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 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.1% |
$267 - $337
|
1K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1- 0.16% |
$267 - $337
|
641
$280K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2- 0.21% |
$534 - $673
|
952
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2- 0.19% |
$534 - $673
|
1.07K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2- 0.15% |
$534 - $673
|
1.38K
$600K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-3- 0.53% |
$801 - $1.01K
|
564
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-3- 0.28% |
$801 - $1.01K
|
1.06K
$463K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-3- 0.14% |
$801 - $1.01K
|
2.22K
$967K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3- 0.46% |
$801 - $1.01K
|
651
$284K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3- 0.11% |
$801 - $1.01K
|
2.84K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3- 0.36% |
$801 - $1.01K
|
820
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3- 0.36% |
$801 - $1.01K
|
820
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3- 0.25% |
$801 - $1.01K
|
1.18K
$515K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-3Closed |
$801 - $1.01K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 20.0% |
$1.07K - $1.35K
|
16
$6.98K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 36.36% |
$1.07K - $1.35K
|
7
$3.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4- 0.61% |
$1.07K - $1.35K
|
650
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4- 0.13% |
$1.07K - $1.35K
|
3.06K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5- 4.2% |
$1.34K - $1.68K
|
114
$49.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5- 0.11% |
$1.34K - $1.68K
|
4.66K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-5- 0.68% |
$1.34K - $1.68K
|
725
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-5- 0.05% |
$1.34K - $1.68K
|
10.5K
$4.57M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6- 0.13% |
$1.6K - $2.02K
|
4.59K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6- 0.29% |
$1.6K - $2.02K
|
2.04K
$890K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 46.15% |
$1.6K - $2.02K
|
7
$3.05K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.66% |
$1.6K - $2.02K
|
908
$396K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-6- 8.82% |
$1.6K - $2.02K
|
62
$27.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-6- 75.0% |
$1.6K - $2.02K
|
2
$873
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-7- 0.81% |
$1.87K - $2.36K
|
856
$374K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7- 1.01% |
$1.87K - $2.36K
|
687
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.5% |
$1.87K - $2.36K
|
1.4K
$611K
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-7- 0.55% |
$1.87K - $2.36K
|
1.26K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8- 0.25% |
$2.14K - $2.69K
|
3.21K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 5.44% |
$2.14K - $2.69K
|
139
$60.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8- 0.5% |
$2.14K - $2.69K
|
1.6K
$698K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 8.49% |
$2.4K - $3.03K
|
97
$42.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-9- 0.96% |
$2.4K - $3.03K
|
926
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-9- 0.09% |
$2.4K - $3.03K
|
10.2K
$4.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-9- 0.29% |
$2.4K - $3.03K
|
3.07K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9- 0.64% |
$2.4K - $3.03K
|
1.4K
$613K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 16.67% |
$2.67K - $3.37K
|
50
$21.8K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-10- 0.69% |
$2.67K - $3.37K
|
1.43K
$625K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-10- 0.13% |
$2.67K - $3.37K
|
7.59K
$3.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10- 0.16% |
$2.67K - $3.37K
|
6.4K
$2.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-11- 4.64% |
$2.94K - $3.7K
|
226
$98.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-11- 1.09% |
$2.94K - $3.7K
|
998
$435K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-12- 1.4% |
$3.21K - $4.04K
|
844
$368K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-12- 66.67% |
$3.21K - $4.04K
|
6
$2.62K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-13- 0.66% |
$3.47K - $4.38K
|
1.94K
$848K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-13- 13.4% |
$3.47K - $4.38K
|
84
$36.7K
|