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
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-449- 0.56% |
$22.6K - $26K
|
79.9K
$4.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-450- 5.71% |
$22.7K - $26K
|
7.44K
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-450- 1.6% |
$22.7K - $26K
|
27.6K
$1.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-452- 3.09% |
$22.8K - $26.1K
|
14.2K
$832K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-454- 3.21% |
$22.9K - $26.3K
|
13.7K
$805K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-455- 1.1% |
$22.9K - $26.3K
|
40.8K
$2.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-459- 0.24% |
$23.1K - $26.5K
|
190K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-460- 0.38% |
$23.2K - $26.6K
|
121K
$7.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-462- 40.35% |
$23.3K - $26.7K
|
683
$40.1K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-463- 8.06% |
$23.3K - $26.8K
|
5.28K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-465- 10.48% |
$23.4K - $26.9K
|
3.97K
$233K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-469- 7.51% |
$23.6K - $27.1K
|
5.77K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-470- 1.95% |
$23.7K - $27.2K
|
23.7K
$1.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-474- 0.03% |
$23.9K - $27.4K
|
1.6M
$94M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-474- 6.12% |
$23.9K - $27.4K
|
7.27K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-475- 5.33% |
$23.9K - $27.5K
|
8.44K
$496K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-476- 3.88% |
$24K - $27.5K
|
11.8K
$693K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-477- 10.61% |
$24K - $27.6K
|
4.02K
$236K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-477- 5.39% |
$24K - $27.6K
|
8.37K
$492K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-479- 8.64% |
$24.1K - $27.7K
|
5.07K
$298K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-480- 11.07% |
$24.2K - $27.8K
|
3.86K
$226K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-480- 1.55% |
$24.2K - $27.8K
|
30.5K
$1.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-480- 2.34% |
$24.2K - $27.8K
|
20K
$1.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-481- 1.3% |
$24.2K - $27.8K
|
36.7K
$2.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-481- 0.69% |
$24.2K - $27.8K
|
69K
$4.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-482- 0.23% |
$24.3K - $27.9K
|
210K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-482- 0.4% |
$24.3K - $27.9K
|
119K
$6.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-484- 3.23% |
$24.4K - $28K
|
14.5K
$851K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-485- 1.92% |
$24.4K - $28.1K
|
24.7K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-490- 2.97% |
$24.7K - $28.3K
|
16K
$940K
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-494- 0.76% |
$24.9K - $28.6K
|
64.5K
$3.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-496- 8.97% |
$25K - $28.7K
|
5.04K
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-498- 0.9% |
$25.1K - $28.8K
|
54.9K
$3.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-500- 2.9% |
$25.2K - $28.9K
|
16.8K
$984K
|
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-500- 1.44% |
$25.2K - $28.9K
|
34.3K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-500- 6.0% |
$25.2K - $28.9K
|
7.84K
$460K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-507- 3.71% |
$25.5K - $29.3K
|
13.2K
$774K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-510- 0.74% |
$25.7K - $29.5K
|
68.7K
$4.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-516- 0.89% |
$26K - $29.8K
|
57.5K
$3.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-517- 8.82% |
$26K - $29.9K
|
5.34K
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-517- 1.45% |
$26K - $29.9K
|
35.2K
$2.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-518- 3.31% |
$26.1K - $30K
|
15.2K
$890K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-523- 4.4% |
$26.3K - $30.3K
|
11.4K
$668K
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-528- 0.15% |
$26.6K - $30.5K
|
356K
$20.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-533- 6.72% |
$26.9K - $30.8K
|
7.4K
$435K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-535- 9.91% |
$27K - $30.9K
|
4.87K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-536- 0.7% |
$27K - $31K
|
76K
$4.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-538- 1.57% |
$27.1K - $31.1K
|
33.6K
$1.98M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-539- 1.42% |
$27.2K - $31.2K
|
37.3K
$2.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-543- 0.43% |
$27.4K - $31.4K
|
124K
$7.3M
|