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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
24+ 0.57% |
$1.21K - $1.39K
|
4.25K
$237K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
23+ 3.91% |
$1.16K - $1.33K
|
611
$34.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
22+ 0.38% |
$1.11K - $1.27K
|
5.84K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
21+ 0.27% |
$1.06K - $1.21K
|
7.68K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
21+ 0.25% |
$1.06K - $1.21K
|
8.48K
$473K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
20+ 0.05% |
$1.01K - $1.16K
|
40.6K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 0.31% |
$1.01K - $1.16K
|
6.55K
$366K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
19+ 0.31% |
$957 - $1.1K
|
6.22K
$347K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19+ 1.23% |
$957 - $1.1K
|
1.56K
$87.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
18+ 0.14% |
$907 - $1.04K
|
13K
$724K
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
17+ 0.24% |
$856 - $983
|
7.11K
$397K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
16+ 0.09% |
$806 - $925
|
17.3K
$963K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16+ 0.72% |
$806 - $925
|
2.25K
$126K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
16+ 0.72% |
$806 - $925
|
2.24K
$125K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
14+ 0.21% |
$705 - $810
|
6.68K
$373K
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
14+ 0.13% |
$705 - $810
|
10.5K
$584K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
14+ 0.36% |
$705 - $810
|
3.94K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.1% |
$655 - $752
|
12.7K
$707K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
13+ 0.01% |
$655 - $752
|
131K
$7.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
13+ 0.15% |
$655 - $752
|
8.68K
$485K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 0.99% |
$655 - $752
|
1.33K
$74.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13+ 0.22% |
$655 - $752
|
5.81K
$324K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
12+ 0.02% |
$605 - $694
|
48.7K
$2.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
12+ 0.29% |
$605 - $694
|
4.1K
$229K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
12+ 0.13% |
$605 - $694
|
9.13K
$510K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11+ 0.19% |
$554 - $636
|
5.72K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11+ 0.22% |
$554 - $636
|
4.9K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
11+ 0.86% |
$554 - $636
|
1.29K
$71.8K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.4% |
$554 - $636
|
2.74K
$153K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10+ 0.05% |
$504 - $578
|
20.3K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
10+ 0.16% |
$504 - $578
|
6.3K
$352K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
10+ 0.07% |
$504 - $578
|
13.5K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
10+ 0.22% |
$504 - $578
|
4.64K
$259K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
9+ 0.28% |
$453 - $521
|
3.25K
$181K
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
9+ 0.12% |
$453 - $521
|
7.32K
$409K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
9+ 0.31% |
$453 - $521
|
2.94K
$164K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8+ 0.14% |
$403 - $463
|
5.76K
$321K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8+ 0.04% |
$403 - $463
|
19.6K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
8+ 3.67% |
$403 - $463
|
226
$12.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
7+ 0.15% |
$353 - $405
|
4.59K
$256K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
7+ 0.27% |
$353 - $405
|
2.61K
$146K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7+ 0.07% |
$353 - $405
|
10.2K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
7+ 0.06% |
$353 - $405
|
11.3K
$631K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
7+ 0.13% |
$353 - $405
|
5.47K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.39% |
$353 - $405
|
1.8K
$100K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7+ 1.17% |
$353 - $405
|
606
$33.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.16% |
$302 - $347
|
3.73K
$208K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
6+ 0.05% |
$302 - $347
|
12.8K
$715K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6+ 0.02% |
$302 - $347
|
29.3K
$1.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.49% |
$252 - $289
|
1.03K
$57.7K
|