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 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
509+ 1.17% |
$24.3K - $27.7K
|
43.8K
$2.57M
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
PUT |
-11.4K- 74.03% |
$544K - $620K
|
4K
$234K
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-2.37K- 10.46% |
$113K - $129K
|
20.3K
$1.19M
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3KNew |
$143K - $163K
|
3K
$176K
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.61K+ 20.59% |
$76.8K - $87.6K
|
9.43K
$552K
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
102New |
$4.87K - $5.55K
|
102
$5.97K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
170+ 261.54% |
$8.11K - $9.25K
|
235
$13.8K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.52K- 10.92% |
$263K - $300K
|
45K
$2.64M
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
12.8K+ 91.67% |
$609K - $694K
|
26.7K
$1.56M
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-333- 4.49% |
$15.9K - $18.1K
|
7.08K
$414K
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-5.07K- 23.44% |
$242K - $276K
|
16.6K
$970K
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 25.63% |
$65.6K - $74.8K
|
3.99K
$234K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.49K- 6.41% |
$262K - $298K
|
80K
$4.68M
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
790+ 3.04% |
$37.7K - $43K
|
26.8K
$1.57M
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-389- 8.55% |
$18.6K - $21.2K
|
4.16K
$243K
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.15K- 8.77% |
$103K - $117K
|
22.4K
$1.31M
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.1K+ 23.07% |
$52.3K - $59.6K
|
5.85K
$342K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
700+ 3500.0% |
$33.4K - $38.1K
|
720
$42.1K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-75- 8.47% |
$3.58K - $4.08K
|
810
$47.4K
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-175- 38.46% |
$8.35K - $9.52K
|
280
$16.4K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.55KNew |
$73.9K - $84.3K
|
1.55K
$90.7K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.48K+ 2.98% |
$214K - $244K
|
155K
$9.07M
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.1KNew |
$243K - $278K
|
5.1K
$299K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.79K- 10.82% |
$85.5K - $97.5K
|
14.8K
$864K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-7- 0.1% |
$334 - $381
|
6.67K
$390K
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-2.26K- 1.53% |
$108K - $123K
|
145K
$8.51M
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.32K- 21.2% |
$62.7K - $71.5K
|
4.89K
$286K
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
SELL
|
- |
-266- 5.78% |
$12.7K - $14.5K
|
4.34K
$254K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
208+ 41.94% |
$9.92K - $11.3K
|
704
$41.2K
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
545+ 10.88% |
$26K - $29.6K
|
5.55K
$325K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-58- 1.16% |
$2.77K - $3.15K
|
4.95K
$289K
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-500- 9.6% |
$23.9K - $27.2K
|
4.71K
$276K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.25KNew |
$59.6K - $68K
|
1.25K
$73.2K
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
468+ 9.6% |
$22.3K - $25.5K
|
5.34K
$313K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-452- 2.19% |
$21.6K - $24.6K
|
20.2K
$1.18M
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.1K- 27.92% |
$100K - $114K
|
5.41K
$317K
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-128K- 94.23% |
$6.11M - $6.97M
|
7.85K
$459K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$14.3K - $16.3K
|
300
$17.6K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.29K- 12.27% |
$61.5K - $70.1K
|
9.22K
$539K
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28+ 0.68% |
$1.34K - $1.52K
|
4.13K
$242K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1- 0.2% |
$47.7 - $54.4
|
500
$29.3K
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
4.23KNew |
$202K - $230K
|
4.23K
$247K
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.22K- 12.39% |
$106K - $120K
|
15.7K
$917K
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12+ 0.24% |
$572 - $653
|
4.98K
$292K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
78New |
$3.72K - $4.24K
|
78
$4.56K
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
17+ 0.34% |
$811 - $925
|
4.98K
$292K
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
22+ 0.52% |
$1.05K - $1.2K
|
4.28K
$251K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.12K- 19.22% |
$53.6K - $61.1K
|
4.73K
$277K
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-5- 0.05% |
$239 - $272
|
10.5K
$616K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.48K+ 19.21% |
$70.8K - $80.7K
|
9.21K
$539K
|