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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.09% |
$1.78K - $2.04K
|
42.9K
$2.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
39+ 0.27% |
$1.78K - $2.04K
|
14.6K
$855K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
39+ 0.39% |
$1.78K - $2.04K
|
10.1K
$595K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
39+ 0.24% |
$1.78K - $2.04K
|
16K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
39+ 0.29% |
$1.78K - $2.04K
|
13.7K
$805K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
37+ 0.32% |
$1.69K - $1.94K
|
11.5K
$676K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
36+ 0.23% |
$1.65K - $1.88K
|
15.7K
$920K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
36+ 0.29% |
$1.65K - $1.88K
|
12.5K
$736K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
36+ 0.16% |
$1.65K - $1.88K
|
21.9K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
35+ 0.2% |
$1.6K - $1.83K
|
17.3K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
35+ 0.18% |
$1.6K - $1.83K
|
19.1K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
35+ 0.1% |
$1.6K - $1.83K
|
35.8K
$2.1M
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
35New |
$1.6K - $1.83K
|
35
$2.06K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
31+ 0.16% |
$1.42K - $1.62K
|
19.6K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
30+ 0.03% |
$1.37K - $1.57K
|
95.4K
$5.61M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29+ 0.25% |
$1.33K - $1.52K
|
11.6K
$682K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
28+ 0.44% |
$1.28K - $1.46K
|
6.41K
$377K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
28+ 0.31% |
$1.28K - $1.46K
|
9.06K
$532K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
26+ 0.34% |
$1.19K - $1.36K
|
7.75K
$455K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
26+ 0.56% |
$1.19K - $1.36K
|
4.66K
$274K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
26+ 0.26% |
$1.19K - $1.36K
|
10.1K
$594K
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
26+ 0.62% |
$1.19K - $1.36K
|
4.22K
$248K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
25+ 2.26% |
$1.14K - $1.31K
|
1.13K
$66.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
25+ 0.25% |
$1.14K - $1.31K
|
10.1K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 0.21% |
$1.14K - $1.31K
|
11.9K
$697K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
24+ 0.09% |
$1.1K - $1.26K
|
26.8K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24+ 0.57% |
$1.1K - $1.26K
|
4.24K
$249K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.64% |
$1.1K - $1.26K
|
3.77K
$221K
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
24+ 0.62% |
$1.1K - $1.26K
|
3.87K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
23+ 0.34% |
$1.05K - $1.2K
|
6.79K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23+ 0.29% |
$1.05K - $1.2K
|
8.01K
$470K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
23+ 0.69% |
$1.05K - $1.2K
|
3.35K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Merlin Capital LLC
|
BUY
|
- |
22+ 0.25% |
$1.01K - $1.15K
|
8.68K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
22+ 0.07% |
$1.01K - $1.15K
|
31.3K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.13% |
$1.01K - $1.15K
|
16.9K
$995K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
19+ 0.09% |
$868 - $994
|
20.8K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
19+ 0.46% |
$868 - $994
|
4.19K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 0.7% |
$868 - $994
|
2.72K
$160K
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
BUY
|
- |
19+ 0.0% |
$868 - $994
|
488K
$28.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
19+ 0.16% |
$868 - $994
|
11.9K
$698K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
18+ 0.26% |
$823 - $942
|
6.91K
$406K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
18+ 0.36% |
$823 - $942
|
4.99K
$293K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
18+ 0.19% |
$823 - $942
|
9.43K
$554K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18+ 0.17% |
$823 - $942
|
10.7K
$631K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
18+ 0.81% |
$823 - $942
|
2.23K
$131K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
17+ 0.22% |
$777 - $889
|
7.69K
$452K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
17+ 0.27% |
$777 - $889
|
6.22K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.38% |
$731 - $837
|
4.24K
$249K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
16+ 0.24% |
$731 - $837
|
6.57K
$386K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.18% |
$686 - $785
|
8.38K
$492K
|