Latest Institutional Transactions on Cisco Systems, Inc. (CSCO)
This table provides information on the latest institutional transactions involving Cisco Systems, Inc. (CSCO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-523- 9.81% |
$24.9K - $28.4K
|
4.81K
$281K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-871Closed |
$41.5K - $47.4K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.73K+ 70.13% |
$130K - $148K
|
6.62K
$387K
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
29.5KNew |
$1.41M - $1.6M
|
29.5K
$1.72M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
121KNew |
$5.75M - $6.56M
|
121K
$7.05M
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-4.32K- 2.41% |
$206K - $235K
|
175K
$10.2M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2.65K+ 1060.0% |
$126K - $144K
|
2.9K
$170K
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
8.71K+ 3.08% |
$415K - $473K
|
291K
$17M
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-134- 2.97% |
$6.39K - $7.29K
|
4.37K
$256K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
330New |
$15.7K - $17.9K
|
330
$19.3K
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-3.16K- 29.31% |
$151K - $172K
|
7.62K
$446K
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.25K- 20.77% |
$59.7K - $68.1K
|
4.78K
$280K
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
173+ 0.08% |
$8.25K - $9.41K
|
206K
$12M
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-24.2K- 13.36% |
$1.15M - $1.32M
|
157K
$9.19M
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
84+ 0.56% |
$4.01K - $4.57K
|
15.1K
$884K
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-763- 7.62% |
$36.4K - $41.5K
|
9.26K
$542K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
15KNew |
$716K - $817K
|
15K
$879K
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-113- 2.09% |
$5.39K - $6.15K
|
5.28K
$309K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
427+ 2.22% |
$20.4K - $23.2K
|
19.7K
$1.15M
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 13.64% |
$143K - $163K
|
19K
$1.11M
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.37K- 9.82% |
$65.3K - $74.5K
|
12.6K
$737K
|
|
Feb 08, 2024
Q4 2023
|
Triodos Investment Management Bv
|
SELL
|
- |
-40.9K- 8.73% |
$1.95M - $2.22M
|
427K
$25M
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-10.2K- 4.23% |
$487K - $555K
|
231K
$13.5M
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
144+ 1.64% |
$6.87K - $7.83K
|
8.94K
$523K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.9K+ 3.3% |
$522K - $595K
|
342K
$20M
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
70New |
$3.34K - $3.81K
|
70
$4.1K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
PUT |
200New |
$9.54K - $10.9K
|
200
$11.7K
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.81K+ 9.74% |
$134K - $153K
|
31.7K
$1.85M
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.36K- 83.22% |
$160K - $183K
|
677
$39.6K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
9.7KNew |
$463K - $528K
|
9.7K
$568K
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
198+ 2.85% |
$9.44K - $10.8K
|
7.14K
$418K
|
|
Feb 07, 2024
Q4 2023
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
BUY
|
- |
4.5KNew |
$215K - $245K
|
4.5K
$263K
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8.25KNew |
$394K - $449K
|
8.25K
$483K
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.93KNew |
$235K - $268K
|
4.93K
$289K
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
111K+ 181.55% |
$5.28M - $6.03M
|
172K
$10.1M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
399+ 3.03% |
$19K - $21.7K
|
13.6K
$794K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
3.34KNew |
$159K - $182K
|
3.34K
$196K
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-899- 67.04% |
$42.9K - $48.9K
|
442
$25.9K
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.22K- 30.21% |
$153K - $175K
|
7.43K
$435K
|
|
Feb 06, 2024
Q4 2023
|
Highlander Partners, L.P.
|
BUY
|
- |
20K+ 44.44% |
$954K - $1.09M
|
65K
$3.8M
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-153K- 11.24% |
$7.3M - $8.32M
|
1.21M
$70.7M
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.03K- 4.65% |
$49K - $55.9K
|
21.1K
$1.23M
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-120- 0.34% |
$5.72K - $6.53K
|
35.4K
$2.07M
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-7.42K- 5.38% |
$354K - $403K
|
130K
$7.63M
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
998+ 13.56% |
$47.6K - $54.3K
|
8.36K
$489K
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.58KNew |
$314K - $358K
|
6.58K
$385K
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-4.48K- 22.92% |
$214K - $243K
|
15.1K
$881K
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
PUT |
4KNew |
$191K - $218K
|
4K
$234K
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.39K- 1.01% |
$66.3K - $75.6K
|
136K
$7.94M
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.15K- 19.84% |
$54.7K - $62.4K
|
4.64K
$271K
|