Purchases and Sales Made in Q1 2025 in Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX) during Q1 2025. 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, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
97+ 1.14% |
$2.82K - $3.27K
|
8.63K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
96+ 0.69% |
$2.79K - $3.23K
|
13.9K
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
95+ 0.44% |
$2.77K - $3.2K
|
21.7K
$705K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
91+ 0.79% |
$2.65K - $3.06K
|
11.6K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
91+ 3033.33% |
$2.65K - $3.06K
|
94
$3.06K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
90+ 0.87% |
$2.62K - $3.03K
|
10.4K
$338K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
90+ 1.12% |
$2.62K - $3.03K
|
8.1K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
81+ 0.57% |
$2.36K - $2.73K
|
14.3K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81+ 0.35% |
$2.36K - $2.73K
|
23.4K
$762K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
71+ 0.89% |
$2.07K - $2.39K
|
8.03K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
71+ 3.11% |
$2.07K - $2.39K
|
2.36K
$76.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
71New |
$2.07K - $2.39K
|
71
$2.31K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
69+ 0.25% |
$2.01K - $2.32K
|
28K
$911K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
69+ 0.44% |
$2.01K - $2.32K
|
15.8K
$514K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
68+ 0.22% |
$1.98K - $2.29K
|
31.4K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
67+ 0.89% |
$1.95K - $2.26K
|
7.6K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
66+ 0.29% |
$1.92K - $2.22K
|
23.1K
$750K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
66New |
$1.92K - $2.22K
|
66
$2.15K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
65+ 0.48% |
$1.89K - $2.19K
|
13.7K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
60+ 0.33% |
$1.75K - $2.02K
|
18.4K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59+ 0.05% |
$1.72K - $1.99K
|
124K
$4.02M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
56+ 0.19% |
$1.63K - $1.89K
|
30.3K
$985K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
54New |
$1.57K - $1.82K
|
54
$1.76K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
53+ 0.44% |
$1.54K - $1.78K
|
12K
$390K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
50+ 0.44% |
$1.46K - $1.68K
|
11.4K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
48+ 0.44% |
$1.4K - $1.62K
|
10.9K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47+ 0.44% |
$1.37K - $1.58K
|
10.7K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 0.52% |
$1.34K - $1.55K
|
8.9K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
46+ 920.0% |
$1.34K - $1.55K
|
51
$1.66K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
40+ 0.44% |
$1.16K - $1.35K
|
9.04K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
39+ 0.47% |
$1.14K - $1.31K
|
8.33K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
37+ 0.16% |
$1.08K - $1.25K
|
23.7K
$772K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
36+ 29.27% |
$1.05K - $1.21K
|
159
$5.17K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
34+ 0.45% |
$990 - $1.14K
|
7.62K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34+ 8.79% |
$990 - $1.14K
|
421
$13.7K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
30New |
$873 - $1.01K
|
30
$975
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
29+ 0.25% |
$844 - $976
|
11.7K
$382K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
27+ 0.25% |
$786 - $909
|
10.7K
$349K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
27New |
$786 - $909
|
27
$878
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
27New |
$786 - $909
|
27
$878
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
25+ 0.05% |
$728 - $842
|
46.6K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
25+ 0.48% |
$728 - $842
|
5.2K
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23+ 0.33% |
$670 - $774
|
7.01K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
23+ 0.78% |
$670 - $774
|
2.99K
$97K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20New |
$582 - $673
|
20
$650
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
20+ 0.24% |
$582 - $673
|
8.27K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
19+ 0.01% |
$553 - $640
|
160K
$5.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
18+ 0.06% |
$524 - $606
|
31.7K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
18+ 14.63% |
$524 - $606
|
141
$4.58K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18+ 13.43% |
$524 - $606
|
152
$4.94K
|