Purchases and Sales Made in Q2 2025 in Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
206New |
$5.5K - $6.78K
|
206
$7.38K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
190+ 2.49% |
$5.07K - $6.25K
|
7.84K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
180+ 2.19% |
$4.8K - $5.92K
|
8.41K
$301K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
179+ 0.28% |
$4.78K - $5.89K
|
64.1K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
168+ 1.11% |
$4.48K - $5.53K
|
15.3K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
164+ 607.41% |
$4.38K - $5.4K
|
191
$6.84K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
162New |
$4.32K - $5.33K
|
162
$5.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
158+ 7.1% |
$4.22K - $5.2K
|
2.38K
$85.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
155+ 0.84% |
$4.14K - $5.1K
|
18.6K
$665K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
151New |
$4.03K - $4.97K
|
151
$5.41K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
147+ 65.04% |
$3.92K - $4.84K
|
373
$13.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
147+ 0.57% |
$3.92K - $4.84K
|
26.1K
$937K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
146+ 0.5% |
$3.9K - $4.8K
|
29.5K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
140+ 0.84% |
$3.74K - $4.61K
|
16.9K
$605K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
139+ 0.1% |
$3.71K - $4.57K
|
144K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
139+ 0.62% |
$3.71K - $4.57K
|
22.5K
$807K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
138+ 1.25% |
$3.68K - $4.54K
|
11.2K
$402K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
138+ 0.4% |
$3.68K - $4.54K
|
34.5K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
134New |
$3.58K - $4.41K
|
134
$4.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
132+ 73.33% |
$3.52K - $4.34K
|
312
$11.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
127+ 0.66% |
$3.39K - $4.18K
|
19.3K
$690K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
124+ 94.66% |
$3.31K - $4.08K
|
255
$9.13K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
112+ 1.38% |
$2.99K - $3.69K
|
8.24K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
111+ 0.27% |
$2.96K - $3.65K
|
41.5K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
107+ 0.41% |
$2.86K - $3.52K
|
26.2K
$940K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
100+ 0.92% |
$2.67K - $3.29K
|
11K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
97+ 6.86% |
$2.59K - $3.19K
|
1.51K
$54.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
97+ 0.77% |
$2.59K - $3.19K
|
12.8K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
96+ 0.44% |
$2.56K - $3.16K
|
22.1K
$790K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
91+ 0.33% |
$2.43K - $2.99K
|
27.4K
$983K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
89+ 3.24% |
$2.38K - $2.93K
|
2.83K
$102K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
86+ 4.97% |
$2.3K - $2.83K
|
1.82K
$65K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
85New |
$2.27K - $2.8K
|
85
$3.04K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
81New |
$2.16K - $2.67K
|
81
$2.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
80+ 0.66% |
$2.14K - $2.63K
|
12.2K
$436K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 7.96% |
$2.14K - $2.63K
|
1.09K
$38.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
78+ 3.52% |
$2.08K - $2.57K
|
2.3K
$82.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
72+ 1.03% |
$1.92K - $2.37K
|
7.07K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
65+ 24.9% |
$1.73K - $2.14K
|
326
$11.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
65+ 0.39% |
$1.73K - $2.14K
|
16.8K
$603K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
61+ 8.51% |
$1.63K - $2.01K
|
778
$27.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
60+ 0.37% |
$1.6K - $1.97K
|
16.3K
$585K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
57+ 0.69% |
$1.52K - $1.88K
|
8.33K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
55New |
$1.47K - $1.81K
|
55
$1.97K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
54+ 0.47% |
$1.44K - $1.78K
|
11.4K
$410K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
54New |
$1.44K - $1.78K
|
54
$1.93K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
53+ 0.27% |
$1.41K - $1.74K
|
19.6K
$704K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
52New |
$1.39K - $1.71K
|
52
$1.86K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
50+ 0.53% |
$1.33K - $1.65K
|
9.52K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
49+ 0.15% |
$1.31K - $1.61K
|
32.5K
$1.16M
|