Purchases and Sales Made in Q2 2023 in Cadence Design Systems Inc (CDNS)
This table provides information about the institutional ownership of Cadence Design Systems Inc (CDNS) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.6% |
$2.01K - $2.39K
|
1.68K
$392K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
10+ 0.58% |
$2.01K - $2.39K
|
1.73K
$404K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10+ 0.02% |
$2.01K - $2.39K
|
59.7K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
9+ 0.73% |
$1.81K - $2.15K
|
1.24K
$290K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
9+ 0.02% |
$1.81K - $2.15K
|
57.2K
$13.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
8New |
$1.61K - $1.91K
|
8
$1.87K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8+ 0.13% |
$1.61K - $1.91K
|
6.36K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.67% |
$1.61K - $1.91K
|
308
$72.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6New |
$1.21K - $1.43K
|
6
$1.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$1.21K - $1.43K
|
6
$1.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6New |
$1.21K - $1.43K
|
6
$1.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5New |
$1.01K - $1.2K
|
5
$1.17K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
4New |
$805 - $956
|
4
$936
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
4+ 6.67% |
$805 - $956
|
64
$15K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4New |
$805 - $956
|
4
$936
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 66.67% |
$805 - $956
|
10
$2.34K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.04% |
$805 - $956
|
10.7K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3New |
$603 - $717
|
3
$702
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$603 - $717
|
3
$702
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3New |
$603 - $717
|
3
$702
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.7% |
$402 - $478
|
287
$67.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$402 - $478
|
2
$468
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 5.88% |
$402 - $478
|
36
$8.42K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 50.0% |
$402 - $478
|
6
$1.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$402 - $478
|
6.74K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$201 - $239
|
2.46K
$575K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.04% |
$201 - $239
|
2.32K
$543K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 16.67% |
$201 - $239
|
7
$1.64K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$201 - $239
|
2.16K
$504K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.92% |
$201 - $239
|
108
$25.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 0.4% |
$201 - $239
|
252
$59K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$201 - $239
|
11
$2.57K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$201 - $239
|
7.66K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 22.22% |
$402 - $478
|
7
$1.64K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 2.75% |
$603 - $717
|
106
$24.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 2.75% |
$603 - $717
|
106
$24.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.83% |
$603 - $717
|
357
$83.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.13% |
$603 - $717
|
2.26K
$530K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 1.52% |
$603 - $717
|
195
$45.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 5.56% |
$805 - $956
|
68
$15.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-4- 0.36% |
$805 - $956
|
1.09K
$255K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4- 0.09% |
$805 - $956
|
4.64K
$1.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 1.22% |
$1.01K - $1.2K
|
404
$94.5K
|
|
|
Feb 20, 2025
Q2 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5- 0.35% |
$1.01K - $1.2K
|
1.43K
$335K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-5- 0.41% |
$1.01K - $1.2K
|
1.2K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8- 22.86% |
$1.61K - $1.91K
|
27
$6.32K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 1.56% |
$1.61K - $1.91K
|
506
$118K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9- 5.66% |
$1.81K - $2.15K
|
150
$35.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-9- 16.36% |
$1.81K - $2.15K
|
46
$10.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 44.0% |
$2.21K - $2.63K
|
14
$3.28K
|