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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-5.45K- 8.1% |
$286K - $327K
|
61.7K
$3.36M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-5- 0.06% |
$262 - $300
|
8.45K
$459K
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
30+ 0.19% |
$1.57K - $1.8K
|
15.6K
$849K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
38+ 0.52% |
$1.99K - $2.28K
|
7.36K
$400K
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
3.72KNew |
$195K - $223K
|
3.72K
$202K
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
55+ 0.62% |
$2.88K - $3.3K
|
8.93K
$485K
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-131- 1.89% |
$6.87K - $7.86K
|
6.78K
$369K
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
BUY
|
- |
4.27KNew |
$224K - $256K
|
4.27K
$232K
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
80+ 0.5% |
$4.2K - $4.8K
|
16K
$871K
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
924+ 9.85% |
$48.5K - $55.5K
|
10.3K
$561K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-761- 1.14% |
$39.9K - $45.7K
|
66K
$3.59M
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-15.1K- 71.91% |
$791K - $905K
|
5.89K
$320K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
128+ 5.86% |
$6.71K - $7.68K
|
2.31K
$126K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
394+ 3.11% |
$20.7K - $23.6K
|
13.1K
$710K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.09K+ 2.96% |
$215K - $246K
|
143K
$7.75M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
24.4KNew |
$1.28M - $1.47M
|
24.4K
$1.33M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
19+ 0.08% |
$997 - $1.14K
|
22.5K
$1.22M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.44K- 4.68% |
$75.6K - $86.5K
|
29.4K
$1.6M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.83K+ 3.18% |
$306K - $350K
|
189K
$10.3M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
205+ 0.39% |
$10.8K - $12.3K
|
52.3K
$2.84M
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-948- 3.92% |
$49.7K - $56.9K
|
23.2K
$1.26M
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
8.97K+ 75.82% |
$470K - $538K
|
20.8K
$1.13M
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-115- 0.83% |
$6.03K - $6.9K
|
13.7K
$744K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-38- 0.65% |
$1.99K - $2.28K
|
5.77K
$314K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17.1K+ 364.27% |
$898K - $1.03M
|
21.8K
$1.19M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.02K- 1.52% |
$106K - $121K
|
131K
$7.1M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-19.3K- 7.81% |
$1.01M - $1.16M
|
228K
$12.4M
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
139K+ 14.72% |
$7.31M - $8.36M
|
1.09M
$59M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-6.79K- 11.21% |
$356K - $408K
|
53.8K
$2.92M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-384- 9.92% |
$20.1K - $23K
|
3.49K
$190K
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-20.3K- 70.75% |
$1.06M - $1.22M
|
8.38K
$456K
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-449- 7.17% |
$23.6K - $26.9K
|
5.81K
$316K
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-67- 0.75% |
$3.51K - $4.02K
|
8.91K
$484K
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-14.8K- 33.94% |
$776K - $888K
|
28.8K
$1.57M
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.66K+ 3.44% |
$192K - $220K
|
110K
$5.99M
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-3.15K- 2.03% |
$165K - $189K
|
152K
$8.28M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-984- 10.88% |
$51.6K - $59.1K
|
8.06K
$438K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
284+ 0.11% |
$14.9K - $17K
|
266K
$14.5M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
500+ 1.17% |
$26.2K - $30K
|
43.4K
$2.36M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.1K+ 13.68% |
$57.7K - $66K
|
9.14K
$497K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-129- 8.26% |
$6.77K - $7.74K
|
1.43K
$77.9K
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
16KNew |
$837K - $958K
|
16K
$867K
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5+ 0.06% |
$262 - $300
|
7.88K
$429K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
17K+ 65.33% |
$891K - $1.02M
|
43K
$2.34M
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$420 - $480
|
3.94K
$214K
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.65K+ 4.78% |
$86.6K - $99.1K
|
36.2K
$1.97M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.36K+ 20.33% |
$176K - $202K
|
19.9K
$1.08M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-156- 1.63% |
$8.18K - $9.36K
|
9.44K
$513K
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
211+ 2.84% |
$11.1K - $12.7K
|
7.65K
$416K
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.55KNew |
$186K - $213K
|
3.55K
$193K
|