Purchases and Sales Made in Q4 2024 in Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
48+ 0.59% |
$1.47K - $1.89K
|
8.19K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44+ 0.19% |
$1.34K - $1.73K
|
23.7K
$840K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
42+ 0.78% |
$1.28K - $1.65K
|
5.45K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37New |
$1.13K - $1.45K
|
37
$1.31K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
35+ 318.18% |
$1.07K - $1.38K
|
46
$1.63K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 15.0% |
$916 - $1.18K
|
230
$8.17K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
30New |
$916 - $1.18K
|
30
$1.07K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
28New |
$855 - $1.1K
|
28
$995
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
22New |
$672 - $864
|
22
$781
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 1.19% |
$580 - $747
|
1.62K
$57.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15New |
$458 - $589
|
15
$533
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15New |
$458 - $589
|
15
$533
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 0.05% |
$458 - $589
|
29K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10New |
$305 - $393
|
10
$355
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.75% |
$275 - $354
|
1.22K
$43.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$122 - $157
|
4
$142
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
2+ 0.02% |
$61.1 - $78.6
|
11.1K
$393K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.0% |
$61.1 - $78.6
|
41.8K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.29% |
$30.5 - $39.3
|
348
$12.4K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$30.5 - $39.3
|
384K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 12.5% |
$183 - $236
|
42
$1.49K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10- 0.09% |
$305 - $393
|
11.3K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 8.28% |
$366 - $471
|
133
$4.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-19- 0.35% |
$580 - $747
|
5.44K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71- 11.53% |
$2.17K - $2.79K
|
545
$19.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-87- 9.05% |
$2.66K - $3.42K
|
874
$31K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-118- 2.38% |
$3.6K - $4.64K
|
4.84K
$172K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-203- 0.76% |
$6.2K - $7.98K
|
26.5K
$941K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-233- 3.32% |
$7.12K - $9.15K
|
6.79K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-252- 0.78% |
$7.7K - $9.9K
|
32.2K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-253- 3.7% |
$7.73K - $9.94K
|
6.58K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-254- 6.16% |
$7.76K - $9.98K
|
3.87K
$137K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-300- 1.42% |
$9.16K - $11.8K
|
20.9K
$741K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-353- 2.49% |
$10.8K - $13.9K
|
13.8K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-385- 2.28% |
$11.8K - $15.1K
|
16.5K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-478- 17.37% |
$14.6K - $18.8K
|
2.27K
$80.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-500- 7.14% |
$15.3K - $19.6K
|
6.5K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-553- 20.36% |
$16.9K - $21.7K
|
2.16K
$76.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-557- 7.48% |
$17K - $21.9K
|
6.89K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-597- 1.07% |
$18.2K - $23.5K
|
55.3K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-667- 10.13% |
$20.4K - $26.2K
|
5.92K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-733- 5.85% |
$22.4K - $28.8K
|
11.8K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-813- 0.43% |
$24.8K - $31.9K
|
187K
$6.66M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-933- 12.4% |
$28.5K - $36.7K
|
6.59K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-946- 11.62% |
$28.9K - $37.2K
|
7.2K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.1K- 12.54% |
$33.6K - $43.3K
|
7.68K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.12K- 1.26% |
$34.1K - $43.9K
|
87.7K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.14K- 12.85% |
$34.8K - $44.7K
|
7.72K
$274K
|