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 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.25K- 6.49% |
$65.7K - $75.1K
|
18K
$980K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.11K+ 13.18% |
$58.4K - $66.9K
|
9.57K
$520K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-66K- 3.32% |
$3.46M - $3.96M
|
1.92M
$105M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-999- 6.87% |
$52.4K - $60K
|
13.5K
$736K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.49K+ 3.08% |
$78.4K - $89.7K
|
50.1K
$2.72M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
214+ 1.67% |
$11.2K - $12.8K
|
13.1K
$710K
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-530- 7.26% |
$27.8K - $31.8K
|
6.78K
$368K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-29.5K- 4.32% |
$1.55M - $1.77M
|
653K
$35.5M
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
4.66KNew |
$244K - $280K
|
4.66K
$253K
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
496+ 1.88% |
$26K - $29.8K
|
26.9K
$1.46M
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.11% |
$105 - $120
|
1.86K
$101K
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-7.83K- 6.84% |
$411K - $470K
|
107K
$5.8M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
43+ 5.43% |
$2.26K - $2.58K
|
835
$45.4K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 5.4% |
$72.7K - $83.2K
|
27.1K
$1.47M
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.49K+ 28.59% |
$131K - $150K
|
11.2K
$610K
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.44K- 20.17% |
$75.3K - $86.2K
|
5.68K
$309K
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
418+ 2.6% |
$21.9K - $25.1K
|
16.5K
$897K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-4.89K- 5.8% |
$256K - $293K
|
79.3K
$4.31M
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-590- 9.16% |
$30.9K - $35.4K
|
5.85K
$318K
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.54KNew |
$396K - $453K
|
7.54K
$410K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.21K- 8.73% |
$116K - $132K
|
23.1K
$1.25M
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-51- 1.14% |
$2.67K - $3.06K
|
4.43K
$241K
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-29.9K- 11.06% |
$1.57M - $1.8M
|
241K
$13.1M
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-107- 0.98% |
$5.61K - $6.42K
|
10.8K
$586K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 3.38% |
$53.3K - $61K
|
29.1K
$1.58M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-663- 10.76% |
$34.8K - $39.8K
|
5.5K
$299K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-636- 1.06% |
$33.4K - $38.2K
|
59.2K
$3.22M
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
3.5KNew |
$184K - $210K
|
3.5K
$190K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7- 0.1% |
$367 - $420
|
6.87K
$374K
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
79.3KNew |
$4.16M - $4.76M
|
79.3K
$4.31M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.64K+ 2.36% |
$191K - $218K
|
158K
$8.57M
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
90+ 1.75% |
$4.72K - $5.4K
|
5.24K
$285K
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.7K+ 12.73% |
$299K - $342K
|
50.5K
$2.75M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-19.1K- 28.08% |
$1M - $1.15M
|
48.9K
$2.66M
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
602+ 0.4% |
$31.6K - $36.1K
|
152K
$8.24M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
145K+ 3.73% |
$7.59M - $8.69M
|
4.02M
$219M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-79- 0.73% |
$4.14K - $4.74K
|
10.7K
$582K
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
17+ 0.19% |
$892 - $1.02K
|
9.19K
$499K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-22.7K- 3.56% |
$1.19M - $1.36M
|
615K
$33.5M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
665+ 13.64% |
$34.9K - $39.9K
|
5.54K
$301K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
493+ 9.36% |
$25.9K - $29.6K
|
5.76K
$313K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-72- 10.56% |
$3.78K - $4.32K
|
610
$33.2K
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-118K- 10.99% |
$6.19M - $7.09M
|
957K
$52M
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.43K- 1.1% |
$74.8K - $85.6K
|
128K
$6.97M
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-3.92K- 4.15% |
$205K - $235K
|
90.4K
$4.92M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
3.75KNew |
$197K - $225K
|
3.75K
$204K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
796+ 87.47% |
$41.8K - $47.8K
|
1.71K
$92.8K
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-713- 3.78% |
$37.4K - $42.8K
|
18.2K
$988K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
782+ 3.52% |
$41K - $46.9K
|
23K
$1.25M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.02% |
$52.5 - $60
|
5.86K
$319K
|