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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.89K+ 7.79% |
$87.8K - $98.8K
|
26.1K
$1.53M
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.88K+ 2.05% |
$87.5K - $98.4K
|
93.9K
$5.51M
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.87K+ 10.31% |
$87K - $97.9K
|
20K
$1.18M
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.86K+ 39.76% |
$86.5K - $97.3K
|
6.55K
$384K
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.85K+ 3.04% |
$86.1K - $96.9K
|
62.8K
$3.69M
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.84K+ 8.23% |
$85.5K - $96.2K
|
24.2K
$1.42M
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.83K+ 2.59% |
$85K - $95.7K
|
72.4K
$4.25M
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 18.73% |
$84.9K - $95.5K
|
11.6K
$680K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.82K+ 7.71% |
$84.6K - $95.1K
|
25.4K
$1.49M
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.81K+ 7.57% |
$84.2K - $94.7K
|
25.7K
$1.51M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.81K+ 10.06% |
$84.2K - $94.7K
|
19.8K
$1.16M
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.81K+ 6.87% |
$84.1K - $94.7K
|
28.2K
$1.65M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
1.8K+ 10.1% |
$83.7K - $94.2K
|
19.6K
$1.15M
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.78K+ 11.29% |
$82.8K - $93.2K
|
17.6K
$1.03M
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.78K+ 1.47% |
$82.6K - $93K
|
123K
$7.21M
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.76K+ 2.93% |
$81.6K - $91.8K
|
61.7K
$3.63M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.75K+ 5.41% |
$81.2K - $91.3K
|
34K
$2M
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.72K+ 4.94% |
$79.8K - $89.8K
|
36.5K
$2.15M
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 5.07% |
$79.8K - $89.8K
|
35.6K
$2.09M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.71K+ 8.12% |
$79.6K - $89.6K
|
22.8K
$1.34M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 26.38% |
$79.4K - $89.4K
|
8.19K
$481K
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.71K+ 41.94% |
$79.2K - $89.1K
|
5.77K
$339K
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
1.7K+ 0.94% |
$79.2K - $89.1K
|
184K
$10.8M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.68K+ 2.53% |
$78K - $87.7K
|
67.9K
$3.99M
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.68K+ 1.94% |
$77.8K - $87.6K
|
88.1K
$5.18M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.67K+ 9.92% |
$77.7K - $87.4K
|
18.5K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.67K+ 0.39% |
$77.5K - $87.2K
|
430K
$25.3M
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.66K+ 2.42% |
$77.3K - $87K
|
70.4K
$4.14M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.65K+ 22.0% |
$76.4K - $86K
|
9.12K
$536K
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.64K+ 15.41% |
$76.3K - $85.8K
|
12.3K
$722K
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.62K+ 3.15% |
$75.3K - $84.7K
|
53.1K
$3.12M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.62K+ 32.64% |
$75.2K - $84.6K
|
6.58K
$386K
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.61K+ 23.05% |
$74.7K - $84K
|
8.58K
$504K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.6K+ 20.36% |
$74.3K - $83.6K
|
9.46K
$556K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.6K+ 0.87% |
$74.2K - $83.5K
|
185K
$10.9M
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.6K+ 10.77% |
$74.2K - $83.5K
|
16.4K
$965K
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.59K+ 11.38% |
$74.1K - $83.3K
|
15.6K
$916K
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
1.59K+ 2.61% |
$73.8K - $83K
|
62.5K
$3.67M
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
1.58K+ 5.04% |
$73.4K - $82.6K
|
32.9K
$1.93M
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.58K+ 9.46% |
$73.4K - $82.6K
|
18.3K
$1.07M
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.58K+ 1.44% |
$73.2K - $82.4K
|
111K
$6.5M
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.57K+ 0.95% |
$73.1K - $82.3K
|
167K
$9.82M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.57KNew |
$72.9K - $82.1K
|
1.57K
$92.2K
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.56K+ 7.54% |
$72.3K - $81.3K
|
22.2K
$1.3M
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.56K+ 5.8% |
$72.2K - $81.3K
|
28.3K
$1.67M
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.55K+ 5.38% |
$72.1K - $81.1K
|
30.4K
$1.79M
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.55K+ 1.95% |
$71.8K - $80.8K
|
81K
$4.76M
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.53K+ 4.87% |
$70.9K - $79.8K
|
32.9K
$1.93M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.52K+ 5.82% |
$70.6K - $79.5K
|
27.6K
$1.62M
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.52K+ 9.16% |
$70.4K - $79.3K
|
18.1K
$1.06M
|