Latest Institutional Transactions on Cisco Systems, Inc. (CSCO)
This table provides information on the latest institutional transactions involving Cisco Systems, Inc. (CSCO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-647- 10.07% |
$28.9K - $34.4K
|
5.78K
$350K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-833- 13.3% |
$37.3K - $44.3K
|
5.43K
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-847- 11.59% |
$37.9K - $45.1K
|
6.46K
$391K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-145K- 95.73% |
$6.49M - $7.72M
|
6.47K
$391K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.42K- 31.75% |
$108K - $129K
|
5.2K
$315K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-1.08K- 3.68% |
$48.4K - $57.5K
|
28.3K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-729- 1.17% |
$32.6K - $38.8K
|
61.3K
$3.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
94.5K+ 8.23% |
$4.23M - $5.03M
|
1.24M
$75.2M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-3.21K- 4.51% |
$143K - $171K
|
67.9K
$4.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-50K- 13.46% |
$2.24M - $2.66M
|
321K
$19.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.79K- 37.61% |
$259K - $308K
|
9.61K
$581K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.22KNew |
$189K - $225K
|
4.22K
$255K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-400- 4.41% |
$17.9K - $21.3K
|
8.66K
$524K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
127+ 0.18% |
$5.68K - $6.76K
|
69.7K
$4.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.48K+ 8.64% |
$111K - $132K
|
31.2K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.19K+ 0.45% |
$53.2K - $63.3K
|
263K
$15.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
8.83K+ 2.48% |
$395K - $470K
|
365K
$22.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
110+ 1.13% |
$4.92K - $5.85K
|
9.81K
$593K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.85K- 4.67% |
$172K - $205K
|
78.6K
$4.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.77K- 18.36% |
$79.1K - $94.1K
|
7.87K
$476K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-46.6K- 36.67% |
$2.09M - $2.48M
|
80.5K
$4.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.31K+ 2.3% |
$58.8K - $69.9K
|
58.3K
$3.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-171- 3.57% |
$7.65K - $9.1K
|
4.63K
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
407+ 4.67% |
$18.2K - $21.7K
|
9.12K
$551K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-3.39K- 31.02% |
$152K - $180K
|
7.54K
$456K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
505+ 0.95% |
$22.6K - $26.9K
|
53.9K
$3.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.89K+ 21.69% |
$129K - $154K
|
16.2K
$982K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.81K- 8.67% |
$170K - $203K
|
40.1K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.6M- 97.39% |
$71.4M - $84.9M
|
42.8K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
342New |
$15.3K - $18.2K
|
342
$20.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.08KNew |
$183K - $217K
|
4.08K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-10.5K- 0.67% |
$468K - $557K
|
1.56M
$94.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-198- 0.14% |
$8.86K - $10.5K
|
137K
$8.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-5.64K- 24.28% |
$252K - $300K
|
17.6K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
646+ 1.35% |
$28.9K - $34.4K
|
48.4K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-923- 5.96% |
$41.3K - $49.1K
|
14.6K
$881K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
870+ 4.29% |
$38.9K - $46.3K
|
21.1K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
45+ 0.83% |
$2.01K - $2.39K
|
5.49K
$332K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-70K- 3.73% |
$3.13M - $3.73M
|
1.81M
$109M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.83K- 19.18% |
$395K - $470K
|
37.2K
$2.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
622+ 9.75% |
$27.8K - $33.1K
|
7K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
9.14KNew |
$409K - $486K
|
9.14K
$553K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.66K- 2.43% |
$74.2K - $88.3K
|
66.5K
$4.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-246- 96.09% |
$11K - $13.1K
|
10
$605
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
47.4K+ 5.25% |
$2.12M - $2.52M
|
951K
$57.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
629+ 2.58% |
$28.1K - $33.5K
|
25K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-4.95K- 3.76% |
$221K - $263K
|
127K
$7.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.63K- 2.94% |
$72.9K - $86.7K
|
53.7K
$3.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3K+ 6.25% |
$134K - $160K
|
51K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.5K- 3.49% |
$870K - $1.04M
|
538K
$32.6M
|