Institutional Ownership Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX). We have compiled data on the 1,844 institutions that hold shares in the stock, with a total of 1.39 Billion shares, which have been reported (via 13F filing form) to have a value of $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
5,858
shares
|
$202,511
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
5,842
shares
|
$201,957
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
5,811
shares
|
$200,886
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
5,800
shares
|
$200,506
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,776
shares
|
$199,676
0.01% of portfolio
|
Q3 2024
Reduced 66.43%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
5,540
shares
|
$191,517
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
5,485
shares
|
$189,616
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
5,387
shares
|
$186,228
0.14% of portfolio
|
Q4 2023
Reduced 3.72%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
5,209
shares
|
$180,075
0.05% of portfolio
|
Q1 2023
Reduced 15.18%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
5,178
shares
|
$179,003
0.11% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,899
shares
|
$169,358
0.01% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,781
shares
|
$165,279
0.05% of portfolio
|
Q1 2023
Added 0.34%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
4,740
shares
|
$163,861
0.01% of portfolio
|
Q3 2024
Added 17.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
4,734
shares
|
$163,654
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
4,713
shares
|
$162,928
0.05% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
4,647
shares
|
$160,646
0.06% of portfolio
|
Q1 2024
Reduced 5.68%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,514
shares
|
$156,048
0.08% of portfolio
|
Q4 2023
Added 0.31%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
4,500
shares
|
$155,565
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
4,455
shares
|
$154,009
0.04% of portfolio
|
Q2 2023
Reduced 37.74%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,350
shares
|
$150,379
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
4,329
shares
|
$149,653
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
4,148
shares
|
$143,396
0.03% of portfolio
|
Q4 2023
Reduced 1.1%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
4,100
shares
|
$141,737
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,890
shares
|
$134,477
0.09% of portfolio
|
Q2 2022
Reduced 25.31%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
3,875
shares
|
$133,958
0.04% of portfolio
|
Q3 2024
Reduced 34.04%
|