Latest Institutional Transactions on Cummins Inc (CMI)
This table provides information on the latest institutional transactions involving Cummins Inc (CMI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-434- 1.01% |
$141K - $166K
|
42.4K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9.9KNew |
$3.22M - $3.8M
|
9.9K
$3.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-51- 4.97% |
$16.6K - $19.6K
|
975
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.02KNew |
$331K - $390K
|
1.02K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.12% |
$325 - $383
|
822
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
12+ 0.85% |
$3.9K - $4.6K
|
1.42K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-25.1K- 20.12% |
$8.16M - $9.62M
|
99.7K
$36.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-103- 8.43% |
$33.5K - $39.5K
|
1.12K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15+ 0.82% |
$4.87K - $5.75K
|
1.83K
$673K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-15- 0.31% |
$4.87K - $5.75K
|
4.77K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
732+ 6.74% |
$238K - $281K
|
11.6K
$4.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
14+ 0.38% |
$4.55K - $5.37K
|
3.69K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-147- 8.97% |
$47.8K - $56.4K
|
1.49K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.39K+ 27.86% |
$452K - $533K
|
6.38K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.35K- 8.77% |
$437K - $516K
|
14K
$5.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-54- 1.12% |
$17.5K - $20.7K
|
4.78K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
719+ 2.92% |
$234K - $276K
|
25.3K
$9.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-2.5K- 57.08% |
$811K - $957K
|
1.88K
$689K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
51+ 0.14% |
$16.6K - $19.6K
|
37.7K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-31- 1.37% |
$10.1K - $11.9K
|
2.23K
$818K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
114+ 9.12% |
$37K - $43.7K
|
1.36K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-234- 2.42% |
$76K - $89.7K
|
9.44K
$3.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.25K+ 28.14% |
$407K - $481K
|
5.71K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
25+ 0.47% |
$8.12K - $9.59K
|
5.31K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
575New |
$187K - $220K
|
575
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
77New |
$25K - $29.5K
|
77
$28.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$325 - $383
|
1
$367
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60New |
$19.5K - $23K
|
60
$22K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.2K+ 115.81% |
$390K - $460K
|
2.24K
$821K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
349+ 2.78% |
$113K - $134K
|
12.9K
$4.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-45- 0.79% |
$14.6K - $17.3K
|
5.66K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
35New |
$11.4K - $13.4K
|
35
$12.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
591New |
$192K - $227K
|
591
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-70- 0.12% |
$22.7K - $26.8K
|
56.1K
$20.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
829New |
$269K - $318K
|
829
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
147+ 8.73% |
$47.8K - $56.4K
|
1.83K
$671K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
548+ 2.74% |
$178K - $210K
|
20.5K
$7.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-541- 1.79% |
$176K - $207K
|
29.7K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
562New |
$183K - $215K
|
562
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-10- 0.86% |
$3.25K - $3.83K
|
1.15K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.35K+ 54.27% |
$2.06M - $2.43M
|
18.1K
$6.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
32.6KNew |
$10.6M - $12.5M
|
32.6K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-91- 4.16% |
$29.6K - $34.9K
|
2.1K
$769K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
30+ 0.63% |
$9.75K - $11.5K
|
4.81K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-478- 6.91% |
$155K - $183K
|
6.44K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.44K+ 50.34% |
$1.12M - $1.32M
|
10.3K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-149- 4.65% |
$48.4K - $57.1K
|
3.06K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-854- 6.97% |
$277K - $327K
|
11.4K
$4.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-297- 4.9% |
$96.5K - $114K
|
5.76K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-32- 5.59% |
$10.4K - $12.3K
|
540
$198K
|