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 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
585+ 0.8% |
$27.9K - $31.8K
|
74.2K
$4.36M
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
582+ 14.81% |
$27.8K - $31.7K
|
4.51K
$265K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
577+ 43.35% |
$27.5K - $31.4K
|
1.91K
$112K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
575+ 0.95% |
$27.4K - $31.3K
|
60.9K
$3.58M
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
573+ 8.62% |
$27.3K - $31.2K
|
7.22K
$424K
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
566+ 0.47% |
$27K - $30.8K
|
120K
$7.04M
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
564+ 2.48% |
$26.9K - $30.7K
|
23.3K
$1.37M
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
564+ 3.71% |
$26.9K - $30.7K
|
15.8K
$927K
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
563+ 11.31% |
$26.9K - $30.6K
|
5.54K
$326K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
563New |
$26.9K - $30.6K
|
563
$33.1K
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
562+ 0.81% |
$26.8K - $30.6K
|
69.8K
$4.1M
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
561+ 1.83% |
$26.8K - $30.5K
|
31.2K
$1.83M
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
560+ 3.39% |
$26.7K - $30.5K
|
17.1K
$1M
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
560+ 1.69% |
$26.7K - $30.5K
|
33.6K
$1.97M
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
553+ 4.05% |
$26.4K - $30.1K
|
14.2K
$834K
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
553+ 1.26% |
$26.4K - $30.1K
|
44.5K
$2.62M
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
549+ 1.52% |
$26.2K - $29.9K
|
36.6K
$2.15M
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
547+ 6.78% |
$26.1K - $29.8K
|
8.61K
$506K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
547+ 9.39% |
$26.1K - $29.8K
|
6.37K
$374K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
546+ 30.13% |
$26K - $29.7K
|
2.36K
$139K
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
545+ 10.88% |
$26K - $29.6K
|
5.55K
$326K
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
545+ 0.09% |
$26K - $29.6K
|
624K
$36.6M
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
530+ 0.39% |
$25.3K - $28.8K
|
137K
$8.05M
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
530+ 9.28% |
$25.3K - $28.8K
|
6.24K
$367K
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
526+ 1.66% |
$25.1K - $28.6K
|
32.2K
$1.89M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
526New |
$25.1K - $28.6K
|
526
$30.9K
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
521+ 11.32% |
$24.9K - $28.3K
|
5.12K
$301K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
517+ 1.68% |
$24.7K - $28.1K
|
31.3K
$1.84M
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
514+ 1.97% |
$24.5K - $28K
|
26.7K
$1.57M
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
509+ 1.17% |
$24.3K - $27.7K
|
43.8K
$2.58M
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
509+ 1.76% |
$24.3K - $27.7K
|
29.4K
$1.73M
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
507+ 12.62% |
$24.2K - $27.6K
|
4.53K
$266K
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
506+ 4.82% |
$24.1K - $27.5K
|
11K
$647K
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
505+ 1.3% |
$24.1K - $27.5K
|
39.2K
$2.3M
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
503+ 7.1% |
$24K - $27.4K
|
7.59K
$446K
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
500+ 10.96% |
$23.9K - $27.2K
|
5.06K
$297K
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
500+ 3.11% |
$23.9K - $27.2K
|
16.6K
$975K
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 2.02% |
$23.9K - $27.2K
|
25.3K
$1.49M
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
498+ 0.67% |
$23.8K - $27.1K
|
74.6K
$4.38M
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
497+ 0.3% |
$23.7K - $27K
|
165K
$9.71M
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
496+ 7.42% |
$23.7K - $27K
|
7.18K
$422K
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
494+ 1.54% |
$23.6K - $26.9K
|
32.6K
$1.91M
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
485+ 2.34% |
$23.1K - $26.4K
|
21.2K
$1.25M
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
484+ 2.21% |
$23.1K - $26.3K
|
22.4K
$1.32M
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
480+ 1.78% |
$22.9K - $26.1K
|
27.4K
$1.61M
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
480+ 4.43% |
$22.9K - $26.1K
|
11.3K
$665K
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
480+ 10.69% |
$22.9K - $26.1K
|
4.97K
$292K
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
480+ 3.3% |
$22.9K - $26.1K
|
15K
$883K
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
478+ 3.3% |
$22.8K - $26K
|
15K
$879K
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
475+ 6.17% |
$22.7K - $25.8K
|
8.17K
$480K
|