Purchases and Sales Made in Q2 2023 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
825+ 1.25% |
$37.7K - $43.2K
|
67K
$3.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
823+ 12.44% |
$37.6K - $43.1K
|
7.44K
$437K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
821+ 6.03% |
$37.5K - $42.9K
|
14.4K
$848K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
819+ 2.3% |
$37.4K - $42.8K
|
36.4K
$2.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
817+ 1.08% |
$37.3K - $42.7K
|
76.7K
$4.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
816+ 1.11% |
$37.3K - $42.7K
|
74.4K
$4.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
803+ 8.09% |
$36.7K - $42K
|
10.7K
$630K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
802+ 1.83% |
$36.7K - $42K
|
44.7K
$2.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
799+ 4.82% |
$36.5K - $41.8K
|
17.4K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
797+ 4.72% |
$36.4K - $41.7K
|
17.7K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
797+ 18.4% |
$36.4K - $41.7K
|
5.13K
$301K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
793+ 18.04% |
$36.2K - $41.5K
|
5.19K
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
791+ 2.99% |
$36.1K - $41.4K
|
27.3K
$1.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
787New |
$36K - $41.2K
|
787
$46.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
780+ 14.73% |
$35.6K - $40.8K
|
6.08K
$357K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
776+ 0.41% |
$35.5K - $40.6K
|
191K
$11.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
771+ 2.76% |
$35.2K - $40.3K
|
28.7K
$1.69M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
770+ 4.96% |
$35.2K - $40.3K
|
16.3K
$958K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
767+ 2.51% |
$35.1K - $40.1K
|
31.4K
$1.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
759+ 6.49% |
$34.7K - $39.7K
|
12.5K
$732K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
751+ 0.65% |
$34.3K - $39.3K
|
116K
$6.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
750+ 0.16% |
$34.3K - $39.2K
|
466K
$27.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
747+ 16.05% |
$34.1K - $39.1K
|
5.4K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
741+ 7.15% |
$33.9K - $38.8K
|
11.1K
$652K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
733+ 16.45% |
$33.5K - $38.3K
|
5.19K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
728+ 2.17% |
$33.3K - $38.1K
|
34.2K
$2.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
724+ 0.62% |
$33.1K - $37.9K
|
117K
$6.9M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
724+ 0.62% |
$33.1K - $37.9K
|
117K
$6.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
722+ 1.33% |
$33K - $37.8K
|
54.8K
$3.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
715+ 1.96% |
$32.7K - $37.4K
|
37.1K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
709+ 1.99% |
$32.4K - $37.1K
|
36.3K
$2.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
707+ 1.1% |
$32.3K - $37K
|
64.9K
$3.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
701+ 1.25% |
$32K - $36.7K
|
56.9K
$3.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
700+ 2.36% |
$32K - $36.6K
|
30.4K
$1.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
700+ 8.16% |
$32K - $36.6K
|
9.28K
$545K
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
700+ 1.92% |
$32K - $36.6K
|
37.2K
$2.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
696+ 2.67% |
$31.8K - $36.4K
|
26.7K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
693+ 1.43% |
$31.7K - $36.3K
|
49.1K
$2.88M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
687+ 1.42% |
$31.4K - $35.9K
|
49.1K
$2.88M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
683+ 5.09% |
$31.2K - $35.7K
|
14.1K
$828K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
681+ 3.73% |
$31.1K - $35.6K
|
19K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
676+ 3.48% |
$30.9K - $35.4K
|
20.1K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
671+ 1.71% |
$30.7K - $35.1K
|
40K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
671+ 13.89% |
$30.7K - $35.1K
|
5.5K
$323K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
668+ 0.86% |
$30.5K - $34.9K
|
78.1K
$4.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
656+ 3.28% |
$30K - $34.3K
|
20.7K
$1.22M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
654+ 3.36% |
$29.9K - $34.2K
|
20.1K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
643+ 0.04% |
$29.4K - $33.6K
|
1.52M
$89.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
641+ 3.06% |
$29.3K - $33.5K
|
21.6K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
637+ 2.26% |
$29.1K - $33.3K
|
28.8K
$1.69M
|