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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
700+ 3500.0% |
$33.4K - $38.1K
|
720
$46.9K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.55KNew |
$73.9K - $84.3K
|
1.55K
$101K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.48K+ 2.98% |
$214K - $244K
|
155K
$10.1M
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.1KNew |
$243K - $278K
|
5.1K
$332K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.79K- 10.82% |
$85.5K - $97.5K
|
14.8K
$962K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-7- 0.1% |
$334 - $381
|
6.67K
$434K
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-2.26K- 1.53% |
$108K - $123K
|
145K
$9.48M
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.32K- 21.2% |
$62.7K - $71.5K
|
4.89K
$319K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
208+ 41.94% |
$9.92K - $11.3K
|
704
$45.9K
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
545+ 10.88% |
$26K - $29.6K
|
5.55K
$362K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-58- 1.16% |
$2.77K - $3.15K
|
4.95K
$322K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.25KNew |
$59.6K - $68K
|
1.25K
$81.4K
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
468+ 9.6% |
$22.3K - $25.5K
|
5.34K
$348K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-452- 2.19% |
$21.6K - $24.6K
|
20.2K
$1.31M
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.1K- 27.92% |
$100K - $114K
|
5.41K
$353K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$14.3K - $16.3K
|
300
$19.5K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.29K- 12.27% |
$61.5K - $70.1K
|
9.22K
$600K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1- 0.2% |
$47.7 - $54.4
|
500
$32.6K
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
4.23KNew |
$202K - $230K
|
4.23K
$275K
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.22K- 12.39% |
$106K - $120K
|
15.7K
$1.02M
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
78New |
$3.72K - $4.24K
|
78
$5.08K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.12K- 19.22% |
$53.6K - $61.1K
|
4.73K
$308K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.48K+ 19.21% |
$70.8K - $80.7K
|
9.21K
$600K
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.59K+ 6.36% |
$75.9K - $86.5K
|
26.6K
$1.73M
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
8.16K+ 128.3% |
$389K - $444K
|
14.5K
$946K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
762+ 11.33% |
$36.3K - $41.4K
|
7.49K
$488K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
200+ 18.18% |
$9.54K - $10.9K
|
1.3K
$84.7K
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.8KNew |
$372K - $424K
|
7.8K
$508K
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
BUY
|
- |
11K+ 18.16% |
$523K - $596K
|
71.3K
$4.64M
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
23.4KNew |
$1.11M - $1.27M
|
23.4K
$1.52M
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.34KNew |
$446K - $508K
|
9.34K
$609K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-13- 0.28% |
$620 - $707
|
4.67K
$304K
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
1.07K+ 3.33% |
$50.8K - $58K
|
33K
$2.15M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
829+ 2.36% |
$39.5K - $45.1K
|
36K
$2.35M
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
116+ 0.85% |
$5.53K - $6.31K
|
13.8K
$899K
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-197- 4.7% |
$9.4K - $10.7K
|
3.99K
$260K
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-200- 1.12% |
$9.54K - $10.9K
|
17.6K
$1.15M
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-10.7K- 7.04% |
$509K - $581K
|
141K
$9.18M
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.32K- 34.63% |
$111K - $126K
|
4.38K
$285K
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
48.6KNew |
$2.32M - $2.64M
|
48.6K
$3.17M
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.2K- 20.69% |
$57.2K - $65.3K
|
4.6K
$300K
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-174- 0.91% |
$8.3K - $9.46K
|
19K
$1.24M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.95K- 1.9% |
$92.9K - $106K
|
101K
$6.55M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.28K+ 2.34% |
$109K - $124K
|
99.5K
$6.48M
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.23K- 23.08% |
$58.8K - $67.1K
|
4.11K
$268K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-32- 0.16% |
$1.53K - $1.74K
|
19.5K
$1.27M
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-797- 7.17% |
$38K - $43.3K
|
10.3K
$672K
|
|
Q3 2023 | |||||||
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.1K- 17.01% |
$55.4K - $63.6K
|
5.37K
$350K
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
110+ 1.59% |
$5.54K - $6.36K
|
7.02K
$457K
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-82.1K- 3.23% |
$4.14M - $4.75M
|
2.46M
$160M
|