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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
42+ 0.25% |
$2K - $2.28K
|
16.9K
$990K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
41+ 0.75% |
$1.96K - $2.23K
|
5.52K
$324K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
40+ 0.57% |
$1.91K - $2.18K
|
7.01K
$412K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
40+ 0.33% |
$1.91K - $2.18K
|
12.1K
$709K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
40+ 0.6% |
$1.91K - $2.18K
|
6.68K
$392K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
39+ 0.0% |
$1.86K - $2.12K
|
384M
$22.5B
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
38+ 0.34% |
$1.81K - $2.07K
|
11.3K
$665K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
38+ 0.53% |
$1.81K - $2.07K
|
7.2K
$423K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
37+ 0.37% |
$1.76K - $2.01K
|
10.1K
$595K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
36+ 0.28% |
$1.72K - $1.96K
|
13K
$764K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
34+ 0.09% |
$1.62K - $1.85K
|
36.6K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
34+ 0.05% |
$1.62K - $1.85K
|
71.7K
$4.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
33+ 0.26% |
$1.57K - $1.79K
|
12.6K
$740K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
32+ 6.12% |
$1.53K - $1.74K
|
555
$32.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
31+ 38.27% |
$1.48K - $1.69K
|
112
$6.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
31+ 0.69% |
$1.48K - $1.69K
|
4.55K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
30+ 0.46% |
$1.43K - $1.63K
|
6.49K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
30+ 0.69% |
$1.43K - $1.63K
|
4.4K
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
29+ 0.04% |
$1.38K - $1.58K
|
66.5K
$3.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28+ 0.68% |
$1.34K - $1.52K
|
4.13K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 0.64% |
$1.34K - $1.52K
|
4.42K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
27+ 0.14% |
$1.29K - $1.47K
|
19K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.07% |
$1.29K - $1.47K
|
41.3K
$2.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
26+ 0.3% |
$1.24K - $1.41K
|
8.63K
$507K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
25+ 0.4% |
$1.19K - $1.36K
|
6.24K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
25+ 0.34% |
$1.19K - $1.36K
|
7.46K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
25+ 0.22% |
$1.19K - $1.36K
|
11.3K
$663K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
24+ 0.23% |
$1.14K - $1.31K
|
10.4K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
24+ 0.57% |
$1.14K - $1.31K
|
4.27K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
22+ 0.52% |
$1.05K - $1.2K
|
4.28K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
22+ 0.38% |
$1.05K - $1.2K
|
5.81K
$342K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.58% |
$1.05K - $1.2K
|
3.79K
$223K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
21+ 0.38% |
$1K - $1.14K
|
5.55K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
21+ 0.22% |
$1K - $1.14K
|
9.77K
$574K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
21+ 0.28% |
$1K - $1.14K
|
7.43K
$436K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
20+ 0.0% |
$954 - $1.09K
|
723K
$42.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
20+ 0.07% |
$954 - $1.09K
|
29.4K
$1.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
18+ 0.13% |
$859 - $979
|
14K
$820K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
18+ 0.25% |
$859 - $979
|
7.12K
$418K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
17+ 0.34% |
$811 - $925
|
4.98K
$293K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
17+ 16.83% |
$811 - $925
|
118
$6.93K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17+ 0.52% |
$811 - $925
|
3.3K
$194K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
16+ 0.0% |
$763 - $870
|
675K
$39.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
15+ 0.03% |
$716 - $816
|
44K
$2.59M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15+ 0.67% |
$716 - $816
|
2.27K
$133K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
14+ 0.03% |
$668 - $761
|
53.8K
$3.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
14+ 0.33% |
$668 - $761
|
4.23K
$248K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
13+ 0.07% |
$620 - $707
|
18.2K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
13+ 0.19% |
$620 - $707
|
7.01K
$412K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
13+ 0.1% |
$620 - $707
|
12.6K
$740K
|