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 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
512+ 4.8% |
$15K - $17.9K
|
11.2K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
510New |
$14.9K - $17.8K
|
510
$14K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
492+ 4.25% |
$14.4K - $17.2K
|
12.1K
$331K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
490+ 6.46% |
$14.3K - $17.1K
|
8.08K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
485New |
$14.2K - $17K
|
485
$13.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
475+ 3.05% |
$13.9K - $16.6K
|
16K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
472+ 1.44% |
$13.8K - $16.5K
|
33.3K
$913K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
443New |
$13K - $15.5K
|
443
$12.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
439+ 0.42% |
$12.8K - $15.3K
|
105K
$2.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
419+ 1.21% |
$12.3K - $14.6K
|
35.2K
$966K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
414+ 5.89% |
$12.1K - $14.5K
|
7.45K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
411New |
$12K - $14.4K
|
411
$11.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
405+ 1.33% |
$11.8K - $14.2K
|
30.8K
$847K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
401+ 2.02% |
$11.7K - $14K
|
20.3K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
395+ 5.41% |
$11.5K - $13.8K
|
7.7K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
388+ 21.54% |
$11.3K - $13.6K
|
2.19K
$60.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
386+ 1.16% |
$11.3K - $13.5K
|
33.7K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
380+ 25.27% |
$11.1K - $13.3K
|
1.88K
$51.7K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
372New |
$10.9K - $13K
|
372
$10.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
367+ 2.44% |
$10.7K - $12.8K
|
15.4K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
360New |
$10.5K - $12.6K
|
360
$9.89K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
344New |
$10.1K - $12K
|
344
$9.45K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
339+ 0.29% |
$9.91K - $11.8K
|
116K
$3.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
325New |
$9.5K - $11.4K
|
325
$8.92K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
325New |
$9.5K - $11.4K
|
325
$8.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
317+ 2.57% |
$9.27K - $11.1K
|
12.6K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
313New |
$9.15K - $10.9K
|
313
$8.59K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
310+ 3.39% |
$9.06K - $10.8K
|
9.47K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
309+ 0.26% |
$9.04K - $10.8K
|
120K
$3.3M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
304+ 1.75% |
$8.89K - $10.6K
|
17.7K
$486K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
304+ 1.09% |
$8.89K - $10.6K
|
28.2K
$775K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
300New |
$8.77K - $10.5K
|
300
$8.24K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
300+ 3.12% |
$8.77K - $10.5K
|
9.93K
$273K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
285+ 1.22% |
$8.33K - $9.96K
|
23.6K
$647K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
276+ 0.72% |
$8.07K - $9.65K
|
38.9K
$1.07M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
270New |
$7.89K - $9.44K
|
270
$7.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
260+ 0.48% |
$7.6K - $9.09K
|
54.7K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
257+ 3.34% |
$7.51K - $8.98K
|
7.95K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
251+ 2.22% |
$7.34K - $8.77K
|
11.5K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
251+ 0.82% |
$7.34K - $8.77K
|
30.8K
$846K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
250+ 1.14% |
$7.31K - $8.74K
|
22.1K
$607K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
249+ 2.92% |
$7.28K - $8.7K
|
8.79K
$241K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
248+ 3.59% |
$7.25K - $8.67K
|
7.15K
$196K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
244+ 3.22% |
$7.13K - $8.53K
|
7.81K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
242+ 3.38% |
$7.08K - $8.46K
|
7.41K
$203K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
234+ 2.48% |
$6.84K - $8.18K
|
9.68K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
231+ 2.67% |
$6.75K - $8.07K
|
8.88K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
229New |
$6.7K - $8K
|
229
$6.29K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
225+ 0.68% |
$6.58K - $7.86K
|
33.1K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
223+ 0.21% |
$6.52K - $7.79K
|
106K
$2.91M
|