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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
26+ 3.1% |
$894 - $998
|
866
$27.9K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 1.59% |
$894 - $998
|
1.67K
$53.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$860 - $960
|
25
$805
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
25+ 0.33% |
$860 - $960
|
7.68K
$247K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 0.31% |
$825 - $921
|
7.64K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
24+ 0.39% |
$825 - $921
|
6.15K
$198K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
24New |
$825 - $921
|
24
$773
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
24+ 0.33% |
$825 - $921
|
7.35K
$237K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
24+ 77.42% |
$825 - $921
|
55
$1.77K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 7.5% |
$825 - $921
|
344
$11.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23+ 0.23% |
$791 - $883
|
9.84K
$317K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.03% |
$791 - $883
|
91.3K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 0.28% |
$791 - $883
|
8.09K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
22+ 0.11% |
$757 - $844
|
19.8K
$638K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
21+ 0.05% |
$722 - $806
|
42.7K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
20New |
$688 - $768
|
20
$644
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 0.26% |
$550 - $614
|
6.11K
$197K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
15+ 0.03% |
$516 - $576
|
54.7K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
15+ 0.0% |
$516 - $576
|
829K
$26.7M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.13% |
$516 - $576
|
11.3K
$363K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 0.24% |
$481 - $537
|
5.87K
$189K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13+ 0.06% |
$447 - $499
|
20.8K
$670K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12+ 0.09% |
$413 - $461
|
13.7K
$441K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
12+ 0.06% |
$413 - $461
|
20K
$642K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 0.13% |
$413 - $461
|
9.48K
$305K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11+ 0.17% |
$378 - $422
|
6.3K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
10+ 1.67% |
$344 - $384
|
608
$19.6K
|
|
|
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
$211K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 0.3% |
$275 - $307
|
2.7K
$87K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
8+ 0.13% |
$275 - $307
|
5.99K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
8+ 0.03% |
$275 - $307
|
24.9K
$801K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7+ 0.1% |
$241 - $269
|
7.33K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.32% |
$241 - $269
|
2.17K
$69.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 0.33% |
$241 - $269
|
2.11K
$67.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
6+ 0.07% |
$206 - $230
|
8.54K
$275K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.07% |
$206 - $230
|
8.71K
$280K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
6+ 0.01% |
$206 - $230
|
52.2K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 2.91% |
$172 - $192
|
177
$5.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.2% |
$138 - $154
|
2.04K
$65.8K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.06% |
$138 - $154
|
7.19K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.02% |
$138 - $154
|
20.2K
$650K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.3% |
$103 - $115
|
989
$31.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.05% |
$103 - $115
|
6.62K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.27% |
$103 - $115
|
1.12K
$36K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$103 - $115
|
17.9K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.29% |
$103 - $115
|
1.05K
$33.9K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3+ 0.0% |
$103 - $115
|
106K
$3.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$68.8 - $76.8
|
445
$14.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2+ 0.03% |
$68.8 - $76.8
|
7.69K
$247K
|