Purchases and Sales Made in Q4 2023 in Cadence Design Systems Inc (CDNS)
This table provides information about the institutional ownership of Cadence Design Systems Inc (CDNS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
45New |
$10.3K - $12.4K
|
45
$13.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
44+ 2.78% |
$10.1K - $12.2K
|
1.62K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
40+ 3.01% |
$9.15K - $11.1K
|
1.37K
$416K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
39+ 0.76% |
$8.92K - $10.8K
|
5.18K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
39+ 0.58% |
$8.92K - $10.8K
|
6.73K
$2.04M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 66.1% |
$8.92K - $10.8K
|
98
$29.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 7.98% |
$8.69K - $10.5K
|
514
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
37+ 1.96% |
$8.46K - $10.2K
|
1.93K
$585K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
36New |
$8.23K - $9.96K
|
36
$10.9K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
36New |
$8.23K - $9.96K
|
36
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
35+ 53.85% |
$8K - $9.68K
|
100
$30.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
34+ 3.86% |
$7.78K - $9.4K
|
915
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
34+ 0.93% |
$7.78K - $9.4K
|
3.69K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33+ 25.58% |
$7.55K - $9.13K
|
162
$49.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
32+ 3.69% |
$7.32K - $8.85K
|
899
$273K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 1.4% |
$6.86K - $8.3K
|
2.17K
$661K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 428.57% |
$6.86K - $8.3K
|
37
$11.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28+ 56.0% |
$6.4K - $7.74K
|
78
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
28New |
$6.4K - $7.74K
|
28
$8.51K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
27+ 18.0% |
$6.17K - $7.47K
|
177
$53.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
26+ 0.23% |
$5.95K - $7.19K
|
11.5K
$3.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25New |
$5.72K - $6.91K
|
25
$7.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
24New |
$5.49K - $6.64K
|
24
$7.29K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 5.31% |
$5.26K - $6.36K
|
456
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22+ 24.44% |
$5.03K - $6.08K
|
112
$34K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
22New |
$5.03K - $6.08K
|
22
$6.68K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 1.32% |
$4.8K - $5.81K
|
1.61K
$490K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
21New |
$4.8K - $5.81K
|
21
$6.38K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
21+ 1.38% |
$4.8K - $5.81K
|
1.54K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
21+ 0.22% |
$4.8K - $5.81K
|
9.67K
$2.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
20+ 2.13% |
$4.57K - $5.53K
|
960
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.29% |
$4.57K - $5.53K
|
6.91K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19New |
$4.35K - $5.25K
|
19
$5.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19+ 0.59% |
$4.35K - $5.25K
|
3.23K
$981K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
18New |
$4.12K - $4.98K
|
18
$5.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18+ 1.82% |
$4.12K - $4.98K
|
1.01K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
18+ 180.0% |
$4.12K - $4.98K
|
28
$8.51K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
17New |
$3.89K - $4.7K
|
17
$5.17K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 121.43% |
$3.89K - $4.7K
|
31
$9.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17+ 0.81% |
$3.89K - $4.7K
|
2.11K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
17New |
$3.89K - $4.7K
|
17
$5.17K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
17New |
$3.89K - $4.7K
|
17
$5.17K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 23.53% |
$3.66K - $4.43K
|
84
$25.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$3.66K - $4.43K
|
16
$4.86K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15New |
$3.43K - $4.15K
|
15
$4.56K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15New |
$3.43K - $4.15K
|
15
$4.56K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$3.43K - $4.15K
|
15
$4.56K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 0.07% |
$3.2K - $3.87K
|
19.3K
$5.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14New |
$3.2K - $3.87K
|
14
$4.25K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14+ 0.78% |
$3.2K - $3.87K
|
1.8K
$546K
|