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 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
96+ 0.65% |
$4.84K - $5.55K
|
14.9K
$834K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
96+ 1.81% |
$4.84K - $5.55K
|
5.39K
$301K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
95New |
$4.79K - $5.49K
|
95
$5.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.11% |
$4.58K - $5.26K
|
79.6K
$4.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
90+ 0.24% |
$4.53K - $5.21K
|
38.3K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
89+ 0.53% |
$4.48K - $5.15K
|
16.9K
$943K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
88+ 0.74% |
$4.43K - $5.09K
|
12K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
88+ 2.25% |
$4.43K - $5.09K
|
4K
$223K
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
87+ 0.54% |
$4.38K - $5.03K
|
16.3K
$909K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
87+ 0.22% |
$4.38K - $5.03K
|
40.5K
$2.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
86+ 0.82% |
$4.33K - $4.97K
|
10.6K
$590K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
86+ 1.34% |
$4.33K - $4.97K
|
6.49K
$363K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
85+ 0.82% |
$4.28K - $4.92K
|
10.5K
$586K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
84+ 3.37% |
$4.23K - $4.86K
|
2.57K
$144K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
81+ 0.04% |
$4.08K - $4.69K
|
185K
$10.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
80+ 0.63% |
$4.03K - $4.63K
|
12.9K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
79+ 0.31% |
$3.98K - $4.57K
|
25.4K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
79+ 0.72% |
$3.98K - $4.57K
|
11K
$616K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
76+ 0.34% |
$3.83K - $4.4K
|
22.6K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
75+ 1.79% |
$3.78K - $4.34K
|
4.26K
$238K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
73+ 1.7% |
$3.68K - $4.22K
|
4.38K
$244K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
73+ 0.99% |
$3.68K - $4.22K
|
7.43K
$415K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
70+ 1.2% |
$3.53K - $4.05K
|
5.91K
$330K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
68+ 0.67% |
$3.43K - $3.93K
|
10.2K
$569K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
68+ 14.95% |
$3.43K - $3.93K
|
523
$29.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
68+ 0.52% |
$3.43K - $3.93K
|
13.1K
$734K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
67+ 0.35% |
$3.38K - $3.88K
|
19K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
67+ 0.54% |
$3.38K - $3.88K
|
12.4K
$695K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
67+ 0.95% |
$3.38K - $3.88K
|
7.09K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
66+ 0.06% |
$3.33K - $3.82K
|
113K
$6.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
65+ 1.46% |
$3.27K - $3.76K
|
4.5K
$251K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
65+ 0.21% |
$3.27K - $3.76K
|
31K
$1.73M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
65+ 0.46% |
$3.27K - $3.76K
|
14.2K
$791K
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
64+ 1.0% |
$3.22K - $3.7K
|
6.48K
$362K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
63+ 0.05% |
$3.17K - $3.64K
|
117K
$6.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
63+ 0.15% |
$3.17K - $3.64K
|
43.5K
$2.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
62+ 0.65% |
$3.12K - $3.59K
|
9.58K
$535K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
60+ 0.98% |
$3.02K - $3.47K
|
6.16K
$344K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
60+ 0.3% |
$3.02K - $3.47K
|
20K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
58+ 7.33% |
$2.92K - $3.35K
|
849
$47.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
57+ 0.64% |
$2.87K - $3.3K
|
8.91K
$497K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
56+ 0.45% |
$2.82K - $3.24K
|
12.5K
$699K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
55+ 0.08% |
$2.77K - $3.18K
|
69.1K
$3.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
52+ 0.67% |
$2.62K - $3.01K
|
7.82K
$437K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
52+ 11.28% |
$2.62K - $3.01K
|
513
$28.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
51+ 0.38% |
$2.57K - $2.95K
|
13.5K
$756K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
50+ 0.68% |
$2.52K - $2.89K
|
7.37K
$411K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
50+ 0.24% |
$2.52K - $2.89K
|
21.1K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
50+ 0.51% |
$2.52K - $2.89K
|
9.84K
$549K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.26% |
$2.52K - $2.89K
|
19.1K
$1.06M
|