Institutional Ownership Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE). We have compiled data on the 353 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $4.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
6,915
shares
|
$243,408
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
6,817
shares
|
$239,958
0.09% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,771
shares
|
$238,339
0.0% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
6,739
shares
|
$237,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
6,666
shares
|
$234,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
6,641
shares
|
$233,763
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
6,606
shares
|
$232,531
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,540
shares
|
$230,208
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
6,443
shares
|
$226,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,435
shares
|
$226,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
6,334
shares
|
$222,956
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,300
shares
|
$221,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
6,300
shares
|
$221,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,242
shares
|
$219,718
0.0% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
6,241
shares
|
$219,683
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,000
shares
|
$211,200
0.02% of portfolio
|
Q3 2022
Reduced 25.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,915
shares
|
$208,208
0.0% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
5,631
shares
|
$198,211
0.0% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
5,455
shares
|
$192,016
0.01% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,406
shares
|
$190,291
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
5,029
shares
|
$177,020
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,000
shares
|
$176,000
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,000
shares
|
$176,000
0.01% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,000
shares
|
$176,000
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
4,954
shares
|
$174,380
0.0% of portfolio
|
Q3 2024
Added 22.99%
|