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 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-997- 13.43% |
$47.9K - $52.2K
|
6.43K
$377K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-997- 15.33% |
$47.9K - $52.2K
|
5.51K
$323K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-998- 19.83% |
$48K - $52.2K
|
4.04K
$237K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-1K- 3.55% |
$48.1K - $52.3K
|
27.2K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1K- 1.68% |
$48.2K - $52.4K
|
58.7K
$3.45M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.01K- 1.83% |
$48.3K - $52.6K
|
53.9K
$3.17M
|
|
|
May 07, 2024
Q1 2024
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-1.01K- 1.15% |
$48.4K - $52.7K
|
86.5K
$5.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.02K- 5.11% |
$49K - $53.4K
|
18.9K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.03K- 0.59% |
$49.3K - $53.6K
|
173K
$10.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.04K- 3.08% |
$49.8K - $54.2K
|
32.6K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.04K- 2.21% |
$49.9K - $54.3K
|
46K
$2.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-1.05K- 3.37% |
$50.6K - $55.1K
|
30.2K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.06K- 1.36% |
$51.1K - $55.7K
|
77.3K
$4.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.07K- 11.4% |
$51.4K - $55.9K
|
8.31K
$488K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.07K- 2.42% |
$51.5K - $56.1K
|
43.3K
$2.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.08K- 4.67% |
$51.7K - $56.3K
|
22K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 10.71% |
$51.7K - $56.3K
|
8.97K
$527K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.08K- 3.62% |
$52.1K - $56.7K
|
28.8K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.09K- 1.35% |
$52.2K - $56.9K
|
79.2K
$4.65M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.1K- 3.39% |
$53K - $57.7K
|
31.4K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.11K- 17.08% |
$53.4K - $58.2K
|
5.4K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 0.76% |
$53.5K - $58.2K
|
145K
$8.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.11K- 8.86% |
$53.5K - $58.3K
|
11.5K
$673K
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-1.12K- 0.24% |
$54K - $58.8K
|
460K
$27M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.13K- 12.2% |
$54.3K - $59.1K
|
8.13K
$477K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.14K- 1.83% |
$54.7K - $59.6K
|
61.2K
$3.59M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.14K- 3.55% |
$54.7K - $59.6K
|
31K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.14K- 0.68% |
$54.7K - $59.6K
|
165K
$9.7M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.14K- 17.26% |
$54.9K - $59.8K
|
5.48K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.15K- 1.61% |
$55.3K - $60.2K
|
70.3K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.15K- 20.76% |
$55.4K - $60.3K
|
4.4K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 7.17% |
$55.8K - $60.8K
|
15.1K
$884K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.17K- 8.74% |
$56.4K - $61.4K
|
12.2K
$719K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.18K- 4.13% |
$56.7K - $61.7K
|
27.4K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.18K- 2.14% |
$56.9K - $62K
|
54.2K
$3.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.19K- 17.32% |
$57.2K - $62.3K
|
5.69K
$334K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.2K- 8.9% |
$57.6K - $62.7K
|
12.3K
$720K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.2K- 18.68% |
$57.7K - $62.8K
|
5.23K
$307K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.2K- 21.01% |
$57.7K - $62.8K
|
4.51K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.21K- 13.49% |
$58K - $63.2K
|
7.74K
$455K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.22K- 22.42% |
$58.6K - $63.8K
|
4.22K
$248K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.23K- 2.16% |
$59K - $64.3K
|
55.7K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.23K- 4.67% |
$59.2K - $64.4K
|
25.1K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.24K- 0.95% |
$59.4K - $64.6K
|
129K
$7.59M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.24K- 5.21% |
$59.5K - $64.7K
|
22.5K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.24K- 4.15% |
$59.5K - $64.8K
|
28.6K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.24K- 7.48% |
$59.7K - $65K
|
15.4K
$903K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.25K- 2.84% |
$60.3K - $65.6K
|
42.9K
$2.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.26K- 3.71% |
$60.3K - $65.7K
|
32.6K
$1.91M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.26K- 11.09% |
$60.4K - $65.7K
|
10.1K
$591K
|