Purchases and Sales Made in Q1 2025 in Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 5.94% |
$2.97K - $3.66K
|
1.82K
$64.6K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
91+ 47.89% |
$2.65K - $3.27K
|
281
$9.98K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
90+ 2.58% |
$2.62K - $3.23K
|
3.57K
$127K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
60New |
$1.75K - $2.16K
|
60
$2.13K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
59New |
$1.72K - $2.12K
|
59
$2.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58+ 85.29% |
$1.69K - $2.08K
|
126
$4.48K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
58New |
$1.69K - $2.08K
|
58
$2.06K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
54New |
$1.57K - $1.94K
|
54
$1.92K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
47New |
$1.37K - $1.69K
|
47
$1.67K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
46New |
$1.34K - $1.65K
|
46
$1.63K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
40+ 0.73% |
$1.16K - $1.44K
|
5.49K
$195K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34+ 0.08% |
$989 - $1.22K
|
45.3K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32+ 0.09% |
$931 - $1.15K
|
36.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
31+ 29.52% |
$902 - $1.11K
|
136
$4.83K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 13.04% |
$873 - $1.08K
|
260
$9.24K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
27+ 5.91% |
$786 - $970
|
484
$17.2K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
21New |
$611 - $755
|
21
$746
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
19+ 0.29% |
$553 - $683
|
6.61K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 10.63% |
$495 - $611
|
177
$6.29K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
17New |
$495 - $611
|
17
$604
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
16+ 1600.0% |
$466 - $575
|
17
$604
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13New |
$378 - $467
|
13
$462
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 120.0% |
$349 - $431
|
22
$781
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12New |
$349 - $431
|
12
$426
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$320 - $395
|
11
$391
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7New |
$204 - $252
|
7
$249
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 1.28% |
$204 - $252
|
552
$19.6K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$175 - $216
|
6
$213
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$116 - $144
|
4
$142
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.18% |
$116 - $144
|
2.28K
$80.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-2- -0.0% |
$58.2 - $71.9
|
41.8K
$1.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 3.51% |
$495 - $611
|
467
$16.6K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-17- 0.1% |
$495 - $611
|
16.3K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-37- 0.32% |
$1.08K - $1.33K
|
11.7K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-100- 0.23% |
$2.91K - $3.59K
|
42.9K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-102- 12.62% |
$2.97K - $3.66K
|
706
$25.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-104- 1.11% |
$3.03K - $3.74K
|
9.25K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-163- 1.68% |
$4.74K - $5.86K
|
9.57K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-170- 1.51% |
$4.95K - $6.11K
|
11.1K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-175- 0.48% |
$5.09K - $6.29K
|
36.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-180- 0.6% |
$5.24K - $6.47K
|
30K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-193- 2.19% |
$5.62K - $6.93K
|
8.62K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-213- 3.12% |
$6.2K - $7.65K
|
6.61K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-225- 4.14% |
$6.55K - $8.08K
|
5.21K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-233- 30.9% |
$6.78K - $8.37K
|
521
$18.5K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-283- 24.33% |
$8.24K - $10.2K
|
880
$31.3K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-402- 33.09% |
$11.7K - $14.4K
|
813
$28.9K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-500Closed |
$14.6K - $18K
|
0
$0
|