Purchases and Sales Made in Q1 2023 in Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE) during Q1 2023. The information is specifically focused on institutions that hold shares of Cadence Bank.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
793+ 34.42% |
$15.7K - $22.3K
|
3.1K
$93.9K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
778New |
$15.4K - $21.9K
|
778
$23.6K
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
BUY
|
- |
740+ 2.6% |
$14.7K - $20.9K
|
29.2K
$885K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
725New |
$14.4K - $20.4K
|
725
$22K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
504+ 3.76% |
$10K - $14.2K
|
13.9K
$422K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
503New |
$9.98K - $14.2K
|
503
$15.3K
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
490+ 62.82% |
$9.72K - $13.8K
|
1.27K
$38.5K
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
490+ 62.82% |
$9.72K - $13.8K
|
1.27K
$38.5K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
240+ 49.59% |
$4.76K - $6.76K
|
724
$22K
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
238+ 0.76% |
$4.72K - $6.71K
|
31.7K
$960K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
222+ 2.14% |
$4.4K - $6.26K
|
10.6K
$321K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
191+ 0.68% |
$3.79K - $5.38K
|
28.4K
$862K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
186+ 59.42% |
$3.69K - $5.24K
|
499
$15.1K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
167+ 10.07% |
$3.31K - $4.71K
|
1.83K
$55.4K
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
167+ 10.07% |
$3.31K - $4.71K
|
1.83K
$55.4K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
153+ 15.45% |
$3.04K - $4.31K
|
1.14K
$34.7K
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
137+ 8.59% |
$2.72K - $3.86K
|
1.73K
$52.5K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
96+ 0.12% |
$1.9K - $2.71K
|
82.2K
$2.49M
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
94+ 9.14% |
$1.86K - $2.65K
|
1.12K
$34K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
90+ 62.5% |
$1.79K - $2.54K
|
234
$7.09K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
54+ 5400.0% |
$1.07K - $1.52K
|
55
$1.67K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
52+ 0.08% |
$1.03K - $1.47K
|
61.5K
$1.86M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51+ 0.36% |
$1.01K - $1.44K
|
14.3K
$434K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
50+ 0.9% |
$992 - $1.41K
|
5.61K
$170K
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
45+ 0.89% |
$893 - $1.27K
|
5.1K
$155K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39+ 0.38% |
$774 - $1.1K
|
10.4K
$315K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 47.06% |
$476 - $676
|
75
$2.27K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23New |
$456 - $648
|
23
$697
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
17New |
$337 - $479
|
17
$515
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
17+ 77.27% |
$337 - $479
|
39
$1.18K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 47.83% |
$218 - $310
|
34
$1.03K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$139 - $197
|
7
$212
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5+ 250.0% |
$99.2 - $141
|
7
$212
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.1% |
$19.8 - $28.2
|
92
$2.79K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.25% |
$19.8 - $28.2
|
406
$12.3K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 50.0% |
$39.7 - $56.4
|
2
$60.6
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-21- 0.15% |
$417 - $592
|
13.8K
$418K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-25- 0.15% |
$496 - $705
|
16.7K
$506K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-27- 3.25% |
$536 - $761
|
804
$24.4K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-30- 0.35% |
$595 - $845
|
8.45K
$256K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-37- 84.09% |
$734 - $1.04K
|
7
$212
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-39Closed |
$774 - $1.1K
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-43- 76.79% |
$853 - $1.21K
|
13
$394
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-54- 98.18% |
$1.07K - $1.52K
|
1
$30.3
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-59- 0.98% |
$1.17K - $1.66K
|
5.94K
$180K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-60- 64.52% |
$1.19K - $1.69K
|
33
$1K
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-81- 0.74% |
$1.61K - $2.28K
|
10.8K
$328K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-96- 24.06% |
$1.9K - $2.71K
|
303
$9.19K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-100- 90.09% |
$1.98K - $2.82K
|
11
$334
|