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 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-555- 1.06% |
$26.5K - $30.2K
|
52K
$3.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-557- 1.21% |
$26.6K - $30.3K
|
45.6K
$2.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-560- 1.49% |
$26.7K - $30.5K
|
36.9K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-561- 10.2% |
$26.8K - $30.5K
|
4.94K
$290K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-565- 4.89% |
$27K - $30.7K
|
11K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-566- 10.38% |
$27K - $30.8K
|
4.89K
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-568- 2.39% |
$27.1K - $30.9K
|
23.2K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-569- 1.26% |
$27.1K - $30.9K
|
44.7K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-573- 9.65% |
$27.3K - $31.2K
|
5.36K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-592- 4.68% |
$28.2K - $32.2K
|
12.1K
$708K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-594- 1.8% |
$28.3K - $32.3K
|
32.4K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-595- 2.82% |
$28.4K - $32.4K
|
20.5K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-597- 0.66% |
$28.5K - $32.5K
|
89.5K
$5.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-600- 9.64% |
$28.6K - $32.6K
|
5.62K
$330K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-601- 2.64% |
$28.7K - $32.7K
|
22.2K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-605- 1.38% |
$28.9K - $32.9K
|
43.2K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-605- 0.82% |
$28.9K - $32.9K
|
73.5K
$4.32M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-615- 0.95% |
$29.3K - $33.4K
|
63.9K
$3.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-616- 3.14% |
$29.4K - $33.5K
|
19K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-623- 2.35% |
$29.7K - $33.9K
|
25.9K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-624- 3.21% |
$29.8K - $33.9K
|
18.8K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-624- 2.52% |
$29.8K - $33.9K
|
24.1K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-625- 1.84% |
$29.8K - $34K
|
33.4K
$1.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-626- 3.34% |
$29.9K - $34K
|
18.1K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-628- 12.62% |
$30K - $34.2K
|
4.35K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-628- 7.53% |
$30K - $34.2K
|
7.72K
$453K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-629- 5.95% |
$30K - $34.2K
|
9.94K
$584K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-630- 0.16% |
$30.1K - $34.3K
|
401K
$23.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-633- 4.02% |
$30.2K - $34.4K
|
15.1K
$888K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-635- 8.58% |
$30.3K - $34.5K
|
6.76K
$397K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-637- 1.98% |
$30.4K - $34.6K
|
31.6K
$1.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-643- 0.5% |
$30.7K - $35K
|
128K
$7.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-647- 0.96% |
$30.9K - $35.2K
|
66.7K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-650- 1.07% |
$31K - $35.4K
|
60.1K
$3.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-653- 1.01% |
$31.1K - $35.5K
|
64K
$3.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-655- 1.39% |
$31.2K - $35.6K
|
46.4K
$2.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-655- 7.88% |
$31.2K - $35.6K
|
7.66K
$450K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-659- 4.75% |
$31.4K - $35.8K
|
13.2K
$776K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-672- 40.34% |
$32.1K - $36.6K
|
994
$58.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-674- 52.41% |
$32.1K - $36.7K
|
612
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-675- 4.25% |
$32.2K - $36.7K
|
15.2K
$893K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-678- 1.11% |
$32.3K - $36.9K
|
60.5K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-681- 4.77% |
$32.5K - $37K
|
13.6K
$799K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-682- 7.97% |
$32.5K - $37.1K
|
7.87K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-683- 2.85% |
$32.6K - $37.1K
|
23.3K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-686- 0.86% |
$32.7K - $37.3K
|
78.9K
$4.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-687- 0.45% |
$32.8K - $37.4K
|
150K
$8.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-700- 12.25% |
$33.4K - $38.1K
|
5.02K
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-700- 1.65% |
$33.4K - $38.1K
|
41.7K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-700- 5.1% |
$33.4K - $38.1K
|
13K
$765K
|