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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
677New |
$181K - $221K
|
677
$236K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-150- 9.76% |
$40K - $49K
|
1.39K
$483K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
751New |
$200K - $245K
|
751
$261K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
21New |
$5.6K - $6.85K
|
21
$7.31K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-25- 64.1% |
$6.67K - $8.16K
|
14
$4.87K
|
|
Nov 06, 2024
Q3 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
661New |
$176K - $216K
|
661
$230K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
170New |
$45.3K - $55.5K
|
170
$59.2K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
569New |
$152K - $186K
|
569
$198K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
21+ 1.98% |
$5.6K - $6.85K
|
1.08K
$377K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$1.07K - $1.31K
|
4
$1.39K
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
636New |
$170K - $208K
|
636
$221K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3- 0.12% |
$800 - $979
|
2.58K
$899K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
644New |
$172K - $210K
|
644
$224K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.23K- 71.22% |
$860K - $1.05M
|
1.3K
$454K
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.2KNew |
$320K - $392K
|
1.2K
$418K
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
635New |
$169K - $207K
|
635
$221K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.85% |
$267 - $326
|
118
$41.1K
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
675New |
$180K - $220K
|
675
$235K
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
620New |
$165K - $202K
|
620
$216K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3New |
$800 - $979
|
3
$1.04K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2New |
$533 - $653
|
2
$696
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$533 - $653
|
2
$696
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-190- 2.48% |
$50.7K - $62K
|
7.48K
$2.6M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
618+ 12.13% |
$165K - $202K
|
5.71K
$1.99M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
703New |
$187K - $229K
|
703
$245K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 7.3% |
$2.67K - $3.26K
|
147
$51.2K
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.4KNew |
$373K - $457K
|
1.4K
$487K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
827New |
$221K - $270K
|
827
$288K
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
628New |
$167K - $205K
|
628
$219K
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-351- 28.94% |
$93.6K - $115K
|
862
$300K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
63New |
$16.8K - $20.6K
|
63
$21.9K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-18- 1.32% |
$4.8K - $5.88K
|
1.35K
$469K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
26New |
$6.93K - $8.49K
|
26
$9.05K
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$533 - $653
|
2.49K
$866K
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.6KNew |
$427K - $522K
|
1.6K
$557K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3- 0.26% |
$800 - $979
|
1.13K
$393K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
42New |
$11.2K - $13.7K
|
42
$14.6K
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1+ 0.1% |
$267 - $326
|
1.03K
$359K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 6.98% |
$4.69M - $5.74M
|
270K
$93.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-255- 0.18% |
$68K - $83.2K
|
144K
$50.1M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 2.0% |
$267 - $326
|
49
$17.1K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-16- 1.32% |
$4.27K - $5.22K
|
1.2K
$418K
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-10- 0.57% |
$2.67K - $3.26K
|
1.75K
$608K
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
500+ 6.21% |
$133K - $163K
|
8.55K
$2.98M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.76% |
$267 - $326
|
131
$45.6K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.34K+ 2670.0% |
$356K - $436K
|
1.39K
$482K
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-383- 37.33% |
$102K - $125K
|
643
$224K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
73New |
$19.5K - $23.8K
|
73
$25.4K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-3- 0.67% |
$800 - $979
|
445
$155K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
105New |
$28K - $34.3K
|
105
$36.6K
|