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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
752+ 8.12% |
$235K - $290K
|
10K
$3.49M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 2.76% |
$2.19K - $2.7K
|
247
$86K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
648New |
$203K - $250K
|
648
$226K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
980+ 29.63% |
$307K - $378K
|
4.29K
$1.49M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.45K+ 125.99% |
$1.08M - $1.33M
|
6.19K
$2.16M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 8.11% |
$939 - $1.16K
|
34
$11.8K
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-40- 0.35% |
$12.5K - $15.4K
|
11.3K
$3.93M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45+ 2.42% |
$14.1K - $17.4K
|
1.9K
$662K
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
205+ 3.9% |
$64.1K - $79.1K
|
5.47K
$1.9M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-702- 14.31% |
$220K - $271K
|
4.2K
$1.46M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-6- 0.44% |
$1.88K - $2.32K
|
1.36K
$474K
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-185- 13.62% |
$57.9K - $71.4K
|
1.17K
$408K
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
987New |
$309K - $381K
|
987
$344K
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
698+ 4.99% |
$218K - $269K
|
14.7K
$5.11M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28+ 4.45% |
$8.76K - $10.8K
|
657
$229K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-144- 17.27% |
$45.1K - $55.6K
|
690
$240K
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-234- 1.47% |
$73.2K - $90.3K
|
15.7K
$5.47M
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
192+ 3.11% |
$60.1K - $74.1K
|
6.37K
$2.22M
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-159- 0.54% |
$49.8K - $61.4K
|
29.5K
$10.3M
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-63- 7.11% |
$19.7K - $24.3K
|
823
$287K
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-251- 1.11% |
$78.5K - $96.9K
|
22.4K
$7.78M
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
90+ 8.98% |
$28.2K - $34.7K
|
1.09K
$380K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
22+ 62.86% |
$6.88K - $8.49K
|
57
$19.8K
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-47- 62.67% |
$14.7K - $18.1K
|
28
$9.75K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75- 0.86% |
$23.5K - $29K
|
8.62K
$3M
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-9- 32.14% |
$2.82K - $3.47K
|
19
$6.62K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-12- 1.24% |
$3.76K - $4.63K
|
953
$332K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
87+ 7.56% |
$27.2K - $33.6K
|
1.24K
$431K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
259+ 7.83% |
$81K - $100K
|
3.57K
$1.24M
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15+ 0.82% |
$4.69K - $5.79K
|
1.85K
$644K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-43- 4.12% |
$13.5K - $16.6K
|
1K
$349K
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-12- 0.99% |
$3.76K - $4.63K
|
1.21K
$420K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
98+ 15.05% |
$30.7K - $37.8K
|
749
$261K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
361+ 17.09% |
$113K - $139K
|
2.47K
$861K
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-378- 3.82% |
$118K - $146K
|
9.52K
$3.32M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9+ 0.85% |
$2.82K - $3.47K
|
1.07K
$374K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
429+ 2.61% |
$134K - $166K
|
16.8K
$5.86M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-62- 1.42% |
$19.4K - $23.9K
|
4.3K
$1.5M
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-40- 2.01% |
$12.5K - $15.4K
|
1.95K
$678K
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
666+ 14.25% |
$208K - $257K
|
5.34K
$1.86M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.03K+ 122.82% |
$635K - $783K
|
3.68K
$1.28M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-275- 9.48% |
$86.1K - $106K
|
2.63K
$914K
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-25- 0.33% |
$7.82K - $9.65K
|
7.49K
$2.61M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
56+ 0.18% |
$17.5K - $21.6K
|
31.1K
$10.8M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31New |
$9.7K - $12K
|
31
$10.8K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-23- 1.57% |
$7.2K - $8.88K
|
1.44K
$501K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-132- 14.57% |
$41.3K - $51K
|
774
$269K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$313 - $386
|
1
$348
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
22+ 3.55% |
$6.88K - $8.49K
|
642
$224K
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
165+ 0.84% |
$51.6K - $63.7K
|
19.8K
$6.89M
|