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CDNS Holdings Changes image
This page summarizes the CDNS holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether CDNS is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing CDNS Share Count
Perpetual Ltd 3,964 283,624 +279,660 +7054.99%
Wolff Wiese Magana LLC 5 342 +337 +6740.00%
Norden Group LLC 756 13,300 +12,544 +1659.26%
Contravisory Investment Management Inc. 4,610 27,587 +22,977 +498.42%
Regions Financial Corp 1,751 5,529 +3,778 +215.76%
Chicago Capital LLC 19,323 43,775 +24,452 +126.54%
Wealth Enhancement Advisory Services LLC 13,280 27,924 +14,644 +110.27%
Venturi Wealth Management LLC 131 238 +107 +81.68%
Annex Advisory Services LLC 1,350 2,350 +1,000 +74.07%
Stonegate Investment Group LLC 1,612 2,732 +1,120 +69.48%
Financial Management Professionals Inc. 123 193 +70 +56.91%
Trust Point Inc. 968 1,514 +546 +56.40%
Capital Investment Advisors LLC 2,838 4,371 +1,533 +54.02%
AdvisorNet Financial Inc 83 126 +43 +51.81%
Aquila Investment Management LLC 6,000 9,000 +3,000 +50.00%
McGlone Suttner Wealth Management Inc. 1,152 1,636 +484 +42.01%
Robeco Institutional Asset Management B.V. 362,671 510,728 +148,057 +40.82%
Teamwork Financial Advisors LLC 25,114 35,151 +10,037 +39.97%
Miracle Mile Advisors LLC 3,430 4,744 +1,314 +38.31%
GAMMA Investing LLC 1,319 1,813 +494 +37.45%
TrueWealth Advisors LLC 1,076 1,476 +400 +37.17%
Kowal Investment Group LLC 1,118 1,496 +378 +33.81%
First Pacific Financial 18 24 +6 +33.33%
CENTRAL TRUST Co 1,567 2,055 +488 +31.14%
Harbor Investment Advisory LLC 68 89 +21 +30.88%
Hennion & Walsh Asset Management Inc. 3,018 3,845 +827 +27.40%
KAMES CAPITAL plc 203,595 258,929 +55,334 +27.18%
MJP Associates Inc. ADV 1,775 2,250 +475 +26.76%
DekaBank Deutsche Girozentrale 422,727 516,718 +93,991 +22.23%
Ignite Planners LLC 917 1,115 +198 +21.59%
International Assets Investment Management LLC 1,021 1,237 +216 +21.16%
Atlantic Union Bankshares Corp 7,861 9,372 +1,511 +19.22%
Accurate Wealth Management LLC 1,798 2,139 +341 +18.97%
Allworth Financial LP 610 725 +115 +18.85%
Sunbelt Securities Inc. 729 865 +136 +18.66%
Brookstone Capital Management 899 1,037 +138 +15.35%
Raymond James Financial Services Advisors Inc. 43,723 50,362 +6,639 +15.18%
Cyndeo Wealth Partners LLC 2,273 2,600 +327 +14.39%
Lake Street Financial LLC 3,219 3,663 +444 +13.79%
Veriti Management LLC 5,265 5,978 +713 +13.54%
Capital Investment Advisory Services LLC 1,260 1,417 +157 +12.46%
DGS Capital Management LLC 6,712 7,462 +750 +11.17%
CHICAGO TRUST Co NA 792 875 +83 +10.48%
Slow Capital Inc. 9,515 10,468 +953 +10.02%
KRS Capital Management LLC 1,890 2,076 +186 +9.84%
Fulton Bank N.A. 1,553 1,701 +148 +9.53%
Wesbanco Bank Inc. 1,917 2,097 +180 +9.39%
Kathmere Capital Management LLC 3,062 3,349 +287 +9.37%
Valley National Advisers Inc. 99 108 +9 +9.09%
JJJ Advisors Inc. 1,643 1,792 +149 +9.07%
Park National Corp OH 104,433 113,714 +9,281 +8.89%
Valeo Financial Advisors LLC 1,911 2,080 +169 +8.84%
CWM LLC 6,672 7,257 +585 +8.77%
Western Financial Corp CA 5,789 6,294 +505 +8.72%
