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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
180+ 6000.0% |
$5.05K - $5.88K
|
183
$6.16K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
179+ 0.81% |
$5.03K - $5.84K
|
22.2K
$748K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
166+ 2.22% |
$4.66K - $5.42K
|
7.63K
$257K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
159+ 1.33% |
$4.46K - $5.19K
|
12.1K
$408K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
159+ 11.71% |
$4.46K - $5.19K
|
1.52K
$51.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
150+ 0.15% |
$4.21K - $4.9K
|
103K
$3.48M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
150New |
$4.21K - $4.9K
|
150
$5.05K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
147New |
$4.13K - $4.8K
|
147
$4.95K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
132+ 0.56% |
$3.71K - $4.31K
|
23.5K
$793K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
127+ 3.81% |
$3.57K - $4.15K
|
3.46K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
126+ 1.73% |
$3.54K - $4.11K
|
7.42K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
117+ 1.67% |
$3.29K - $3.82K
|
7.11K
$239K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
115+ 0.46% |
$3.23K - $3.75K
|
25K
$841K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
113+ 1.05% |
$3.17K - $3.69K
|
10.9K
$366K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
109+ 0.2% |
$3.06K - $3.56K
|
55.7K
$1.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
108New |
$3.03K - $3.53K
|
108
$3.64K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
108+ 1.37% |
$3.03K - $3.53K
|
7.99K
$269K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
106+ 1.17% |
$2.98K - $3.46K
|
9.18K
$309K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
99+ 0.34% |
$2.78K - $3.23K
|
29.4K
$990K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97+ 6.3% |
$2.72K - $3.17K
|
1.64K
$55.1K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
94+ 0.48% |
$2.64K - $3.07K
|
19.6K
$660K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
89+ 45.64% |
$2.5K - $2.9K
|
284
$9.56K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
86New |
$2.41K - $2.81K
|
86
$2.9K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
86New |
$2.41K - $2.81K
|
86
$2.9K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
85+ 0.57% |
$2.39K - $2.77K
|
15.1K
$508K
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
77+ 0.23% |
$2.16K - $2.51K
|
34.3K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
77+ 1.08% |
$2.16K - $2.51K
|
7.19K
$242K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
76+ 0.63% |
$2.13K - $2.48K
|
12.1K
$406K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
72+ 5.15% |
$2.02K - $2.35K
|
1.47K
$49.5K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
69+ 0.53% |
$1.94K - $2.25K
|
13.2K
$445K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
69New |
$1.94K - $2.25K
|
69
$2.32K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
63+ 0.44% |
$1.77K - $2.06K
|
14.3K
$481K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
59+ 0.67% |
$1.66K - $1.93K
|
8.85K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
58+ 4.56% |
$1.63K - $1.89K
|
1.33K
$44.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
57+ 0.37% |
$1.6K - $1.86K
|
15.4K
$518K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
51+ 0.15% |
$1.43K - $1.66K
|
34.5K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
50+ 0.09% |
$1.4K - $1.63K
|
54.1K
$1.82M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 0.5% |
$1.4K - $1.63K
|
10K
$337K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
49+ 0.17% |
$1.38K - $1.6K
|
29.3K
$985K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
47+ 0.46% |
$1.32K - $1.53K
|
10.2K
$343K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
46+ 0.61% |
$1.29K - $1.5K
|
7.65K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45+ 5.78% |
$1.26K - $1.47K
|
823
$27.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
43+ 0.37% |
$1.21K - $1.4K
|
11.7K
$393K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
42+ 0.87% |
$1.18K - $1.37K
|
4.86K
$164K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
42+ 0.33% |
$1.18K - $1.37K
|
12.8K
$430K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39+ 0.38% |
$1.1K - $1.27K
|
10.4K
$349K
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
39+ 0.46% |
$1.1K - $1.27K
|
8.44K
$284K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
37+ 0.15% |
$1.04K - $1.21K
|
24.1K
$812K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
36+ 0.23% |
$1.01K - $1.18K
|
15.6K
$524K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
34+ 0.32% |
$955 - $1.11K
|
10.7K
$361K
|