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 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-655- 1.39% |
$31.2K - $35.6K
|
46.4K
$2.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-655- 7.88% |
$31.2K - $35.6K
|
7.66K
$416K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-659- 4.75% |
$31.4K - $35.8K
|
13.2K
$718K
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-665- 2.34% |
$31.7K - $36.2K
|
27.7K
$1.51M
|
|
|
Mar 28, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-665- 2.34% |
$31.7K - $36.2K
|
27.7K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-672- 40.34% |
$32.1K - $36.6K
|
994
$54K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-674- 52.41% |
$32.1K - $36.7K
|
612
$33.3K
|
|
|
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
$826K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-678- 1.11% |
$32.3K - $36.9K
|
60.5K
$3.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-681- 4.77% |
$32.5K - $37K
|
13.6K
$739K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-682- 7.97% |
$32.5K - $37.1K
|
7.87K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-683- 2.85% |
$32.6K - $37.1K
|
23.3K
$1.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-686- 0.86% |
$32.7K - $37.3K
|
78.9K
$4.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-687- 0.45% |
$32.8K - $37.4K
|
150K
$8.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-700- 12.25% |
$33.4K - $38.1K
|
5.02K
$273K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-700- 1.65% |
$33.4K - $38.1K
|
41.7K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-700- 5.1% |
$33.4K - $38.1K
|
13K
$708K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-700- 11.85% |
$33.4K - $38.1K
|
5.21K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-706- 9.54% |
$33.7K - $38.4K
|
6.7K
$364K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-712- 13.83% |
$34K - $38.7K
|
4.44K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-712- 6.25% |
$34K - $38.7K
|
10.7K
$581K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-718- 1.9% |
$34.2K - $39.1K
|
37.2K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-723- 9.02% |
$34.5K - $39.3K
|
7.29K
$396K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-727- 5.13% |
$34.7K - $39.5K
|
13.4K
$731K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-728- 11.1% |
$34.7K - $39.6K
|
5.83K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-728- 3.41% |
$34.7K - $39.6K
|
20.6K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-729- 7.68% |
$34.8K - $39.7K
|
8.77K
$477K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-732- 0.38% |
$34.9K - $39.8K
|
190K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-736- 2.51% |
$35.1K - $40K
|
28.6K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-737- 3.36% |
$35.2K - $40.1K
|
21.2K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-738- 8.37% |
$35.2K - $40.1K
|
8.08K
$439K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-741- 15.64% |
$35.3K - $40.3K
|
4K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-741- 6.58% |
$35.3K - $40.3K
|
10.5K
$572K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-745- 5.27% |
$35.5K - $40.5K
|
13.4K
$728K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-745- 0.39% |
$35.5K - $40.5K
|
189K
$10.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-748- 1.62% |
$35.7K - $40.7K
|
45.6K
$2.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-749- 5.13% |
$35.7K - $40.7K
|
13.9K
$754K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-750- 10.64% |
$35.8K - $40.8K
|
6.3K
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-755- 13.0% |
$36K - $41.1K
|
5.05K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-763- 7.62% |
$36.4K - $41.5K
|
9.26K
$503K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-764- 0.34% |
$36.4K - $41.6K
|
221K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-766- 15.17% |
$36.5K - $41.7K
|
4.28K
$233K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-780- 9.26% |
$37.2K - $42.4K
|
7.64K
$415K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-780- 1.08% |
$37.2K - $42.4K
|
71.1K
$3.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-782- 30.71% |
$37.3K - $42.5K
|
1.76K
$95.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-783- 1.68% |
$37.3K - $42.6K
|
45.9K
$2.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-793- 1.07% |
$37.8K - $43.1K
|
73.5K
$4M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-797- 7.17% |
$38K - $43.3K
|
10.3K
$561K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-799- 29.1% |
$38.1K - $43.5K
|
1.95K
$106K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-800- 8.0% |
$38.2K - $43.5K
|
9.2K
$500K
|