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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
406+ 3.78% |
$20.5K - $23.5K
|
11.1K
$625K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
403+ 5.74% |
$20.3K - $23.3K
|
7.42K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
402+ 1.41% |
$20.3K - $23.3K
|
28.9K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
396+ 0.34% |
$20K - $22.9K
|
118K
$6.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
395+ 0.37% |
$19.9K - $22.8K
|
108K
$6.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
395+ 8.13% |
$19.9K - $22.8K
|
5.25K
$295K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
392+ 3.06% |
$19.7K - $22.7K
|
13.2K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
392+ 3.22% |
$19.7K - $22.7K
|
12.6K
$707K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
391+ 2.05% |
$19.7K - $22.6K
|
19.5K
$1.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
385+ 4.58% |
$19.4K - $22.3K
|
8.79K
$494K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
384+ 0.79% |
$19.3K - $22.2K
|
49.1K
$2.76M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
381+ 1.61% |
$19.2K - $22K
|
24K
$1.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
378+ 3.92% |
$19K - $21.9K
|
10K
$562K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
377+ 2.78% |
$19K - $21.8K
|
13.9K
$783K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
376+ 2.73% |
$18.9K - $21.7K
|
14.2K
$795K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
375+ 1.18% |
$18.9K - $21.7K
|
32.2K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
375+ 0.27% |
$18.9K - $21.7K
|
141K
$7.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
372+ 5.9% |
$18.7K - $21.5K
|
6.67K
$375K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
369+ 0.25% |
$18.6K - $21.3K
|
149K
$8.39M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
369+ 0.25% |
$18.6K - $21.3K
|
149K
$8.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
366+ 1.98% |
$18.4K - $21.2K
|
18.8K
$1.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
365+ 0.92% |
$18.4K - $21.1K
|
39.8K
$2.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
365+ 0.13% |
$18.4K - $21.1K
|
280K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
363+ 9.06% |
$18.3K - $21K
|
4.37K
$245K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
362+ 3.35% |
$18.2K - $20.9K
|
11.2K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
361+ 2.63% |
$18.2K - $20.9K
|
14.1K
$790K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
359+ 1.1% |
$18.1K - $20.8K
|
33K
$1.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
359+ 0.6% |
$18.1K - $20.8K
|
60.2K
$3.38M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
359+ 6.65% |
$18.1K - $20.8K
|
5.76K
$324K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
352+ 2.81% |
$17.7K - $20.4K
|
12.9K
$723K
|
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
351+ 0.59% |
$17.7K - $20.3K
|
59.6K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
348+ 1.14% |
$17.5K - $20.1K
|
30.8K
$1.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
343+ 4.89% |
$17.3K - $19.8K
|
7.35K
$413K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
342+ 0.16% |
$17.2K - $19.8K
|
210K
$11.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
339+ 6.87% |
$17.1K - $19.6K
|
5.28K
$296K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
335+ 0.51% |
$16.9K - $19.4K
|
66.2K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
335+ 0.19% |
$16.9K - $19.4K
|
179K
$10.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
333+ 1.4% |
$16.8K - $19.3K
|
24.1K
$1.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
328+ 6.78% |
$16.5K - $19K
|
5.17K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
326+ 2.83% |
$16.4K - $18.9K
|
11.9K
$666K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
326+ 2.81% |
$16.4K - $18.9K
|
11.9K
$671K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
326+ 2.81% |
$16.4K - $18.9K
|
11.9K
$671K
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
323+ 2.34% |
$16.3K - $18.7K
|
14.1K
$794K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
323+ 0.38% |
$16.3K - $18.7K
|
85.1K
$4.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
321+ 0.87% |
$16.2K - $18.6K
|
37K
$2.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
320+ 3.27% |
$16.1K - $18.5K
|
10.1K
$568K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
319+ 2.26% |
$16.1K - $18.5K
|
14.4K
$809K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
317+ 0.19% |
$16K - $18.3K
|
165K
$9.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
314+ 7.22% |
$15.8K - $18.2K
|
4.66K
$262K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
311+ 2.04% |
$15.7K - $18K
|
15.5K
$872K
|