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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
220New |
$8.71K - $11K
|
220
$13.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
4.52KNew |
$179K - $226K
|
4.52K
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-7.3K- 61.73% |
$289K - $365K
|
4.53K
$270K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
148K+ 487.22% |
$5.86M - $7.39M
|
178K
$10.6M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3.16K+ 40.06% |
$125K - $158K
|
11K
$658K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
24+ 0.25% |
$950 - $1.2K
|
9.64K
$574K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
525New |
$20.8K - $26.2K
|
525
$31.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
22+ 42.31% |
$871 - $1.1K
|
74
$4.41K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
9.88K+ 2.48% |
$391K - $494K
|
408K
$24.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-500- 38.46% |
$19.8K - $25K
|
800
$47.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-220- 15.24% |
$8.71K - $11K
|
1.22K
$72.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-993- 12.47% |
$39.3K - $49.6K
|
6.97K
$415K
|
|
|
Jan 12, 2023
Q4 2022
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-3.25K- 0.98% |
$129K - $162K
|
327K
$19.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
42New |
$1.66K - $2.1K
|
42
$2.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
201KNew |
$7.97M - $10.1M
|
201K
$12M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-1.25K- 22.23% |
$49.4K - $62.4K
|
4.37K
$260K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
574New |
$22.7K - $28.7K
|
574
$34.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
757New |
$30K - $37.8K
|
757
$45.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.5KNew |
$494K - $624K
|
12.5K
$743K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.83KClosed |
$113K - $140K
|
0
$0
|
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
13.8KNew |
$550K - $679K
|
13.8K
$819K
|
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-900Closed |
$36K - $44.4K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
40.8K+ 3.95% |
$1.63M - $2.01M
|
1.07M
$63.8M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
10.1KNew |
$404K - $499K
|
10.1K
$602K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4.76K+ 2.77% |
$190K - $235K
|
176K
$10.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.52K+ 3.59% |
$60.8K - $75K
|
43.9K
$2.61M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
21+ 0.85% |
$840 - $1.04K
|
2.51K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.59K- 1.59% |
$63.8K - $78.7K
|
98.4K
$5.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
57+ 0.54% |
$2.28K - $2.81K
|
10.5K
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-917K- 27.92% |
$36.7M - $45.3M
|
2.37M
$141M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-5.17K- 48.06% |
$207K - $255K
|
5.59K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
3.84K+ 26.11% |
$154K - $190K
|
18.5K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
41.9KNew |
$1.68M - $2.07M
|
41.9K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-237- 38.54% |
$9.48K - $11.7K
|
378
$22.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-25.5KClosed |
$1.02M - $1.26M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.6K+ 0.97% |
$63.8K - $78.8K
|
167K
$9.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
21.8KNew |
$871K - $1.07M
|
21.8K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.52K+ 17.9% |
$60.7K - $74.9K
|
9.99K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
55.8KNew |
$2.23M - $2.75M
|
55.8K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
15.5K+ 5.16% |
$621K - $766K
|
316K
$18.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
432K+ 47.88% |
$17.3M - $21.3M
|
1.34M
$79.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-63- 0.06% |
$2.52K - $3.11K
|
109K
$6.47M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
37.9K+ 248.8% |
$1.52M - $1.87M
|
53.2K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-25.5KClosed |
$1.02M - $1.26M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
6.86KNew |
$274K - $339K
|
6.86K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-813- 14.62% |
$32.5K - $40.1K
|
4.75K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.99KNew |
$120K - $148K
|
2.99K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-915- 0.01% |
$36.6K - $45.2K
|
8.27M
$492M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
617New |
$24.7K - $30.5K
|
617
$36.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-10.7KClosed |
$427K - $526K
|
0
$0
|
|