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 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.11% |
$313 - $386
|
914
$318K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-129- 16.23% |
$40.4K - $49.8K
|
666
$232K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.16K- 90.85% |
$363K - $448K
|
117
$40.7K
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-19- 0.94% |
$5.95K - $7.34K
|
2.01K
$699K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$626 - $772
|
2
$696
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 66.67% |
$626 - $772
|
5
$1.74K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 9.3% |
$1.25K - $1.54K
|
47
$16.4K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-149- 1.44% |
$46.6K - $57.5K
|
10.2K
$3.56M
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-40- 2.03% |
$12.5K - $15.4K
|
1.93K
$673K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-156- 11.78% |
$48.8K - $60.2K
|
1.17K
$407K
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
15.4K+ 7.26% |
$4.81M - $5.93M
|
227K
$79.1M
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
746New |
$233K - $288K
|
746
$260K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-40- 3.54% |
$12.5K - $15.4K
|
1.09K
$380K
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.6K- 9.18% |
$1.13M - $1.39M
|
35.6K
$12.4M
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-380- 8.93% |
$119K - $147K
|
3.87K
$1.35M
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-3- 1.12% |
$939 - $1.16K
|
266
$92.6K
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-1.07K- 7.0% |
$335K - $413K
|
14.2K
$4.95M
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.87K+ 27.74% |
$584K - $720K
|
8.59K
$2.99M
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.45% |
$939 - $1.16K
|
663
$231K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.69K+ 44.29% |
$1.78M - $2.19M
|
18.5K
$6.45M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-122- 22.98% |
$38.2K - $47.1K
|
409
$142K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.63% |
$5.63K - $6.95K
|
2.83K
$986K
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
721New |
$226K - $278K
|
721
$251K
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-30- 0.17% |
$9.39K - $11.6K
|
17.6K
$6.12M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33- 84.62% |
$10.3K - $12.7K
|
6
$2.09K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$313 - $386
|
12K
$4.18M
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42+ 300.0% |
$13.1K - $16.2K
|
56
$19.5K
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
32+ 3.19% |
$10K - $12.4K
|
1.03K
$360K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
266+ 0.63% |
$83.2K - $103K
|
42.7K
$14.9M
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 78.13% |
$15.6K - $19.3K
|
14
$4.87K
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.21K- 64.2% |
$377K - $465K
|
672
$234K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-14- 1.0% |
$4.38K - $5.4K
|
1.38K
$482K
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-195- 2.75% |
$61K - $75.3K
|
6.9K
$2.4M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 34.0% |
$398K - $491K
|
5.02K
$1.75M
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
99+ 2.65% |
$31K - $38.2K
|
3.83K
$1.33M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
273+ 10.62% |
$85.4K - $105K
|
2.84K
$990K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
28New |
$8.76K - $10.8K
|
28
$9.75K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 128.57% |
$2.82K - $3.47K
|
16
$5.57K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
13+ 2.1% |
$4.07K - $5.02K
|
633
$220K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-552- 12.29% |
$173K - $213K
|
3.94K
$1.37M
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.93K- 6.06% |
$603K - $744K
|
29.8K
$10.4M
|
|
Q4 2024 | |||||||
Jul 16, 2025
Q4 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
700New |
$227K - $268K
|
700
$244K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
105K+ 22.33% |
$34M - $40.1M
|
573K
$199M
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$650 - $767
|
1.98K
$689K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.6K+ 30.8% |
$2.79M - $3.3M
|
36.5K
$12.7M
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.82K- 52.79% |
$915K - $1.08M
|
2.52K
$877K
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-720- 11.01% |
$234K - $276K
|
5.82K
$2.03M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.6K- 3.72% |
$3.43M - $4.05M
|
273K
$95M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.58K+ 2.21% |
$513K - $605K
|
72.9K
$25.4M
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-669- 44.04% |
$217K - $257K
|
850
$296K
|