Purchases and Sales Made in Q3 2023 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
52+ 11.28% |
$2.62K - $3.01K
|
513
$30.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
51+ 0.38% |
$2.57K - $2.95K
|
13.5K
$795K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
50+ 0.68% |
$2.52K - $2.89K
|
7.37K
$433K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
50+ 0.24% |
$2.52K - $2.89K
|
21.1K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
50+ 0.51% |
$2.52K - $2.89K
|
9.84K
$578K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.26% |
$2.52K - $2.89K
|
19.1K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
50+ 0.4% |
$2.52K - $2.89K
|
12.6K
$739K
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
49+ 1.0% |
$2.47K - $2.83K
|
4.93K
$290K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
49+ 0.71% |
$2.47K - $2.83K
|
6.97K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
48+ 90.57% |
$2.42K - $2.78K
|
101
$5.93K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
46+ 0.73% |
$2.32K - $2.66K
|
6.31K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
46+ 0.25% |
$2.32K - $2.66K
|
18.4K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
46New |
$2.32K - $2.66K
|
46
$2.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
45+ 0.26% |
$2.27K - $2.6K
|
17.6K
$1.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
45+ 1.09% |
$2.27K - $2.6K
|
4.19K
$246K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
45+ 0.14% |
$2.27K - $2.6K
|
31.3K
$1.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
44+ 0.54% |
$2.22K - $2.54K
|
8.22K
$483K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
44+ 0.53% |
$2.22K - $2.54K
|
8.4K
$493K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
44+ 7.68% |
$2.22K - $2.54K
|
617
$36.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
42+ 0.46% |
$2.12K - $2.43K
|
9.23K
$542K
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
42+ 0.73% |
$2.12K - $2.43K
|
5.78K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
41+ 0.71% |
$2.07K - $2.37K
|
5.82K
$342K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 1.09% |
$2.02K - $2.31K
|
3.72K
$218K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
40+ 0.48% |
$2.02K - $2.31K
|
8.42K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
40+ 0.79% |
$2.02K - $2.31K
|
5.11K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
40+ 0.73% |
$2.02K - $2.31K
|
5.48K
$322K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
40+ 0.16% |
$2.02K - $2.31K
|
25.6K
$1.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
39+ 0.63% |
$1.96K - $2.26K
|
6.22K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
39+ 0.16% |
$1.96K - $2.26K
|
24.4K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
39+ 0.39% |
$1.96K - $2.26K
|
9.93K
$583K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
38+ 0.36% |
$1.91K - $2.2K
|
10.7K
$630K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
38+ 2.14% |
$1.91K - $2.2K
|
1.81K
$106K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
37+ 0.3% |
$1.86K - $2.14K
|
12.6K
$738K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
37+ 0.22% |
$1.86K - $2.14K
|
16.5K
$972K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
37+ 0.25% |
$1.86K - $2.14K
|
15K
$883K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
35+ 0.32% |
$1.76K - $2.02K
|
10.9K
$641K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
34+ 0.25% |
$1.71K - $1.97K
|
13.6K
$801K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
34+ 0.59% |
$1.71K - $1.97K
|
5.83K
$342K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
34+ 0.09% |
$1.71K - $1.97K
|
40K
$2.35M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
34+ 2.29% |
$1.71K - $1.97K
|
1.52K
$89K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
33+ 0.29% |
$1.66K - $1.91K
|
11.5K
$678K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
33+ 0.56% |
$1.66K - $1.91K
|
5.91K
$347K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
33+ 0.12% |
$1.66K - $1.91K
|
26.9K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
32+ 0.42% |
$1.61K - $1.85K
|
7.73K
$454K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
31+ 4.41% |
$1.56K - $1.79K
|
734
$43.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
30+ 0.43% |
$1.51K - $1.74K
|
6.94K
$408K
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
30+ 0.11% |
$1.51K - $1.74K
|
27.2K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
27+ 0.65% |
$1.36K - $1.56K
|
4.21K
$247K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
26+ 0.35% |
$1.31K - $1.5K
|
7.54K
$443K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
26+ 0.08% |
$1.31K - $1.5K
|
34.3K
$2.01M
|