Purchases and Sales Made in Q3 2023 in Cisco Systems, Inc. (CSCO)
This table provides information about the institutional ownership of Cisco Systems, Inc. (CSCO) during Q3 2023. The information is specifically focused on institutions that hold shares of CISCO SYSTEMS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.22K+ 6.22% |
$212K - $244K
|
71.9K
$4.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.2KNew |
$212K - $243K
|
4.2K
$247K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
4.2K+ 6.15% |
$211K - $243K
|
72.4K
$4.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.17K+ 37.07% |
$210K - $241K
|
15.4K
$906K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.15K+ 9.74% |
$209K - $240K
|
46.8K
$2.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
4.13K+ 2.95% |
$208K - $239K
|
144K
$8.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Jlb & Associates Inc
|
BUY
|
- |
4.13K+ 21.29% |
$208K - $239K
|
23.5K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.12K+ 1.67% |
$208K - $239K
|
251K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.11K+ 59.21% |
$207K - $237K
|
11K
$649K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.08K+ 3.21% |
$206K - $236K
|
131K
$7.7M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.07KNew |
$205K - $235K
|
4.07K
$239K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.05KNew |
$204K - $234K
|
4.05K
$238K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.02K+ 3.79% |
$203K - $233K
|
110K
$6.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
4.02K+ 0.45% |
$203K - $233K
|
902K
$53M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.02K+ 3.08% |
$203K - $233K
|
135K
$7.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.01K+ 1.19% |
$202K - $232K
|
341K
$20M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
4.01K+ 29.61% |
$202K - $232K
|
17.5K
$1.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.01KNew |
$202K - $232K
|
4.01K
$235K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4KNew |
$202K - $232K
|
4K
$235K
|
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
BUY
|
- |
4K+ 15.87% |
$202K - $231K
|
29.2K
$1.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.99KNew |
$201K - $231K
|
3.99K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.98K+ 37.58% |
$200K - $230K
|
14.6K
$856K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.96K+ 14.48% |
$200K - $229K
|
31.3K
$1.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.95KNew |
$199K - $228K
|
3.95K
$232K
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
BUY
|
- |
3.94KNew |
$198K - $228K
|
3.94K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.93KNew |
$198K - $227K
|
3.93K
$231K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.93K+ 14.34% |
$198K - $227K
|
31.3K
$1.84M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.92K+ 3290.76% |
$197K - $227K
|
4.04K
$237K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.92KNew |
$197K - $226K
|
3.92K
$230K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.89KNew |
$196K - $225K
|
3.89K
$228K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.88KNew |
$195K - $224K
|
3.88K
$228K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.86K+ 28.42% |
$195K - $223K
|
17.5K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.86KNew |
$195K - $223K
|
3.86K
$227K
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.84K+ 3.13% |
$193K - $222K
|
126K
$7.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
3.83KNew |
$193K - $222K
|
3.83K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.83KNew |
$193K - $221K
|
3.83K
$225K
|
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
BUY
|
- |
3.81KNew |
$192K - $220K
|
3.81K
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.8KNew |
$192K - $220K
|
3.8K
$223K
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.8KNew |
$191K - $220K
|
3.8K
$223K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.8KNew |
$191K - $220K
|
3.8K
$223K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
3.78KNew |
$190K - $218K
|
3.78K
$222K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
3.77K+ 5.75% |
$190K - $218K
|
69.2K
$4.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.77KNew |
$190K - $218K
|
3.77K
$221K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
3.76KNew |
$189K - $218K
|
3.76K
$221K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.76K+ 2.77% |
$189K - $217K
|
139K
$8.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.76K+ 0.17% |
$189K - $217K
|
2.19M
$129M
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
3.75KNew |
$189K - $217K
|
3.75K
$221K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.75KNew |
$189K - $217K
|
3.75K
$220K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$189K - $216K
|
3.74K
$220K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.73K+ 16.48% |
$188K - $216K
|
26.4K
$1.55M
|