Latest Institutional Transactions on Cadence Bank (CADE)
This table provides information on the latest institutional transactions involving Cadence Bank (CADE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-682- 70.31% |
$13.5K - $19.2K
|
288
$11.1K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$139 - $197
|
7
$269
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-60- 64.52% |
$1.19K - $1.69K
|
33
$1.27K
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-198K- 56.81% |
$3.93M - $5.58M
|
151K
$5.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 50.0% |
$39.7 - $56.4
|
2
$76.8
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
17+ 77.27% |
$337 - $479
|
39
$1.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
BUY
|
- |
740+ 2.6% |
$14.7K - $20.9K
|
29.2K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-28.1K- 38.49% |
$558K - $792K
|
44.9K
$1.72M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5KNew |
$99.2K - $141K
|
5K
$192K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.8KNew |
$566K - $692K
|
23.8K
$913K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$596 - $728
|
25
$960
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-44.8K- 6.7% |
$1.07M - $1.31M
|
624K
$24M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
48.7KNew |
$1.16M - $1.42M
|
48.7K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
13+ 12.15% |
$310 - $379
|
120
$4.61K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-17.3K- 43.52% |
$413K - $505K
|
22.5K
$864K
|
|
|
Feb 14, 2023
Q4 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-734K- 64.31% |
$17.5M - $21.4M
|
407K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-38.9K- 54.95% |
$928K - $1.13M
|
31.9K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
8.16KNew |
$194K - $238K
|
8.16K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15.5KNew |
$369K - $451K
|
15.5K
$595K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
700New |
$16.7K - $20.4K
|
700
$26.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-31.2K- 11.72% |
$743K - $908K
|
235K
$9.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
147+ 3.03% |
$3.5K - $4.28K
|
5K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.62KNew |
$229K - $280K
|
9.62K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.01% |
$119 - $146
|
80.4K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
3.59KNew |
$85.5K - $105K
|
3.59K
$138K
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
26.9KNew |
$640K - $783K
|
26.9K
$1.03M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.67K- 76.07% |
$159K - $194K
|
2.1K
$80.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-70K- 39.75% |
$1.67M - $2.04M
|
106K
$4.08M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.7KNew |
$994K - $1.22M
|
41.7K
$1.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
60New |
$1.43K - $1.75K
|
60
$2.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-13.9K- 61.08% |
$331K - $405K
|
8.87K
$341K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-45- 18.75% |
$1.07K - $1.31K
|
195
$7.49K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
155New |
$3.46K - $4.21K
|
155
$5.95K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2K- 25.0% |
$44.6K - $54.3K
|
6K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
18.5KNew |
$412K - $501K
|
18.5K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-128K- 87.43% |
$2.86M - $3.48M
|
18.4K
$708K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-82.3K- 22.95% |
$1.84M - $2.23M
|
276K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.39KNew |
$165K - $201K
|
7.39K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
128KNew |
$2.86M - $3.48M
|
128K
$4.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
37.8KNew |
$843K - $1.03M
|
37.8K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-104- 0.04% |
$2.32K - $2.82K
|
296K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$298K - $362K
|
13.3K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-95.5K- 74.73% |
$2.13M - $2.59M
|
32.3K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
463+ 154.33% |
$10.3K - $12.6K
|
763
$29.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-48- 14.95% |
$1.07K - $1.3K
|
273
$10.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.95KNew |
$43.5K - $52.9K
|
1.95K
$74.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
30KNew |
$669K - $815K
|
30K
$1.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.7KNew |
$372K - $453K
|
16.7K
$641K
|
|
|
Oct 13, 2022
Q3 2022
|
Foundation Resource Management Inc
|
SELL
|
- |
-10K- 38.15% |
$223K - $272K
|
16.2K
$623K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.17KNew |
$26K - $31.7K
|
1.17K
$44.8K
|
|