Procyon Private Wealth Partners LLC 1,416 1,527 +111 +7.84%
Ninety One North America Inc. 19,657 21,189 +1,532 +7.79%
CX Institutional 1,623 1,743 +120 +7.39%
TrimTabs Asset Management LLC 11,851 12,724 +873 +7.37%
Natixis Advisors L.P. 132,138 140,777 +8,639 +6.54%
Inscription Capital LLC 1,088 1,159 +71 +6.53%
Marshall Financial Group LLC 4,392 4,656 +264 +6.01%
Hexagon Capital Partners LLC 454 481 +27 +5.95%
Summit Trail Advisors LLC 1,666 1,760 +94 +5.64%
Diversified Trust Co 4,732 4,969 +237 +5.01%
MinichMacGregor Wealth Management LLC 20,709 21,735 +1,026 +4.95%
Ritholtz Wealth Management 4,434 4,646 +212 +4.78%
Elite Wealth Management Inc. 10,429 10,900 +471 +4.52%
Wealthcare Advisory Partners LLC 910 951 +41 +4.51%
Park Avenue Securities LLC 16,415 17,097 +682 +4.15%
First Affirmative Financial Network 1,279 1,325 +46 +3.60%
Capital Market Strategies LLC 1,219 1,261 +42 +3.45%
Wedmont Private Capital 7,985 8,235 +250 +3.13%
Premier Path Wealth Partners LLC 833 859 +26 +3.12%
NBC Securities Inc. 5,482 5,649 +167 +3.05%
Lindbrook Capital LLC 2,049 2,109 +60 +2.93%
Catalyst Capital Advisors LLC 255 262 +7 +2.75%
BNC Wealth Management LLC 17,494 17,909 +415 +2.37%
Ashton Thomas Private Wealth LLC 10,072 10,276 +204 +2.03%
Wealthfront Advisers LLC 21,487 21,914 +427 +1.99%
Dohj LLC 1,319 1,344 +25 +1.90%
Global Retirement Partners LLC 14,104 14,367 +263 +1.86%
Strategic Investment Advisors MI 8,479 8,615 +136 +1.60%
Ballentine Partners LLC 1,958 1,985 +27 +1.38%
Vivid Wealth Management LLC 1,890 1,915 +25 +1.32%
GraniteShares Advisors LLC 3,428 3,468 +40 +1.17%
NorthCrest Asset Manangement LLC 3,862 3,904 +42 +1.09%
Drive Wealth Management LLC 930 940 +10 +1.08%
Cooper Financial Group 5,616 5,672 +56 +1.00%
Spire Wealth Management 28,412 28,644 +232 +0.82%
Coastal Investment Advisors Inc. 1,405 1,416 +11 +0.78%
Catalyst Financial Partners LLC 956 963 +7 +0.73%
CVA Family Office LLC 283 285 +2 +0.71%
Capital Advisors Ltd. LLC 810 815 +5 +0.62%
Center For Asset Management LLC 2,404 2,419 +15 +0.62%
Gulf International Bank UK Ltd 22,389 22,525 +136 +0.61%
KLR Investment Advisors LLC 1,227 1,233 +6 +0.49%
Czech National Bank 47,649 47,869 +220 +0.46%
Moody National Bank Trust Division 4,877 4,898 +21 +0.43%
Strategy Asset Managers LLC 3,199 3,212 +13 +0.41%
IFM Investors Pty Ltd 56,623 56,818 +195 +0.34%
Meridian Wealth Management LLC 7,840 7,854 +14 +0.18%
Ferguson Wellman Capital Management Inc. 2,510 2,514 +4 +0.16%
First Citizens Bank & Trust Co. 1,329 1,331 +2 +0.15%
PFW Advisors LLC 748 749 +1 +0.13%
Stratos Wealth Partners LTD. 11,146 11,152 +6 +0.05%
13F Filers Reporting New Positions In CDNS
Godsey & Gibb Associates 0 18 +18 +100%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 0 1,011 +1,011 +100%
Canandaigua National Bank & Trust Co. 0 938 +938 +100%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 0 309 +309 +100%
Bedrijfstakpensioenfonds Voor DE Media PNO 0 38,500 +38,500 +100%
Progressive Investment Management Corp 0 15,707 +15,707 +100%
Bath Savings Trust Co 0 750 +750 +100%
Keel Point LLC 0 656 +656 +100%
Hanson & Doremus Investment Management 0 26 +26 +100%
