Purchases and Sales Made in Q4 2024 in Cadence Design Systems Inc (CDNS)
This table provides information about the institutional ownership of Cadence Design Systems Inc (CDNS) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.29% |
$1.25K - $1.62K
|
1.73K
$405K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 2.59% |
$1.25K - $1.62K
|
198
$46.4K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 4.85% |
$1.25K - $1.62K
|
108
$25.3K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5+ 166.67% |
$1.25K - $1.62K
|
8
$1.87K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
5New |
$1.25K - $1.62K
|
5
$1.17K
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5New |
$1.25K - $1.62K
|
5
$1.17K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 2.74% |
$996 - $1.3K
|
150
$35.1K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 8.89% |
$996 - $1.3K
|
49
$11.5K
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
4+ 0.28% |
$996 - $1.3K
|
1.42K
$333K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.26% |
$996 - $1.3K
|
1.56K
$366K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4+ 0.3% |
$996 - $1.3K
|
1.33K
$312K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$996 - $1.3K
|
4
$937
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$996 - $1.3K
|
4
$937
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.49% |
$996 - $1.3K
|
824
$193K
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.22% |
$996 - $1.3K
|
1.85K
$433K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 28.57% |
$996 - $1.3K
|
18
$4.22K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4+ 0.28% |
$996 - $1.3K
|
1.44K
$338K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 5.71% |
$996 - $1.3K
|
74
$17.3K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4New |
$996 - $1.3K
|
4
$937
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3+ 0.21% |
$747 - $974
|
1.4K
$328K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$747 - $974
|
3
$703
|
|
Feb 13, 2025
Q4 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.05% |
$747 - $974
|
5.65K
$1.32M
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$747 - $974
|
3
$703
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
3+ 3.53% |
$747 - $974
|
88
$20.6K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$498 - $649
|
2
$469
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$498 - $649
|
2
$469
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 1.06% |
$498 - $649
|
190
$44.5K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.06% |
$498 - $649
|
3.33K
$779K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.23% |
$249 - $325
|
435
$102K
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.03% |
$249 - $325
|
2.87K
$673K
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$249 - $325
|
2
$469
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$249 - $325
|
1
$234
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1+ 7.14% |
$249 - $325
|
15
$3.51K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 3.45% |
$249 - $325
|
30
$7.03K
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$249 - $325
|
1.67K
$390K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1+ 3.23% |
$249 - $325
|
32
$7.5K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1+ 3.23% |
$249 - $325
|
32
$7.5K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1- 0.04% |
$249 - $325
|
2.5K
$586K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 1.89% |
$249 - $325
|
52
$12.2K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 7.14% |
$498 - $649
|
26
$6.09K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 7.69% |
$498 - $649
|
24
$5.62K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2- 0.03% |
$498 - $649
|
5.99K
$1.4M
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 1.1% |
$498 - $649
|
180
$42.2K
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2- 5.71% |
$498 - $649
|
33
$7.73K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3- 0.5% |
$747 - $974
|
602
$141K
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-3- 0.27% |
$747 - $974
|
1.12K
$262K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 9.68% |
$747 - $974
|
28
$6.56K
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-3- 0.08% |
$747 - $974
|
3.57K
$837K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3- 6.82% |
$747 - $974
|
41
$9.6K
|