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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
846+ 10.41% |
$40.4K - $46K
|
8.97K
$527K
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
841+ 4.21% |
$40.1K - $45.7K
|
20.8K
$1.22M
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
834+ 5.62% |
$39.8K - $45.4K
|
15.7K
$920K
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
832+ 12.32% |
$39.7K - $45.3K
|
7.59K
$446K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
829+ 2.36% |
$39.5K - $45.1K
|
36K
$2.12M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
828New |
$39.5K - $45K
|
828
$48.6K
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
827+ 14.36% |
$39.4K - $45K
|
6.59K
$387K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
825+ 8.62% |
$39.4K - $44.9K
|
10.4K
$610K
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
814+ 2.25% |
$38.8K - $44.3K
|
37K
$2.17M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
810New |
$38.6K - $44.1K
|
810
$47.6K
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
801+ 5.56% |
$38.2K - $43.6K
|
15.2K
$893K
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
800+ 3.06% |
$38.2K - $43.5K
|
26.9K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
800+ 8.41% |
$38.2K - $43.5K
|
10.3K
$606K
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
790+ 3.04% |
$37.7K - $43K
|
26.8K
$1.57M
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
790+ 11.6% |
$37.7K - $43K
|
7.6K
$446K
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
787+ 3.22% |
$37.5K - $42.8K
|
25.2K
$1.48M
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
784+ 2.94% |
$37.4K - $42.6K
|
27.5K
$1.61M
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
780+ 8.49% |
$37.2K - $42.4K
|
9.97K
$585K
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
777+ 0.62% |
$37.1K - $42.3K
|
125K
$7.37M
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
775+ 10.14% |
$37K - $42.2K
|
8.42K
$495K
|
|
Feb 08, 2024
Q4 2023
|
Oppenheimer & Close, LLC
|
BUY
|
- |
772+ 0.89% |
$36.8K - $42K
|
87.5K
$5.14M
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
770+ 3.96% |
$36.7K - $41.9K
|
20.2K
$1.19M
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
769+ 1.58% |
$36.7K - $41.8K
|
49.4K
$2.9M
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
768+ 0.18% |
$36.6K - $41.8K
|
432K
$25.3M
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
762+ 11.33% |
$36.3K - $41.4K
|
7.49K
$440K
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
761+ 0.64% |
$36.3K - $41.4K
|
119K
$7M
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
758+ 10.04% |
$36.2K - $41.2K
|
8.31K
$488K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
755+ 3.92% |
$36K - $41.1K
|
20K
$1.18M
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
754+ 11.72% |
$36K - $41K
|
7.19K
$422K
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
752+ 1.36% |
$35.9K - $40.9K
|
56.2K
$3.3M
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
751+ 8.42% |
$35.8K - $40.8K
|
9.67K
$568K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
751+ 1.08% |
$35.8K - $40.8K
|
70.5K
$4.14M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
750+ 3.96% |
$35.8K - $40.8K
|
19.7K
$1.16M
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
746+ 4.47% |
$35.6K - $40.6K
|
17.4K
$1.02M
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
746+ 13.92% |
$35.6K - $40.6K
|
6.11K
$359K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
738+ 6.93% |
$35.2K - $40.1K
|
11.4K
$669K
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
735+ 18.36% |
$35.1K - $40K
|
4.74K
$278K
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
729+ 6.32% |
$34.8K - $39.7K
|
12.3K
$721K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
728+ 2.98% |
$34.7K - $39.6K
|
25.1K
$1.48M
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
727+ 8.89% |
$34.7K - $39.5K
|
8.9K
$523K
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
726+ 0.07% |
$34.6K - $39.5K
|
1.01M
$59.3M
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
725+ 4.42% |
$34.6K - $39.4K
|
17.1K
$1.01M
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
714+ 0.83% |
$34.1K - $38.8K
|
87.2K
$5.12M
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
712+ 1.11% |
$34K - $38.7K
|
65K
$3.82M
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
710+ 0.43% |
$33.9K - $38.6K
|
166K
$9.73M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
710+ 0.64% |
$33.9K - $38.6K
|
111K
$6.53M
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
705+ 2.01% |
$33.6K - $38.3K
|
35.7K
$2.1M
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
700+ 3500.0% |
$33.4K - $38.1K
|
720
$42.3K
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
700+ 3.96% |
$33.4K - $38.1K
|
18.4K
$1.08M
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
695+ 7.85% |
$33.2K - $37.8K
|
9.55K
$561K
|