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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
500
shares
|
$14,630
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
500
shares
|
$14,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
498
shares
|
$14,571
0.0% of portfolio
|
Q4 2024
Added 308.2%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
484
shares
|
$14,161
0.0% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
467
shares
|
$13,664
0.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
452
shares
|
$13,225
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
451
shares
|
$13,196
0.0% of portfolio
|
Q2 2022
Reduced 58.89%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
444
shares
|
$12,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
383
shares
|
$11,206
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
348
shares
|
$10,182
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
334
shares
|
$9,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
313
shares
|
$9,158
0.0% of portfolio
|
Q3 2024
Added 184.55%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
263
shares
|
$7,695
0.0% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
260
shares
|
$7,607
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
260
shares
|
$7,607
0.0% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
257
shares
|
$7,519
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
225
shares
|
$6,583
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
195
shares
|
$5,705
0.0% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
190
shares
|
$5,559
0.0% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
189
shares
|
$5,530
0.0% of portfolio
|
Q1 2022
Reduced 4.06%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
176
shares
|
$5,149
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
160
shares
|
$4,681
0.0% of portfolio
|
Q4 2024
Added 56.86%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
159
shares
|
$4,652
0.0% of portfolio
|
Q4 2023
Reduced 81.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
155
shares
|
$4,535
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
155
shares
|
$4,535
0.0% of portfolio
|
Q4 2024
New holding
|