Purchases and Sales Made in Q1 2023 in Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX) during Q1 2023. The information is specifically focused on institutions that hold shares of CSX CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History | 
|---|---|---|---|---|---|---|---|
| 
                  May 12, 2023
                  Q1 2023
                 | 
      Continuum Advisory, LLC
       Eagle, ID | BUY | - | 397+ 3.82% |                   
                  $11.1K - $13K
                 |                   
                10.8K
                $385K
               | |
| 
                  Dec 13, 2023
                  Q1 2023
                 | 
      Continuum Advisory, LLC
       Eagle, ID | BUY | - | 397+ 3.82% |                   
                  $11.1K - $13K
                 |                   
                10.8K
                $385K
               | |
| 
                  May 11, 2023
                  Q1 2023
                 | 
      Avalon Trust CO
       Santa Fe, NM | BUY | - | 393New |                   
                  $11K - $12.8K
                 |                   
                393
                $14K
               | |
| 
                  May 01, 2023
                  Q1 2023
                 | 
      Valmark Advisers, Inc.
      
   | BUY | - | 390+ 1.17% |                   
                  $11K - $12.7K
                 |                   
                33.6K
                $1.2M
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Lake Street Advisors Group, LLC
      
   | BUY | - | 369+ 2.3% |                   
                  $10.4K - $12K
                 |                   
                16.4K
                $586K
               | |
| 
                  May 12, 2023
                  Q1 2023
                 | 
      Ica Group Wealth Management, LLC
       Denver, CO | BUY | - | 356+ 7.19% |                   
                  $10K - $11.6K
                 |                   
                5.31K
                $189K
               | |
| 
                  May 16, 2023
                  Q1 2023
                 | 
      Hancock Whitney Corp
      
   | BUY | - | 355+ 0.35% |                   
                  $9.97K - $11.6K
                 |                   
                102K
                $3.65M
               | |
| 
                  Nov 13, 2023
                  Q1 2023
                 | 
      Hancock Whitney Corp
      
   | BUY | - | 355+ 0.35% |                   
                  $9.97K - $11.6K
                 |                   
                102K
                $3.65M
               | |
| 
                  Apr 06, 2023
                  Q1 2023
                 | 
      New England Research & Management, Inc.
      
   | BUY | - | 350+ 0.32% |                   
                  $9.83K - $11.4K
                 |                   
                110K
                $3.92M
               | |
| 
                  Apr 11, 2023
                  Q1 2023
                 | 
      Smith Anglin Financial, LLC
      
   | BUY | - | 350+ 5.38% |                   
                  $9.83K - $11.4K
                 |                   
                6.86K
                $245K
               | |
| 
                  Apr 28, 2023
                  Q1 2023
                 | 
      Adirondack Trust CO
      
   | BUY | - | 346+ 1.23% |                   
                  $9.72K - $11.3K
                 |                   
                28.4K
                $1.01M
               | |
| 
                  May 10, 2023
                  Q1 2023
                 | 
      Huntington National Bank
       Columbus, OH | BUY | - | 341+ 0.24% |                   
                  $9.58K - $11.1K
                 |                   
                143K
                $5.09M
               | |
| 
                  Apr 24, 2023
                  Q1 2023
                 | 
      Creative Capital Management Investments LLC
       San Diego, CA | BUY | - | 340New |                   
                  $9.55K - $11.1K
                 |                   
                340
                $12.1K
               | |
| 
                  May 11, 2023
                  Q1 2023
                 | 
      Optiver Holding B.V.
       Amsterdam, P7 | BUY | - | 340New |                   
                  $9.55K - $11.1K
                 |                   
                340
                $12.1K
               | |
| 
                  Apr 13, 2023
                  Q1 2023
                 | 
      Drive Wealth Management, LLC
       Lehi, UT | BUY | - | 327+ 3.77% |                   
                  $9.18K - $10.7K
                 |                   
                8.99K
                $321K
               | |
| 
                  May 11, 2023
                  Q1 2023
                 | 
      Brown Brothers Harriman & CO
       New York, NY | BUY | - | 327+ 1.46% |                   
                  $9.18K - $10.7K
                 |                   
                22.8K
                $812K
               | |
| 
                  May 02, 2023
                  Q1 2023
                 | 
      Firethorn Wealth Partners, LLC
      
