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 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
598New |
$17.5K - $20.4K
|
598
$20.1K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
585+ 30.26% |
$17.1K - $19.9K
|
2.52K
$84.8K
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
566New |
$16.6K - $19.3K
|
566
$19.1K
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
561New |
$16.4K - $19.1K
|
561
$18.9K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
561+ 3.27% |
$16.4K - $19.1K
|
17.7K
$596K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
551+ 1.06% |
$16.1K - $18.8K
|
52.3K
$1.76M
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
550+ 1.65% |
$16.1K - $18.8K
|
33.8K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
550New |
$16.1K - $18.8K
|
550
$18.5K
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
548+ 7.04% |
$16.1K - $18.7K
|
8.33K
$281K
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
539+ 3.28% |
$15.8K - $18.4K
|
17K
$572K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
527+ 1.03% |
$15.4K - $18K
|
51.8K
$1.74M
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
524+ 2.23% |
$15.3K - $17.9K
|
24.1K
$810K
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
504+ 6.12% |
$14.8K - $17.2K
|
8.73K
$294K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
487+ 3.31% |
$14.3K - $16.6K
|
15.2K
$511K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
487+ 19.67% |
$14.3K - $16.6K
|
2.96K
$99.8K
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
484+ 0.14% |
$14.2K - $16.5K
|
341K
$11.5M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
483+ 6.72% |
$14.1K - $16.5K
|
7.67K
$258K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
477+ 1.74% |
$14K - $16.3K
|
27.8K
$937K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
476+ 0.57% |
$13.9K - $16.2K
|
84.6K
$2.85M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
467+ 0.95% |
$13.7K - $15.9K
|
49.8K
$1.68M
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
465+ 1.0% |
$13.6K - $15.9K
|
47.1K
$1.58M
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
454+ 24.21% |
$13.3K - $15.5K
|
2.33K
$78.4K
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
448+ 3.23% |
$13.1K - $15.3K
|
14.3K
$482K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
444New |
$13K - $15.1K
|
444
$14.9K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
432+ 4.6% |
$12.7K - $14.7K
|
9.82K
$330K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
408+ 1.09% |
$12K - $13.9K
|
37.7K
$1.27M
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
400+ 4.08% |
$11.7K - $13.6K
|
10.2K
$343K
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
396+ 3.7% |
$11.6K - $13.5K
|
11.1K
$374K
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
395+ 0.95% |
$11.6K - $13.5K
|
42.1K
$1.42M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
384+ 6.27% |
$11.2K - $13.1K
|
6.51K
$219K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
372+ 1.85% |
$10.9K - $12.7K
|
20.5K
$691K
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
371+ 3.7% |
$10.9K - $12.7K
|
10.4K
$350K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
360+ 64.17% |
$10.5K - $12.3K
|
921
$31K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
351+ 5.18% |
$10.3K - $12K
|
7.13K
$240K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
351+ 2.99% |
$10.3K - $12K
|
12.1K
$407K
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
349+ 4.9% |
$10.2K - $11.9K
|
7.48K
$252K
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
342+ 2.5% |
$10K - $11.7K
|
14K
$471K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
341+ 2.32% |
$9.99K - $11.6K
|
15K
$506K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
337New |
$9.87K - $11.5K
|
337
$11.3K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
331+ 3.25% |
$9.69K - $11.3K
|
10.5K
$354K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
330+ 4.8% |
$9.67K - $11.3K
|
7.21K
$243K
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
330+ 0.71% |
$9.67K - $11.3K
|
46.8K
$1.58M
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
328+ 2.35% |
$9.61K - $11.2K
|
14.3K
$481K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
323+ 1.17% |
$9.46K - $11K
|
27.8K
$938K
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
321+ 4.68% |
$9.4K - $10.9K
|
7.18K
$242K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
321New |
$9.4K - $10.9K
|
321
$10.8K
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
315New |
$9.23K - $10.7K
|
315
$10.6K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
300New |
$8.79K - $10.2K
|
300
$10.1K
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
300+ 1.41% |
$8.79K - $10.2K
|
21.6K
$726K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
299+ 2.52% |
$8.76K - $10.2K
|
12.2K
$410K
|