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 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.15K- 20.76% |
$55.4K - $60.3K
|
4.4K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 7.17% |
$55.8K - $60.8K
|
15.1K
$847K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.17K- 8.74% |
$56.4K - $61.4K
|
12.2K
$689K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.18K- 4.13% |
$56.7K - $61.7K
|
27.4K
$1.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.18K- 2.14% |
$56.9K - $62K
|
54.2K
$3.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.19K- 17.32% |
$57.2K - $62.3K
|
5.69K
$320K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.2K- 8.9% |
$57.6K - $62.7K
|
12.3K
$690K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.2K- 18.68% |
$57.7K - $62.8K
|
5.23K
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.2K- 21.01% |
$57.7K - $62.8K
|
4.51K
$254K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.21K- 13.49% |
$58K - $63.2K
|
7.74K
$436K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.22K- 22.42% |
$58.6K - $63.8K
|
4.22K
$237K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.23K- 2.16% |
$59K - $64.3K
|
55.7K
$3.14M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.23K- 4.67% |
$59.2K - $64.4K
|
25.1K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.24K- 0.95% |
$59.4K - $64.6K
|
129K
$7.28M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.24K- 5.21% |
$59.5K - $64.7K
|
22.5K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.24K- 4.15% |
$59.5K - $64.8K
|
28.6K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.24K- 7.48% |
$59.7K - $65K
|
15.4K
$865K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.25K- 2.84% |
$60.3K - $65.6K
|
42.9K
$2.42M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.26K- 3.71% |
$60.3K - $65.7K
|
32.6K
$1.83M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.26K- 11.09% |
$60.4K - $65.7K
|
10.1K
$567K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.26K- 4.02% |
$60.4K - $65.7K
|
30K
$1.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.26K- 5.91% |
$60.4K - $65.7K
|
20K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-1.26K- 11.84% |
$60.5K - $65.8K
|
9.36K
$527K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 0.81% |
$60.6K - $66K
|
155K
$8.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.28K- 3.0% |
$61.6K - $67K
|
41.4K
$2.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.29K- 7.58% |
$61.8K - $67.3K
|
15.7K
$883K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.31K- 9.87% |
$62.9K - $68.5K
|
12K
$673K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.31K- 3.55% |
$63.2K - $68.8K
|
35.7K
$2.01M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 3.01% |
$63.3K - $68.9K
|
42.4K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.32K- 8.07% |
$63.4K - $69K
|
15K
$846K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.33K- 1.52% |
$64K - $69.7K
|
86.4K
$4.86M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.33K- 11.17% |
$64.1K - $69.8K
|
10.6K
$597K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.34K- 1.25% |
$64.2K - $69.9K
|
105K
$5.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.34K- 12.14% |
$64.2K - $69.9K
|
9.67K
$544K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.34K- 0.48% |
$64.4K - $70.1K
|
276K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.34K- 3.56% |
$64.4K - $70.1K
|
36.3K
$2.04M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.35K- 7.98% |
$64.7K - $70.4K
|
15.5K
$873K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.35K- 15.59% |
$64.7K - $70.4K
|
7.29K
$410K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.35K- 0.92% |
$65K - $70.8K
|
145K
$8.19M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.36K- 7.55% |
$65.1K - $70.9K
|
16.6K
$934K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.38K- 2.56% |
$66.3K - $72.2K
|
52.4K
$2.95M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 3.32% |
$66.9K - $72.8K
|
40.6K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.4K- 5.04% |
$67.3K - $73.3K
|
26.4K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.4K- 3.18% |
$67.3K - $73.3K
|
42.6K
$2.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.4K- 1.09% |
$67.3K - $73.3K
|
128K
$7.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.4K- 5.72% |
$67.4K - $73.4K
|
23.1K
$1.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.41K- 1.09% |
$67.5K - $73.5K
|
127K
$7.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.41K- 4.07% |
$67.8K - $73.8K
|
33.3K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.42K- 17.08% |
$68.4K - $74.5K
|
6.92K
$389K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.44K- 11.16% |
$69K - $75.1K
|
11.4K
$643K
|