320
shares
|
$224,170
0.0% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
6,242
shares
|
$221,403
0.0% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,209
shares
|
$220,233
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,000
shares
|
$212,820
0.02% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,799
shares
|
$205,690
0.0% of portfolio
|
Q1 2025
Added 49.81%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
5,488
shares
|
$194,659
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
5,000
shares
|
$177,350
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,000
shares
|
$177,350
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,000
shares
|
$177,350
0.01% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,749
shares
|
$168,447
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,549
shares
|
$161,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
4,132
shares
|
$146,562
0.0% of portfolio
|
Q2 2025
Reduced 20.71%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
4,031
shares
|
$142,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
3,636
shares
|
$128,968
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,572
shares
|
$126,698
0.0% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
2,422
shares
|
$85,908
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,297
shares
|
$81,474
0.0% of portfolio
|
Q1 2025
Added 1235.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,278
shares
|
$80,800
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,949
shares
|
$69,131
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,869
shares
|
$66,293
0.01% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,820
shares
|
$64,555
0.01% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,772
shares
|
$62,852
0.0% of portfolio
|
Q2 2025
Reduced 38.73%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
1,750
shares
|
$62,072
0.0% of portfolio
|
Q1 2024
Added 483.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,665
shares
|
$59,057
0.02% of portfolio
|
Q1 2025
Added 223.3%
|