Purchases and Sales Made in Q2 2023 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q2 2023. The information is specifically focused on institutions that hold shares of CUMMINS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.91% |
$2.04K - $2.45K
|
1.11K
$351K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
9+ 0.6% |
$1.84K - $2.21K
|
1.52K
$480K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.39% |
$1.84K - $2.21K
|
657
$208K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9+ 0.8% |
$1.84K - $2.21K
|
1.13K
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9+ 0.5% |
$1.84K - $2.21K
|
1.82K
$577K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.78% |
$1.84K - $2.21K
|
1.16K
$368K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9+ 0.25% |
$1.84K - $2.21K
|
3.63K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$1.64K - $1.96K
|
8
$2.53K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8+ 0.73% |
$1.64K - $1.96K
|
1.1K
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8+ 0.75% |
$1.64K - $1.96K
|
1.07K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8New |
$1.64K - $1.96K
|
8
$2.53K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
8+ 0.03% |
$1.64K - $1.96K
|
23.2K
$7.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
8+ 0.15% |
$1.64K - $1.96K
|
5.21K
$1.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7+ 0.52% |
$1.43K - $1.72K
|
1.36K
$431K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
7+ 3.98% |
$1.43K - $1.72K
|
183
$57.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
7New |
$1.43K - $1.72K
|
7
$2.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.56% |
$1.43K - $1.72K
|
1.26K
$398K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
6+ 0.18% |
$1.23K - $1.47K
|
3.43K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 2.51% |
$1.23K - $1.47K
|
245
$77.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 300.0% |
$1.23K - $1.47K
|
8
$2.53K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
6+ 0.04% |
$1.23K - $1.47K
|
14.9K
$4.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5New |
$1.02K - $1.23K
|
5
$1.58K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5+ 0.54% |
$1.02K - $1.23K
|
927
$293K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5+ 0.27% |
$1.02K - $1.23K
|
1.86K
$588K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.02K - $1.23K
|
5.11K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.02K - $1.23K
|
5
$1.58K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.19% |
$818 - $981
|
2.11K
$667K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3+ 0.12% |
$613 - $735
|
2.54K
$803K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.14% |
$613 - $735
|
2.19K
$694K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3+ 0.15% |
$613 - $735
|
2.03K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.27% |
$613 - $735
|
1.12K
$354K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 18.75% |
$613 - $735
|
19
$6.01K
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3+ 0.26% |
$613 - $735
|
1.15K
$363K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 28.57% |
$409 - $490
|
9
$2.85K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
2New |
$409 - $490
|
2
$633
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.2% |
$409 - $490
|
980
$310K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2+ 0.02% |
$409 - $490
|
10.7K
$3.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2New |
$409 - $490
|
2
$633
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2+ 0.13% |
$409 - $490
|
1.52K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2+ 0.18% |
$409 - $490
|
1.11K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2+ 0.17% |
$409 - $490
|
1.2K
$379K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1+ 1.92% |
$204 - $245
|
53
$16.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
1+ 0.08% |
$204 - $245
|
1.18K
$373K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.1% |
$204 - $245
|
1.04K
$330K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$204 - $245
|
4.64K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.0% |
$204 - $245
|
28.5K
$9M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.28% |
$204 - $245
|
79
$25K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1+ 0.01% |
$204 - $245
|
7.43K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.34% |
$204 - $245
|
299
$94.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.82% |
$204 - $245
|
56
$17.7K
|