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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
118+ 3.78% |
$3.46K - $4.02K
|
3.24K
$109K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
117+ 0.49% |
$3.43K - $3.99K
|
23.8K
$801K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
117+ 16.16% |
$3.43K - $3.99K
|
841
$28.3K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
103+ 0.59% |
$3.02K - $3.51K
|
17.5K
$589K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 0.07% |
$2.96K - $3.44K
|
140K
$4.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
99New |
$2.9K - $3.38K
|
99
$3.33K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
95+ 0.38% |
$2.78K - $3.24K
|
25.1K
$844K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
92+ 68.15% |
$2.69K - $3.14K
|
227
$7.64K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
90+ 0.85% |
$2.64K - $3.07K
|
10.7K
$360K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
87+ 9.79% |
$2.55K - $2.97K
|
976
$32.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
86+ 0.63% |
$2.52K - $2.93K
|
13.8K
$466K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
80+ 0.49% |
$2.34K - $2.73K
|
16.3K
$548K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
80+ 18.87% |
$2.34K - $2.73K
|
504
$17K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
77+ 0.83% |
$2.26K - $2.63K
|
9.34K
$315K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
77+ 0.41% |
$2.26K - $2.63K
|
19K
$639K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
77+ 0.6% |
$2.26K - $2.63K
|
12.8K
$432K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
77+ 0.87% |
$2.26K - $2.63K
|
8.95K
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
70+ 2.02% |
$2.05K - $2.39K
|
3.53K
$119K
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
70+ 0.75% |
$2.05K - $2.39K
|
9.42K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
68+ 0.1% |
$1.99K - $2.32K
|
68K
$2.29M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
68+ 0.1% |
$1.99K - $2.32K
|
68K
$2.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
66+ 0.6% |
$1.93K - $2.25K
|
11.1K
$374K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
62+ 0.29% |
$1.82K - $2.11K
|
21.1K
$711K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
58+ 0.76% |
$1.7K - $1.98K
|
7.68K
$259K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
53+ 0.62% |
$1.55K - $1.81K
|
8.6K
$289K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
52+ 0.63% |
$1.52K - $1.77K
|
8.37K
$282K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
52+ 0.68% |
$1.52K - $1.77K
|
7.73K
$260K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
50+ 2.13% |
$1.46K - $1.71K
|
2.39K
$80.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50+ 0.16% |
$1.46K - $1.71K
|
31.3K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
49+ 43.36% |
$1.44K - $1.67K
|
162
$5.45K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
48+ 0.43% |
$1.41K - $1.64K
|
11.3K
$382K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
46+ 0.39% |
$1.35K - $1.57K
|
11.9K
$399K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
45+ 3.9% |
$1.32K - $1.53K
|
1.2K
$40.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
44+ 0.23% |
$1.29K - $1.5K
|
19K
$641K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
40+ 0.34% |
$1.17K - $1.36K
|
11.7K
$394K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
37+ 0.17% |
$1.08K - $1.26K
|
22.4K
$753K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
37+ 0.16% |
$1.08K - $1.26K
|
23.6K
$793K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
36+ 0.32% |
$1.05K - $1.23K
|
11.4K
$383K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
34+ 0.33% |
$996 - $1.16K
|
10.4K
$350K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
34+ 0.14% |
$996 - $1.16K
|
24.1K
$813K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33+ 3.81% |
$967 - $1.13K
|
899
$30.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
33+ 24.44% |
$967 - $1.13K
|
168
$5.66K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33+ 0.29% |
$967 - $1.13K
|
11.5K
$389K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
32+ 0.55% |
$937 - $1.09K
|
5.85K
$197K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
32+ 0.55% |
$937 - $1.09K
|
5.85K
$197K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
30New |
$879 - $1.02K
|
30
$1.01K
|
|
|
Jul 18, 2023
Q2 2023
|
Defender Capital, Llc.
|
BUY
|
- |
28+ 0.41% |
$820 - $955
|
6.94K
$234K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
26+ 0.34% |
$762 - $887
|
7.59K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
26+ 4.3% |
$762 - $887
|
631
$21.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
26+ 0.18% |
$762 - $887
|
14.4K
$485K
|