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 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-404- 2.22% |
$11.9K - $13.9K
|
17.8K
$574K
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-410- 1.38% |
$12.1K - $14.1K
|
29.3K
$942K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-410- 1.04% |
$12.1K - $14.1K
|
39.1K
$1.26M
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-420- 7.85% |
$12.4K - $14.4K
|
4.93K
$159K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-440- 0.48% |
$13K - $15.1K
|
91.1K
$2.93M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-448- 3.0% |
$13.2K - $15.4K
|
14.5K
$466K
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-450- 2.21% |
$13.3K - $15.5K
|
19.9K
$642K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-458- 54.46% |
$13.5K - $15.7K
|
383
$12.3K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-464- 67.34% |
$13.7K - $15.9K
|
225
$7.25K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-464- 5.03% |
$13.7K - $15.9K
|
8.77K
$282K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-464- 5.03% |
$13.7K - $15.9K
|
8.77K
$282K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-480- 4.0% |
$14.2K - $16.5K
|
11.5K
$371K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-481- 4.06% |
$14.2K - $16.5K
|
11.4K
$366K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-482- 1.08% |
$14.2K - $16.6K
|
44K
$1.42M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-491- 2.54% |
$14.5K - $16.9K
|
18.8K
$605K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-500- 3.19% |
$14.7K - $17.2K
|
15.2K
$488K
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 55.56% |
$14.7K - $17.2K
|
400
$12.9K
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-500- 1.63% |
$14.7K - $17.2K
|
30.1K
$970K
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-510- 5.91% |
$15K - $17.5K
|
8.11K
$261K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-523- 2.89% |
$15.4K - $18K
|
17.6K
$567K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-529- 2.35% |
$15.6K - $18.2K
|
22K
$709K
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-533- 0.87% |
$15.7K - $18.3K
|
60.9K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-542- 2.66% |
$16K - $18.6K
|
19.9K
$639K
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-543- 4.91% |
$16K - $18.6K
|
10.5K
$339K
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-549- 97.0% |
$16.2K - $18.9K
|
17
$547
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-549- 5.57% |
$16.2K - $18.9K
|
9.32K
$300K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-558- 14.58% |
$16.5K - $19.2K
|
3.27K
$105K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-559- 1.86% |
$16.5K - $19.2K
|
29.5K
$949K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-570- 2.7% |
$16.8K - $19.6K
|
20.6K
$662K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-577- 1.79% |
$17K - $19.8K
|
31.6K
$1.02M
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-579- 5.3% |
$17.1K - $19.9K
|
10.3K
$333K
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-599- 4.96% |
$17.7K - $20.6K
|
11.5K
$369K
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-600- 6.49% |
$17.7K - $20.6K
|
8.65K
$278K
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-600- 3.51% |
$17.7K - $20.6K
|
16.5K
$532K
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-615- 2.58% |
$18.1K - $21.1K
|
23.2K
$748K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-625- 2.66% |
$18.4K - $21.5K
|
22.9K
$736K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-627- 0.1% |
$18.5K - $21.5K
|
614K
$19.8M
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-628- 1.47% |
$18.5K - $21.6K
|
42.1K
$1.35M
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-634- 1.35% |
$18.7K - $21.8K
|
46.2K
$1.49M
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-642- 3.78% |
$18.9K - $22K
|
16.3K
$526K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-659- 1.61% |
$19.4K - $22.6K
|
40.2K
$1.3M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-664- 0.19% |
$19.6K - $22.8K
|
354K
$11.4M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-672- 10.33% |
$19.8K - $23.1K
|
5.83K
$188K
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-678- 0.33% |
$20K - $23.3K
|
208K
$6.69M
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-684- 0.74% |
$20.2K - $23.5K
|
91.4K
$2.94M
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-694- 6.32% |
$20.5K - $23.8K
|
10.3K
$331K
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-705- 1.28% |
$20.8K - $24.2K
|
54.3K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-721- 0.6% |
$21.3K - $24.8K
|
120K
$3.87M
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-729- 2.01% |
$21.5K - $25K
|
35.5K
$1.14M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-736- 5.15% |
$21.7K - $25.3K
|
13.6K
$436K
|