Purchases and Sales Made in Q3 2023 in Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
330+ 12.07% |
$9.73K - $11.3K
|
3.06K
$98.7K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
324New |
$9.55K - $11.1K
|
324
$10.4K
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
318+ 1.98% |
$9.38K - $10.9K
|
16.4K
$528K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
318+ 1.4% |
$9.38K - $10.9K
|
23K
$740K
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
314+ 2.96% |
$9.26K - $10.8K
|
10.9K
$351K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
312+ 3.78% |
$9.2K - $10.7K
|
8.56K
$276K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
310+ 2.24% |
$9.14K - $10.6K
|
14.2K
$456K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
308+ 1.13% |
$9.08K - $10.6K
|
27.5K
$885K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
291+ 2.83% |
$8.58K - $9.99K
|
10.6K
$341K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
280+ 0.62% |
$8.26K - $9.62K
|
45.8K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
278+ 0.23% |
$8.2K - $9.55K
|
122K
$3.92M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
277+ 2.99% |
$8.17K - $9.51K
|
9.54K
$307K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
270New |
$7.96K - $9.27K
|
270
$8.69K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
255+ 18.89% |
$7.52K - $8.76K
|
1.61K
$51.7K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
251+ 32.1% |
$7.4K - $8.62K
|
1.03K
$33.3K
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
250+ 0.59% |
$7.37K - $8.59K
|
42.4K
$1.36M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
250+ 3.03% |
$7.37K - $8.59K
|
8.51K
$274K
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
249+ 0.89% |
$7.34K - $8.55K
|
28.4K
$914K
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
244+ 0.85% |
$7.2K - $8.38K
|
29.1K
$936K
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
234+ 1.69% |
$6.9K - $8.04K
|
14.1K
$453K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
232New |
$6.84K - $7.97K
|
232
$7.47K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
229+ 0.82% |
$6.75K - $7.86K
|
28.1K
$904K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
221+ 1.18% |
$6.52K - $7.59K
|
19K
$611K
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
211+ 0.82% |
$6.22K - $7.25K
|
25.8K
$832K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
209+ 0.67% |
$6.16K - $7.18K
|
31.5K
$1.02M
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
208+ 0.87% |
$6.13K - $7.14K
|
24.3K
$781K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
204New |
$6.02K - $7.01K
|
204
$6.57K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
201+ 48.55% |
$5.93K - $6.9K
|
615
$19.8K
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
BUY
|
- |
200+ 0.4% |
$5.9K - $6.87K
|
50.7K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
200+ 2.67% |
$5.9K - $6.87K
|
7.7K
$248K
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
195+ 2.45% |
$5.75K - $6.7K
|
8.14K
$262K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
181+ 2.04% |
$5.34K - $6.22K
|
9.07K
$292K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
169+ 1.63% |
$4.98K - $5.8K
|
10.6K
$340K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
167+ 1.17% |
$4.92K - $5.73K
|
14.4K
$464K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
158+ 0.29% |
$4.66K - $5.43K
|
54.4K
$1.75M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
151+ 88.3% |
$4.45K - $5.19K
|
322
$10.4K
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
150+ 1.57% |
$4.42K - $5.15K
|
9.69K
$312K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
150+ 2.0% |
$4.42K - $5.15K
|
7.66K
$247K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
150+ 4.46% |
$4.42K - $5.15K
|
3.52K
$113K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
150+ 1.2% |
$4.42K - $5.15K
|
12.6K
$406K
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
146+ 0.95% |
$4.31K - $5.01K
|
15.4K
$497K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
145+ 6.54% |
$4.28K - $4.98K
|
2.36K
$76K
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
145+ 1.38% |
$4.28K - $4.98K
|
10.7K
$343K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
139+ 1.69% |
$4.1K - $4.77K
|
8.38K
$270K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
137+ 0.7% |
$4.04K - $4.7K
|
19.8K
$638K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
134+ 5.32% |
$3.95K - $4.6K
|
2.65K
$85.4K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
134+ 2.22% |
$3.95K - $4.6K
|
6.18K
$199K
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
128+ 0.74% |
$3.77K - $4.4K
|
17.4K
$559K
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
128+ 0.26% |
$3.77K - $4.4K
|
49.7K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
122New |
$3.6K - $4.19K
|
122
$3.93K
|