Purchases and Sales Made in Q1 2024 in Cadence Design Systems Inc (CDNS)
This table provides information about the institutional ownership of Cadence Design Systems Inc (CDNS) during Q1 2024. The information is specifically focused on institutions that hold shares of CADENCE DESIGN SYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4+ 0.52% |
$1.01K - $1.29K
|
772
$230K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
3+ 0.12% |
$758 - $968
|
2.45K
$730K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.71% |
$505 - $646
|
285
$84.8K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2+ 0.15% |
$505 - $646
|
1.33K
$396K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2+ 0.1% |
$505 - $646
|
2.05K
$609K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2+ 1.82% |
$505 - $646
|
112
$33.3K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$505 - $646
|
2
$595
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 2.99% |
$505 - $646
|
69
$20.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$253 - $323
|
749
$223K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 10.0% |
$253 - $323
|
11
$3.27K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 2.94% |
$253 - $323
|
35
$10.4K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 4.55% |
$253 - $323
|
23
$6.85K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$253 - $323
|
2.73K
$813K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 1.85% |
$253 - $323
|
53
$15.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 9.09% |
$253 - $323
|
10
$2.98K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.06% |
$253 - $323
|
1.6K
$476K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.88% |
$253 - $323
|
16
$4.76K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.75% |
$253 - $323
|
56
$16.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.68% |
$505 - $646
|
291
$86.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 5.56% |
$505 - $646
|
34
$10.1K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 1.94% |
$505 - $646
|
101
$30.1K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2- 0.09% |
$505 - $646
|
2.3K
$684K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 13.33% |
$505 - $646
|
13
$3.87K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3- 33.33% |
$758 - $968
|
6
$1.79K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3- 4.05% |
$758 - $968
|
71
$21.1K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 0.73% |
$758 - $968
|
409
$122K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3- 0.14% |
$758 - $968
|
2.14K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 1.61% |
$1.01K - $1.29K
|
245
$72.9K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4- 0.64% |
$1.01K - $1.29K
|
624
$186K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 10.0% |
$1.26K - $1.61K
|
45
$13.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6- 0.08% |
$1.52K - $1.94K
|
7.63K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6- 20.0% |
$1.52K - $1.94K
|
24
$7.14K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6- 0.31% |
$1.52K - $1.94K
|
1.93K
$575K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6- 60.0% |
$1.52K - $1.94K
|
4
$1.19K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-6- 0.36% |
$1.52K - $1.94K
|
1.66K
$494K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-8- 0.12% |
$2.02K - $2.58K
|
6.92K
$2.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-8- 0.86% |
$2.02K - $2.58K
|
920
$274K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-8- 0.88% |
$2.02K - $2.58K
|
897
$267K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-9- 20.0% |
$2.27K - $2.91K
|
36
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-10- 0.93% |
$2.53K - $3.23K
|
1.07K
$318K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-12- 0.07% |
$3.03K - $3.87K
|
17.3K
$5.15M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-12- 0.45% |
$3.03K - $3.87K
|
2.67K
$794K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 92.86% |
$3.29K - $4.2K
|
1
$298
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-13- 0.83% |
$3.29K - $4.2K
|
1.55K
$462K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-13- 0.77% |
$3.29K - $4.2K
|
1.67K
$496K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-13- 11.61% |
$3.29K - $4.2K
|
99
$29.5K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-13- 1.19% |
$3.29K - $4.2K
|
1.08K
$320K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-14- 1.21% |
$3.54K - $4.52K
|
1.15K
$341K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-15- 0.54% |
$3.79K - $4.84K
|
2.79K
$829K
|