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 $4.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
322
shares
|
$11,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
313
shares
|
$11,102
0.0% of portfolio
|
Q3 2024
Added 184.55%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
281
shares
|
$9,967
0.0% of portfolio
|
Q1 2025
Added 47.89%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
263
shares
|
$9,328
0.0% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
260
shares
|
$9,222
0.0% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
257
shares
|
$9,115
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
250
shares
|
$8,867
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
225
shares
|
$7,980
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
210
shares
|
$7,448
0.0% of portfolio
|
Q2 2025
Added 114.29%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
195
shares
|
$6,916
0.0% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
189
shares
|
$6,703
0.0% of portfolio
|
Q1 2022
Reduced 4.06%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
177
shares
|
$6,278
0.0% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
176
shares
|
$6,242
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
159
shares
|
$5,639
0.0% of portfolio
|
Q4 2023
Reduced 81.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
155
shares
|
$5,497
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
153
shares
|
$5,426
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
143
shares
|
$5,072
0.0% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
138
shares
|
$4,894
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
136
shares
|
$4,823
0.0% of portfolio
|
Q1 2025
Added 29.52%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
133
shares
|
$4,717
0.0% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
130
shares
|
$4,611
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
98
shares
|
$3,476
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
72
shares
|
$2,553
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
60
shares
|
$2,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
58
shares
|
$2,057
0.0% of portfolio
|
Q1 2025
New holding
|