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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
217New |
$6.35K - $7.58K
|
217
$5.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
213+ 1.33% |
$6.23K - $7.44K
|
16.2K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
209+ 77.12% |
$6.11K - $7.3K
|
480
$13.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200New |
$5.85K - $6.99K
|
200
$5.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
194+ 0.35% |
$5.67K - $6.78K
|
55.4K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
190New |
$5.56K - $6.64K
|
190
$5.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
189+ 7.11% |
$5.53K - $6.61K
|
2.85K
$78.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
187+ 1.64% |
$5.47K - $6.54K
|
11.6K
$318K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
182+ 5.38% |
$5.32K - $6.36K
|
3.56K
$97.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
181+ 18.19% |
$5.29K - $6.33K
|
1.18K
$32.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
181New |
$5.29K - $6.33K
|
181
$4.97K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
174+ 0.8% |
$5.09K - $6.08K
|
21.9K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
174+ 290.0% |
$5.09K - $6.08K
|
234
$6.43K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
167+ 0.34% |
$4.88K - $5.84K
|
49.9K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
167+ 0.12% |
$4.88K - $5.84K
|
140K
$3.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
166+ 1.92% |
$4.85K - $5.8K
|
8.79K
$241K
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
164+ 0.65% |
$4.8K - $5.73K
|
25.4K
$697K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
157+ 6.94% |
$4.59K - $5.49K
|
2.42K
$66.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
156+ 0.18% |
$4.56K - $5.45K
|
86.4K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
153New |
$4.47K - $5.35K
|
153
$4.2K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
151New |
$4.42K - $5.28K
|
151
$4.15K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
150+ 0.37% |
$4.39K - $5.24K
|
40.9K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 0.85% |
$4.39K - $5.24K
|
17.8K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
150+ 1.54% |
$4.39K - $5.24K
|
9.89K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
142+ 0.75% |
$4.15K - $4.96K
|
19.1K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
142+ 61.21% |
$4.15K - $4.96K
|
374
$10.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
140+ 0.71% |
$4.09K - $4.89K
|
19.8K
$545K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
140+ 1.38% |
$4.09K - $4.89K
|
10.3K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
140+ 1.07% |
$4.09K - $4.89K
|
13.2K
$362K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
140+ 0.71% |
$4.09K - $4.89K
|
19.8K
$545K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
139+ 0.51% |
$4.06K - $4.86K
|
27.2K
$746K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
136+ 0.2% |
$3.98K - $4.75K
|
69.6K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
135+ 65.22% |
$3.95K - $4.72K
|
342
$9.39K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
134+ 1.03% |
$3.92K - $4.68K
|
13.1K
$360K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
133+ 1.2% |
$3.89K - $4.65K
|
11.2K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
133+ 0.91% |
$3.89K - $4.65K
|
14.8K
$407K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
123+ 0.24% |
$3.6K - $4.3K
|
51.7K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
112+ 1.21% |
$3.27K - $3.91K
|
9.35K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
108New |
$3.16K - $3.77K
|
108
$2.97K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
107+ 0.32% |
$3.13K - $3.74K
|
33.6K
$922K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
105+ 0.63% |
$3.07K - $3.67K
|
16.9K
$464K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
99+ 1.11% |
$2.89K - $3.46K
|
8.98K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
93+ 0.72% |
$2.72K - $3.25K
|
13K
$356K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
91+ 0.33% |
$2.66K - $3.18K
|
27.6K
$758K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
90+ 1.38% |
$2.63K - $3.15K
|
6.6K
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
76+ 0.71% |
$2.22K - $2.66K
|
10.8K
$295K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
75+ 1.0% |
$2.19K - $2.62K
|
7.57K
$208K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 0.88% |
$2.19K - $2.62K
|
8.64K
$237K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
72+ 0.21% |
$2.11K - $2.52K
|
34.3K
$941K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
71+ 0.07% |
$2.08K - $2.48K
|
108K
$2.98M
|