Companies / CISCO SYSTEMS, INC. / Institutional moves
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Cisco Systems, Inc.

Institutional position changes, all quarters

850 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedMittelman Wealth ManagementJun 30, 2026-4,350-69%1,981$716.5Klow
TrimmedTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAJun 30, 2026-5,809-26%16,427$682.3Klow
NewAegis Wealth Management LLCJun 30, 2026+5,138New5,138$603.5Klow
TrimmedTOUNJIAN ADVISORY PARTNERS, LLCJun 30, 2026-4,796-11%37,172$563.3Klow
TrimmedAMERICAN FINANCIAL & TAX STRATEGIES INCJun 30, 2026-4,599-23%15,381$540.2Klow
TrimmedMidFirst BankJun 30, 2026-4,294-9.0%43,469$504.4Klow
AddedFORTRESS PRIVATE LEDGER, LLCJun 30, 2026+4,242+54%12,097$498.3Klow
ExitedPURSUE WEALTH PARTNERS LLCJun 30, 2026-5,984-100%0$461.0Klow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-5,859-100%0$454.6Klow
NewRETIREMENT PLANNING GROUP, LLC / NYJun 30, 2026+3,841New3,841$451.1Klow
TrimmedKingdom Financial Group LLC.Jun 30, 2026-3,558-39%5,464$417.9Klow
ExitedEQUITY INVESTMENT CORPJun 30, 2026-5,217-100%0$401.8Klow
TrimmedPallas Capital Advisors LLCJun 30, 2026-3,382-14%21,373$397.3Klow
NewBFI Wealth Solutions, LLCJun 30, 2026+3,062New3,062$359.7Klow
NewCCG WEALTH MANAGEMENT, LLCJun 30, 2026+3,019New3,019$354.6Klow
TrimmedPrinciple Wealth Partners LLCJun 30, 2026-2,912-1.5%190,130$342.0Klow
TrimmedFIDUCIENT ADVISORS LLCJun 30, 2026-2,834-55%2,274$332.9Klow
NewSIERRA OCEAN, LLCJun 30, 2026+2,735New2,735$321.2Klow
TrimmedOARSMAN CAPITAL, INC.Jun 30, 2026-2,602-7.3%32,952$305.6Klow
TrimmedArgo Wealth Advisory, LLCJun 30, 2026-2,447-5.8%39,502$287.4Klow
NewCOMPASS CAPITAL MANAGEMENT, INCJun 30, 2026+2,350New2,350$276.0Klow
NewDENVER WEALTH MANAGEMENT, INC.Jun 30, 2026+2,305New2,305$270.8Klow
TrimmedTexas Capital Bank Wealth Management Services IncJun 30, 2026-2,234-8.2%24,961$262.4Klow
NewGOLDEN ROAD ADVISORS LLCJun 30, 2026+2,228New2,228$261.7Klow
TrimmedEverest Management Corp.Jun 30, 2026-2,206-21%8,421$259.1Klow
TrimmedTortoise Investment Management, LLCJun 30, 2026-2,206-27%6,030$259.1Klow
NewAlpine Bank Wealth ManagementJun 30, 2026+2,182New2,182$256.3Klow
NewQuadrature Capital LtdJun 30, 2026+2,174New2,174$255.4Klow
TrimmedMarble Harbor Investment Counsel, LLCJun 30, 2026-2,171-0.5%449,891$255.0Klow
NewKG&L Capital Management,LLCJun 30, 2026+2,165New2,165$254.3Klow
NewCoyle Financial Counsel LLCJun 30, 2026+2,088New2,088$245.3Klow
NewGlobal Strategic Investment Solutions, LLCJun 30, 2026+2,057New2,057$241.6Klow
NewDisciplined Investments, LLCJun 30, 2026+2,042New2,042$239.8Klow
AddedTRUST CO OF VERMONTJun 30, 2026+2,005+1.0%205,490$235.5Klow
ExitedIdaho Trust CoJun 30, 2026-2,861-100%0$220.4Klow
NewBARINGS LLCJun 30, 2026+1,843New1,843$216.5Klow
AddedKapstone Financial Advisors LLCJun 30, 2026+1,827+12%17,643$214.6Klow
NewHFG Advisors, Inc.Jun 30, 2026+1,827New1,827$214.6Klow
ExitedWestwood Wealth ManagementJun 30, 2026-2,619-100%0$201.8Klow
TrimmedHexagon Capital Partners LLCJun 30, 2026-1,709-13%11,422$200.7Klow
AddedPerfromance Wealth Partners, LLCJun 30, 2026+1,609+27%7,482$189.0Klow
TrimmedDUMONT & BLAKE INVESTMENT ADVISORS LLCJun 30, 2026-1,575-5.5%26,985$185.0Klow
AddedGerber Kawasaki Wealth & Investment ManagementJun 30, 2026+1,543+24%8,037$181.3Klow
AddedCVA Family Office, LLCJun 30, 2026+1,478+6.0%26,153$173.6Klow
AddedUnivest Financial CorpJun 30, 2026+1,468+3.2%47,520$172.4Klow
TrimmedDestiny Wealth Partners, LLCJun 30, 2026-1,341-24%4,336$155.5Klow
AddedMASTER'S WEALTH MANAGEMENT INC.Jun 30, 2026+1,312+41%4,492$154.1Klow
AddedVantus Wealth LLCJun 30, 2026+1,309+11%13,141$153.8Klow
AddedLeConte Wealth Management, LLCJun 30, 2026+1,299+8.2%17,195$152.6Klow
TrimmedPinnacle Wealth Planning Services, Inc.Jun 30, 2026-1,292-3.2%38,857$151.8Klow
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