Purchases and Sales Made in Q1 2024 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q1 2024. 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 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
47+ 0.47% |
$2.26K - $2.46K
|
9.99K
$622K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
46+ 0.72% |
$2.21K - $2.41K
|
6.4K
$399K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
46+ 0.7% |
$2.21K - $2.41K
|
6.64K
$413K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
45+ 0.91% |
$2.16K - $2.35K
|
4.97K
$309K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
45+ 0.19% |
$2.16K - $2.35K
|
23.5K
$1.46M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
45+ 0.72% |
$2.16K - $2.35K
|
6.29K
$391K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
43+ 0.58% |
$2.07K - $2.25K
|
7.43K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
43+ 0.58% |
$2.07K - $2.25K
|
7.5K
$467K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
42+ 0.26% |
$2.02K - $2.2K
|
16.4K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
42+ 0.76% |
$2.02K - $2.2K
|
5.57K
$346K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
41+ 0.78% |
$1.97K - $2.15K
|
5.28K
$328K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
40+ 0.48% |
$1.92K - $2.09K
|
8.45K
$526K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
40+ 0.26% |
$1.92K - $2.09K
|
15.3K
$955K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
39+ 0.54% |
$1.87K - $2.04K
|
7.24K
$450K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
37+ 0.2% |
$1.78K - $1.94K
|
18.7K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
37+ 0.07% |
$1.78K - $1.94K
|
53.4K
$3.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
36+ 0.33% |
$1.73K - $1.88K
|
11K
$686K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
36+ 0.36% |
$1.73K - $1.88K
|
10.2K
$632K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
36+ 0.4% |
$1.73K - $1.88K
|
8.94K
$556K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
32+ 0.38% |
$1.54K - $1.67K
|
8.44K
$525K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
32+ 0.24% |
$1.54K - $1.67K
|
13.5K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
32+ 0.7% |
$1.54K - $1.67K
|
4.59K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
32+ 14.16% |
$1.54K - $1.67K
|
258
$16.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
31+ 0.23% |
$1.49K - $1.62K
|
13.4K
$836K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
31+ 1.05% |
$1.49K - $1.62K
|
2.99K
$186K
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
30+ 0.75% |
$1.44K - $1.57K
|
4.05K
$252K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
29+ 0.83% |
$1.39K - $1.52K
|
3.54K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
28+ 0.08% |
$1.35K - $1.47K
|
37K
$2.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.35% |
$1.35K - $1.47K
|
8.13K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28+ 0.25% |
$1.35K - $1.47K
|
11.3K
$702K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
27+ 0.33% |
$1.3K - $1.41K
|
8.26K
$514K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
25+ 0.16% |
$1.2K - $1.31K
|
15.6K
$971K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
24+ 0.1% |
$1.15K - $1.26K
|
24.9K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
24+ 0.56% |
$1.15K - $1.26K
|
4.3K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.58% |
$1.06K - $1.15K
|
3.81K
$237K
|
|
|
May 01, 2024
Q1 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
22+ 0.4% |
$1.06K - $1.15K
|
5.49K
$341K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
22+ 0.02% |
$1.06K - $1.15K
|
131K
$8.13M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
20+ 0.22% |
$961 - $1.05K
|
9.07K
$565K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 1.57% |
$913 - $994
|
1.23K
$76.7K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
19+ 0.44% |
$913 - $994
|
4.31K
$268K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
17+ 0.2% |
$817 - $890
|
8.63K
$537K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
17+ 0.18% |
$817 - $890
|
9.35K
$582K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
17+ 0.24% |
$817 - $890
|
7.14K
$444K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17+ 0.02% |
$817 - $890
|
104K
$6.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
16+ 0.72% |
$769 - $837
|
2.22K
$138K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 0.27% |
$769 - $837
|
5.99K
$373K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
15+ 0.3% |
$721 - $785
|
5.02K
$312K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
14New |
$673 - $733
|
14
$871
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.06% |
$673 - $733
|
23.3K
$1.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13+ 0.23% |
$625 - $680
|
5.66K
$352K
|