Purchases and Sales Made in Q4 2023 in Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
914+ 6.19% |
$26.7K - $31.9K
|
15.7K
$536K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
908+ 7.73% |
$26.5K - $31.7K
|
12.7K
$433K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
900+ 12.0% |
$26.3K - $31.5K
|
8.4K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
900+ 7.98% |
$26.3K - $31.5K
|
12.2K
$416K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
893+ 7.38% |
$26.1K - $31.2K
|
13K
$444K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
889+ 9.9% |
$26K - $31.1K
|
9.87K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
884New |
$25.8K - $30.9K
|
884
$30.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
858+ 13.17% |
$25.1K - $30K
|
7.37K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
840New |
$24.6K - $29.4K
|
840
$28.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
832+ 0.42% |
$24.3K - $29.1K
|
198K
$6.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
820+ 450.55% |
$24K - $28.7K
|
1K
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
810+ 0.64% |
$23.7K - $28.3K
|
128K
$4.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
798+ 4.38% |
$23.3K - $27.9K
|
19K
$650K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
774New |
$22.6K - $27.1K
|
774
$26.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
764+ 3.37% |
$22.3K - $26.7K
|
23.5K
$801K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
750+ 5.12% |
$21.9K - $26.2K
|
15.4K
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
749+ 1.72% |
$21.9K - $26.2K
|
44.3K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
749New |
$21.9K - $26.2K
|
749
$25.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
738+ 2.38% |
$21.6K - $25.8K
|
31.8K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
738+ 3.23% |
$21.6K - $25.8K
|
23.6K
$806K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
722+ 11.68% |
$21.1K - $25.2K
|
6.9K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
714+ 1.03% |
$20.9K - $25K
|
70K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
706+ 1.86% |
$20.6K - $24.7K
|
38.7K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
703+ 4.48% |
$20.6K - $24.6K
|
16.4K
$560K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
696+ 0.13% |
$20.4K - $24.3K
|
518K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
671+ 20.7% |
$19.6K - $23.5K
|
3.91K
$134K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
660+ 3.47% |
$19.3K - $23.1K
|
19.7K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
659+ 5.98% |
$19.3K - $23K
|
11.7K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
650+ 52.67% |
$19K - $22.7K
|
1.88K
$64.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
649+ 0.82% |
$19K - $22.7K
|
79.4K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
645New |
$18.9K - $22.5K
|
645
$22K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
638+ 2.94% |
$18.7K - $22.3K
|
22.4K
$764K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
627+ 4.8% |
$18.3K - $21.9K
|
13.7K
$468K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
626+ 7.14% |
$18.3K - $21.9K
|
9.39K
$321K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
626New |
$18.3K - $21.9K
|
626
$21.4K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
626+ 7.14% |
$18.3K - $21.9K
|
9.39K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
606New |
$17.7K - $21.2K
|
606
$20.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
600New |
$17.5K - $21K
|
600
$20.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
577+ 0.52% |
$16.9K - $20.2K
|
112K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
575+ 0.14% |
$16.8K - $20.1K
|
422K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
567+ 4.62% |
$16.6K - $19.8K
|
12.8K
$439K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
563+ 1.13% |
$16.5K - $19.7K
|
50.3K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
547+ 2.01% |
$16K - $19.1K
|
27.8K
$950K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
524+ 3.63% |
$15.3K - $18.3K
|
14.9K
$510K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
515New |
$15.1K - $18K
|
515
$17.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
512+ 4.8% |
$15K - $17.9K
|
11.2K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
510New |
$14.9K - $17.8K
|
510
$17.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
492+ 4.25% |
$14.4K - $17.2K
|
12.1K
$412K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
490+ 6.46% |
$14.3K - $17.1K
|
8.08K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
485New |
$14.2K - $17K
|
485
$16.6K
|