Purchases and Sales Made in Q1 2023 in Csx Corp (CSX)
This table provides information about the institutional ownership of Csx Corp (CSX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
787+ 0.27% |
$22.1K - $25.7K
|
295K
$9.71M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
781+ 25.82% |
$21.9K - $25.5K
|
3.81K
$125K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
765+ 15.35% |
$21.5K - $25K
|
5.75K
$189K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
759+ 6.97% |
$21.3K - $24.8K
|
11.6K
$383K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
758+ 6.72% |
$21.3K - $24.7K
|
12K
$396K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
750+ 10.42% |
$21.1K - $24.5K
|
7.95K
$261K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
750+ 3.51% |
$21.1K - $24.5K
|
22.1K
$728K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
746+ 3.19% |
$20.9K - $24.3K
|
24.1K
$794K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
717+ 4.88% |
$20.1K - $23.4K
|
15.4K
$507K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
714+ 3.23% |
$20K - $23.3K
|
22.8K
$749K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
711+ 10.55% |
$20K - $23.2K
|
7.45K
$245K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
700+ 10.29% |
$19.7K - $22.8K
|
7.5K
$247K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
699+ 8.63% |
$19.6K - $22.8K
|
8.8K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
680+ 2.15% |
$19.1K - $22.2K
|
32.3K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
677+ 0.61% |
$19K - $22.1K
|
111K
$3.66M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
675+ 0.68% |
$19K - $22K
|
100K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
674+ 1.46% |
$18.9K - $22K
|
46.9K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
660+ 6.48% |
$18.5K - $21.5K
|
10.8K
$357K
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
624New |
$17.5K - $20.4K
|
624
$20.5K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
623+ 3.02% |
$17.5K - $20.3K
|
21.3K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
620+ 3.05% |
$17.4K - $20.2K
|
21K
$690K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
597+ 1.17% |
$16.8K - $19.5K
|
51.5K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
581+ 2.61% |
$16.3K - $19K
|
22.8K
$750K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
561New |
$15.8K - $18.3K
|
561
$18.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
551+ 6.12% |
$15.5K - $18K
|
9.55K
$314K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
540+ 1.88% |
$15.2K - $17.6K
|
29.2K
$960K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
540+ 3.79% |
$15.2K - $17.6K
|
14.8K
$486K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
538+ 0.55% |
$15.1K - $17.6K
|
98.6K
$3.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
538+ 23.61% |
$15.1K - $17.6K
|
2.82K
$92.6K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
506+ 3.07% |
$14.2K - $16.5K
|
17K
$558K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
495+ 0.16% |
$13.9K - $16.2K
|
301K
$9.9M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
494+ 2.6% |
$13.9K - $16.1K
|
19.5K
$641K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
490+ 4.68% |
$13.8K - $16K
|
11K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
468+ 1.2% |
$13.1K - $15.3K
|
39.5K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
459+ 0.07% |
$12.9K - $15K
|
663K
$21.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
454+ 8.46% |
$12.7K - $14.8K
|
5.82K
$191K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
450+ 2.09% |
$12.6K - $14.7K
|
22K
$723K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
450+ 0.83% |
$12.6K - $14.7K
|
54.4K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
450+ 239.36% |
$12.6K - $14.7K
|
638
$21K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
440+ 1.65% |
$12.4K - $14.4K
|
27.2K
$893K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
434+ 1.17% |
$12.2K - $14.2K
|
37.6K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
433+ 1.89% |
$12.2K - $14.1K
|
23.4K
$768K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
427+ 0.5% |
$12K - $13.9K
|
85.4K
$2.81M
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
424+ 0.46% |
$11.9K - $13.8K
|
92.4K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
408+ 0.52% |
$11.5K - $13.3K
|
78.3K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
400+ 80.0% |
$11.2K - $13.1K
|
900
$29.6K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
397+ 3.82% |
$11.1K - $13K
|
10.8K
$355K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
397+ 3.82% |
$11.1K - $13K
|
10.8K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
393New |
$11K - $12.8K
|
393
$12.9K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
390+ 1.17% |
$11K - $12.7K
|
33.6K
$1.11M
|