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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-571- 10.19% |
$27.4K - $29.9K
|
5.04K
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-574- 1.6% |
$27.6K - $30K
|
35.3K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-575- 0.81% |
$27.6K - $30.1K
|
70.4K
$3.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-580- 8.16% |
$27.9K - $30.4K
|
6.53K
$368K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-580- 6.98% |
$27.9K - $30.4K
|
7.73K
$435K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-582- 3.87% |
$28K - $30.5K
|
14.5K
$813K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-585- 4.68% |
$28.1K - $30.6K
|
11.9K
$671K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-587- 5.21% |
$28.2K - $30.7K
|
10.7K
$601K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-596- 1.79% |
$28.6K - $31.2K
|
32.6K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-598- 6.71% |
$28.7K - $31.3K
|
8.31K
$468K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-600- 1.1% |
$28.8K - $31.4K
|
54K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-600- 12.52% |
$28.8K - $31.4K
|
4.19K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-602- 7.95% |
$28.9K - $31.5K
|
6.97K
$392K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-604- 1.52% |
$29K - $31.6K
|
39K
$2.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-610- 6.31% |
$29.3K - $31.9K
|
9.06K
$510K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-610- 9.85% |
$29.3K - $31.9K
|
5.58K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-612- 9.62% |
$29.4K - $32K
|
5.75K
$324K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-625- 5.37% |
$30K - $32.7K
|
11K
$620K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-625- 2.02% |
$30K - $32.7K
|
30.2K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-630- 6.67% |
$30.3K - $33K
|
8.81K
$496K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-630- 2.18% |
$30.3K - $33K
|
28.2K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-641- 5.72% |
$30.8K - $33.5K
|
10.6K
$595K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-648- 76.42% |
$31.1K - $33.9K
|
200
$11.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-650- 3.9% |
$31.2K - $34K
|
16K
$901K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-652- 8.72% |
$31.3K - $34.1K
|
6.82K
$384K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-652- 7.58% |
$31.3K - $34.1K
|
7.95K
$448K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-654- 7.18% |
$31.4K - $34.2K
|
8.46K
$476K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-659- 6.49% |
$31.7K - $34.5K
|
9.5K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-660- 3.3% |
$31.7K - $34.5K
|
19.3K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-663- 7.17% |
$31.9K - $34.7K
|
8.58K
$483K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-664- 4.88% |
$31.9K - $34.7K
|
12.9K
$728K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-680- 1.77% |
$32.7K - $35.6K
|
37.7K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-684- 1.59% |
$32.9K - $35.8K
|
42.2K
$2.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-690- 8.43% |
$33.2K - $36.1K
|
7.5K
$422K
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-690- 3.49% |
$33.2K - $36.1K
|
19.1K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-690- 3.8% |
$33.2K - $36.1K
|
17.5K
$984K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-691- 0.78% |
$33.2K - $36.2K
|
88K
$4.95M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-693- 0.64% |
$33.3K - $36.3K
|
108K
$6.07M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-694- 8.88% |
$33.4K - $36.3K
|
7.12K
$401K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-696- 4.28% |
$33.4K - $36.4K
|
15.6K
$877K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-697- 3.64% |
$33.5K - $36.5K
|
18.5K
$1.04M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-700- 1.13% |
$33.6K - $36.6K
|
61.4K
$3.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-708- 6.25% |
$34K - $37K
|
10.6K
$597K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-711- 14.3% |
$34.2K - $37.2K
|
4.26K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-723- 5.88% |
$34.7K - $37.8K
|
11.6K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-728- 5.26% |
$35K - $38.1K
|
13.1K
$739K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-729- 4.09% |
$35K - $38.1K
|
17.1K
$962K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-732- 1.35% |
$35.2K - $38.3K
|
53.4K
$3.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-733- 4.85% |
$35.2K - $38.4K
|
14.4K
$810K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-735- 1.86% |
$35.3K - $38.5K
|
38.9K
$2.19M
|