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 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
308+ 3.34% |
$14.1K - $16.1K
|
9.52K
$559K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
307+ 2.31% |
$14K - $16.1K
|
13.6K
$797K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
303+ 25.63% |
$13.8K - $15.8K
|
1.49K
$87.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
300+ 4.79% |
$13.7K - $15.7K
|
6.56K
$385K
|
|
|
Aug 23, 2023
Q2 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
300+ 0.94% |
$13.7K - $15.7K
|
32.1K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
299+ 1.21% |
$13.7K - $15.6K
|
25.1K
$1.47M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
299+ 5.86% |
$13.7K - $15.6K
|
5.4K
$317K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
295+ 2.56% |
$13.5K - $15.4K
|
11.8K
$694K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
291+ 1.5% |
$13.3K - $15.2K
|
19.7K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
290+ 1.01% |
$13.3K - $15.2K
|
29K
$1.7M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
289+ 24.22% |
$13.2K - $15.1K
|
1.48K
$87.1K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
286+ 1.55% |
$13.1K - $15K
|
18.7K
$1.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
282+ 1.59% |
$12.9K - $14.8K
|
18K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
BUY
|
- |
275+ 6.86% |
$12.6K - $14.4K
|
4.28K
$252K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
272+ 18.85% |
$12.4K - $14.2K
|
1.72K
$101K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
272+ 29.73% |
$12.4K - $14.2K
|
1.19K
$69.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
272+ 6.73% |
$12.4K - $14.2K
|
4.32K
$253K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
271+ 6.7% |
$12.4K - $14.2K
|
4.31K
$253K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
270+ 1.3% |
$12.3K - $14.1K
|
21.1K
$1.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
269+ 5.55% |
$12.3K - $14.1K
|
5.11K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
269+ 1.49% |
$12.3K - $14.1K
|
18.3K
$1.08M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
269+ 1.49% |
$12.3K - $14.1K
|
18.3K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
267+ 0.36% |
$12.2K - $14K
|
75K
$4.41M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
265New |
$12.1K - $13.9K
|
265
$15.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
265New |
$12.1K - $13.9K
|
265
$15.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
265+ 0.73% |
$12.1K - $13.9K
|
36.8K
$2.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
262+ 12.64% |
$12K - $13.7K
|
2.33K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
262+ 0.97% |
$12K - $13.7K
|
27.4K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
258+ 2.01% |
$11.8K - $13.5K
|
13.1K
$767K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
258+ 2.15% |
$11.8K - $13.5K
|
12.3K
$721K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
252+ 1.75% |
$11.5K - $13.2K
|
14.7K
$862K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
251+ 3.02% |
$11.5K - $13.1K
|
8.55K
$502K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
250+ 5.3% |
$11.4K - $13.1K
|
4.97K
$292K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
BUY
|
- |
248+ 0.15% |
$11.3K - $13K
|
167K
$9.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
247+ 5.28% |
$11.3K - $12.9K
|
4.93K
$290K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
246+ 1.58% |
$11.2K - $12.9K
|
15.8K
$931K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
246+ 1.81% |
$11.2K - $12.9K
|
13.8K
$812K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
243+ 1.39% |
$11.1K - $12.7K
|
17.8K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
242+ 0.52% |
$11.1K - $12.7K
|
47.1K
$2.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
240+ 0.52% |
$11K - $12.6K
|
46.6K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
238+ 4.19% |
$10.9K - $12.4K
|
5.92K
$348K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
237+ 0.06% |
$10.8K - $12.4K
|
368K
$21.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
237+ 3.11% |
$10.8K - $12.4K
|
7.86K
$461K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
237+ 21.92% |
$10.8K - $12.4K
|
1.32K
$77.4K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
232+ 0.31% |
$10.6K - $12.1K
|
75.3K
$4.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
232+ 0.55% |
$10.6K - $12.1K
|
42.7K
$2.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
227+ 1.12% |
$10.4K - $11.9K
|
20.5K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
227+ 2.03% |
$10.4K - $11.9K
|
11.4K
$671K
|
|
|
Aug 24, 2023
Q2 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
220+ 0.82% |
$10.1K - $11.5K
|
27.1K
$1.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
216+ 1.23% |
$9.87K - $11.3K
|
17.8K
$1.05M
|