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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2KNew |
$418K - $502K
|
2K
$732K
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
742+ 69.61% |
$156K - $187K
|
1.81K
$663K
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
51New |
$10.7K - $12.8K
|
51
$18.7K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
18New |
$3.77K - $4.53K
|
18
$6.6K
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
946New |
$198K - $238K
|
946
$347K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2+ 66.67% |
$419 - $503
|
5
$1.83K
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$210 - $251
|
1.93K
$710K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
920New |
$193K - $231K
|
920
$338K
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-150- 14.27% |
$31.4K - $37.7K
|
901
$331K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-250- 0.9% |
$52.4K - $62.9K
|
27.5K
$10.1M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-123- 5.75% |
$25.8K - $30.9K
|
2.02K
$740K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.99K- 14.5% |
$418K - $501K
|
11.8K
$4.31M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.53% |
$419 - $503
|
376
$138K
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$291K - $349K
|
1.39K
$509K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
15New |
$3.14K - $3.77K
|
15
$5.5K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-21- 1.64% |
$4.4K - $5.28K
|
1.26K
$463K
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
365New |
$76.5K - $91.8K
|
365
$134K
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.13KNew |
$237K - $285K
|
1.13K
$415K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
400+ 23.38% |
$83.8K - $101K
|
2.11K
$775K
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
BUY
|
- |
952New |
$200K - $239K
|
952
$349K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-226- 35.09% |
$47.4K - $56.8K
|
418
$153K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-3- 0.14% |
$629 - $754
|
2.21K
$811K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7New |
$1.47K - $1.76K
|
7
$2.57K
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
2KNew |
$419K - $503K
|
2K
$734K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-121- 3.89% |
$25.4K - $30.4K
|
2.99K
$1.1M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
160+ 13.69% |
$33.5K - $40.2K
|
1.33K
$488K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
50New |
$10.5K - $12.6K
|
50
$18.3K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.98KNew |
$415K - $498K
|
1.98K
$727K
|
|
Jan 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
PUT |
-700- 24.14% |
$147K - $176K
|
2.2K
$807K
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
98+ 1.97% |
$20.5K - $24.6K
|
5.06K
$1.86M
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 56.94% |
$296K - $355K
|
1.07K
$392K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9New |
$1.89K - $2.26K
|
9
$3.3K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
148+ 4.63% |
$31K - $37.2K
|
3.35K
$1.23M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-95- 0.93% |
$19.9K - $23.9K
|
10.2K
$3.73M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
97New |
$20.3K - $24.4K
|
97
$35.6K
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
26+ 1.68% |
$5.45K - $6.54K
|
1.58K
$578K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$1.89K - $2.26K
|
9
$3.3K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
77New |
$16.1K - $19.4K
|
77
$28.3K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
7New |
$1.47K - $1.76K
|
7
$2.57K
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
15New |
$3.14K - $3.77K
|
15
$5.5K
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
306New |
$64.1K - $76.9K
|
306
$112K
|
|
Q3 2022 | |||||||
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
10+ 0.74% |
$1.94K - $2.32K
|
1.35K
$497K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50+ 3.54% |
$9.7K - $11.6K
|
1.46K
$536K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2- 0.26% |
$388 - $465
|
775
$284K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
47New |
$9.12K - $10.9K
|
47
$17.2K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
52+ 3.11% |
$10.1K - $12.1K
|
1.72K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-50- 4.3% |
$9.7K - $11.6K
|
1.11K
$408K
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
36+ 0.71% |
$6.99K - $8.37K
|
5.11K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
307+ 1.86% |
$59.6K - $71.3K
|
16.8K
$6.17M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
483+ 8.68% |
$93.7K - $112K
|
6.05K
$2.22M
|