Northwest Investment Counselors LLC 0 31 +31 +100%
Kessler Investment Group LLC 0 9,478 +9,478 +100%
Westside Investment Management Inc. 0 400 +400 +100%
Vicus Capital 0 1,171 +1,171 +100%
Alaska Permanent Fund Corp 0 15 +15 +100%
Riverview Trust Co 0 397 +397 +100%
Dynamic Advisor Solutions LLC 0 2,386 +2,386 +100%
First PREMIER Bank 0 8 +8 +100%
Cottage Street Advisors LLC 0 1,556 +1,556 +100%
Ausdal Financial Partners Inc. 0 822 +822 +100%
Legacy Bridge LLC 0 30 +30 +100%
HMS Capital Management LLC 0 3,747 +3,747 +100%
Simon Quick Advisors LLC 0 795 +795 +100%
Stratos Wealth Advisors LLC 0 688 +688 +100%
Trilogy Capital Inc. 0 1,286 +1,286 +100%
Legacy Financial Strategies LLC 0 785 +785 +100%
180 Wealth Advisors LLC 0 664 +664 +100%
JGP Wealth Management LLC 0 2,347 +2,347 +100%
MorganRosel Wealth Management LLC 0 3,274 +3,274 +100%
Claro Advisors LLC 0 646 +646 +100%
Steel Peak Wealth Management LLC 0 5,359 +5,359 +100%
Rise Advisors LLC 0 146 +146 +100%
David J Yvars Group 0 12,070 +12,070 +100%
GoalVest Advisory LLC 0 4 +4 +100%
Falcon Wealth Planning 0 729 +729 +100%
Roth Financial Partners LLC 0 700 +700 +100%
Annapolis Financial Services LLC 0 104 +104 +100%
Newbridge Financial Services Group Inc. 0 70 +70 +100%
Consilio Wealth Advisors LLC 0 969 +969 +100%
Redmont Wealth Advisors LLC 0 27 +27 +100%
BluePath Capital Management LLC 0 957 +957 +100%
Ulland Investment Advisors LLC 0 81 +81 +100%
Simplicity Wealth LLC 0 12,662 +12,662 +100%
Global Assets Advisory LLC 0 375,805 +375,805 +100%
Vinland Capital Management Gestora de Recursos LTDA. 0 4,549 +4,549 +100%
Tanglewood Legacy Advisors LLC 0 5 +5 +100%
Whitaker Myers Wealth Managers LTD. 0 795 +795 +100%
ZRC Wealth Management LLC 0 237 +237 +100%
Signal Advisors Wealth LLC 0 661 +661 +100%
nVerses Capital LLC 0 100 +100 +100%
13F Filers With Unchanged Share Count
State of Michigan Retirement System 78,523 78,523 UNCH 0.00%
ST Germain D J Co. Inc. 200 200 UNCH 0.00%
Chapin Davis Inc. 960 960 UNCH 0.00%
Salem Investment Counselors Inc. 403 403 UNCH 0.00%
Barrett & Company Inc. 145 145 UNCH 0.00%
Factory Mutual Insurance Co. 15,500 15,500 UNCH 0.00%
Moody Lynn & Lieberson LLC 12,781 12,781 UNCH 0.00%
Osborne Partners Capital Management LLC 1,164 1,164 UNCH 0.00%
Beach Investment Counsel Inc. PA 7,924 7,924 UNCH 0.00%
Central Bank & Trust Co. 26 26 UNCH 0.00%
Farmers & Merchants Investments Inc. 182 182 UNCH 0.00%
Deltec Asset Management LLC 4,000 4,000 UNCH 0.00%
Hartford Financial Management Inc. 33 33 UNCH 0.00%
GHP Investment Advisors Inc. 340 340 UNCH 0.00%
Guinness Asset Management LTD 1,855 1,855 UNCH 0.00%
Ninety One UK Ltd 166,062 166,062 UNCH 0.00%
Robecosam AG 14,585 14,585 UNCH 0.00%
Atlas Capital Advisors LLC 31 31 UNCH 0.00%
Asset Dedication LLC 82 82 UNCH 0.00%
Perkins Coie Trust Co 14 14 UNCH 0.00%
Alta Advisers Ltd 800 800 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 724 724 UNCH 0.00%
MCF Advisors LLC 11 11 UNCH 0.00%
Pinnacle Bank 2,174 2,174 UNCH 0.00%
Independence Bank of Kentucky 20 20 UNCH 0.00%
S.E.E.D. Planning Group LLC 1,993 1,993 UNCH 0.00%
