Purchases and Sales Made in Q3 2023 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
691+ 4.46% |
$34.8K - $40K
|
16.2K
$909K
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
690+ 16.3% |
$34.8K - $39.9K
|
4.92K
$277K
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
687+ 0.41% |
$34.6K - $39.7K
|
167K
$9.41M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
681+ 8.16% |
$34.3K - $39.4K
|
9.03K
$507K
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
680+ 8.1% |
$34.3K - $39.3K
|
9.08K
$510K
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
678+ 3.51% |
$34.2K - $39.2K
|
20K
$1.12M
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
675+ 0.3% |
$34K - $39K
|
227K
$12.7M
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
672+ 67.61% |
$33.9K - $38.9K
|
1.67K
$93.6K
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
669+ 3.71% |
$33.7K - $38.7K
|
18.7K
$1.05M
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
BUY
|
- |
660+ 9.44% |
$33.3K - $38.2K
|
7.65K
$430K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
652+ 4.94% |
$32.8K - $37.7K
|
13.9K
$779K
|
|
Oct 19, 2023
Q3 2023
|
Asset Planning Services Inc
|
BUY
|
- |
650+ 0.62% |
$32.7K - $37.6K
|
105K
$5.91M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
649+ 1.02% |
$32.7K - $37.5K
|
64.5K
$3.62M
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
645+ 0.91% |
$32.5K - $37.3K
|
71.9K
$4.04M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
645+ 5.15% |
$32.5K - $37.3K
|
13.2K
$739K
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
643+ 2.0% |
$32.4K - $37.2K
|
32.9K
$1.85M
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
640+ 0.83% |
$32.2K - $37K
|
77.3K
$4.34M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
638+ 3.37% |
$32.1K - $36.9K
|
19.6K
$1.1M
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
635+ 3.56% |
$32K - $36.7K
|
18.5K
$1.04M
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
632+ 5.77% |
$31.8K - $36.6K
|
11.6K
$651K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
617+ 7.0% |
$31.1K - $35.7K
|
9.43K
$530K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
616+ 4.14% |
$31K - $35.6K
|
15.5K
$871K
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
613+ 1.82% |
$30.9K - $35.5K
|
34.3K
$1.93M
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
600+ 5.55% |
$30.2K - $34.7K
|
11.4K
$641K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
600+ 6.73% |
$30.2K - $34.7K
|
9.51K
$534K
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
598+ 4.94% |
$30.1K - $34.6K
|
12.7K
$713K
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
595+ 13.13% |
$30K - $34.4K
|
5.13K
$288K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
591+ 1.05% |
$29.8K - $34.2K
|
57K
$3.2M
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
591+ 2.62% |
$29.8K - $34.2K
|
23.1K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
590+ 3.21% |
$29.7K - $34.1K
|
19K
$1.06M
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
584+ 9.64% |
$29.4K - $33.8K
|
6.64K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
581+ 1.71% |
$29.3K - $33.6K
|
34.6K
$1.94M
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
571+ 3.48% |
$28.8K - $33K
|
17K
$954K
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
568+ 10.71% |
$28.6K - $32.9K
|
5.87K
$330K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
565+ 15.09% |
$28.5K - $32.7K
|
4.31K
$242K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
562+ 109.98% |
$28.3K - $32.5K
|
1.07K
$60.3K
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
560+ 1.16% |
$28.2K - $32.4K
|
48.9K
$2.75M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
559+ 0.63% |
$28.2K - $32.3K
|
90K
$5.05M
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
558+ 0.77% |
$28.1K - $32.3K
|
72.9K
$4.09M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
558+ 14.07% |
$28.1K - $32.3K
|
4.52K
$254K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
551+ 4.53% |
$27.8K - $31.9K
|
12.7K
$713K
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
550+ 0.81% |
$27.7K - $31.8K
|
68.6K
$3.85M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
548+ 4.72% |
$27.6K - $31.7K
|
12.2K
$682K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
545+ 3.4% |
$27.5K - $31.5K
|
16.6K
$930K
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
541+ 0.57% |
$27.3K - $31.3K
|
96K
$5.39M
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
540+ 2.85% |
$27.2K - $31.2K
|
19.5K
$1.1M
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
538+ 0.78% |
$27.1K - $31.1K
|
69.3K
$3.89M
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
537+ 6.41% |
$27.1K - $31.1K
|
8.92K
$501K
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
527+ 2.99% |
$26.6K - $30.5K
|
18.1K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
527+ 3.2% |
$26.6K - $30.5K
|
17K
$953K
|