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 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.32KNew |
$195K - $215K
|
3.32K
$185K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-13.6K- 10.65% |
$798K - $881K
|
114K
$6.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-667- 3.6% |
$39.2K - $43.3K
|
17.8K
$995K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
19.2K+ 431.33% |
$1.13M - $1.25M
|
23.6K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
261+ 0.69% |
$15.3K - $16.9K
|
38.3K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
416+ 3.89% |
$24.4K - $27K
|
11.1K
$619K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
331+ 5.12% |
$19.4K - $21.5K
|
6.79K
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
492+ 11.98% |
$28.9K - $31.9K
|
4.6K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
14.9K+ 75.61% |
$874K - $965K
|
34.5K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-594- 5.32% |
$34.9K - $38.5K
|
10.6K
$589K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-462- 5.64% |
$27.1K - $30K
|
7.74K
$431K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-21.3K- 69.14% |
$1.25M - $1.38M
|
9.52K
$531K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-69.1K- 16.18% |
$4.06M - $4.48M
|
358K
$20M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.57KNew |
$210K - $232K
|
3.57K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
132+ 2.03% |
$7.75K - $8.56K
|
6.62K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
1.68K+ 36.73% |
$98.4K - $109K
|
6.24K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
278+ 2.04% |
$16.3K - $18K
|
13.9K
$776K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-392- 9.72% |
$23K - $25.4K
|
3.64K
$203K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-200- 3.58% |
$11.7K - $13K
|
5.39K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
10+ 0.27% |
$587 - $649
|
3.75K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-8.97K- 19.3% |
$527K - $582K
|
37.5K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
805+ 4.91% |
$47.3K - $52.2K
|
17.2K
$959K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-800- 2.5% |
$47K - $51.9K
|
31.2K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.38K- 0.95% |
$81K - $89.5K
|
144K
$8.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.55K- 2.33% |
$150K - $165K
|
107K
$5.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
50KNew |
$2.94M - $3.24M
|
50K
$2.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.26K- 6.61% |
$74.1K - $81.9K
|
17.8K
$995K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-781- 5.34% |
$45.9K - $50.7K
|
13.8K
$771K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
105+ 2.9% |
$6.17K - $6.81K
|
3.73K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15.8K+ 25.39% |
$928K - $1.02M
|
78K
$4.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-585- 4.87% |
$34.4K - $37.9K
|
11.4K
$638K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.67K+ 15.19% |
$157K - $173K
|
20.2K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-3.82K- 17.35% |
$224K - $247K
|
18.2K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-113- 1.01% |
$6.64K - $7.33K
|
11.1K
$619K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.21K- 4.38% |
$71.3K - $78.7K
|
26.5K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-229- 1.83% |
$13.5K - $14.9K
|
12.3K
$684K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-110- 0.13% |
$6.46K - $7.14K
|
84.6K
$4.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-67- 1.2% |
$3.94K - $4.35K
|
5.5K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
510+ 9.28% |
$30K - $33.1K
|
6.01K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
176+ 1.43% |
$10.3K - $11.4K
|
12.5K
$695K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-66.6K- 43.01% |
$3.91M - $4.32M
|
88.3K
$4.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-368- 6.53% |
$21.6K - $23.9K
|
5.27K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-18.2K- 15.9% |
$1.07M - $1.18M
|
96K
$5.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.98K+ 61.73% |
$234K - $258K
|
10.4K
$581K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
987+ 24.22% |
$58K - $64K
|
5.06K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-85- 0.19% |
$4.99K - $5.51K
|
43.6K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.13K+ 47.08% |
$125K - $138K
|
6.65K
$371K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
20K+ 340.36% |
$1.18M - $1.3M
|
25.9K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-152- 1.62% |
$8.93K - $9.86K
|
9.22K
$514K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
787+ 13.17% |
$46.2K - $51.1K
|
6.76K
$377K
|