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 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
75+ 0.7% |
$3.48K - $3.92K
|
10.9K
$638K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
74+ 3.64% |
$3.44K - $3.87K
|
2.11K
$124K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
74+ 0.42% |
$3.44K - $3.87K
|
17.7K
$1.04M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
72+ 153.19% |
$3.35K - $3.76K
|
119
$6.99K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
71+ 1.26% |
$3.3K - $3.71K
|
5.69K
$334K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
71+ 0.99% |
$3.3K - $3.71K
|
7.22K
$424K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
66+ 0.13% |
$3.07K - $3.45K
|
49.5K
$2.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
65+ 0.05% |
$3.02K - $3.4K
|
123K
$7.21M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
65+ 0.8% |
$3.02K - $3.4K
|
8.21K
$482K
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
65+ 0.17% |
$3.02K - $3.4K
|
39.2K
$2.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
63+ 0.54% |
$2.93K - $3.29K
|
11.7K
$687K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
61+ 1.12% |
$2.83K - $3.19K
|
5.5K
$323K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
61+ 0.85% |
$2.83K - $3.19K
|
7.2K
$423K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
61+ 0.05% |
$2.83K - $3.19K
|
126K
$7.41M
|
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
61+ 0.23% |
$2.83K - $3.19K
|
26.9K
$1.58M
|
|
|
Apr 27, 2023
Q1 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
58+ 0.01% |
$2.69K - $3.03K
|
499K
$29.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
57+ 0.31% |
$2.65K - $2.98K
|
18.6K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
57+ 0.47% |
$2.65K - $2.98K
|
12.2K
$717K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
55+ 0.32% |
$2.56K - $2.88K
|
17K
$999K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
54+ 0.2% |
$2.51K - $2.82K
|
27.7K
$1.63M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
52+ 0.68% |
$2.42K - $2.72K
|
7.74K
$454K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
52+ 0.84% |
$2.42K - $2.72K
|
6.26K
$368K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
50+ 0.16% |
$2.32K - $2.61K
|
31.9K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
50+ 0.31% |
$2.32K - $2.61K
|
16.4K
$964K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
50+ 0.06% |
$2.32K - $2.61K
|
82.3K
$4.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
49+ 1.06% |
$2.28K - $2.56K
|
4.68K
$275K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
48+ 0.79% |
$2.23K - $2.51K
|
6.1K
$358K
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
48+ 0.03% |
$2.23K - $2.51K
|
144K
$8.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
46+ 0.51% |
$2.14K - $2.4K
|
9.11K
$535K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
46+ 0.03% |
$2.14K - $2.4K
|
162K
$9.5M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
46+ 4.34% |
$2.14K - $2.4K
|
1.11K
$65K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
45+ 0.26% |
$2.09K - $2.35K
|
17.6K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
44+ 33.08% |
$2.04K - $2.3K
|
177
$10.4K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
44+ 0.78% |
$2.04K - $2.3K
|
5.69K
$334K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
44+ 0.79% |
$2.04K - $2.3K
|
5.61K
$329K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
43+ 1.02% |
$2K - $2.25K
|
4.27K
$251K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43+ 0.97% |
$2K - $2.25K
|
4.5K
$264K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
43+ 0.71% |
$2K - $2.25K
|
6.14K
$361K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
43+ 0.78% |
$2K - $2.25K
|
5.53K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
43+ 0.85% |
$2K - $2.25K
|
5.08K
$298K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
42+ 1.36% |
$1.95K - $2.2K
|
3.13K
$184K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
40+ 0.22% |
$1.86K - $2.09K
|
18.1K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
40+ 0.79% |
$1.86K - $2.09K
|
5.12K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40+ 0.83% |
$1.86K - $2.09K
|
4.87K
$286K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
38+ 0.11% |
$1.77K - $1.99K
|
34.3K
$2.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
37+ 0.27% |
$1.72K - $1.93K
|
13.6K
$797K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
37+ 0.05% |
$1.72K - $1.93K
|
70.8K
$4.16M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
36+ 0.25% |
$1.67K - $1.88K
|
14.3K
$842K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35+ 7.06% |
$1.63K - $1.83K
|
531
$31.2K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
35+ 0.65% |
$1.63K - $1.83K
|
5.4K
$317K
|