Purchases and Sales Made in Q4 2023 in Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.38K+ 19.62% |
$46.8K - $73.8K
|
14.5K
$452K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.24K+ 39.01% |
$44.1K - $69.6K
|
7.99K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.24K+ 16.13% |
$44K - $69.4K
|
16.1K
$503K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.21K+ 0.13% |
$43.6K - $68.7K
|
1.66M
$51.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.03K+ 10.83% |
$39.9K - $62.9K
|
20.7K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.65KNew |
$32.5K - $51.2K
|
1.65K
$51.6K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.53K+ 42.84% |
$30.1K - $47.4K
|
5.1K
$159K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.41K+ 5.59% |
$27.8K - $43.8K
|
26.7K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 9.4% |
$24.8K - $39K
|
14.6K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.07K+ 5.82% |
$21K - $33.1K
|
19.4K
$606K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
952+ 952.0% |
$18.7K - $29.6K
|
1.05K
$32.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
754+ 0.33% |
$14.8K - $23.4K
|
229K
$7.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
728+ 6.77% |
$14.3K - $22.6K
|
11.5K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
676+ 0.28% |
$13.3K - $21K
|
245K
$7.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
508New |
$10K - $15.8K
|
508
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
449New |
$8.84K - $13.9K
|
449
$14K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
387+ 0.17% |
$7.62K - $12K
|
231K
$7.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
360+ 1636.36% |
$7.09K - $11.2K
|
382
$11.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
307+ 0.36% |
$6.04K - $9.53K
|
84.8K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
258+ 2.56% |
$5.08K - $8.01K
|
10.4K
$323K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
204+ 0.78% |
$4.02K - $6.33K
|
26.5K
$828K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.46% |
$3.94K - $6.21K
|
43.8K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
176New |
$3.47K - $5.46K
|
176
$5.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
145+ 8.9% |
$2.86K - $4.5K
|
1.78K
$55.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
143+ 6.42% |
$2.82K - $4.44K
|
2.37K
$74K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
136+ 0.34% |
$2.68K - $4.22K
|
40.6K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.2% |
$1.97K - $3.1K
|
51.4K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
91+ 2.48% |
$1.79K - $2.82K
|
3.77K
$118K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
88New |
$1.73K - $2.73K
|
88
$2.75K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
83+ 0.06% |
$1.63K - $2.58K
|
133K
$4.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
68New |
$1.34K - $2.11K
|
68
$2.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
57+ 1.09% |
$1.12K - $1.77K
|
5.27K
$165K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 10.42% |
$1.02K - $1.61K
|
551
$17.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
25+ 0.15% |
$492 - $776
|
16.7K
$522K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 23.53% |
$473 - $745
|
126
$3.93K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$394 - $621
|
20
$625
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14New |
$276 - $435
|
14
$437
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12New |
$236 - $372
|
12
$375
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 17.07% |
$138 - $217
|
48
$1.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 0.15% |
$78.8 - $124
|
2.61K
$81.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4- 0.38% |
$78.8 - $124
|
1.04K
$32.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-36- 0.03% |
$709 - $1.12K
|
143K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-56- 0.03% |
$1.1K - $1.74K
|
214K
$6.68M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-57- 20.96% |
$1.12K - $1.77K
|
215
$6.71K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-75- 0.68% |
$1.48K - $2.33K
|
10.9K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.65% |
$1.97K - $3.1K
|
15.4K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-104- 0.91% |
$2.05K - $3.23K
|
11.3K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-177- 0.59% |
$3.49K - $5.49K
|
29.9K
$933K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-246- 0.86% |
$4.84K - $7.64K
|
28.3K
$883K
|