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 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-630- 6.67% |
$30.3K - $33K
|
8.81K
$518K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-630- 2.18% |
$30.3K - $33K
|
28.2K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-641- 5.72% |
$30.8K - $33.5K
|
10.6K
$621K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-648- 76.42% |
$31.1K - $33.9K
|
200
$11.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-650- 3.9% |
$31.2K - $34K
|
16K
$941K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-652- 8.72% |
$31.3K - $34.1K
|
6.82K
$401K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-652- 7.58% |
$31.3K - $34.1K
|
7.95K
$467K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-654- 7.18% |
$31.4K - $34.2K
|
8.46K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-659- 6.49% |
$31.7K - $34.5K
|
9.5K
$558K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-660- 3.3% |
$31.7K - $34.5K
|
19.3K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-663- 7.17% |
$31.9K - $34.7K
|
8.58K
$504K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-664- 4.88% |
$31.9K - $34.7K
|
12.9K
$760K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-680- 1.77% |
$32.7K - $35.6K
|
37.7K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-684- 1.59% |
$32.9K - $35.8K
|
42.2K
$2.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-690- 8.43% |
$33.2K - $36.1K
|
7.5K
$440K
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-690- 3.49% |
$33.2K - $36.1K
|
19.1K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-690- 3.8% |
$33.2K - $36.1K
|
17.5K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-691- 0.78% |
$33.2K - $36.2K
|
88K
$5.17M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-693- 0.64% |
$33.3K - $36.3K
|
108K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-694- 8.88% |
$33.4K - $36.3K
|
7.12K
$418K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-696- 4.28% |
$33.4K - $36.4K
|
15.6K
$915K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-697- 3.64% |
$33.5K - $36.5K
|
18.5K
$1.09M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-700- 1.13% |
$33.6K - $36.6K
|
61.4K
$3.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-708- 6.25% |
$34K - $37K
|
10.6K
$623K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-711- 14.3% |
$34.2K - $37.2K
|
4.26K
$250K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-723- 5.88% |
$34.7K - $37.8K
|
11.6K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-728- 5.26% |
$35K - $38.1K
|
13.1K
$771K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-729- 4.09% |
$35K - $38.1K
|
17.1K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-732- 1.35% |
$35.2K - $38.3K
|
53.4K
$3.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-733- 4.85% |
$35.2K - $38.4K
|
14.4K
$845K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-735- 1.86% |
$35.3K - $38.5K
|
38.9K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-736- 1.68% |
$35.4K - $38.5K
|
43.1K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-744- 13.65% |
$35.8K - $38.9K
|
4.71K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-750- 3.52% |
$36K - $39.2K
|
20.6K
$1.21M
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-750- 1.09% |
$36K - $39.2K
|
67.8K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-750- 15.04% |
$36K - $39.2K
|
4.24K
$249K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-761- 9.44% |
$36.6K - $39.8K
|
7.3K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-762- 13.47% |
$36.6K - $39.9K
|
4.89K
$287K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-762- 7.11% |
$36.6K - $39.9K
|
9.96K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-768- 5.48% |
$36.9K - $40.2K
|
13.2K
$778K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-780- 7.23% |
$37.5K - $40.8K
|
10K
$588K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 5.28% |
$37.7K - $41.1K
|
14.1K
$828K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-788- 12.3% |
$37.9K - $41.2K
|
5.62K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-791- 1.36% |
$38K - $41.4K
|
57.3K
$3.37M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-793- 5.08% |
$38.1K - $41.5K
|
14.8K
$870K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-798- 3.45% |
$38.4K - $41.8K
|
22.4K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-799- 5.08% |
$38.4K - $41.8K
|
14.9K
$878K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-800- 3.81% |
$38.4K - $41.9K
|
20.2K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-801- 66.36% |
$38.5K - $41.9K
|
406
$23.8K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-803- 1.51% |
$38.6K - $42K
|
52.5K
$3.09M
|