Purchases and Sales Made in Q1 2023 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q1 2023. The information is specifically focused on institutions that hold shares of CISCO SYSTEMS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.33K+ 4.16% |
$201K - $226K
|
108K
$6.36M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
4.32KNew |
$201K - $226K
|
4.32K
$254K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4.3K+ 0.3% |
$200K - $225K
|
1.45M
$85.1M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
4.3K+ 14.35% |
$200K - $225K
|
34.2K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.27K+ 8.08% |
$198K - $223K
|
57K
$3.35M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
4.26K+ 61.68% |
$198K - $223K
|
11.2K
$655K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
4.25KNew |
$198K - $222K
|
4.25K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.25KNew |
$197K - $222K
|
4.25K
$249K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.24K+ 21.26% |
$197K - $222K
|
24.2K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
4.23KNew |
$197K - $221K
|
4.23K
$248K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
4.23K+ 5.5% |
$197K - $221K
|
81.1K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.23KNew |
$196K - $221K
|
4.23K
$248K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.22KNew |
$196K - $221K
|
4.22K
$248K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.22KNew |
$196K - $220K
|
4.22K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
BUY
|
- |
4.2KNew |
$195K - $219K
|
4.2K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.19KNew |
$195K - $219K
|
4.19K
$246K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.18KNew |
$194K - $218K
|
4.18K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.17K+ 7.61% |
$194K - $218K
|
59K
$3.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.17K+ 42.92% |
$194K - $218K
|
13.9K
$816K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.17KNew |
$194K - $218K
|
4.17K
$245K
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
BUY
|
- |
4.17KNew |
$194K - $218K
|
4.17K
$245K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.17KNew |
$194K - $218K
|
4.17K
$245K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
4.16KNew |
$193K - $217K
|
4.16K
$244K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4.16KNew |
$193K - $217K
|
4.16K
$244K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.14KNew |
$192K - $217K
|
4.14K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.14K+ 3.1% |
$192K - $217K
|
138K
$8.09M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.14KNew |
$192K - $216K
|
4.14K
$243K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.14KNew |
$192K - $216K
|
4.14K
$243K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.12K+ 7.95% |
$191K - $215K
|
56K
$3.29M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.12KNew |
$191K - $215K
|
4.12K
$242K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.11K+ 1.37% |
$191K - $215K
|
303K
$17.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.11KNew |
$191K - $215K
|
4.11K
$242K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$191K - $215K
|
4.11K
$241K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.09KNew |
$190K - $214K
|
4.09K
$240K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.09KNew |
$190K - $214K
|
4.09K
$240K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.08KNew |
$190K - $213K
|
4.08K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.05KNew |
$188K - $212K
|
4.05K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4.05KNew |
$188K - $212K
|
4.05K
$238K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.05KNew |
$188K - $212K
|
4.05K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.04KNew |
$188K - $211K
|
4.04K
$237K
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
4.03KNew |
$187K - $211K
|
4.03K
$237K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
4.03K+ 0.6% |
$187K - $210K
|
674K
$39.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.02KNew |
$187K - $210K
|
4.02K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.02K+ 8.8% |
$187K - $210K
|
49.7K
$2.92M
|
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
BUY
|
- |
4.02KNew |
$187K - $210K
|
4.02K
$236K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.01KNew |
$186K - $210K
|
4.01K
$236K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.01KNew |
$186K - $210K
|
4.01K
$236K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4.01K+ 2.27% |
$186K - $210K
|
180K
$10.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
4.01KNew |
$186K - $210K
|
4.01K
$235K
|
|
|
May 01, 2023
Q1 2023
|
Kearns & Associates LLC
|
BUY
|
- |
4KNew |
$186K - $209K
|
4K
$235K
|