Institutional Ownership Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE). We have compiled data on the 353 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 $4.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
32,249
shares
|
$1.14 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
31,864
shares
|
$1.12 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
31,700
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,628
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 72.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
30,149
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
29,829
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
29,816
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
29,012
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
28,468
shares
|
$1 Million
0.8% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
27,118
shares
|
$954,553
0.04% of portfolio
|
Q2 2022
Reduced 3.18%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
26,627
shares
|
$937,270
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
26,481
shares
|
$932,131
0.0% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
26,366
shares
|
$928,083
0.0% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
26,338
shares
|
$927,097
0.39% of portfolio
|
Q2 2022
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
25,150
shares
|
$885,280
0.02% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
25,150
shares
|
$885,280
0.0% of portfolio
|
Q2 2024
Reduced 35.43%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
25,090
shares
|
$883,168
0.12% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
25,000
shares
|
$880,000
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
24,669
shares
|
$868,348
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
23,606
shares
|
$830,931
0.0% of portfolio
|
Q3 2024
Added 55.56%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
22,839
shares
|
$803,932
0.0% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
22,791
shares
|
$802,243
0.13% of portfolio
|
Q2 2024
Reduced 8.89%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
22,239
shares
|
$782,812
0.0% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
22,180
shares
|
$780,736
0.04% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
21,034
shares
|
$740,396
0.0% of portfolio
|
Q3 2024
Added 18.06%
|