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 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
96+ 0.11% |
$5.64K - $6.23K
|
88.5K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
95+ 57.58% |
$5.58K - $6.16K
|
260
$17.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
94+ 0.47% |
$5.52K - $6.1K
|
20.3K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
94+ 2.37% |
$5.52K - $6.1K
|
4.07K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
93+ 0.64% |
$5.46K - $6.03K
|
14.6K
$985K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
93+ 1.83% |
$5.46K - $6.03K
|
5.17K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
93+ 2.18% |
$5.46K - $6.03K
|
4.36K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
93New |
$5.46K - $6.03K
|
93
$6.26K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
92+ 9.82% |
$5.4K - $5.97K
|
1.03K
$69.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
88+ 85.44% |
$5.17K - $5.71K
|
191
$12.9K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
88+ 0.56% |
$5.17K - $5.71K
|
15.9K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
87+ 0.26% |
$5.11K - $5.64K
|
33.9K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
86+ 1.11% |
$5.05K - $5.58K
|
7.84K
$528K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
86+ 62.32% |
$5.05K - $5.58K
|
224
$15.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
85+ 0.12% |
$4.99K - $5.51K
|
68.7K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
85+ 0.6% |
$4.99K - $5.51K
|
14.2K
$954K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
84+ 2.74% |
$4.93K - $5.45K
|
3.15K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
82+ 0.1% |
$4.82K - $5.32K
|
79.4K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
82+ 0.06% |
$4.82K - $5.32K
|
132K
$8.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
81+ 1.0% |
$4.76K - $5.25K
|
8.15K
$549K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 1.54% |
$4.76K - $5.25K
|
5.35K
$360K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
80+ 1.4% |
$4.7K - $5.19K
|
5.8K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
80+ 0.84% |
$4.7K - $5.19K
|
9.66K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
79+ 1.4% |
$4.64K - $5.12K
|
5.73K
$386K
|
|
|
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
$329K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
77+ 0.85% |
$4.52K - $4.99K
|
9.17K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
77+ 2.06% |
$4.52K - $4.99K
|
3.82K
$257K
|
|
|
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
76+ 0.21% |
$4.46K - $4.93K
|
36.3K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
75+ 0.27% |
$4.41K - $4.87K
|
27.4K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
73+ 0.65% |
$4.29K - $4.74K
|
11.3K
$759K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
71+ 1.62% |
$4.17K - $4.61K
|
4.45K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
71+ 0.9% |
$4.17K - $4.61K
|
7.98K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
71+ 0.35% |
$4.17K - $4.61K
|
20.4K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
70+ 0.53% |
$4.11K - $4.54K
|
13.4K
$900K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
69+ 1.53% |
$4.05K - $4.48K
|
4.58K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
68+ 0.7% |
$3.99K - $4.41K
|
9.83K
$662K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
68+ 1.83% |
$3.99K - $4.41K
|
3.79K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
66+ 58.93% |
$3.88K - $4.28K
|
178
$12K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
65+ 4.36% |
$3.82K - $4.22K
|
1.56K
$105K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
65+ 0.31% |
$3.82K - $4.22K
|
20.8K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
64+ 1.06% |
$3.76K - $4.15K
|
6.1K
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
63+ 1.58% |
$3.7K - $4.09K
|
4.04K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
63+ 1.12% |
$3.7K - $4.09K
|
5.71K
$384K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
60+ 0.57% |
$3.52K - $3.89K
|
10.6K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
60New |
$3.52K - $3.89K
|
60
$4.04K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
60+ 3.97% |
$3.52K - $3.89K
|
1.57K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
59+ 27.44% |
$3.47K - $3.83K
|
274
$18.5K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
59+ 1.13% |
$3.47K - $3.83K
|
5.29K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
58+ 118.37% |
$3.41K - $3.76K
|
107
$7.21K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
58New |
$3.41K - $3.76K
|
58
$3.91K
|