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 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-500- 47.62% |
$156K - $193K
|
550
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-6- 0.57% |
$1.88K - $2.32K
|
1.05K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-17- 4.51% |
$5.32K - $6.56K
|
360
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1+ 0.12% |
$313 - $386
|
819
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-12- 1.23% |
$3.76K - $4.63K
|
963
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
100New |
$31.3K - $38.6K
|
100
$41.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
12New |
$3.76K - $4.63K
|
12
$5.02K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
59+ 5.36% |
$18.5K - $22.8K
|
1.16K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 2.76% |
$2.19K - $2.7K
|
247
$103K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
980+ 29.63% |
$307K - $378K
|
4.29K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28+ 4.45% |
$8.76K - $10.8K
|
657
$275K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-47- 62.67% |
$14.7K - $18.1K
|
28
$11.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-25- 0.33% |
$7.82K - $9.65K
|
7.49K
$3.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-10- 0.9% |
$3.13K - $3.86K
|
1.1K
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
899New |
$281K - $347K
|
899
$376K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.88K- 46.13% |
$587K - $724K
|
2.19K
$916K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.86KNew |
$894K - $1.1M
|
2.86K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
3.8K+ 9.93% |
$1.19M - $1.47M
|
42.1K
$17.6M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-13- 17.81% |
$4.07K - $5.02K
|
60
$25.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
659New |
$206K - $254K
|
659
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-16- 1.34% |
$5.01K - $6.18K
|
1.18K
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-91- 12.43% |
$28.5K - $35.1K
|
641
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-80- 3.08% |
$25K - $30.9K
|
2.52K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.58KNew |
$806K - $994K
|
2.58K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-129- 16.23% |
$40.4K - $49.8K
|
666
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.16K- 90.85% |
$363K - $448K
|
117
$48.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$626 - $772
|
2
$836
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-380- 8.93% |
$119K - $147K
|
3.87K
$1.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.45% |
$939 - $1.16K
|
663
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-122- 22.98% |
$38.2K - $47.1K
|
409
$171K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-30- 0.17% |
$9.39K - $11.6K
|
17.6K
$7.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
32+ 3.19% |
$10K - $12.4K
|
1.03K
$432K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 78.13% |
$15.6K - $19.3K
|
14
$5.85K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
28New |
$8.76K - $10.8K
|
28
$11.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 128.57% |
$2.82K - $3.47K
|
16
$6.69K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-552- 12.29% |
$173K - $213K
|
3.94K
$1.65M
|
|
| Q4 2024 | |||||||
|
Aug 28, 2025
Q4 2024
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
50New |
$16.2K - $19.2K
|
50
$20.9K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-42.6K- 50.13% |
$13.8M - $16.3M
|
42.4K
$17.7M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
61New |
$19.8K - $23.4K
|
61
$25.5K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
121+ 3.0% |
$39.3K - $46.4K
|
4.15K
$1.73M
|
|
|
Jul 16, 2025
Q4 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
700New |
$227K - $268K
|
700
$293K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-669- 44.04% |
$217K - $257K
|
850
$355K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
2.38K+ 38.25% |
$774K - $913K
|
8.61K
$3.6M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
4New |
$1.3K - $1.53K
|
4
$1.67K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
111New |
$36.1K - $42.6K
|
111
$46.4K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
3.66KNew |
$1.19M - $1.4M
|
3.66K
$1.53M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
52New |
$16.9K - $19.9K
|
52
$21.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
236New |
$76.7K - $90.5K
|
236
$98.6K
|
|
|
Feb 20, 2025
Q4 2024
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
SELL
|
- |
-82.3K- 99.95% |
$26.7M - $31.5M
|
40
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45New |
$14.6K - $17.3K
|
45
$18.8K
|
|