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 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
11+ 1.31% |
$2.94K - $3.7K
|
849
$370K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
11New |
$2.94K - $3.7K
|
11
$4.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
10+ 5.41% |
$2.67K - $3.37K
|
195
$85.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
10+ 0.81% |
$2.67K - $3.37K
|
1.25K
$545K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10+ 0.72% |
$2.67K - $3.37K
|
1.39K
$608K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10New |
$2.67K - $3.37K
|
10
$4.36K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$2.4K - $3.03K
|
9
$3.93K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
9+ 1.11% |
$2.4K - $3.03K
|
819
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
9+ 1.33% |
$2.4K - $3.03K
|
688
$300K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9+ 5.88% |
$2.4K - $3.03K
|
162
$70.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
9New |
$2.4K - $3.03K
|
9
$3.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9New |
$2.4K - $3.03K
|
9
$3.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 4.27% |
$2.4K - $3.03K
|
220
$96K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
9+ 0.74% |
$2.4K - $3.03K
|
1.23K
$536K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
8+ 0.07% |
$2.14K - $2.69K
|
11.5K
$5.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
8+ 1.01% |
$2.14K - $2.69K
|
803
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
8+ 0.02% |
$2.14K - $2.69K
|
40.3K
$17.6M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8+ 0.08% |
$2.14K - $2.69K
|
10.6K
$4.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7New |
$1.87K - $2.36K
|
7
$3.05K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7+ 7.61% |
$1.87K - $2.36K
|
99
$43.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.08% |
$1.87K - $2.36K
|
8.91K
$3.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
7+ 0.1% |
$1.87K - $2.36K
|
6.93K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.59% |
$1.87K - $2.36K
|
1.2K
$522K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7+ 13.21% |
$1.87K - $2.36K
|
60
$26.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 8.05% |
$1.87K - $2.36K
|
94
$41K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7+ 0.43% |
$1.87K - $2.36K
|
1.63K
$713K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 75.0% |
$1.6K - $2.02K
|
14
$6.11K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 300.0% |
$1.6K - $2.02K
|
8
$3.49K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6New |
$1.6K - $2.02K
|
6
$2.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 200.0% |
$1.6K - $2.02K
|
9
$3.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 6.12% |
$1.6K - $2.02K
|
104
$45.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5+ 0.45% |
$1.34K - $1.68K
|
1.11K
$482K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$1.34K - $1.68K
|
20.8K
$9.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5+ 0.3% |
$1.34K - $1.68K
|
1.7K
$740K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.31% |
$1.34K - $1.68K
|
1.6K
$697K
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
BUY
|
- |
5+ 0.54% |
$1.34K - $1.68K
|
932
$407K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5New |
$1.34K - $1.68K
|
5
$2.18K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
4+ 0.55% |
$1.07K - $1.35K
|
736
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.43% |
$1.07K - $1.35K
|
927
$404K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.03% |
$1.07K - $1.35K
|
13.1K
$5.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 5.06% |
$1.07K - $1.35K
|
83
$36.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4+ 0.19% |
$1.07K - $1.35K
|
2.09K
$910K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4+ 0.07% |
$1.07K - $1.35K
|
6.04K
$2.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
4+ 0.28% |
$1.07K - $1.35K
|
1.42K
$619K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 5.41% |
$1.07K - $1.35K
|
78
$34K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4+ 0.23% |
$1.07K - $1.35K
|
1.73K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.09% |
$1.07K - $1.35K
|
4.43K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.26% |
$801 - $1.01K
|
1.14K
$499K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 2.54% |
$801 - $1.01K
|
121
$52.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
3+ 0.05% |
$801 - $1.01K
|
5.68K
$2.48M
|