Purchases and Sales Made in Q3 2023 in Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.3K+ 46.87% |
$101K - $137K
|
16.6K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.56K+ 90.07% |
$87.2K - $118K
|
9.61K
$300K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
4.5K+ 1.13% |
$86.1K - $116K
|
402K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.82K+ 29.51% |
$73K - $98.5K
|
16.7K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.71K+ 36.93% |
$71K - $95.8K
|
13.8K
$430K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.98K+ 11.21% |
$57K - $76.9K
|
29.6K
$924K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.8K+ 14.61% |
$53.6K - $72.3K
|
22K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.5K+ 1.33% |
$47.8K - $64.5K
|
190K
$5.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.3K+ 166.62% |
$43.9K - $59.3K
|
3.67K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.2K+ 4.83% |
$42.1K - $56.8K
|
47.7K
$1.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 0.81% |
$35.6K - $48.1K
|
231K
$7.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
1.7K+ 12.14% |
$32.5K - $43.9K
|
15.7K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
950+ 57.02% |
$18.2K - $24.5K
|
2.62K
$81.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
905+ 165.75% |
$17.3K - $23.4K
|
1.45K
$45.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
789+ 1.54% |
$15.1K - $20.4K
|
52K
$1.62M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
706+ 4.0% |
$13.5K - $18.2K
|
18.3K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
665+ 3.11% |
$12.7K - $17.2K
|
22.1K
$689K
|
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
612+ 0.25% |
$11.7K - $15.8K
|
246K
$7.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
589+ 3.76% |
$11.3K - $15.2K
|
16.3K
$508K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
575New |
$11K - $14.8K
|
575
$18K
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
525+ 2.03% |
$10K - $13.6K
|
26.4K
$823K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
452+ 26.29% |
$8.65K - $11.7K
|
2.17K
$67.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
402+ 2.77% |
$7.69K - $10.4K
|
14.9K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
387+ 2.98% |
$7.41K - $9.99K
|
13.4K
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
385+ 3.81% |
$7.37K - $9.94K
|
10.5K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
317+ 0.44% |
$6.07K - $8.18K
|
73K
$2.28M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
317+ 0.44% |
$6.07K - $8.18K
|
73K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
270+ 0.52% |
$5.17K - $6.97K
|
52K
$1.63M
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
237+ 0.79% |
$4.54K - $6.12K
|
30.1K
$939K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
207+ 1.01% |
$3.96K - $5.34K
|
20.7K
$645K
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
160+ 7.74% |
$3.06K - $4.13K
|
2.23K
$69.6K
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
160+ 7.74% |
$3.06K - $4.13K
|
2.23K
$69.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
119+ 1.46% |
$2.28K - $3.07K
|
8.28K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
119+ 0.93% |
$2.28K - $3.07K
|
12.8K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
104+ 0.92% |
$1.99K - $2.69K
|
11.5K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
100New |
$1.91K - $2.58K
|
100
$3.12K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
98+ 0.9% |
$1.88K - $2.53K
|
11K
$344K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
98New |
$1.88K - $2.53K
|
98
$3.06K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
79+ 718.18% |
$1.51K - $2.04K
|
90
$2.81K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
75+ 0.1% |
$1.44K - $1.94K
|
75.1K
$2.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
68+ 1.2% |
$1.3K - $1.76K
|
5.75K
$179K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
61+ 1.18% |
$1.17K - $1.58K
|
5.22K
$163K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
60+ 0.27% |
$1.15K - $1.55K
|
22.7K
$708K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 27.5% |
$421 - $568
|
102
$3.19K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$172 - $232
|
9
$281
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8New |
$153 - $207
|
8
$250
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 1.18% |
$115 - $155
|
515
$16.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 5.13% |
$38.3 - $51.6
|
41
$1.28K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.7% |
$19.1 - $25.8
|
144
$4.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|