Purchases and Sales Made in Q2 2025 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q2 2025. 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
120+ 6.07% |
$32.1K - $40.4K
|
2.1K
$910K
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
120+ 9.93% |
$32.1K - $40.4K
|
1.33K
$577K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
119+ 4.53% |
$31.8K - $40.1K
|
2.75K
$1.19M
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
119+ 13.73% |
$31.8K - $40.1K
|
986
$428K
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
114+ 1.57% |
$30.5K - $38.4K
|
7.36K
$3.19M
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
114+ 5.62% |
$30.5K - $38.4K
|
2.14K
$930K
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
111+ 8.15% |
$29.7K - $37.4K
|
1.47K
$640K
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
110+ 12.26% |
$29.4K - $37K
|
1.01K
$437K
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
110+ 12.46% |
$29.4K - $37K
|
993
$431K
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
109+ 4.46% |
$29.1K - $36.7K
|
2.55K
$1.11M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
107+ 8.47% |
$28.6K - $36K
|
1.37K
$595K
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
106+ 2.22% |
$28.3K - $35.7K
|
4.89K
$2.12M
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
105+ 14.64% |
$28K - $35.3K
|
822
$357K
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
104+ 12.28% |
$27.8K - $35K
|
951
$413K
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
102+ 5.21% |
$27.2K - $34.3K
|
2.06K
$895K
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
100+ 15.8% |
$26.7K - $33.7K
|
733
$318K
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.85% |
$26.7K - $33.7K
|
11.9K
$5.15M
|
|
Aug 13, 2025
Q2 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 2.7% |
$26.7K - $33.7K
|
3.8K
$1.65M
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
100+ 1.63% |
$26.7K - $33.7K
|
6.25K
$2.71M
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
96+ 5.98% |
$25.6K - $32.3K
|
1.7K
$739K
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
95+ 5.52% |
$25.4K - $32K
|
1.82K
$788K
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
95New |
$25.4K - $32K
|
95
$41.2K
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
94+ 11.81% |
$25.1K - $31.6K
|
890
$386K
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
93New |
$24.8K - $31.3K
|
93
$40.4K
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
92+ 1.5% |
$24.6K - $31K
|
6.23K
$2.71M
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
92+ 0.62% |
$24.6K - $31K
|
14.9K
$6.49M
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
91+ 4.5% |
$24.3K - $30.6K
|
2.11K
$917K
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
91+ 6.57% |
$24.3K - $30.6K
|
1.48K
$641K
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
90+ 0.63% |
$24K - $30.3K
|
14.3K
$6.21M
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
87+ 13.0% |
$23.2K - $29.3K
|
756
$328K
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
85+ 4.07% |
$22.7K - $28.6K
|
2.18K
$944K
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
84+ 12.52% |
$22.4K - $28.3K
|
755
$328K
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
82+ 5.71% |
$21.9K - $27.6K
|
1.52K
$659K
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
81+ 6.42% |
$21.6K - $27.3K
|
1.34K
$583K
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
78+ 0.28% |
$20.8K - $26.3K
|
28.1K
$12.2M
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
74+ 2.33% |
$19.8K - $24.9K
|
3.25K
$1.41M
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
73+ 10.3% |
$19.5K - $24.6K
|
782
$340K
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
73+ 9.3% |
$19.5K - $24.6K
|
858
$373K
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
73+ 2.49% |
$19.5K - $24.6K
|
3.01K
$1.31M
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
73+ 10.21% |
$19.5K - $24.6K
|
788
$342K
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
72+ 2.32% |
$19.2K - $24.2K
|
3.18K
$1.38M
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
71+ 9.24% |
$19K - $23.9K
|
839
$364K
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
70+ 6.4% |
$18.7K - $23.6K
|
1.16K
$505K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 80.46% |
$18.7K - $23.6K
|
157
$68.2K
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
68+ 1.77% |
$18.2K - $22.9K
|
3.9K
$1.69M
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
67+ 1340.0% |
$17.9K - $22.6K
|
72
$31.3K
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
65+ 1.22% |
$17.4K - $21.9K
|
5.41K
$2.35M
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
65+ 9.73% |
$17.4K - $21.9K
|
733
$318K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
63+ 2.42% |
$16.8K - $21.2K
|
2.67K
$1.16M
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
63+ 8.24% |
$16.8K - $21.2K
|
828
$359K
|