Purchases and Sales Made in Q2 2023 in Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.24K+ 7.38% |
$36.3K - $42.2K
|
18K
$580K
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
1.2K+ 5.37% |
$35.1K - $40.9K
|
23.5K
$758K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.19K+ 115.56% |
$34.8K - $40.5K
|
2.22K
$71.4K
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.18K+ 3.27% |
$34.4K - $40.1K
|
37.1K
$1.19M
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.16K+ 1.2% |
$34.1K - $39.7K
|
98.2K
$3.16M
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.13K+ 4.98% |
$33.1K - $38.5K
|
23.8K
$768K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.13K+ 8.67% |
$33K - $38.4K
|
14.1K
$454K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.13KNew |
$33K - $38.4K
|
1.13K
$36.2K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.12K+ 2.58% |
$32.7K - $38.1K
|
44.4K
$1.43M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.09K+ 8.22% |
$31.8K - $37K
|
14.3K
$460K
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.08K+ 1.8% |
$31.7K - $36.9K
|
61.3K
$1.97M
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.02K+ 3.51% |
$29.9K - $34.9K
|
30.1K
$970K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.02K+ 604.73% |
$29.9K - $34.9K
|
1.19K
$38.4K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.01K+ 3.44% |
$29.7K - $34.5K
|
30.5K
$982K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.01K+ 9.18% |
$29.5K - $34.4K
|
12K
$386K
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
990+ 1.51% |
$29K - $33.8K
|
66.5K
$2.14M
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
981+ 8.13% |
$28.7K - $33.5K
|
13K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
956+ 2.31% |
$28K - $32.6K
|
42.3K
$1.36M
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
945+ 2.24% |
$27.7K - $32.2K
|
43.1K
$1.39M
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
942+ 10.13% |
$27.6K - $32.1K
|
10.2K
$330K
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
930+ 1.42% |
$27.2K - $31.7K
|
66.5K
$2.14M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
928+ 3.64% |
$27.2K - $31.6K
|
26.5K
$852K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
925+ 1.34% |
$27.1K - $31.5K
|
69.8K
$2.25M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
917+ 1.07% |
$26.9K - $31.3K
|
86.8K
$2.8M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
910New |
$26.7K - $31K
|
910
$29.3K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
909+ 4.24% |
$26.6K - $31K
|
22.3K
$719K
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
900+ 10.32% |
$26.4K - $30.7K
|
9.62K
$310K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
859+ 10.7% |
$25.2K - $29.3K
|
8.89K
$286K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
846New |
$24.8K - $28.8K
|
846
$27.2K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
820+ 9.94% |
$24K - $28K
|
9.07K
$292K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
820+ 9.94% |
$24K - $28K
|
9.07K
$292K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
817New |
$23.9K - $27.9K
|
817
$26.3K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
782New |
$22.9K - $26.7K
|
782
$25.2K
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
775+ 6.39% |
$22.7K - $26.4K
|
12.9K
$415K
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
757+ 2.83% |
$22.2K - $25.8K
|
27.5K
$885K
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
752+ 7.64% |
$22K - $25.6K
|
10.6K
$341K
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
750New |
$22K - $25.6K
|
750
$24.2K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
741+ 3.99% |
$21.7K - $25.3K
|
19.3K
$621K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
738+ 1.95% |
$21.6K - $25.2K
|
38.6K
$1.24M
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
715+ 9.0% |
$20.9K - $24.4K
|
8.66K
$279K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
710+ 12.35% |
$20.8K - $24.2K
|
6.46K
$208K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
689New |
$20.2K - $23.5K
|
689
$22.2K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
688+ 9.11% |
$20.2K - $23.5K
|
8.24K
$265K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
679+ 4.33% |
$19.9K - $23.2K
|
16.4K
$527K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
662New |
$19.4K - $22.6K
|
662
$21.3K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
638+ 1.86% |
$18.7K - $21.8K
|
34.9K
$1.12M
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
629+ 2.57% |
$18.4K - $21.4K
|
25.1K
$809K
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
615+ 4.66% |
$18K - $21K
|
13.8K
$445K
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
600+ 1.1% |
$17.6K - $20.5K
|
55.2K
$1.78M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
599+ 2.04% |
$17.5K - $20.4K
|
29.9K
$964K
|