Latest Institutional Transactions on Cisco Systems, Inc. (CSCO)
This table provides information on the latest institutional transactions involving Cisco Systems, Inc. (CSCO) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-115- 0.35% |
$6.12K - $7.98K
|
33.1K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-50- 0.5% |
$2.66K - $3.47K
|
10K
$715K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
415+ 11.74% |
$22.1K - $28.8K
|
3.95K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
13+ 0.21% |
$691 - $902
|
6.28K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.27K+ 4.31% |
$334K - $435K
|
152K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-3.54K- 1.73% |
$188K - $245K
|
201K
$14.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
95+ 0.43% |
$5.05K - $6.59K
|
22K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
180+ 4.57% |
$9.57K - $12.5K
|
4.12K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-200- 0.39% |
$10.6K - $13.9K
|
50.7K
$3.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.06K- 8.91% |
$163K - $212K
|
31.3K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
725+ 19.34% |
$38.6K - $50.3K
|
4.47K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.09KNew |
$164K - $214K
|
3.09K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
484+ 0.73% |
$25.7K - $33.6K
|
67K
$4.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-63- 1.31% |
$3.35K - $4.37K
|
4.74K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-14.3K- 4.39% |
$761K - $993K
|
312K
$22.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-2.04K- 9.57% |
$108K - $141K
|
19.2K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-510- 3.19% |
$27.1K - $35.4K
|
15.5K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
131+ 0.39% |
$6.97K - $9.09K
|
33.9K
$2.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
725+ 22.3% |
$38.6K - $50.3K
|
3.98K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.2K+ 42.09% |
$170K - $222K
|
10.8K
$770K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-457- 1.31% |
$24.3K - $31.7K
|
34.6K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.2K- 4.28% |
$117K - $152K
|
49.1K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5+ 0.09% |
$266 - $347
|
5.66K
$404K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
22.4K+ 4.38% |
$1.19M - $1.55M
|
534K
$38.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
48+ 0.78% |
$2.55K - $3.33K
|
6.17K
$441K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.8K+ 37.58% |
$95.8K - $125K
|
6.59K
$471K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-10.5K- 49.07% |
$561K - $732K
|
11K
$782K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
153+ 1.7% |
$8.14K - $10.6K
|
9.15K
$653K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.28K+ 3.41% |
$67.8K - $88.5K
|
38.7K
$2.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-3.06K- 7.52% |
$163K - $213K
|
37.7K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.94K+ 0.96% |
$103K - $134K
|
203K
$14.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.1% |
$426 - $555
|
8.31K
$593K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 4.11% |
$70.9K - $92.5K
|
31.1K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
519+ 3.86% |
$27.6K - $36K
|
14K
$997K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6.21KNew |
$330K - $431K
|
6.21K
$443K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
281+ 2.15% |
$14.9K - $19.5K
|
13.4K
$953K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.71K- 2.59% |
$90.8K - $118K
|
64.2K
$4.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.32K- 2.34% |
$70K - $91.3K
|
54.9K
$3.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-675- 0.59% |
$35.9K - $46.8K
|
113K
$8.09M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-278- 0.19% |
$14.8K - $19.3K
|
142K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-271- 1.89% |
$14.4K - $18.8K
|
14.1K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
436+ 2.7% |
$23.2K - $30.2K
|
16.6K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-178- 30.8% |
$9.47K - $12.3K
|
400
$28.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
5.04K+ 100.76% |
$268K - $350K
|
10K
$717K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-346- 0.41% |
$18.4K - $24K
|
84.5K
$6.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.13K+ 32.27% |
$167K - $217K
|
12.8K
$916K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-87- 0.94% |
$4.63K - $6.04K
|
9.21K
$657K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.36K+ 30.69% |
$72.6K - $94.6K
|
5.81K
$415K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-882- 1.98% |
$46.9K - $61.2K
|
43.6K
$3.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.99K+ 5.71% |
$372K - $485K
|
129K
$9.23M
|