Purchases and Sales Made in Q4 2023 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
8.71K+ 3.08% |
$415K - $473K
|
291K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.66K+ 3.89% |
$413K - $471K
|
231K
$13.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.62K+ 4.51% |
$411K - $469K
|
200K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.56K+ 7.55% |
$408K - $465K
|
122K
$7.16M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8.56K+ 76.82% |
$408K - $465K
|
19.7K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.52K+ 22.8% |
$406K - $463K
|
45.9K
$2.69M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
8.41KNew |
$401K - $457K
|
8.41K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
8.34KNew |
$398K - $453K
|
8.34K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8.31KNew |
$396K - $452K
|
8.31K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8.25KNew |
$394K - $449K
|
8.25K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.25K+ 12.95% |
$393K - $449K
|
71.9K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
8.24KNew |
$393K - $448K
|
8.24K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
8.24KNew |
$393K - $448K
|
8.24K
$484K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.23KNew |
$393K - $448K
|
8.23K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.2K+ 17.53% |
$391K - $446K
|
54.9K
$3.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
8.16K+ 128.3% |
$389K - $444K
|
14.5K
$853K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
8.16KNew |
$389K - $444K
|
8.16K
$479K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
8.15K+ 4.43% |
$389K - $443K
|
192K
$11.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.14KNew |
$388K - $443K
|
8.14K
$478K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
8.02K+ 6.55% |
$383K - $436K
|
130K
$7.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
7.99K+ 0.07% |
$381K - $435K
|
11M
$643M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
7.98KNew |
$381K - $434K
|
7.98K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
7.96K+ 24.27% |
$380K - $433K
|
40.8K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.83KNew |
$373K - $426K
|
7.83K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
7.83KNew |
$373K - $426K
|
7.83K
$460K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.83K+ 7.46% |
$373K - $426K
|
113K
$6.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.8KNew |
$372K - $424K
|
7.8K
$458K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
7.74K+ 25.31% |
$369K - $421K
|
38.3K
$2.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
7.69K+ 19.38% |
$367K - $418K
|
47.3K
$2.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
7.57K+ 5.98% |
$361K - $411K
|
134K
$7.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
7.57KNew |
$361K - $411K
|
7.57K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.51K+ 1.5% |
$358K - $409K
|
507K
$29.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.46K+ 66.71% |
$356K - $406K
|
18.6K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.45KNew |
$355K - $405K
|
7.45K
$438K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.44KNew |
$355K - $405K
|
7.44K
$437K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.43KNew |
$354K - $404K
|
7.43K
$436K
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
7.42K+ 6.39% |
$354K - $403K
|
124K
$7.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.39K+ 3.12% |
$352K - $402K
|
244K
$14.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.37K+ 8.06% |
$351K - $401K
|
98.8K
$5.81M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
7.36K+ 15.08% |
$351K - $400K
|
56.1K
$3.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
7.35K+ 23.45% |
$350K - $400K
|
38.7K
$2.27M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
7.35K+ 23.45% |
$350K - $400K
|
38.7K
$2.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.34K+ 12.07% |
$350K - $399K
|
68.1K
$4M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7.25KNew |
$346K - $394K
|
7.25K
$426K
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
7.19KNew |
$343K - $391K
|
7.19K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
7.19K+ 130.29% |
$343K - $391K
|
12.7K
$746K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7.15K+ 4.39% |
$341K - $389K
|
170K
$9.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.11K+ 19.15% |
$339K - $387K
|
44.3K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
7.1KNew |
$339K - $386K
|
7.1K
$417K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.05K+ 1.38% |
$336K - $383K
|
517K
$30.3M
|