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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.63% |
$58.7 - $64.9
|
161
$12.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
81+ 1.0% |
$4.76K - $5.25K
|
8.15K
$634K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
56+ 0.43% |
$3.29K - $3.63K
|
13.1K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-88- 1.71% |
$5.17K - $5.71K
|
5.07K
$394K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-12.5K- 62.5% |
$734K - $811K
|
7.5K
$583K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
167New |
$9.81K - $10.8K
|
167
$13K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-43- 0.74% |
$2.53K - $2.79K
|
5.75K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-550- 13.12% |
$32.3K - $35.7K
|
3.64K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
32.4K+ 363.73% |
$1.91M - $2.1M
|
41.4K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-480- 3.62% |
$28.2K - $31.1K
|
12.8K
$993K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-15- 1.17% |
$881 - $973
|
1.27K
$98.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.9KNew |
$641K - $708K
|
10.9K
$849K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
200New |
$11.7K - $13K
|
200
$15.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-54- 1.25% |
$3.17K - $3.5K
|
4.26K
$331K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-26- 0.65% |
$1.53K - $1.69K
|
3.99K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.5KNew |
$206K - $227K
|
3.5K
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-486- 6.25% |
$28.5K - $31.5K
|
7.29K
$567K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 0.46% |
$1.17K - $1.3K
|
4.35K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-512- 2.76% |
$30.1K - $33.2K
|
18.1K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
209K+ 26.54% |
$12.3M - $13.6M
|
999K
$77.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-200- 3.58% |
$11.7K - $13K
|
5.39K
$419K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-800- 2.5% |
$47K - $51.9K
|
31.2K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
50KNew |
$2.94M - $3.24M
|
50K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
105+ 2.9% |
$6.17K - $6.81K
|
3.73K
$290K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.48KNew |
$204K - $226K
|
3.48K
$270K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-590- 0.51% |
$34.7K - $38.3K
|
115K
$8.91M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-4.02K- 43.42% |
$236K - $261K
|
5.24K
$407K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.4K+ 3.39% |
$82.4K - $91K
|
42.7K
$3.32M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.63K+ 9.62% |
$95.7K - $106K
|
18.6K
$1.44M
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
SELL
|
- |
-5.99K- 8.73% |
$314K - $359K
|
62.6K
$4.87M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
2.24K+ 20.53% |
$118K - $135K
|
13.2K
$1.02M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
185+ 2.71% |
$9.7K - $11.1K
|
7.02K
$546K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-39.7K- 25.91% |
$2.08M - $2.38M
|
113K
$8.82M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
148New |
$7.76K - $8.88K
|
148
$11.5K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
15.1K+ 13.86% |
$790K - $904K
|
124K
$9.62M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
299New |
$15.7K - $17.9K
|
299
$23.3K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
75New |
$3.93K - $4.5K
|
75
$5.83K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
4.2KNew |
$220K - $252K
|
4.2K
$327K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
31.6KNew |
$1.66M - $1.9M
|
31.6K
$2.46M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.35KNew |
$70.5K - $80.7K
|
1.35K
$105K
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
4KNew |
$210K - $240K
|
4K
$311K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
50New |
$2.62K - $3K
|
50
$3.89K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
6.8KNew |
$357K - $408K
|
6.8K
$529K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.66KNew |
$87K - $99.6K
|
1.66K
$129K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-593- 92.8% |
$31.1K - $35.6K
|
46
$3.58K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
162New |
$8.5K - $9.72K
|
162
$12.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-113- 0.74% |
$5.93K - $6.78K
|
15.2K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-1.24K- 20.95% |
$65.2K - $74.7K
|
4.69K
$365K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
29.5K+ 5374.45% |
$1.54M - $1.77M
|
30K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.48M+ 19.09% |
$130M - $149M
|
15.5M
$1.21B
|
|