Aspire Private Capital LLC 71 71 UNCH 0.00%
HBW Advisory Services LLC 1,121 1,121 UNCH 0.00%
Monticello Wealth Management LLC 1,173 1,173 UNCH 0.00%
Maryland State Retirement & Pension System 21,042 21,042 UNCH 0.00%
Affinity Capital Advisors LLC 2,857 2,857 UNCH 0.00%
Iron Horse Wealth Management LLC 32 32 UNCH 0.00%
WD Rutherford LLC 2,121 2,121 UNCH 0.00%
Elk River Wealth Management LLC 2,000 2,000 UNCH 0.00%
SOA Wealth Advisors LLC. 5 5 UNCH 0.00%
Enzi Wealth 11,483 11,483 UNCH 0.00%
SJS Investment Consulting Inc. 8 8 UNCH 0.00%
Keb Asset Management LLC 1,000 1,000 UNCH 0.00%
Red Tortoise LLC 36 36 UNCH 0.00%
Regatta Capital Group LLC 2,502 2,502 UNCH 0.00%
Carr Financial Group Corp 1,000 1,000 UNCH 0.00%
V Square Quantitative Management LLC 7,646 7,646 UNCH 0.00%
Fortitude Family Office LLC 101 101 UNCH 0.00%
Mendota Financial Group LLC 13 13 UNCH 0.00%
Talbot Financial LLC 1,000 1,000 UNCH 0.00%
1858 Wealth Management LLC 2,654 2,654 UNCH 0.00%
Financial Synergies Wealth Advisors Inc. 2 2 UNCH 0.00%
13F Filers Decreasing CDNS Share Count
Bruce G. Allen Investments LLC 14 1 -13 -92.86%
Zurcher Kantonalbank Zurich Cantonalbank 118,688 57,891 -60,797 -51.22%
Park Place Capital Corp 445 251 -194 -43.60%
OneAscent Financial Services LLC 1,150 716 -434 -37.74%
SeaTown Holdings Pte. Ltd. 27,950 17,462 -10,488 -37.52%
DNB Asset Management AS 100,285 63,104 -37,181 -37.08%
AMF Pensionsforsakring AB 84,404 55,846 -28,558 -33.83%
Cranbrook Wealth Management LLC 233 155 -78 -33.48%
AlphaMark Advisors LLC 9 6 -3 -33.33%
OneAscent Wealth Management LLC 924 645 -279 -30.19%
Congress Wealth Management LLC DE 3,135 2,200 -935 -29.82%
Financiere des Professionnels Fonds d investissement inc. 5,417 3,917 -1,500 -27.69%
Jackson Square Capital LLC 21,546 15,958 -5,588 -25.94%
Everpar Advisors LLC 1,164 874 -290 -24.91%
Veracity Capital LLC 1,124 869 -255 -22.69%
Paradiem LLC 15,036 11,709 -3,327 -22.13%
Arlington Trust Co LLC 45 36 -9 -20.00%
Blue Bell Private Wealth Management LLC 30 24 -6 -20.00%
Los Angeles Capital Management & Equity Research Inc. 604,226 491,285 -112,941 -18.69%
Amalgamated Bank 70,605 59,425 -11,180 -15.83%
Dakota Wealth Management 2,787 2,364 -423 -15.18%
Trifecta Capital Advisors LLC 2,170 1,845 -325 -14.98%
Pensionfund Sabic 6,800 5,800 -1,000 -14.71%
Fifth Third Wealth Advisors LLC 3,585 3,065 -520 -14.50%
Clarius Group LLC 2,670 2,314 -356 -13.33%
Carderock Capital Management Inc. 37,002 32,095 -4,907 -13.26%
Covea Finance 52,544 45,652 -6,892 -13.12%
Aaron Wealth Advisors 1,179 1,030 -149 -12.64%
Fifth Third Bancorp 52,316 45,917 -6,399 -12.23%
BSW Wealth Partners 1,624 1,433 -191 -11.76%
State of Alaska Department of Revenue 77,709 69,144 -8,565 -11.02%
Brown Advisory Inc. 2,031,758 1,814,220 -217,538 -10.71%
Banque Cantonale Vaudoise 14,168 12,784 -1,384 -9.77%
Exchange Traded Concepts LLC 65,012 58,810 -6,202 -9.54%
Bay Harbor Wealth Management LLC 11 10 -1 -9.09%
NBT Bank N A NY 1,325 1,215 -110 -8.30%
Gateway Investment Advisers LLC 113,544 105,857 -7,687 -6.77%
Sage Mountain Advisors LLC 915 854 -61 -6.67%
