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
|
Costello Asset Management, Inc
|
BUY
|
- |
250New |
$14.7K - $16.2K
|
250
$16.8K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
248+ 0.5% |
$14.6K - $16.1K
|
50.1K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
245New |
$14.4K - $15.9K
|
245
$16.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
241+ 0.24% |
$14.2K - $15.6K
|
99K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
Nia Impact Advisors, LLC
|
BUY
|
- |
240+ 2.9% |
$14.1K - $15.6K
|
8.5K
$573K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
238+ 4.58% |
$14K - $15.4K
|
5.44K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
238+ 3.47% |
$14K - $15.4K
|
7.11K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
236+ 3.72% |
$13.9K - $15.3K
|
6.59K
$444K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
234+ 0.96% |
$13.7K - $15.2K
|
24.5K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
233+ 5.12% |
$13.7K - $15.1K
|
4.79K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
233+ 0.16% |
$13.7K - $15.1K
|
143K
$9.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
231+ 1.34% |
$13.6K - $15K
|
17.5K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
230+ 0.37% |
$13.5K - $14.9K
|
62K
$4.17M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
229New |
$13.5K - $14.9K
|
229
$15.4K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
228+ 1.44% |
$13.4K - $14.8K
|
16K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
227+ 0.45% |
$13.3K - $14.7K
|
50.4K
$3.39M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
225+ 1.24% |
$13.2K - $14.6K
|
18.4K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
225+ 4.6% |
$13.2K - $14.6K
|
5.11K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
224New |
$13.2K - $14.5K
|
224
$15.1K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
221+ 2.09% |
$13K - $14.3K
|
10.8K
$728K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
219+ 2.89% |
$12.9K - $14.2K
|
7.78K
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
218+ 3.7% |
$12.8K - $14.1K
|
6.11K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
218+ 1.58% |
$12.8K - $14.1K
|
14K
$945K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
211+ 0.45% |
$12.4K - $13.7K
|
47.3K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
210+ 4.23% |
$12.3K - $13.6K
|
5.17K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
209+ 3.08% |
$12.3K - $13.6K
|
6.98K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
208New |
$12.2K - $13.5K
|
208
$14K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
206+ 2.34% |
$12.1K - $13.4K
|
9.01K
$607K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
206+ 2.21% |
$12.1K - $13.4K
|
9.53K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
206+ 5.17% |
$12.1K - $13.4K
|
4.19K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
204+ 0.39% |
$12K - $13.2K
|
52.2K
$3.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
203+ 0.2% |
$11.9K - $13.2K
|
104K
$7M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
203+ 4.61% |
$11.9K - $13.2K
|
4.61K
$310K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
203+ 81.85% |
$11.9K - $13.2K
|
451
$30.4K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
203+ 0.75% |
$11.9K - $13.2K
|
27.2K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
202+ 97.12% |
$11.9K - $13.1K
|
410
$27.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
201+ 5.3% |
$11.8K - $13K
|
4K
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
200New |
$11.7K - $13K
|
200
$13.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
200+ 1.77% |
$11.7K - $13K
|
11.5K
$773K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
200+ 18.4% |
$11.7K - $13K
|
1.29K
$86.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
200New |
$11.7K - $13K
|
200
$13.5K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
200New |
$11.7K - $13K
|
200
$13.5K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
200+ 9.57% |
$11.7K - $13K
|
2.29K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
200+ 5.68% |
$11.7K - $13K
|
3.72K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
198+ 0.91% |
$11.6K - $12.8K
|
22K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
197+ 3.91% |
$11.6K - $12.8K
|
5.23K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
197+ 266.22% |
$11.6K - $12.8K
|
271
$18.2K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
196+ 0.91% |
$11.5K - $12.7K
|
21.8K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
195+ 1.78% |
$11.5K - $12.6K
|
11.2K
$752K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
194+ 101.04% |
$11.4K - $12.6K
|
386
$26K
|