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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
959+ 10.89% |
$56.3K - $62.2K
|
9.76K
$697K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
296+ 3.73% |
$17.4K - $19.2K
|
8.23K
$588K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.91K+ 31.31% |
$229K - $253K
|
16.4K
$1.17M
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-541- 26.88% |
$31.8K - $35.1K
|
1.47K
$105K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.13K- 4.19% |
$66.3K - $73.2K
|
25.8K
$1.84M
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-300- 4.74% |
$17.6K - $19.5K
|
6.03K
$430K
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.8K- 3.02% |
$341K - $376K
|
186K
$13.3M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
197+ 266.22% |
$11.6K - $12.8K
|
271
$19.3K
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-200- 2.86% |
$11.7K - $13K
|
6.8K
$485K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.35K- 1.05% |
$138K - $152K
|
222K
$15.8M
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.2KNew |
$129K - $143K
|
2.2K
$157K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-948- 19.97% |
$55.7K - $61.5K
|
3.8K
$271K
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
14+ 0.29% |
$822 - $908
|
4.89K
$349K
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-200- 2.6% |
$11.7K - $13K
|
7.49K
$534K
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
325+ 1.98% |
$19.1K - $21.1K
|
16.7K
$1.19M
|
|
Apr 29, 2025
Q1 2025
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-3.02K- 4.3% |
$177K - $196K
|
67.1K
$4.79M
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-1- 0.01% |
$58.7 - $64.9
|
7.7K
$550K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-14.1K- 1.26% |
$825K - $912K
|
1.1M
$78.3M
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.94K- 4.99% |
$172K - $190K
|
55.9K
$3.99M
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
200New |
$11.7K - $13K
|
200
$14.3K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
100+ 4.71% |
$5.87K - $6.49K
|
2.22K
$159K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.23K+ 13.01% |
$131K - $145K
|
19.4K
$1.38M
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-366- 1.5% |
$21.5K - $23.7K
|
24K
$1.72M
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
35.8K+ 42.36% |
$2.1M - $2.32M
|
120K
$8.59M
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
886New |
$52K - $57.5K
|
886
$63.2K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-205- 33.66% |
$12K - $13.3K
|
404
$28.8K
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-251- 3.51% |
$14.7K - $16.3K
|
6.9K
$493K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
111New |
$6.52K - $7.2K
|
111
$7.92K
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-255- 7.18% |
$15K - $16.5K
|
3.3K
$235K
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-180- 3.88% |
$10.6K - $11.7K
|
4.46K
$319K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
245New |
$14.4K - $15.9K
|
245
$17.5K
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-2.04K- 2.32% |
$120K - $133K
|
86K
$6.14M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.83K- 2.7% |
$166K - $183K
|
102K
$7.26M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-48.3K- 63.81% |
$2.84M - $3.13M
|
27.4K
$1.96M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1- 0.01% |
$58.7 - $64.9
|
9.72K
$694K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
310+ 0.88% |
$18.2K - $20.1K
|
35.5K
$2.53M
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6- 0.98% |
$352 - $389
|
604
$43.1K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$65.1K - $71.9K
|
1.11K
$79.1K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
987+ 2.65% |
$58K - $64K
|
38.3K
$2.73M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.21KNew |
$130K - $143K
|
2.21K
$158K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
5.22KNew |
$306K - $338K
|
5.22K
$372K
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-112- 12.5% |
$6.58K - $7.27K
|
784
$56K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.06K+ 326.15% |
$62.3K - $68.8K
|
1.39K
$98.9K
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-500- 4.65% |
$29.4K - $32.4K
|
10.3K
$732K
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.4K+ 49.01% |
$376K - $415K
|
19.5K
$1.39M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-12- 0.19% |
$705 - $778
|
6.27K
$447K
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
45+ 1.1% |
$2.64K - $2.92K
|
4.12K
$294K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
37+ 0.45% |
$2.17K - $2.4K
|
8.24K
$588K
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-902- 7.17% |
$53K - $58.5K
|
11.7K
$834K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-270- 2.89% |
$15.9K - $17.5K
|
9.07K
$647K
|