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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
120+ 0.54% |
$3.54K - $4.12K
|
22.5K
$757K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
119+ 0.65% |
$3.51K - $4.09K
|
18.5K
$622K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
112+ 0.8% |
$3.3K - $3.85K
|
14.1K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
110+ 1.11% |
$3.24K - $3.78K
|
10K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
110+ 1.21% |
$3.24K - $3.78K
|
9.23K
$311K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
103+ 10.55% |
$3.04K - $3.54K
|
1.08K
$36.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
101New |
$2.98K - $3.47K
|
101
$3.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101+ 1.35% |
$2.98K - $3.47K
|
7.57K
$255K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100+ 1.37% |
$2.95K - $3.43K
|
7.38K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
95+ 0.05% |
$2.8K - $3.26K
|
206K
$6.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
90+ 0.13% |
$2.65K - $3.09K
|
69.9K
$2.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
89+ 0.91% |
$2.62K - $3.06K
|
9.89K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
89+ 0.47% |
$2.62K - $3.06K
|
19K
$640K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
84+ 1.02% |
$2.48K - $2.88K
|
8.32K
$280K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
81New |
$2.39K - $2.78K
|
81
$2.73K
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
77+ 0.25% |
$2.27K - $2.64K
|
31.2K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 0.17% |
$2.18K - $2.54K
|
43.4K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
73+ 0.38% |
$2.15K - $2.51K
|
19.1K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
72+ 15.45% |
$2.12K - $2.47K
|
538
$18.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
66+ 0.43% |
$1.95K - $2.27K
|
15.4K
$520K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
64+ 0.46% |
$1.89K - $2.2K
|
14.1K
$473K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
60+ 0.08% |
$1.77K - $2.06K
|
78.9K
$2.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
57+ 0.11% |
$1.68K - $1.96K
|
51.7K
$1.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 0.36% |
$1.65K - $1.92K
|
15.7K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
50+ 0.52% |
$1.47K - $1.72K
|
9.74K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48+ 3.06% |
$1.42K - $1.65K
|
1.62K
$54.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
44+ 0.06% |
$1.3K - $1.51K
|
68K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
44+ 0.1% |
$1.3K - $1.51K
|
44.4K
$1.5M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
44+ 0.06% |
$1.3K - $1.51K
|
68K
$2.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43+ 0.15% |
$1.27K - $1.48K
|
27.9K
$939K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
42+ 0.36% |
$1.24K - $1.44K
|
11.8K
$396K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41New |
$1.21K - $1.41K
|
41
$1.38K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
40+ 0.31% |
$1.18K - $1.37K
|
12.9K
$434K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
38+ 0.53% |
$1.12K - $1.3K
|
7.16K
$241K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
37+ 0.15% |
$1.09K - $1.27K
|
24.2K
$814K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
37+ 0.05% |
$1.09K - $1.27K
|
69.7K
$2.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
34+ 0.09% |
$1K - $1.17K
|
39.4K
$1.33M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
32+ 0.33% |
$944 - $1.1K
|
9.86K
$332K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
30+ 0.07% |
$885 - $1.03K
|
40.8K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
29+ 0.5% |
$855 - $996
|
5.88K
$198K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
29+ 0.5% |
$855 - $996
|
5.88K
$198K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
28New |
$826 - $962
|
28
$943
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
28+ 0.08% |
$826 - $962
|
33.3K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
27New |
$796 - $927
|
27
$909
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24+ 0.33% |
$708 - $824
|
7.21K
$243K
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
24+ 0.05% |
$708 - $824
|
47.1K
$1.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
24+ 0.32% |
$708 - $824
|
7.41K
$249K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
22+ 0.11% |
$649 - $755
|
19.7K
$664K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
20+ 0.14% |
$590 - $687
|
14.3K
$483K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
20+ 0.03% |
$590 - $687
|
59.7K
$2.01M
|