Purchases and Sales Made in Q2 2024 in Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
156+ 0.76% |
$5.02K - $5.74K
|
20.6K
$668K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
156+ 1.76% |
$5.02K - $5.74K
|
9.04K
$294K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
155+ 0.89% |
$4.99K - $5.7K
|
17.6K
$573K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
153+ 0.5% |
$4.92K - $5.63K
|
30.8K
$1M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
150New |
$4.83K - $5.52K
|
150
$4.88K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
150New |
$4.83K - $5.52K
|
150
$4.88K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
147+ 0.73% |
$4.73K - $5.41K
|
20.2K
$655K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
142+ 1.21% |
$4.57K - $5.22K
|
11.8K
$385K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 2.11% |
$4.51K - $5.15K
|
6.76K
$220K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
137+ 0.14% |
$4.41K - $5.04K
|
99.2K
$3.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
133+ 0.14% |
$4.28K - $4.89K
|
95.1K
$3.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
129+ 13.75% |
$4.15K - $4.74K
|
1.07K
$34.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
128+ 0.27% |
$4.12K - $4.71K
|
47.4K
$1.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
127+ 0.38% |
$4.09K - $4.67K
|
33.9K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
127+ 1.04% |
$4.09K - $4.67K
|
12.3K
$401K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
126+ 0.52% |
$4.05K - $4.63K
|
24.5K
$795K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
126+ 0.73% |
$4.05K - $4.63K
|
17.3K
$561K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
124New |
$3.99K - $4.56K
|
124
$4.03K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
124New |
$3.99K - $4.56K
|
124
$4.03K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
120New |
$3.86K - $4.41K
|
120
$3.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
109+ 1.5% |
$3.51K - $4.01K
|
7.36K
$239K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
101+ 1.32% |
$3.25K - $3.71K
|
7.75K
$252K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
101+ 1.37% |
$3.25K - $3.71K
|
7.46K
$242K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$3.22K - $3.68K
|
100
$3.25K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
100+ 55.56% |
$3.22K - $3.68K
|
280
$9.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
95+ 0.62% |
$3.06K - $3.49K
|
15.3K
$497K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
93+ 0.97% |
$2.99K - $3.42K
|
9.66K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
93+ 0.6% |
$2.99K - $3.42K
|
15.7K
$509K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
85+ 0.5% |
$2.74K - $3.13K
|
16.9K
$551K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
84+ 0.45% |
$2.7K - $3.09K
|
18.7K
$608K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
83+ 5.62% |
$2.67K - $3.05K
|
1.56K
$50.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
81+ 0.27% |
$2.61K - $2.98K
|
29.7K
$966K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
79+ 21.24% |
$2.54K - $2.91K
|
451
$14.7K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
79+ 0.7% |
$2.54K - $2.91K
|
11.3K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
77+ 74.76% |
$2.48K - $2.83K
|
180
$5.85K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
75New |
$2.41K - $2.76K
|
75
$2.44K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
70+ 0.25% |
$2.25K - $2.57K
|
27.6K
$896K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
70+ 0.23% |
$2.25K - $2.57K
|
31.1K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
70+ 0.39% |
$2.25K - $2.57K
|
17.8K
$578K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
68+ 0.01% |
$2.19K - $2.5K
|
1.02M
$33.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
67+ 0.19% |
$2.16K - $2.46K
|
35.4K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
65+ 3.74% |
$2.09K - $2.39K
|
1.81K
$58.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
65+ 2.41% |
$2.09K - $2.39K
|
2.76K
$89.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 0.36% |
$1.9K - $2.17K
|
16.5K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
59+ 0.52% |
$1.9K - $2.17K
|
11.4K
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
56+ 0.3% |
$1.8K - $2.06K
|
18.9K
$614K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
54+ 0.17% |
$1.74K - $1.99K
|
31.6K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 1.72% |
$1.61K - $1.84K
|
2.96K
$96K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.51% |
$1.61K - $1.84K
|
9.94K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
50+ 0.27% |
$1.61K - $1.84K
|
18.4K
$597K
|