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 |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
472
shares
|
$16,156
0.0% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
451
shares
|
$15,437
0.0% of portfolio
|
Q2 2022
Reduced 58.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
441
shares
|
$15,095
0.0% of portfolio
|
Q3 2024
Added 110.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
383
shares
|
$13,110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
347
shares
|
$11,877
0.01% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
329
shares
|
$11,261
0.0% of portfolio
|
Q3 2024
Added 813.89%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
313
shares
|
$10,713
0.0% of portfolio
|
Q3 2024
Added 184.55%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
284
shares
|
$9,721
0.0% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
263
shares
|
$9,002
0.0% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
260
shares
|
$8,899
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
200
shares
|
$6,845
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
195
shares
|
$6,674
0.0% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
190
shares
|
$6,503
0.0% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
189
shares
|
$6,469
0.0% of portfolio
|
Q1 2022
Reduced 4.06%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
176
shares
|
$6,024
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
159
shares
|
$5,442
0.0% of portfolio
|
Q4 2023
Reduced 81.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
155
shares
|
$5,305
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
145
shares
|
$4,963
0.0% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
138
shares
|
$4,723
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
130
shares
|
$4,449
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
122
shares
|
$4,176
0.0% of portfolio
|
Q3 2024
Reduced 69.11%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
102
shares
|
$3,491
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
101
shares
|
$3,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
99
shares
|
$3,388
0.0% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
98
shares
|
$3,354
0.0% of portfolio
|
Q3 2023
New holding
|