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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
116New |
$6.81K - $7.52K
|
116
$7.56K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
115+ 24.63% |
$6.76K - $7.46K
|
582
$37.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
114+ 0.83% |
$6.7K - $7.4K
|
13.8K
$900K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
113+ 3.22% |
$6.64K - $7.33K
|
3.62K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
113+ 0.09% |
$6.64K - $7.33K
|
127K
$8.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
112+ 1.61% |
$6.58K - $7.27K
|
7.08K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
111New |
$6.52K - $7.2K
|
111
$7.23K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
110+ 0.37% |
$6.46K - $7.14K
|
30K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
106+ 0.98% |
$6.23K - $6.88K
|
10.9K
$709K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
105+ 2.9% |
$6.17K - $6.81K
|
3.73K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
105+ 0.61% |
$6.17K - $6.81K
|
17.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
105New |
$6.17K - $6.81K
|
105
$6.84K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
104+ 0.71% |
$6.11K - $6.75K
|
14.8K
$963K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
102+ 0.16% |
$5.99K - $6.62K
|
62.1K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
101+ 7.05% |
$5.93K - $6.55K
|
1.53K
$99.9K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
101+ 0.54% |
$5.93K - $6.55K
|
19K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
100New |
$5.87K - $6.49K
|
100
$6.52K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
100+ 33.22% |
$5.87K - $6.49K
|
401
$26.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
100New |
$5.87K - $6.49K
|
100
$6.52K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
100+ 4.71% |
$5.87K - $6.49K
|
2.22K
$145K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
100+ 1.48% |
$5.87K - $6.49K
|
6.88K
$448K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
100+ 1.56% |
$5.87K - $6.49K
|
6.53K
$425K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
100+ 0.35% |
$5.87K - $6.49K
|
29K
$1.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
98+ 1.51% |
$5.76K - $6.36K
|
6.6K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
98+ 16.36% |
$5.76K - $6.36K
|
697
$45.4K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
96+ 0.11% |
$5.64K - $6.23K
|
88.5K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
95+ 57.58% |
$5.58K - $6.16K
|
260
$16.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
94+ 0.47% |
$5.52K - $6.1K
|
20.3K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
94+ 2.37% |
$5.52K - $6.1K
|
4.07K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
93+ 0.64% |
$5.46K - $6.03K
|
14.6K
$953K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
93+ 1.83% |
$5.46K - $6.03K
|
5.17K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
93+ 2.18% |
$5.46K - $6.03K
|
4.36K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
93New |
$5.46K - $6.03K
|
93
$6.06K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
92+ 9.82% |
$5.4K - $5.97K
|
1.03K
$67K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
88+ 85.44% |
$5.17K - $5.71K
|
191
$12.4K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
88+ 0.56% |
$5.17K - $5.71K
|
15.9K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
87+ 0.26% |
$5.11K - $5.64K
|
33.9K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
86+ 1.11% |
$5.05K - $5.58K
|
7.84K
$511K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
86+ 62.32% |
$5.05K - $5.58K
|
224
$14.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
85+ 0.12% |
$4.99K - $5.51K
|
68.7K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
85+ 0.6% |
$4.99K - $5.51K
|
14.2K
$923K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
84+ 2.74% |
$4.93K - $5.45K
|
3.15K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
82+ 0.1% |
$4.82K - $5.32K
|
79.4K
$5.17M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
82+ 0.06% |
$4.82K - $5.32K
|
132K
$8.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
81+ 1.0% |
$4.76K - $5.25K
|
8.15K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 1.54% |
$4.76K - $5.25K
|
5.35K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
80+ 1.4% |
$4.7K - $5.19K
|
5.8K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
80+ 0.84% |
$4.7K - $5.19K
|
9.66K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
79+ 1.4% |
$4.64K - $5.12K
|
5.73K
$374K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
78+ 1.62% |
$4.58K - $5.06K
|
4.89K
$319K
|