Purchases and Sales Made in Q1 2023 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
16+ 0.21% |
$743 - $836
|
7.79K
$507K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15New |
$697 - $784
|
15
$977
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
15+ 1.94% |
$697 - $784
|
787
$51.3K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
15+ 0.08% |
$697 - $784
|
19K
$1.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
14+ 0.02% |
$650 - $732
|
74.7K
$4.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 0.07% |
$650 - $732
|
18.8K
$1.22M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
13+ 0.18% |
$604 - $680
|
7.36K
$479K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
12+ 0.15% |
$558 - $627
|
7.93K
$516K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.11% |
$558 - $627
|
11.2K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
BUY
|
- |
12+ 0.13% |
$558 - $627
|
9.11K
$593K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
11+ 0.07% |
$511 - $575
|
15.6K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
11+ 0.52% |
$511 - $575
|
2.12K
$138K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
10+ 0.17% |
$465 - $523
|
5.77K
$376K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10+ 0.39% |
$465 - $523
|
2.59K
$169K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10+ 0.15% |
$465 - $523
|
6.89K
$449K
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
10+ 0.17% |
$465 - $523
|
5.88K
$383K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10+ 0.13% |
$465 - $523
|
7.84K
$511K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
10+ 0.01% |
$465 - $523
|
79.3K
$5.17M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
10+ 0.05% |
$465 - $523
|
22.2K
$1.44M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9+ 0.2% |
$418 - $471
|
4.46K
$290K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
9+ 0.07% |
$418 - $471
|
12.1K
$791K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
8+ 0.13% |
$372 - $418
|
5.98K
$389K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8+ 0.09% |
$372 - $418
|
8.96K
$583K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
8+ 0.02% |
$372 - $418
|
45.3K
$2.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7+ 0.12% |
$325 - $366
|
5.74K
$374K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7+ 0.06% |
$325 - $366
|
11.1K
$724K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.19% |
$325 - $366
|
3.62K
$236K
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
7+ 0.01% |
$325 - $366
|
81.7K
$5.32M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.69% |
$325 - $366
|
1.03K
$66.8K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
7+ 0.04% |
$325 - $366
|
19.2K
$1.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.59% |
$279 - $314
|
1.02K
$66.5K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.66% |
$279 - $314
|
915
$59.6K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.06% |
$279 - $314
|
10.7K
$699K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5+ 1.54% |
$232 - $261
|
330
$21.5K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
5+ 0.46% |
$232 - $261
|
1.09K
$71.1K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
5+ 0.04% |
$232 - $261
|
13.3K
$868K
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
5+ 0.04% |
$232 - $261
|
12.1K
$789K
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
5+ 0.1% |
$232 - $261
|
4.99K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
5+ 0.08% |
$232 - $261
|
6.38K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5+ 0.03% |
$232 - $261
|
14.5K
$948K
|
|
|
May 28, 2025
Q1 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
5+ 0.04% |
$232 - $261
|
13.1K
$855K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
4+ 0.74% |
$186 - $209
|
548
$35.7K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4+ 0.07% |
$186 - $209
|
5.89K
$384K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.28% |
$186 - $209
|
1.44K
$94K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 8.33% |
$186 - $209
|
52
$3.39K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.79% |
$186 - $209
|
512
$33.4K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4+ 0.06% |
$186 - $209
|
6.61K
$431K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3+ 0.05% |
$139 - $157
|
5.5K
$358K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$92.9 - $105
|
12.7K
$827K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.02% |
$92.9 - $105
|
9.4K
$612K
|