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
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
356+ 1.33% |
$17K - $19.4K
|
27.2K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
352+ 6.95% |
$16.8K - $19.1K
|
5.42K
$318K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
350+ 0.57% |
$16.7K - $19K
|
62.1K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
350New |
$16.7K - $19K
|
350
$20.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
349+ 0.41% |
$16.6K - $19K
|
86.2K
$5.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
345+ 4.18% |
$16.5K - $18.8K
|
8.6K
$505K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
345+ 50.15% |
$16.5K - $18.8K
|
1.03K
$60.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
340+ 1.61% |
$16.2K - $18.5K
|
21.4K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
340+ 1.84% |
$16.2K - $18.5K
|
18.8K
$1.1M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
340+ 1.84% |
$16.2K - $18.5K
|
18.8K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
335+ 2.98% |
$16K - $18.2K
|
11.6K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
335New |
$16K - $18.2K
|
335
$19.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
331+ 1.98% |
$15.8K - $18K
|
17K
$1M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
331+ 1.61% |
$15.8K - $18K
|
20.8K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
330New |
$15.7K - $17.9K
|
330
$19.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
326+ 1.57% |
$15.6K - $17.7K
|
21K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
326+ 2.57% |
$15.6K - $17.7K
|
13K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
323+ 0.6% |
$15.4K - $17.6K
|
54.3K
$3.19M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
320+ 100.0% |
$15.3K - $17.4K
|
640
$37.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
312+ 10.67% |
$14.9K - $17K
|
3.24K
$190K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
307+ 0.34% |
$14.6K - $16.7K
|
91.5K
$5.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
306+ 1.17% |
$14.6K - $16.6K
|
26.6K
$1.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
305+ 2.92% |
$14.5K - $16.6K
|
10.8K
$632K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
304+ 1.6% |
$14.5K - $16.5K
|
19.3K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
301+ 2.21% |
$14.4K - $16.4K
|
13.9K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
299+ 5.58% |
$14.3K - $16.3K
|
5.66K
$332K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
298+ 0.87% |
$14.2K - $16.2K
|
34.6K
$2.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
298+ 1.03% |
$14.2K - $16.2K
|
29.4K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
297+ 0.71% |
$14.2K - $16.2K
|
42K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
297+ 0.18% |
$14.2K - $16.2K
|
161K
$9.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
292+ 1.63% |
$13.9K - $15.9K
|
18.2K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
291+ 0.12% |
$13.9K - $15.8K
|
241K
$14.1M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
290+ 0.16% |
$13.8K - $15.8K
|
179K
$10.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
290+ 4.17% |
$13.8K - $15.8K
|
7.25K
$426K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
287+ 7.47% |
$13.7K - $15.6K
|
4.13K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
286+ 3.21% |
$13.6K - $15.6K
|
9.19K
$540K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
283+ 7.62% |
$13.5K - $15.4K
|
4K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
282+ 0.48% |
$13.5K - $15.3K
|
59.6K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
277+ 1.95% |
$13.2K - $15.1K
|
14.5K
$850K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
276+ 1.33% |
$13.2K - $15K
|
21K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
271+ 0.65% |
$12.9K - $14.7K
|
41.8K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
264+ 1.14% |
$12.6K - $14.4K
|
23.4K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
260+ 1.98% |
$12.4K - $14.1K
|
13.4K
$787K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
259+ 5.86% |
$12.4K - $14.1K
|
4.68K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
257+ 6.56% |
$12.3K - $14K
|
4.17K
$245K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
255+ 1.11% |
$12.2K - $13.9K
|
23.2K
$1.36M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
255+ 2.35% |
$12.2K - $13.9K
|
11.1K
$652K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
252+ 1.36% |
$12K - $13.7K
|
18.8K
$1.11M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
251+ 4.24% |
$12K - $13.7K
|
6.18K
$363K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
250+ 1.28% |
$11.9K - $13.6K
|
19.7K
$1.16M
|