Purchases and Sales Made in Q4 2024 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q4 2024. 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 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
65+ 5.44% |
$3.41K - $3.9K
|
1.26K
$89.9K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
62+ 0.29% |
$3.25K - $3.72K
|
21.4K
$1.53M
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
62+ 0.58% |
$3.25K - $3.72K
|
10.7K
$763K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
61+ 0.02% |
$3.2K - $3.66K
|
311K
$22.2M
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
60+ 0.14% |
$3.15K - $3.6K
|
44.1K
$3.15M
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
60+ 19.29% |
$3.15K - $3.6K
|
371
$26.5K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
58+ 0.91% |
$3.04K - $3.48K
|
6.4K
$457K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
58+ 0.69% |
$3.04K - $3.48K
|
8.46K
$604K
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
55+ 0.62% |
$2.88K - $3.3K
|
8.93K
$637K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
54+ 0.99% |
$2.83K - $3.24K
|
5.53K
$395K
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
53+ 0.19% |
$2.78K - $3.18K
|
27.3K
$1.95M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.66% |
$2.73K - $3.12K
|
7.99K
$570K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
52+ 0.46% |
$2.73K - $3.12K
|
11.5K
$819K
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
50+ 0.57% |
$2.62K - $3K
|
8.81K
$629K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
50+ 0.09% |
$2.62K - $3K
|
56.6K
$4.04M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50+ 12.5% |
$2.62K - $3K
|
450
$32.1K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
50New |
$2.62K - $3K
|
50
$3.57K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50+ 12.5% |
$2.62K - $3K
|
450
$32.1K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
50New |
$2.62K - $3K
|
50
$3.57K
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
49New |
$2.57K - $2.94K
|
49
$3.5K
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
49+ 0.81% |
$2.57K - $2.94K
|
6.08K
$434K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
49+ 1.06% |
$2.57K - $2.94K
|
4.68K
$334K
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
48+ 1.14% |
$2.52K - $2.88K
|
4.27K
$305K
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
46+ 0.11% |
$2.41K - $2.76K
|
41.3K
$2.95M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
46+ 0.74% |
$2.41K - $2.76K
|
6.3K
$450K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
45+ 0.56% |
$2.36K - $2.7K
|
8.14K
$581K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
45+ 0.46% |
$2.36K - $2.7K
|
9.76K
$696K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
43+ 5.43% |
$2.26K - $2.58K
|
835
$59.6K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
43+ 0.53% |
$2.26K - $2.58K
|
8.2K
$585K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
43+ 0.64% |
$2.26K - $2.58K
|
6.73K
$480K
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
41+ 0.03% |
$2.15K - $2.46K
|
145K
$10.3M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
41+ 0.45% |
$2.15K - $2.46K
|
9.22K
$658K
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
40+ 0.64% |
$2.1K - $2.4K
|
6.24K
$446K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 3.91% |
$2.1K - $2.4K
|
1.06K
$75.8K
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
40+ 0.71% |
$2.1K - $2.4K
|
5.7K
$407K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
39+ 0.38% |
$2.05K - $2.34K
|
10.2K
$731K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
39+ 0.04% |
$2.05K - $2.34K
|
103K
$7.36M
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
38+ 0.52% |
$1.99K - $2.28K
|
7.36K
$526K
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
38+ 0.77% |
$1.99K - $2.28K
|
4.96K
$354K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
38+ 16.31% |
$1.99K - $2.28K
|
271
$19.3K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
36+ 0.24% |
$1.89K - $2.16K
|
14.9K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
35+ 0.16% |
$1.84K - $2.1K
|
21.8K
$1.56M
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
35+ 0.09% |
$1.84K - $2.1K
|
38.3K
$2.74M
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
34+ 0.46% |
$1.78K - $2.04K
|
7.45K
$532K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
34+ 0.07% |
$1.78K - $2.04K
|
49.8K
$3.56M
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
33+ 0.25% |
$1.73K - $1.98K
|
13.3K
$952K
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
32+ 0.52% |
$1.68K - $1.92K
|
6.23K
$445K
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.13% |
$1.63K - $1.86K
|
23.3K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
31+ 0.21% |
$1.63K - $1.86K
|
15.1K
$1.08M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
30+ 0.53% |
$1.57K - $1.8K
|
5.64K
$403K
|