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 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.29K- 12.27% |
$61.5K - $70.1K
|
9.22K
$590K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1- 0.2% |
$47.7 - $54.4
|
500
$32K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
4.23KNew |
$202K - $230K
|
4.23K
$271K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.22K- 12.39% |
$106K - $120K
|
15.7K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12+ 0.24% |
$572 - $653
|
4.98K
$319K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
78New |
$3.72K - $4.24K
|
78
$4.99K
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
22+ 0.52% |
$1.05K - $1.2K
|
4.28K
$274K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.12K- 19.22% |
$53.6K - $61.1K
|
4.73K
$302K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-5- 0.05% |
$239 - $272
|
10.5K
$673K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.48K+ 19.21% |
$70.8K - $80.7K
|
9.21K
$589K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.59K+ 6.36% |
$75.9K - $86.5K
|
26.6K
$1.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
8.16K+ 128.3% |
$389K - $444K
|
14.5K
$929K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
762+ 11.33% |
$36.3K - $41.4K
|
7.49K
$479K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
200+ 18.18% |
$9.54K - $10.9K
|
1.3K
$83.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.8KNew |
$372K - $424K
|
7.8K
$499K
|
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
BUY
|
- |
11K+ 18.16% |
$523K - $596K
|
71.3K
$4.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
23.4KNew |
$1.11M - $1.27M
|
23.4K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.34KNew |
$446K - $508K
|
9.34K
$598K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-13- 0.28% |
$620 - $707
|
4.67K
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
1.07K+ 3.33% |
$50.8K - $58K
|
33K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
829+ 2.36% |
$39.5K - $45.1K
|
36K
$2.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
116+ 0.85% |
$5.53K - $6.31K
|
13.8K
$883K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-197- 4.7% |
$9.4K - $10.7K
|
3.99K
$256K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-200- 1.12% |
$9.54K - $10.9K
|
17.6K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-10.7K- 7.04% |
$509K - $581K
|
141K
$9.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
96+ 2.27% |
$4.58K - $5.22K
|
4.33K
$277K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.32K- 34.63% |
$111K - $126K
|
4.38K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-682- 7.97% |
$32.5K - $37.1K
|
7.87K
$504K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
48.6KNew |
$2.32M - $2.64M
|
48.6K
$3.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.2K- 20.69% |
$57.2K - $65.3K
|
4.6K
$294K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-174- 0.91% |
$8.3K - $9.46K
|
19K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.95K- 1.9% |
$92.9K - $106K
|
101K
$6.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.28K+ 2.34% |
$109K - $124K
|
99.5K
$6.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.23K- 23.08% |
$58.8K - $67.1K
|
4.11K
$263K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-71- 1.69% |
$3.39K - $3.86K
|
4.13K
$264K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-32- 0.16% |
$1.53K - $1.74K
|
19.5K
$1.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-797- 7.17% |
$38K - $43.3K
|
10.3K
$660K
|
|
| Q3 2023 | |||||||
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-137- 2.33% |
$6.9K - $7.92K
|
5.75K
$368K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.1K- 17.01% |
$55.4K - $63.6K
|
5.37K
$343K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
110+ 1.59% |
$5.54K - $6.36K
|
7.02K
$449K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-82.1K- 3.23% |
$4.14M - $4.75M
|
2.46M
$157M
|
|
|
Dec 14, 2023
Q3 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
100New |
$5.04K - $5.78K
|
100
$6.4K
|
|
|
Dec 01, 2023
Q3 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
100New |
$5.04K - $5.78K
|
100
$6.4K
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
11.9KNew |
$600K - $689K
|
11.9K
$762K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-351- 3.36% |
$17.7K - $20.3K
|
10.1K
$646K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-29K- 72.51% |
$1.46M - $1.68M
|
11K
$703K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
10.6KNew |
$534K - $614K
|
10.6K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9.36K- 11.24% |
$471K - $541K
|
73.9K
$4.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-30- 0.7% |
$1.51K - $1.74K
|
4.27K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.13K+ 12.46% |
$56.8K - $65.2K
|
10.2K
$651K
|
|