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 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-870- 6.08% |
$41.5K - $47.3K
|
13.4K
$789K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-871Closed |
$41.5K - $47.4K
|
0
$0
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-872- 2.22% |
$41.6K - $47.4K
|
38.4K
$2.25M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-874- 0.28% |
$41.7K - $47.5K
|
313K
$18.4M
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-877- 8.29% |
$41.8K - $47.7K
|
9.7K
$570K
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-879- 2.1% |
$41.9K - $47.8K
|
41K
$2.41M
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-879- 6.04% |
$41.9K - $47.8K
|
13.7K
$803K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-889- 12.23% |
$42.4K - $48.4K
|
6.38K
$375K
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-891- 4.29% |
$42.5K - $48.5K
|
19.9K
$1.17M
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-899- 67.04% |
$42.9K - $48.9K
|
442
$26K
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-900- 12.59% |
$42.9K - $49K
|
6.25K
$367K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-903- 33.02% |
$43.1K - $49.1K
|
1.83K
$108K
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-907- 2.97% |
$43.3K - $49.3K
|
29.6K
$1.74M
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-907- 4.33% |
$43.3K - $49.3K
|
20.1K
$1.18M
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-908- 24.71% |
$43.3K - $49.4K
|
2.77K
$162K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-912- 1.75% |
$43.5K - $49.6K
|
51.3K
$3.01M
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-914- 0.99% |
$43.6K - $49.7K
|
91.8K
$5.39M
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-915- 1.42% |
$43.6K - $49.8K
|
63.3K
$3.72M
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-918- 13.48% |
$43.8K - $49.9K
|
5.89K
$346K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-921- 27.06% |
$43.9K - $50.1K
|
2.48K
$146K
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-925- 8.86% |
$44.1K - $50.3K
|
9.52K
$559K
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-929- 4.59% |
$44.3K - $50.5K
|
19.3K
$1.13M
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-938- 16.01% |
$44.7K - $51K
|
4.92K
$289K
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-941- 4.97% |
$44.9K - $51.2K
|
18K
$1.06M
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-958- 0.19% |
$45.7K - $52.1K
|
506K
$29.7M
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-961- 16.16% |
$45.8K - $52.3K
|
4.99K
$293K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-969- 4.19% |
$46.2K - $52.7K
|
22.2K
$1.3M
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-970- 17.49% |
$46.3K - $52.8K
|
4.58K
$269K
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-975- 9.39% |
$46.5K - $53K
|
9.41K
$553K
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-978- 11.57% |
$46.7K - $53.2K
|
7.48K
$439K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-983- 75.38% |
$46.9K - $53.5K
|
321
$18.9K
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-992- 1.55% |
$47.3K - $54K
|
63.1K
$3.71M
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-994- 0.39% |
$47.4K - $54.1K
|
251K
$14.8M
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-996- 12.46% |
$47.5K - $54.2K
|
7K
$411K
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1K- 29.41% |
$47.7K - $54.4K
|
2.4K
$141K
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-1K- 3.42% |
$47.7K - $54.4K
|
28.2K
$1.66M
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1K- 3.08% |
$47.7K - $54.4K
|
31.5K
$1.85M
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.01K- 6.74% |
$48.1K - $54.8K
|
13.9K
$819K
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 0.89% |
$48.1K - $54.8K
|
113K
$6.63M
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.01K- 2.67% |
$48.2K - $54.9K
|
36.8K
$2.16M
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.01K- 0.47% |
$48.3K - $55K
|
212K
$12.5M
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-1.02K- 0.66% |
$48.4K - $55.2K
|
154K
$9.03M
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.02K- 2.05% |
$48.6K - $55.4K
|
48.6K
$2.86M
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.02K- 2.72% |
$48.8K - $55.6K
|
36.5K
$2.15M
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.03K- 4.73% |
$49K - $55.9K
|
20.7K
$1.21M
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.03K- 4.65% |
$49K - $55.9K
|
21.1K
$1.24M
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.03K- 1.29% |
$49.1K - $56K
|
79K
$4.64M
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.06K- 0.98% |
$50.6K - $57.7K
|
107K
$6.27M
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.06K- 0.63% |
$50.6K - $57.7K
|
166K
$9.77M
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.07K- 6.0% |
$50.8K - $58K
|
16.7K
$981K
|