Purchases and Sales Made in Q2 2023 in Cadence Bank (CADE)
This table provides information about the institutional ownership of Cadence Bank (CADE) during Q2 2023. The information is specifically focused on institutions that hold shares of Cadence Bank.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
95+ 0.88% |
$1.68K - $2.05K
|
10.9K
$384K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
88+ 0.87% |
$1.55K - $1.9K
|
10.2K
$359K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
69+ 627.27% |
$1.22K - $1.49K
|
80
$2.81K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
65+ 1.16% |
$1.15K - $1.4K
|
5.68K
$200K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
58+ 1.14% |
$1.02K - $1.25K
|
5.15K
$181K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
52+ 226.09% |
$918 - $1.12K
|
75
$2.64K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 457.14% |
$565 - $691
|
39
$1.37K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$388 - $475
|
22
$774
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 1.19% |
$106 - $130
|
509
$17.9K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 1.0% |
$141 - $173
|
796
$28K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12- 35.29% |
$212 - $259
|
22
$774
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-40- 48.78% |
$706 - $864
|
42
$1.48K
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-64- 0.26% |
$1.13K - $1.38K
|
25K
$880K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-78- 0.13% |
$1.38K - $1.68K
|
58.2K
$2.05M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-88- 5.08% |
$1.55K - $1.9K
|
1.64K
$57.8K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-90- 0.01% |
$1.59K - $1.94K
|
905K
$31.8M
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-139- 0.94% |
$2.45K - $3K
|
14.6K
$514K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-144- 2.42% |
$2.54K - $3.11K
|
5.8K
$204K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-232- 32.04% |
$4.09K - $5.01K
|
492
$17.3K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-232- 32.04% |
$4.09K - $5.01K
|
492
$17.3K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-260- 22.75% |
$4.59K - $5.61K
|
883
$31.1K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-263- 0.97% |
$4.64K - $5.68K
|
26.8K
$942K
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-340- 2.05% |
$6K - $7.34K
|
16.3K
$572K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-360- 94.24% |
$6.35K - $7.77K
|
22
$774
|
|
Aug 14, 2023
Q2 2023
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-500- 0.07% |
$8.83K - $10.8K
|
674K
$23.7M
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-505- 0.11% |
$8.91K - $10.9K
|
452K
$15.9M
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-597- 4.26% |
$10.5K - $12.9K
|
13.4K
$472K
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 1.31% |
$12.4K - $15.1K
|
52.8K
$1.86M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-807- 1.31% |
$14.2K - $17.4K
|
60.7K
$2.13M
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-859- 5.2% |
$15.2K - $18.5K
|
15.7K
$551K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-923- 6.63% |
$16.3K - $19.9K
|
13K
$457K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.07K- 4.98% |
$18.9K - $23.2K
|
20.5K
$720K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 2.39% |
$19.4K - $23.7K
|
45K
$1.58M
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.3K- 0.64% |
$22.9K - $28K
|
202K
$7.11M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.42K- 7.13% |
$25.1K - $30.7K
|
18.5K
$651K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.59K- 11.09% |
$28K - $34.3K
|
12.7K
$448K
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.62K- 3.07% |
$28.6K - $35K
|
51.2K
$1.8M
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-1.7K- 10.83% |
$30K - $36.7K
|
14K
$492K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.72K- 55.51% |
$30.3K - $37.1K
|
1.38K
$48.5K
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.79K- 6.31% |
$31.6K - $38.7K
|
26.6K
$936K
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-1.83K- 5.79% |
$32.3K - $39.5K
|
29.8K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.87K- 10.36% |
$33K - $40.4K
|
16.2K
$569K
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-2.14K- 5.35% |
$37.7K - $46.1K
|
37.8K
$1.33M
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.17K- 3.92% |
$38.4K - $46.9K
|
53.2K
$1.87M
|
|
Aug 14, 2023
Q2 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-2.44K- 0.07% |
$43K - $52.7K
|
3.67M
$129M
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.48K- 9.86% |
$43.7K - $53.5K
|
22.6K
$796K
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.53K- 8.91% |
$44.6K - $54.5K
|
25.8K
$908K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.63K- 12.34% |
$46.5K - $56.8K
|
18.7K
$658K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.81K- 1.72% |
$49.7K - $60.8K
|
161K
$5.66M
|