Purchases and Sales Made in Q1 2025 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q1 2025. 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 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
218+ 1.58% |
$12.8K - $14.1K
|
14K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
211+ 0.45% |
$12.4K - $13.7K
|
47.3K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
210+ 4.23% |
$12.3K - $13.6K
|
5.17K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
209+ 3.08% |
$12.3K - $13.6K
|
6.98K
$455K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
208New |
$12.2K - $13.5K
|
208
$13.6K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
206+ 2.34% |
$12.1K - $13.4K
|
9.01K
$587K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
206+ 2.21% |
$12.1K - $13.4K
|
9.53K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
206+ 5.17% |
$12.1K - $13.4K
|
4.19K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
204+ 0.39% |
$12K - $13.2K
|
52.2K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
203+ 0.2% |
$11.9K - $13.2K
|
104K
$6.77M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
203+ 4.61% |
$11.9K - $13.2K
|
4.61K
$300K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
203+ 81.85% |
$11.9K - $13.2K
|
451
$29.4K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
203+ 0.75% |
$11.9K - $13.2K
|
27.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
202+ 97.12% |
$11.9K - $13.1K
|
410
$26.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
201+ 5.3% |
$11.8K - $13K
|
4K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
200New |
$11.7K - $13K
|
200
$13K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 1.77% |
$11.7K - $13K
|
11.5K
$748K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
200+ 18.4% |
$11.7K - $13K
|
1.29K
$83.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
200New |
$11.7K - $13K
|
200
$13K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
200New |
$11.7K - $13K
|
200
$13K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
200+ 9.57% |
$11.7K - $13K
|
2.29K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
200+ 5.68% |
$11.7K - $13K
|
3.72K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
198+ 0.91% |
$11.6K - $12.8K
|
22K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
197+ 3.91% |
$11.6K - $12.8K
|
5.23K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
197+ 266.22% |
$11.6K - $12.8K
|
271
$17.7K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
196+ 0.91% |
$11.5K - $12.7K
|
21.8K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
195+ 1.78% |
$11.5K - $12.6K
|
11.2K
$728K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
194+ 101.04% |
$11.4K - $12.6K
|
386
$25.1K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
193+ 5.06% |
$11.3K - $12.5K
|
4K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
191+ 5.46% |
$11.2K - $12.4K
|
3.69K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
189+ 4.1% |
$11.1K - $12.3K
|
4.8K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
187+ 2.09% |
$11K - $12.1K
|
9.13K
$595K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
183+ 0.09% |
$10.7K - $11.9K
|
201K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
183+ 4.77% |
$10.7K - $11.9K
|
4.02K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
181+ 0.26% |
$10.6K - $11.7K
|
69.2K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
180+ 0.77% |
$10.6K - $11.7K
|
23.6K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
178+ 4.35% |
$10.5K - $11.5K
|
4.27K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
178+ 1.74% |
$10.5K - $11.5K
|
10.4K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
177+ 5.44% |
$10.4K - $11.5K
|
3.43K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
176+ 1.43% |
$10.3K - $11.4K
|
12.5K
$812K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
176+ 6.31% |
$10.3K - $11.4K
|
2.96K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
175+ 2.06% |
$10.3K - $11.4K
|
8.69K
$566K
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
174+ 0.42% |
$10.2K - $11.3K
|
41.2K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
172+ 0.26% |
$10.1K - $11.2K
|
66.2K
$4.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
170New |
$9.99K - $11K
|
170
$11.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
169+ 1.37% |
$9.93K - $11K
|
12.5K
$815K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
168+ 2.52% |
$9.87K - $10.9K
|
6.84K
$446K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
167New |
$9.81K - $10.8K
|
167
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
166+ 1.78% |
$9.75K - $10.8K
|
9.5K
$619K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
164+ 3.86% |
$9.63K - $10.6K
|
4.41K
$287K
|