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 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
609+ 0.64% |
$28.3K - $31.8K
|
95.4K
$5.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
608+ 0.98% |
$28.2K - $31.8K
|
62.4K
$3.67M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
608+ 25.04% |
$28.2K - $31.8K
|
3.04K
$178K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
606+ 0.35% |
$28.2K - $31.7K
|
172K
$10.1M
|
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
605+ 9.9% |
$28.1K - $31.6K
|
6.72K
$394K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
604+ 0.13% |
$28.1K - $31.6K
|
462K
$27.2M
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
600+ 1.06% |
$27.9K - $31.4K
|
57.4K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
599+ 1.53% |
$27.8K - $31.3K
|
39.7K
$2.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
596+ 16.82% |
$27.7K - $31.2K
|
4.14K
$243K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
587+ 11.11% |
$27.3K - $30.7K
|
5.87K
$345K
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
576+ 75.29% |
$26.8K - $30.1K
|
1.34K
$78.8K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
575+ 3.61% |
$26.7K - $30.1K
|
16.5K
$970K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
574+ 6.43% |
$26.7K - $30K
|
9.51K
$558K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
568+ 4.41% |
$26.4K - $29.7K
|
13.5K
$790K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
566+ 3.53% |
$26.3K - $29.6K
|
16.6K
$974K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
566+ 4.41% |
$26.3K - $29.6K
|
13.4K
$786K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
564+ 3.36% |
$26.2K - $29.5K
|
17.3K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
554+ 2.28% |
$25.7K - $29K
|
24.8K
$1.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
552+ 10.9% |
$25.6K - $28.9K
|
5.62K
$330K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
551+ 0.41% |
$25.6K - $28.8K
|
133K
$7.84M
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
550+ 5.87% |
$25.6K - $28.8K
|
9.93K
$583K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
543+ 0.3% |
$25.2K - $28.4K
|
179K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
543+ 2.16% |
$25.2K - $28.4K
|
25.7K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
536+ 5.14% |
$24.9K - $28K
|
11K
$644K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
534+ 4.98% |
$24.8K - $27.9K
|
11.3K
$661K
|
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
531+ 2.03% |
$24.7K - $27.8K
|
26.7K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
530+ 1.52% |
$24.6K - $27.7K
|
35.4K
$2.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
524+ 0.48% |
$24.3K - $27.4K
|
110K
$6.46M
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
524+ 0.82% |
$24.3K - $27.4K
|
64.4K
$3.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
520+ 12.38% |
$24.2K - $27.2K
|
4.72K
$277K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
516+ 3.43% |
$24K - $27K
|
15.5K
$913K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
513+ 2.04% |
$23.8K - $26.8K
|
25.6K
$1.51M
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
509+ 3.5% |
$23.6K - $26.6K
|
15K
$884K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
507+ 11.03% |
$23.6K - $26.5K
|
5.1K
$300K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
506+ 10.42% |
$23.5K - $26.5K
|
5.36K
$315K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
506+ 2.93% |
$23.5K - $26.5K
|
17.8K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
502+ 1.07% |
$23.3K - $26.2K
|
47.4K
$2.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
496+ 3.37% |
$23K - $25.9K
|
15.2K
$895K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
493+ 6.56% |
$22.9K - $25.8K
|
8.01K
$470K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
487+ 3.26% |
$22.6K - $25.5K
|
15.4K
$907K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
486+ 0.45% |
$22.6K - $25.4K
|
107K
$6.31M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
486+ 5.62% |
$22.6K - $25.4K
|
9.14K
$537K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
480+ 3.16% |
$22.3K - $25.1K
|
15.7K
$920K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
474+ 84.79% |
$22K - $24.8K
|
1.03K
$60.7K
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
473+ 3.67% |
$22K - $24.7K
|
13.3K
$784K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
467+ 56.06% |
$21.7K - $24.4K
|
1.3K
$76.4K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
465+ 0.27% |
$21.6K - $24.3K
|
173K
$10.1M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
462+ 1.49% |
$21.5K - $24.2K
|
31.4K
$1.84M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
456+ 4.27% |
$21.2K - $23.8K
|
11.1K
$654K
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
452+ 0.83% |
$21K - $23.6K
|
55.2K
$3.24M
|