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
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-996- 12.46% |
$47.5K - $54.2K
|
7K
$380K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1K- 29.41% |
$47.7K - $54.4K
|
2.4K
$130K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-1K- 3.42% |
$47.7K - $54.4K
|
28.2K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1K- 3.08% |
$47.7K - $54.4K
|
31.5K
$1.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.01K- 6.74% |
$48.1K - $54.8K
|
13.9K
$758K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 0.89% |
$48.1K - $54.8K
|
113K
$6.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.01K- 2.67% |
$48.2K - $54.9K
|
36.8K
$2M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.01K- 0.47% |
$48.3K - $55K
|
212K
$11.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-1.02K- 0.66% |
$48.4K - $55.2K
|
154K
$8.36M
|
|
|
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
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.02K- 2.72% |
$48.8K - $55.6K
|
36.5K
$1.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.03K- 4.73% |
$49K - $55.9K
|
20.7K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.03K- 4.65% |
$49K - $55.9K
|
21.1K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.03K- 1.29% |
$49.1K - $56K
|
79K
$4.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.06K- 0.98% |
$50.6K - $57.7K
|
107K
$5.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.06K- 0.63% |
$50.6K - $57.7K
|
166K
$9.04M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.07K- 6.0% |
$50.8K - $58K
|
16.7K
$908K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.07K- 0.87% |
$51K - $58.1K
|
122K
$6.64M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.08K- 7.83% |
$51.6K - $58.8K
|
12.7K
$693K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.08K- 1.66% |
$51.7K - $58.9K
|
64.1K
$3.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.09K- 4.51% |
$51.9K - $59.2K
|
23K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-1.1K- 0.53% |
$52.3K - $59.7K
|
207K
$11.3M
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.1K- 1.15% |
$52.5K - $59.8K
|
94.6K
$5.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.1K- 1.05% |
$52.5K - $59.9K
|
104K
$5.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.11K- 2.5% |
$52.9K - $60.3K
|
43.3K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.11K- 4.04% |
$53K - $60.4K
|
26.4K
$1.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-1.11K- 0.71% |
$53K - $60.5K
|
156K
$8.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.12K- 1.2% |
$53.4K - $60.9K
|
92.1K
$5.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.12K- 17.01% |
$53.4K - $60.9K
|
5.47K
$297K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
SELL
|
- |
-1.12K- 4.31% |
$53.5K - $61K
|
24.9K
$1.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.12K- 19.22% |
$53.6K - $61.1K
|
4.73K
$257K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.13K- 6.16% |
$53.8K - $61.3K
|
17.2K
$934K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.13K- 0.88% |
$54K - $61.6K
|
127K
$6.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.14K- 3.42% |
$54.1K - $61.7K
|
32K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.14K- 4.01% |
$54.1K - $61.7K
|
27.2K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.14K- 2.79% |
$54.2K - $61.8K
|
39.6K
$2.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.14K- 10.12% |
$54.3K - $62K
|
10.1K
$550K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.15K- 12.29% |
$54.7K - $62.4K
|
8.19K
$445K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.15K- 19.84% |
$54.7K - $62.4K
|
4.64K
$252K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-1.15K- 1.09% |
$54.9K - $62.5K
|
104K
$5.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.16K- 8.26% |
$55.1K - $62.8K
|
12.8K
$698K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.16K- 2.42% |
$55.2K - $63K
|
46.6K
$2.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.16K- 2.49% |
$55.2K - $63K
|
45.3K
$2.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.17K- 1.06% |
$55.6K - $63.4K
|
109K
$5.94M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.17K- 2.46% |
$55.9K - $63.7K
|
46.5K
$2.53M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.18K- 3.22% |
$56.3K - $64.2K
|
35.5K
$1.93M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.19K- 4.36% |
$56.5K - $64.5K
|
26K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.19K- 2.02% |
$56.9K - $64.8K
|
57.7K
$3.14M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.19K- 3.22% |
$56.9K - $64.9K
|
35.9K
$1.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.2K- 20.69% |
$57.2K - $65.3K
|
4.6K
$250K
|