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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-80- 1.33% |
$4.03K - $4.63K
|
5.92K
$353K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
38+ 0.36% |
$1.91K - $2.2K
|
10.7K
$638K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
10+ 0.16% |
$504 - $578
|
6.3K
$375K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.03KNew |
$51.9K - $59.6K
|
1.03K
$61.4K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-7- 0.14% |
$353 - $405
|
5.01K
$299K
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.72KNew |
$238K - $273K
|
4.72K
$281K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
14.6KNew |
$736K - $844K
|
14.6K
$869K
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
3.76KNew |
$189K - $218K
|
3.76K
$224K
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-324- 7.52% |
$16.3K - $18.7K
|
3.98K
$237K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-13.7K- 14.7% |
$689K - $792K
|
79.4K
$4.73M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
121+ 12.78% |
$6.1K - $7K
|
1.07K
$63.6K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.51K- 4.49% |
$177K - $203K
|
74.6K
$4.44M
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-480- 11.07% |
$24.2K - $27.8K
|
3.86K
$230K
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-436- 9.37% |
$22K - $25.2K
|
4.22K
$251K
|
|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-1.8K- 90.0% |
$90.7K - $104K
|
200
$11.9K
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-320- 5.46% |
$16.1K - $18.5K
|
5.55K
$330K
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
9.4KNew |
$473K - $544K
|
9.4K
$560K
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.88KNew |
$195K - $224K
|
3.88K
$231K
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-500- 2.9% |
$25.2K - $28.9K
|
16.8K
$997K
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
4.59KNew |
$231K - $266K
|
4.59K
$273K
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
270+ 3.69% |
$13.6K - $15.6K
|
7.58K
$452K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
235+ 0.12% |
$11.8K - $13.6K
|
191K
$11.4M
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4.28K+ 81.63% |
$216K - $247K
|
9.52K
$567K
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-95.8K- 50.43% |
$4.83M - $5.54M
|
94.2K
$5.61M
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.78KNew |
$341K - $392K
|
6.78K
$403K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
5.02KNew |
$253K - $290K
|
5.02K
$299K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.15K- 35.73% |
$109K - $125K
|
3.88K
$231K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
775New |
$39K - $44.8K
|
775
$46.2K
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.58K- 3.3% |
$79.8K - $91.6K
|
46.4K
$2.76M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
942New |
$47.5K - $54.5K
|
942
$56.1K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
817+ 0.3% |
$41.2K - $47.3K
|
273K
$16.3M
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-315- 5.23% |
$15.9K - $18.2K
|
5.71K
$340K
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.31K- 89.33% |
$66.2K - $76K
|
157
$9.35K
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
118New |
$5.94K - $6.83K
|
118
$7.03K
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.8KNew |
$192K - $220K
|
3.8K
$226K
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
100+ 2.02% |
$5.04K - $5.78K
|
5.06K
$301K
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-150- 1.78% |
$7.56K - $8.68K
|
8.26K
$492K
|
|
Q2 2023 | |||||||
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
35New |
$1.6K - $1.83K
|
35
$2.08K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
55.9K+ 8.63% |
$2.55M - $2.92M
|
703K
$41.9M
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-5.2KClosed |
$238K - $272K
|
0
$0
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-128K- 84.0% |
$5.85M - $6.69M
|
24.4K
$1.45M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-249K- 63.1% |
$11.4M - $13M
|
146K
$8.67M
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-173- 35.52% |
$7.91K - $9.05K
|
314
$18.7K
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-9.92K- 53.41% |
$454K - $519K
|
8.66K
$516K
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-4.12KClosed |
$188K - $215K
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-522- 3.96% |
$23.9K - $27.3K
|
12.7K
$755K
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
218KNew |
$9.95M - $11.4M
|
218K
$13M
|
|
Aug 14, 2023
Q2 2023
|
Lynwood Capital Management Inc.
|
SELL
|
- |
-10K- 28.57% |
$457K - $523K
|
25K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 0.21% |
$1.14K - $1.31K
|
11.9K
$707K
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-346- 3.59% |
$15.8K - $18.1K
|
9.28K
$553K
|