Purchases and Sales Made in Q1 2024 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-135- 0.79% |
$6.49K - $7.06K
|
17K
$1.24M
|
|
|
May 19, 2025
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-135- 3.24% |
$6.49K - $7.06K
|
4.03K
$294K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-137- 20.6% |
$6.58K - $7.17K
|
528
$38.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-139- 2.33% |
$6.68K - $7.27K
|
5.82K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-140- 2.45% |
$6.73K - $7.33K
|
5.58K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-141- 4.79% |
$6.78K - $7.38K
|
2.81K
$205K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-142- 2.13% |
$6.82K - $7.43K
|
6.52K
$475K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-143- 0.63% |
$6.87K - $7.48K
|
22.4K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-146- 2.32% |
$7.02K - $7.64K
|
6.16K
$449K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-147- 1.19% |
$7.06K - $7.69K
|
12.2K
$888K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-149- 0.15% |
$7.16K - $7.8K
|
99.7K
$7.27M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-149- 3.2% |
$7.16K - $7.8K
|
4.51K
$329K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-150- 0.56% |
$7.21K - $7.85K
|
26.8K
$1.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-150- 0.1% |
$7.21K - $7.85K
|
153K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-150- 0.79% |
$7.21K - $7.85K
|
18.8K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-153- 0.12% |
$7.35K - $8.01K
|
125K
$9.13M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-155- 8.02% |
$7.45K - $8.11K
|
1.78K
$130K
|
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-156- 0.41% |
$7.5K - $8.16K
|
37.5K
$2.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-158- 2.52% |
$7.59K - $8.27K
|
6.11K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-158- 1.06% |
$7.59K - $8.27K
|
14.7K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-159- 1.87% |
$7.64K - $8.32K
|
8.34K
$608K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-159- 1.63% |
$7.64K - $8.32K
|
9.62K
$701K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-164- 1.48% |
$7.88K - $8.58K
|
10.9K
$795K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-164- 1.32% |
$7.88K - $8.58K
|
12.2K
$892K
|
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-165- 0.17% |
$7.93K - $8.63K
|
96.3K
$7.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-167- 0.43% |
$8.03K - $8.74K
|
38.6K
$2.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-169- 3.23% |
$8.12K - $8.84K
|
5.06K
$369K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-169- 2.33% |
$8.12K - $8.84K
|
7.08K
$516K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-173- 1.62% |
$8.31K - $9.05K
|
10.5K
$768K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-175- 3.92% |
$8.41K - $9.16K
|
4.29K
$312K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-175- 2.08% |
$8.41K - $9.16K
|
8.24K
$601K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-177- 1.79% |
$8.51K - $9.26K
|
9.69K
$706K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-178- 2.79% |
$8.55K - $9.31K
|
6.2K
$452K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-179- 0.43% |
$8.6K - $9.37K
|
41K
$2.99M
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-179Closed |
$8.6K - $9.37K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-182- 2.27% |
$8.75K - $9.52K
|
7.83K
$571K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-183- 4.16% |
$8.79K - $9.58K
|
4.22K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-185- 0.47% |
$8.89K - $9.68K
|
39K
$2.85M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-186- 0.17% |
$8.94K - $9.73K
|
110K
$8.02M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-187- 0.69% |
$8.99K - $9.79K
|
26.9K
$1.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-188- 16.05% |
$9.04K - $9.84K
|
983
$71.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-189- 0.21% |
$9.08K - $9.89K
|
91.7K
$6.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-191- 1.13% |
$9.18K - $10K
|
16.7K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-193- 1.6% |
$9.28K - $10.1K
|
11.9K
$865K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-195- 2.35% |
$9.37K - $10.2K
|
8.12K
$592K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-196- 27.96% |
$9.42K - $10.3K
|
505
$36.8K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-198- 5.25% |
$9.52K - $10.4K
|
3.57K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-199- 3.41% |
$9.56K - $10.4K
|
5.63K
$411K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-200- 0.56% |
$9.61K - $10.5K
|
35.6K
$2.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-200- 0.33% |
$9.61K - $10.5K
|
59.9K
$4.36M
|