Latest Institutional Transactions on Cummins Inc (CMI)
This table provides information on the latest institutional transactions involving Cummins Inc (CMI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
34+ 566.67% |
$9.08K - $11.4K
|
40
$16.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-6.8K- 98.0% |
$1.82M - $2.29M
|
139
$58.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
175+ 13.0% |
$46.7K - $58.9K
|
1.52K
$636K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 16.67% |
$2.67K - $3.37K
|
50
$20.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
617New |
$165K - $208K
|
617
$258K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 11.11% |
$26.7K - $33.7K
|
800
$334K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-85- 11.42% |
$22.7K - $28.6K
|
659
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
90+ 0.63% |
$24K - $30.3K
|
14.3K
$5.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1+ 0.04% |
$267 - $337
|
2.72K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
705+ 6.54% |
$188K - $237K
|
11.5K
$4.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.7K+ 4.89% |
$10.1M - $12.7M
|
808K
$338M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
27New |
$7.21K - $9.09K
|
27
$11.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-52- 5.78% |
$13.9K - $17.5K
|
848
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.87K- 85.37% |
$1.3M - $1.64M
|
834
$349K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15+ 1.99% |
$4.01K - $5.05K
|
768
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-16.1K- 5.1% |
$4.31M - $5.43M
|
301K
$126M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.09% |
$267 - $337
|
1.11K
$462K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
665New |
$178K - $224K
|
665
$278K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-67- 1.21% |
$17.9K - $22.6K
|
5.46K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$267 - $337
|
1
$418
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.07K- 13.25% |
$285K - $360K
|
6.99K
$2.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
9+ 1.33% |
$2.4K - $3.03K
|
688
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
30+ 2.37% |
$8.01K - $10.1K
|
1.3K
$541K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
679+ 0.98% |
$181K - $229K
|
69.9K
$29.2M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
137+ 2.8% |
$36.6K - $46.1K
|
5.03K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
9.99K+ 81.6% |
$2.67M - $3.36M
|
22.2K
$9.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-9- 0.29% |
$2.4K - $3.03K
|
3.07K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-107K- 96.15% |
$28.5M - $35.9M
|
4.27K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
96+ 5.98% |
$25.6K - $32.3K
|
1.7K
$711K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.91KNew |
$1.85M - $2.33M
|
6.91K
$2.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-67- 4.35% |
$17.9K - $22.6K
|
1.47K
$615K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-520- 3.09% |
$139K - $175K
|
16.3K
$6.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-269- 1.43% |
$71.9K - $90.6K
|
18.5K
$7.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
33New |
$8.81K - $11.1K
|
33
$13.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1KNew |
$267K - $337K
|
1K
$418K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
203+ 4.97% |
$54.2K - $68.3K
|
4.29K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-12- 66.67% |
$3.21K - $4.04K
|
6
$2.51K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-141- 6.6% |
$37.7K - $47.5K
|
2K
$834K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-278- 6.43% |
$74.3K - $93.6K
|
4.04K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-173K- 21.92% |
$46.2M - $58.2M
|
616K
$257M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
215+ 33.18% |
$57.4K - $72.4K
|
863
$361K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4+ 0.19% |
$1.07K - $1.35K
|
2.09K
$872K
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
834New |
$223K - $281K
|
834
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
7.66K+ 14.41% |
$2.05M - $2.58M
|
60.8K
$25.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
3.33KNew |
$889K - $1.12M
|
3.33K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
659+ 0.91% |
$176K - $222K
|
73K
$30.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
12.6K+ 2.38% |
$3.37M - $4.25M
|
542K
$227M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-105- 7.15% |
$28K - $35.3K
|
1.36K
$570K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-26- 1.29% |
$6.95K - $8.75K
|
1.99K
$833K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 2.54% |
$801 - $1.01K
|
121
$50.6K
|