   | BUY | - | 325+ 0.66% |                   
                  $9.13K - $10.6K
                 |                   
                49.5K
                $1.76M
               | |
| 
                  May 05, 2023
                  Q1 2023
                 | 
      Pitcairn CO
       Jenkintown, PA | BUY | - | 308+ 0.87% |                   
                  $8.65K - $10.1K
                 |                   
                35.8K
                $1.27M
               | |
| 
                  Apr 17, 2023
                  Q1 2023
                 | 
      Atticus Wealth Management, LLC
      
   | BUY | - | 303New |                   
                  $8.51K - $9.89K
                 |                   
                303
                $10.8K
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Raab & Moskowitz Asset Management LLC
       Chatham, NJ | BUY | - | 303+ 0.75% |                   
                  $8.51K - $9.89K
                 |                   
                40.8K
                $1.45M
               | |
| 
                  May 10, 2023
                  Q1 2023
                 | 
      Aviance Capital Partners, LLC
       Naples, FL | BUY | - | 301+ 4.47% |                   
                  $8.45K - $9.82K
                 |                   
                7.03K
                $251K
               | |
| 
                  Apr 24, 2023
                  Q1 2023
                 | 
      First Personal Financial Services
      
   | BUY | - | 300+ 5.31% |                   
                  $8.42K - $9.79K
                 |                   
                5.95K
                $212K
               | |
| 
                  May 04, 2023
                  Q1 2023
                 | 
      Larson Financial Group LLC
      
   | BUY | - | 300+ 5.15% |                   
                  $8.42K - $9.79K
                 |                   
                6.12K
                $218K
               | |
| 
                  May 08, 2023
                  Q1 2023
                 | 
      Stokes Family Office, LLC
      
   | BUY | - | 300+ 3.3% |                   
                  $8.42K - $9.79K
                 |                   
                9.38K
                $334K
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Connors Investor Services Inc
       Wyomissing, PA | BUY | - | 300+ 2.76% |                   
                  $8.42K - $9.79K
                 |                   
                11.2K
                $399K
               | |
| 
                  Feb 26, 2025
                  Q1 2023
                 | 
      Partners In Financial Planning
       Salem, VA | BUY | - | 300+ 1.9% |                   
                  $8.42K - $9.79K
                 |                   
                16.1K
                $574K
               | |
| 
                  Dec 20, 2023
                  Q1 2023
                 | 
      Moss Adams Wealth Advisors LLC
       Seattle, WA | BUY | - | 296+ 4.33% |                   
                  $8.31K - $9.66K
                 |                   
                7.14K
                $254K
               | |
| 
                  Jan 29, 2025
                  Q1 2023
                 | 
      Westmount Partners, LLC
       Los Angeles, CA | BUY | - | 284+ 2.5% |                   
                  $7.97K - $9.27K
                 |                   
                11.6K
                $415K
               | |
| 
                  Apr 24, 2023
                  Q1 2023
                 | 
      Everett Harris & CO 
      
   | BUY | - | 282+ 1.86% |                   
                  $7.92K - $9.2K
                 |                   
                15.5K
                $551K
               | |
| 
                  Apr 11, 2023
                  Q1 2023
                 | 
      Chicago Trust CO Na
      
   | BUY | - | 280+ 1.32% |                   
                  $7.86K - $9.14K
                 |                   
                21.5K
                $765K
               | |
| 
                  May 12, 2023
                  Q1 2023
                 | 
      Stonebridge Capital Advisors LLC
       St Paul, MN | BUY | - | 267New |                   
                  $7.5K - $8.71K
                 |                   
                267
                $9.52K
               | |
| 
                  Apr 24, 2023
                  Q1 2023
                 | 
      Toth Financial Advisory Corp
      