Raymond James Trust N.A. 4,819 4,510 -309 -6.41%
Private Trust Co. NA 479 449 -30 -6.26%
Shilanski & Associates Inc. 5,856 5,503 -353 -6.03%
Allspring Global Investments Holdings LLC 650,171 614,281 -35,890 -5.52%
Hartford Investment Management Co. 18,324 17,577 -747 -4.08%
WJ Wealth Management LLC 4,276 4,110 -166 -3.88%
Bank of New York Mellon Corp 2,080,811 2,003,058 -77,753 -3.74%
Fjarde AP Fonden Fourth Swedish National Pension Fund 58,071 56,003 -2,068 -3.56%
New Mexico Educational Retirement Board 14,200 13,700 -500 -3.52%
Wedge Capital Management L L P NC 280,208 270,422 -9,786 -3.49%
Assenagon Asset Management S.A. 620,561 600,146 -20,415 -3.29%
Symmetry Partners LLC 4,941 4,780 -161 -3.26%
New York State Teachers Retirement System 293,943 284,998 -8,945 -3.04%
Louisiana State Employees Retirement System 38,000 37,100 -900 -2.37%
Raymond James & Associates 223,511 218,215 -5,296 -2.37%
Liberty Capital Management Inc. 8,505 8,310 -195 -2.29%
RFG Advisory LLC 1,963 1,919 -44 -2.24%
Outlook Wealth Advisors LLC 4,038 3,961 -77 -1.91%
Versant Capital Management Inc 54 53 -1 -1.85%
Azzad Asset Management Inc. ADV 18,943 18,666 -277 -1.46%
Cambridge Investment Research Advisors Inc. 25,902 25,552 -350 -1.35%
Aurum Wealth Management Group LLC 1,159 1,145 -14 -1.21%
Lifestyle Asset Management Inc. 905 897 -8 -0.88%
Sivia Capital Partners LLC 928 920 -8 -0.86%
Fragasso Group Inc. 13,703 13,586 -117 -0.85%
Optas LLC 1,565 1,552 -13 -0.83%
New Century Financial Group LLC 1,680 1,667 -13 -0.77%
Mather Group LLC. 5,881 5,840 -41 -0.70%
Cigna Investments Inc. New 2,891 2,871 -20 -0.69%
MV Capital Management Inc. 293 291 -2 -0.68%
Cookson Peirce & Co. Inc. 4,278 4,255 -23 -0.54%
Massmutual Trust Co. FSB ADV 19,291 19,187 -104 -0.54%
Green Alpha Advisors LLC 3,565 3,549 -16 -0.45%
Checchi Capital Advisers LLC 1,937 1,931 -6 -0.31%
Kinneret Advisory LLC 13,885 13,842 -43 -0.31%
United Asset Strategies Inc. 6,023 6,006 -17 -0.28%
Congress Asset Management Co. MA 29,831 29,759 -72 -0.24%
First Hawaiian Bank 6,931 6,923 -8 -0.12%
Kingswood Wealth Advisors LLC 7,639 7,633 -6 -0.08%
Sumitomo Mitsui Trust Holdings Inc. 739,568 739,310 -258 -0.03%
13F Filers Exiting CDNS
West Paces Advisors Inc. 4 0 -4 -100.00%
Eaton Financial Holdings Company LLC 3,366 0 -3,366 -100.00%
Retireful LLC 4,940 0 -4,940 -100.00%
Andina Capital Management LLC 1,347 0 -1,347 -100.00%
TriaGen Wealth Management LLC 3,333 0 -3,333 -100.00%
Tsfg LLC 4 0 -4 -100.00%
Oak Thistle LLC 4,952 0 -4,952 -100.00%
Wagner Wealth Management LLC 847 0 -847 -100.00%
Harbour Capital Advisors LLC 1,125 0 -1,125 -100.00%
Financial Enhancement Group LLC 3,426 0 -3,426 -100.00%
Private Ocean LLC 100 0 -100 -100.00%
Gradient Investments LLC 18 0 -18 -100.00%
Cutler Group LP 81 0 -81 -100.00%
American National Bank 32 0 -32 -100.00%
Country Trust Bank 9 0 -9 -100.00%
Rational Advisors LLC 255 0 -255 -100.00%

See Summary: Institutional Holders of CDNS
See Details: Top 10 Hedge Funds Holding CDNS
Also See: CDNS Insider Buying

CDNS Holdings Changes | www.HoldingsChannel.com

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