Purchases and Sales Made in Q2 2025 in Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
113+ 240.43% |
$2.99K - $3.66K
|
160
$5.66K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
112+ 114.29% |
$2.96K - $3.63K
|
210
$7.43K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
104New |
$2.75K - $3.37K
|
104
$3.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
100+ 40.0% |
$2.64K - $3.24K
|
350
$12.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
88New |
$2.32K - $2.85K
|
88
$3.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
88+ 16.89% |
$2.32K - $2.85K
|
609
$21.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
81+ 176.09% |
$2.14K - $2.63K
|
127
$4.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
51+ 3.88% |
$1.35K - $1.65K
|
1.37K
$48.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50New |
$1.32K - $1.62K
|
50
$1.77K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
37+ 0.08% |
$978 - $1.2K
|
43.7K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
30+ 16.95% |
$793 - $972
|
207
$7.32K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28New |
$740 - $907
|
28
$990
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
19+ 0.27% |
$502 - $616
|
6.93K
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
19+ 0.06% |
$502 - $616
|
34.5K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18+ 35.29% |
$476 - $583
|
69
$2.44K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17+ 13.49% |
$449 - $551
|
143
$5.06K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
16+ 0.06% |
$423 - $519
|
27.4K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15+ 125.0% |
$396 - $486
|
27
$955
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15+ 0.06% |
$396 - $486
|
24.9K
$880K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 200.0% |
$211 - $259
|
12
$424
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.98% |
$211 - $259
|
821
$29K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 75.0% |
$79.3 - $97.2
|
7
$248
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.05% |
$26.4 - $32.4
|
1.82K
$64.3K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 1.29% |
$52.8 - $64.8
|
153
$5.41K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-9- 81.82% |
$238 - $292
|
2
$70.7
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 84.62% |
$291 - $357
|
2
$70.7
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 3.0% |
$370 - $454
|
453
$16K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17- 6.46% |
$449 - $551
|
246
$8.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 40.48% |
$449 - $551
|
25
$884
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 15.04% |
$528 - $648
|
113
$4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-34- 1.48% |
$898 - $1.1K
|
2.26K
$80K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-47- 7.41% |
$1.24K - $1.52K
|
587
$20.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-48- 1.0% |
$1.27K - $1.56K
|
4.75K
$168K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-59- 98.33% |
$1.56K - $1.91K
|
1
$35.4
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-66- 11.96% |
$1.74K - $2.14K
|
486
$17.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-99- 1.57% |
$2.62K - $3.21K
|
6.21K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-102- 0.34% |
$2.69K - $3.31K
|
30.2K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-105- 1.35% |
$2.77K - $3.4K
|
7.69K
$272K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-110- 35.14% |
$2.91K - $3.57K
|
203
$7.18K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-141- 29.13% |
$3.73K - $4.57K
|
343
$12.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-152- 2.3% |
$4.02K - $4.93K
|
6.46K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-162- 2.12% |
$4.28K - $5.25K
|
7.46K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-164- 1.01% |
$4.33K - $5.32K
|
16.1K
$569K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-189- 2.19% |
$4.99K - $6.13K
|
8.43K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-199- 22.61% |
$5.26K - $6.45K
|
681
$24.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-210- 10.1% |
$5.55K - $6.81K
|
1.87K
$66.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-273- 15.02% |
$7.21K - $8.85K
|
1.55K
$54.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-300- 0.15% |
$7.93K - $9.72K
|
206K
$7.27M
|