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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
63+ 2.88% |
$16.8K - $21.2K
|
2.25K
$976K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
61New |
$16.3K - $20.5K
|
61
$26.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
60+ 1.84% |
$16K - $20.2K
|
3.32K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
60+ 8.2% |
$16K - $20.2K
|
792
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
60+ 35.71% |
$16K - $20.2K
|
228
$99K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
58+ 3.09% |
$15.5K - $19.5K
|
1.94K
$841K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
56+ 27.18% |
$15K - $18.9K
|
262
$114K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
52+ 4.92% |
$13.9K - $17.5K
|
1.11K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
51+ 2.83% |
$13.6K - $17.2K
|
1.85K
$804K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
50+ 0.21% |
$13.4K - $16.8K
|
23.6K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
50+ 12.5% |
$13.4K - $16.8K
|
450
$195K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
50New |
$13.4K - $16.8K
|
50
$21.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
50+ 0.32% |
$13.4K - $16.8K
|
15.5K
$6.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
49+ 2.4% |
$13.1K - $16.5K
|
2.09K
$906K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
49+ 37.69% |
$13.1K - $16.5K
|
179
$77.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
49+ 1.23% |
$13.1K - $16.5K
|
4.03K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
47+ 2.4% |
$12.6K - $15.8K
|
2K
$870K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
46+ 5.64% |
$12.3K - $15.5K
|
861
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
46+ 5.94% |
$12.3K - $15.5K
|
821
$356K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
45+ 10.64% |
$12K - $15.1K
|
468
$203K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 2.46% |
$12K - $15.1K
|
1.87K
$812K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
44+ 2.42% |
$11.8K - $14.8K
|
1.87K
$810K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
42+ 1.61% |
$11.2K - $14.1K
|
2.65K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
42+ 466.67% |
$11.2K - $14.1K
|
51
$22.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
41+ 3.49% |
$11K - $13.8K
|
1.22K
$528K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
40+ 2.29% |
$10.7K - $13.5K
|
1.79K
$775K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
40+ 3.35% |
$10.7K - $13.5K
|
1.23K
$535K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
40+ 0.03% |
$10.7K - $13.5K
|
152K
$66M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
39+ 0.27% |
$10.4K - $13.1K
|
14.5K
$6.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
39+ 2.2% |
$10.4K - $13.1K
|
1.81K
$787K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
39+ 4.21% |
$10.4K - $13.1K
|
965
$419K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
38+ 1.54% |
$10.2K - $12.8K
|
2.51K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
38+ 53.52% |
$10.2K - $12.8K
|
109
$47.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
37+ 0.37% |
$9.88K - $12.5K
|
10.1K
$4.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
36+ 0.39% |
$9.62K - $12.1K
|
9.37K
$4.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36+ 0.26% |
$9.62K - $12.1K
|
13.8K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
36+ 0.84% |
$9.62K - $12.1K
|
4.34K
$1.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
34+ 1.03% |
$9.08K - $11.4K
|
3.34K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
34+ 4.08% |
$9.08K - $11.4K
|
867
$376K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
34+ 566.67% |
$9.08K - $11.4K
|
40
$17.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
34+ 2.04% |
$9.08K - $11.4K
|
1.7K
$738K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
33+ 0.21% |
$8.81K - $11.1K
|
16K
$6.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
33New |
$8.81K - $11.1K
|
33
$14.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
32+ 0.65% |
$8.55K - $10.8K
|
4.92K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
31+ 0.95% |
$8.28K - $10.4K
|
3.29K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
30+ 2.37% |
$8.01K - $10.1K
|
1.3K
$562K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30+ 428.57% |
$8.01K - $10.1K
|
37
$16.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
30New |
$8.01K - $10.1K
|
30
$13K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
30+ 2.04% |
$8.01K - $10.1K
|
1.5K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
29New |
$7.75K - $9.76K
|
29
$12.6K
|