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 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
69New |
$2.02K - $2.41K
|
69
$1.89K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
69+ 0.22% |
$2.02K - $2.41K
|
31.3K
$859K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
66+ 0.32% |
$1.93K - $2.31K
|
20.9K
$575K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
66+ 2.8% |
$1.93K - $2.31K
|
2.43K
$66.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
66+ 0.94% |
$1.93K - $2.31K
|
7.1K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
64+ 0.7% |
$1.87K - $2.24K
|
9.22K
$253K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
60+ 0.27% |
$1.75K - $2.1K
|
22.6K
$620K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
60+ 0.14% |
$1.75K - $2.1K
|
44.5K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
53+ 0.57% |
$1.55K - $1.85K
|
9.38K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
53+ 0.06% |
$1.55K - $1.85K
|
84.1K
$2.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
52+ 0.73% |
$1.52K - $1.82K
|
7.21K
$198K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
52+ 0.05% |
$1.52K - $1.82K
|
98K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 4.63% |
$1.46K - $1.75K
|
1.13K
$31K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 2.9% |
$1.26K - $1.5K
|
1.53K
$41.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
42New |
$1.23K - $1.47K
|
42
$1.15K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39+ 0.33% |
$1.14K - $1.36K
|
12K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
39+ 0.33% |
$1.14K - $1.36K
|
11.8K
$324K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
38+ 0.08% |
$1.11K - $1.33K
|
47.1K
$1.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
38+ 0.32% |
$1.11K - $1.33K
|
11.9K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
37+ 0.19% |
$1.08K - $1.29K
|
19.5K
$537K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37New |
$1.08K - $1.29K
|
37
$1.02K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
35+ 0.31% |
$1.02K - $1.22K
|
11.2K
$308K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
34+ 0.32% |
$994 - $1.19K
|
10.6K
$291K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
33+ 0.14% |
$965 - $1.15K
|
24.2K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
33+ 0.12% |
$965 - $1.15K
|
26.6K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
32+ 0.12% |
$936 - $1.12K
|
27.7K
$760K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
31+ 0.25% |
$906 - $1.08K
|
12.6K
$345K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
30+ 0.3% |
$877 - $1.05K
|
9.89K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
30+ 0.4% |
$877 - $1.05K
|
7.57K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 6.94% |
$877 - $1.05K
|
462
$12.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
29+ 0.21% |
$848 - $1.01K
|
14.1K
$386K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
29+ 0.2% |
$848 - $1.01K
|
14.4K
$396K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
28+ 1.9% |
$819 - $979
|
1.5K
$41.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
27+ 0.33% |
$789 - $944
|
8.25K
$226K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
26+ 0.1% |
$760 - $909
|
25.3K
$695K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24+ 20.17% |
$702 - $839
|
143
$3.93K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
24+ 0.02% |
$702 - $839
|
100K
$2.75M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
23+ 0.32% |
$673 - $804
|
7.32K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
23+ 0.12% |
$673 - $804
|
19.1K
$523K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
22+ 0.04% |
$643 - $769
|
62.8K
$1.72M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 8.94% |
$643 - $769
|
268
$7.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
22+ 0.14% |
$643 - $769
|
15.4K
$424K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
21+ 0.29% |
$614 - $734
|
7.23K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
21+ 0.3% |
$614 - $734
|
6.96K
$191K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 0.15% |
$585 - $699
|
13.5K
$372K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
18+ 0.03% |
$526 - $629
|
69.7K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17+ 0.32% |
$497 - $594
|
5.27K
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
16+ 0.09% |
$468 - $559
|
17.7K
$487K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14+ 0.07% |
$409 - $489
|
20.8K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
14+ 0.31% |
$409 - $489
|
4.51K
$124K
|