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 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.07K- 0.87% |
$51K - $58.1K
|
122K
$7.18M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.08K- 7.83% |
$51.6K - $58.8K
|
12.7K
$749K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.08K- 1.66% |
$51.7K - $58.9K
|
64.1K
$3.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.09K- 4.51% |
$51.9K - $59.2K
|
23K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-1.1K- 0.53% |
$52.3K - $59.7K
|
207K
$12.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.1K- 1.15% |
$52.5K - $59.8K
|
94.6K
$5.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.1K- 1.05% |
$52.5K - $59.9K
|
104K
$6.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.11K- 2.5% |
$52.9K - $60.3K
|
43.3K
$2.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.11K- 4.04% |
$53K - $60.4K
|
26.4K
$1.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-1.11K- 0.71% |
$53K - $60.5K
|
156K
$9.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.12K- 1.2% |
$53.4K - $60.9K
|
92.1K
$5.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.12K- 17.01% |
$53.4K - $60.9K
|
5.47K
$321K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
SELL
|
- |
-1.12K- 4.31% |
$53.5K - $61K
|
24.9K
$1.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.12K- 19.22% |
$53.6K - $61.1K
|
4.73K
$278K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.13K- 6.16% |
$53.8K - $61.3K
|
17.2K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.13K- 0.88% |
$54K - $61.6K
|
127K
$7.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.14K- 3.42% |
$54.1K - $61.7K
|
32K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.14K- 4.01% |
$54.1K - $61.7K
|
27.2K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.14K- 2.79% |
$54.2K - $61.8K
|
39.6K
$2.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.14K- 10.12% |
$54.3K - $62K
|
10.1K
$594K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.15K- 12.29% |
$54.7K - $62.4K
|
8.19K
$481K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.15K- 19.84% |
$54.7K - $62.4K
|
4.64K
$272K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-1.15K- 1.09% |
$54.9K - $62.5K
|
104K
$6.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.16K- 8.26% |
$55.1K - $62.8K
|
12.8K
$754K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.16K- 2.42% |
$55.2K - $63K
|
46.6K
$2.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.16K- 2.49% |
$55.2K - $63K
|
45.3K
$2.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.17K- 1.06% |
$55.6K - $63.4K
|
109K
$6.41M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.17K- 2.46% |
$55.9K - $63.7K
|
46.5K
$2.73M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.18K- 3.22% |
$56.3K - $64.2K
|
35.5K
$2.08M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.19K- 4.36% |
$56.5K - $64.5K
|
26K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.19K- 2.02% |
$56.9K - $64.8K
|
57.7K
$3.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.19K- 3.22% |
$56.9K - $64.9K
|
35.9K
$2.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.2K- 20.69% |
$57.2K - $65.3K
|
4.6K
$270K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.2K- 4.08% |
$57.2K - $65.3K
|
28.2K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.2K- 0.25% |
$57.3K - $65.4K
|
486K
$28.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.21K- 0.61% |
$57.5K - $65.5K
|
195K
$11.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.21K- 3.86% |
$57.7K - $65.8K
|
30.1K
$1.77M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.23K- 2.17% |
$58.7K - $67K
|
55.6K
$3.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.23K- 23.08% |
$58.8K - $67.1K
|
4.11K
$241K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.24K- 0.75% |
$59K - $67.3K
|
164K
$9.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.24K- 0.44% |
$59K - $67.3K
|
278K
$16.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-1.24K- 16.22% |
$59.1K - $67.4K
|
6.41K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.24K- 3.55% |
$59.3K - $67.6K
|
33.8K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.25K- 20.77% |
$59.7K - $68.1K
|
4.78K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-1.25K- 0.47% |
$59.8K - $68.2K
|
264K
$15.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.26K- 4.56% |
$60.1K - $68.5K
|
26.4K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.26K- 2.22% |
$60.2K - $68.6K
|
55.5K
$3.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.26K- 4.58% |
$60.2K - $68.7K
|
26.3K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 6.23% |
$60.4K - $68.9K
|
19.1K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.27K- 8.97% |
$60.4K - $68.9K
|
12.9K
$756K
|