Purchases and Sales Made in Q1 2024 in Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX) during Q1 2024. 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 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
34+ 0.32% |
$1.17K - $1.3K
|
10.6K
$340K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
33+ 3.55% |
$1.13K - $1.27K
|
963
$30.8K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
32+ 0.13% |
$1.1K - $1.23K
|
24.2K
$775K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
30+ 1.59% |
$1.03K - $1.15K
|
1.92K
$61.3K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
29+ 0.09% |
$997 - $1.11K
|
31.2K
$997K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
28+ 0.06% |
$963 - $1.07K
|
47.7K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
28+ 0.28% |
$963 - $1.07K
|
9.92K
$317K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
27+ 0.24% |
$929 - $1.04K
|
11.3K
$362K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
26+ 0.32% |
$894 - $998
|
8.27K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
26+ 3.1% |
$894 - $998
|
866
$27.7K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 1.59% |
$894 - $998
|
1.67K
$53.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$860 - $960
|
25
$800
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
25+ 0.33% |
$860 - $960
|
7.68K
$246K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 0.31% |
$825 - $921
|
7.64K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
24+ 0.39% |
$825 - $921
|
6.15K
$197K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
24New |
$825 - $921
|
24
$768
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
24+ 0.33% |
$825 - $921
|
7.35K
$235K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
24+ 77.42% |
$825 - $921
|
55
$1.76K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 7.5% |
$825 - $921
|
344
$11K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23+ 0.23% |
$791 - $883
|
9.84K
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.03% |
$791 - $883
|
91.3K
$2.92M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 0.28% |
$791 - $883
|
8.09K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
22+ 0.11% |
$757 - $844
|
19.8K
$634K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
21+ 0.05% |
$722 - $806
|
42.7K
$1.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
20New |
$688 - $768
|
20
$640
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 0.26% |
$550 - $614
|
6.11K
$195K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
15+ 0.03% |
$516 - $576
|
54.7K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
15+ 0.0% |
$516 - $576
|
829K
$26.5M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.13% |
$516 - $576
|
11.3K
$361K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 0.24% |
$481 - $537
|
5.87K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13+ 0.06% |
$447 - $499
|
20.8K
$665K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12+ 0.09% |
$413 - $461
|
13.7K
$438K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
12+ 0.06% |
$413 - $461
|
20K
$638K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 0.13% |
$413 - $461
|
9.48K
$303K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11+ 0.17% |
$378 - $422
|
6.3K
$201K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
10+ 1.67% |
$344 - $384
|
608
$19.4K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
10+ 0.03% |
$344 - $384
|
31.5K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
10+ 0.15% |
$344 - $384
|
6.55K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 0.3% |
$275 - $307
|
2.7K
$86.4K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
8+ 0.13% |
$275 - $307
|
5.99K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
8+ 0.03% |
$275 - $307
|
24.9K
$795K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.1% |
$241 - $269
|
7.33K
$234K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.32% |
$241 - $269
|
2.17K
$69.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 0.33% |
$241 - $269
|
2.11K
$67.3K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
7+ 0.23% |
$241 - $269
|
3.03K
$97K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
6+ 0.07% |
$206 - $230
|
8.54K
$273K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.07% |
$206 - $230
|
8.71K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
6+ 0.01% |
$206 - $230
|
52.2K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 2.91% |
$172 - $192
|
177
$5.66K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.2% |
$138 - $154
|
2.04K
$65.3K
|