Latest Institutional Purchases of Cisco Systems, Inc. (CSCO)
This list provides information on the latest institutional transactions involving Cisco Systems, Inc. (CSCO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
134+ 0.59% |
$6.44K - $7.01K
|
22.7K
$1.3M
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
109+ 0.29% |
$5.24K - $5.7K
|
38K
$2.18M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
105+ 1.94% |
$5.05K - $5.49K
|
5.52K
$317K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
105+ 13.27% |
$5.05K - $5.49K
|
896
$51.4K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
65New |
$3.12K - $3.4K
|
65
$3.73K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
64+ 0.37% |
$3.08K - $3.35K
|
17.3K
$991K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
51New |
$2.45K - $2.67K
|
51
$2.93K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
50New |
$2.4K - $2.62K
|
50
$2.87K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
46+ 0.72% |
$2.21K - $2.41K
|
6.4K
$368K
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
30+ 0.75% |
$1.44K - $1.57K
|
4.05K
$232K
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
20+ 0.22% |
$961 - $1.05K
|
9.07K
$521K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
14New |
$673 - $733
|
14
$804
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
10+ 2.05% |
$481 - $523
|
497
$28.5K
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
121KNew |
$5.75M - $6.56M
|
121K
$6.92M
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
111K+ 181.55% |
$5.28M - $6.03M
|
172K
$9.86M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
65.6KNew |
$3.13M - $3.57M
|
65.6K
$3.77M
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
57.9KNew |
$2.76M - $3.15M
|
57.9K
$3.33M
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
52.9KNew |
$2.52M - $2.88M
|
52.9K
$3.04M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
49.7K+ 56.09% |
$2.37M - $2.7M
|
138K
$7.94M
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
48.6KNew |
$2.32M - $2.64M
|
48.6K
$2.79M
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
37.3KNew |
$1.78M - $2.03M
|
37.3K
$2.14M
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
29.5KNew |
$1.41M - $1.6M
|
29.5K
$1.69M
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
23.4KNew |
$1.11M - $1.27M
|
23.4K
$1.34M
|
|
Feb 06, 2024
Q4 2023
|
Highlander Partners, L.P.
|
BUY
|
- |
20K+ 44.44% |
$954K - $1.09M
|
65K
$3.73M
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
15KNew |
$716K - $817K
|
15K
$862K
|
|
Apr 10, 2025
Q4 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
13.2K+ 112.2% |
$628K - $716K
|
24.9K
$1.43M
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
12.8K+ 91.67% |
$609K - $694K
|
26.7K
$1.53M
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
BUY
|
- |
11K+ 18.16% |
$523K - $596K
|
71.3K
$4.09M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.9K+ 3.3% |
$522K - $595K
|
342K
$19.6M
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
10.9KNew |
$520K - $592K
|
10.9K
$625K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
9.7KNew |
$463K - $528K
|
9.7K
$557K
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.34KNew |
$446K - $508K
|
9.34K
$536K
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
8.71K+ 3.08% |
$415K - $473K
|
291K
$16.7M
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8.25KNew |
$394K - $449K
|
8.25K
$474K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
8.16K+ 128.3% |
$389K - $444K
|
14.5K
$834K
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.8KNew |
$372K - $424K
|
7.8K
$448K
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.45KNew |
$355K - $405K
|
7.45K
$428K
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
7.19KNew |
$343K - $391K
|
7.19K
$413K
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
7.1KNew |
$339K - $386K
|
7.1K
$408K
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.88KNew |
$328K - $374K
|
6.88K
$395K
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6.79KNew |
$324K - $369K
|
6.79K
$390K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
6.67KNew |
$318K - $363K
|
6.67K
$383K
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.58KNew |
$314K - $358K
|
6.58K
$378K
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
5.8KNew |
$276K - $315K
|
5.8K
$333K
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
5.71KNew |
$272K - $310K
|
5.71K
$328K
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.62KNew |
$268K - $306K
|
5.62K
$322K
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
5.59KNew |
$266K - $304K
|
5.59K
$321K
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.1KNew |
$243K - $278K
|
5.1K
$293K
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
5.02KNew |
$239K - $273K
|
5.02K
$288K
|