   | BUY | - | 261New |                   
                  $7.33K - $8.52K
                 |                   
                261
                $9.3K
               | |
| 
                  May 12, 2023
                  Q1 2023
                 | 
      Smith, Moore & Co.
       Clayton, MO | BUY | - | 250+ 3.34% |                   
                  $7.02K - $8.16K
                 |                   
                7.73K
                $275K
               | |
| 
                  May 11, 2023
                  Q1 2023
                 | 
      Sea Crest Wealth Management, LLC
       Purchase, NY | BUY | - | 247+ 0.91% |                   
                  $6.94K - $8.06K
                 |                   
                27.4K
                $975K
               | |
| 
                  May 09, 2023
                  Q1 2023
                 | 
      Mondrian Investment Partners LTD
       London, X0 | BUY | - | 245+ 13.23% |                   
                  $6.88K - $8K
                 |                   
                2.1K
                $74.7K
               | |
| 
                  May 04, 2023
                  Q1 2023
                 | 
      Parkside Financial Bank & Trust
      
   | BUY | - | 243+ 1.4% |                   
                  $6.82K - $7.93K
                 |                   
                17.6K
                $628K
               | |
| 
                  Jun 14, 2024
                  Q1 2023
                 | 
      Quent Capital, LLC
      
   | BUY | - | 238+ 4.26% |                   
                  $6.68K - $7.77K
                 |                   
                5.82K
                $207K
               | |
| 
                  Apr 18, 2023
                  Q1 2023
                 | 
      Core Alternative Capital
      
   | BUY | - | 232+ 8.02% |                   
                  $6.51K - $7.57K
                 |                   
                3.12K
                $111K
               | |
| 
                  May 04, 2023
                  Q1 2023
                 | 
      Heritage Wealth Advisors
      
   | BUY | - | 225+ 0.32% |                   
                  $6.32K - $7.34K
                 |                   
                69.5K
                $2.48M
               | |
| 
                  Apr 25, 2023
                  Q1 2023
                 | 
      Pettyjohn, Wood & White, Inc
       Lynchburg, VA | BUY | - | 220+ 1.05% |                   
                  $6.18K - $7.18K
                 |                   
                21.3K
                $758K
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Fiduciary Group LLC
       Savannah, GA | BUY | - | 218+ 0.51% |                   
                  $6.12K - $7.12K
                 |                   
                43.1K
                $1.54M
               | |
| 
                  May 03, 2023
                  Q1 2023
                 | 
      Community Bank & Trust, Waco, Texas
       Waco, TX | BUY | - | 217+ 0.47% |                   
                  $6.09K - $7.08K
                 |                   
                46.5K
                $1.66M
               | |
| 
                  Aug 07, 2024
                  Q1 2023
                 | 
      Abound Wealth Management
       Franklin, TN | BUY | - | 214New |                   
                  $6.01K - $6.98K
                 |                   
                214
                $7.63K
               | |
| 
                  Apr 18, 2023
                  Q1 2023
                 | 
      Relyea Zuckerberg Hanson LLC
      
   | BUY | - | 212+ 1.54% |                   
                  $5.95K - $6.92K
                 |                   
                14K
                $497K
               | |
| 
                  Aug 02, 2023
                  Q1 2023
                 | 
      Hudson Canyon Capital Management
       New York, NY | BUY | - | 212+ 0.41% |                   
                  $5.95K - $6.92K
                 |                   
                52.1K
                $1.86M
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Xml Financial, LLC
      
   | BUY | - | 205+ 0.7% |                   
                  $5.76K - $6.69K
                 |                   
                29.5K
                $1.05M
               | |
| 
                  Apr 12, 2023
                  Q1 2023
                 | 
      Whitener Capital Management, Inc.
       Rocky Mount, NC | BUY | - | 201+ 1.14% |                   
                  $5.64K - $6.56K
                 |                   
                17.9K
                $637K
               | |
| 
                  May 10, 2023
                  Q1 2023
                 | 
      Wealth Bridge Capital Management, LLC
       Westerville, OH | BUY | - | 201+ 0.62% |                   
                  $5.64K - $6.56K
                 |                   
                32.6K
                $1.16M
               | |
| 
                  May 10, 2023
                  Q1 2023
                 | 
      Register Financial Advisors LLC
       Atlanta, GA | BUY | - | 200+ 37.52% |                   
                  $5.62K - $6.53K
                 |                   
                733
                $26.1K
               | |
| 
                  Apr 18, 2023
                  Q1 2023
                 | 
      Brookstone Capital Management
      
   | BUY | - | 195+ 0.83% |                   
                  $5.48K - $6.36K
                 |                   
                23.7K
                $843K
               |