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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-174- 5.16% |
$39K - $44.9K
|
3.2K
$1.07M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$672 - $774
|
3
$1K
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.87K- 20.2% |
$418K - $482K
|
7.37K
$2.46M
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.59K+ 35.39% |
$355K - $410K
|
6.07K
$2.03M
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
17New |
$3.81K - $4.39K
|
17
$5.67K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 5.26% |
$672 - $774
|
54
$18K
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-200- 13.3% |
$44.8K - $51.6K
|
1.3K
$435K
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-176- 10.32% |
$39.4K - $45.4K
|
1.53K
$510K
|
|
Apr 27, 2023
Q1 2023
|
Homestead Advisers Corp
|
BUY
|
- |
29+ 13.68% |
$6.49K - $7.48K
|
241
$80.4K
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
914New |
$205K - $236K
|
914
$305K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
81New |
$18.1K - $20.9K
|
81
$27K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-10- 32.26% |
$2.24K - $2.58K
|
21
$7.01K
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$2.82M - $3.25M
|
12.6K
$4.2M
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
881New |
$197K - $227K
|
881
$294K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
288New |
$64.5K - $74.3K
|
288
$96.1K
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
1.18KNew |
$263K - $303K
|
1.18K
$392K
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-250- 16.98% |
$56K - $64.5K
|
1.22K
$408K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.75% |
$448 - $516
|
269
$89.7K
|
|
Apr 20, 2023
Q1 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
15.8KNew |
$3.54M - $4.08M
|
15.8K
$5.28M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
4+ 0.16% |
$896 - $1.03K
|
2.58K
$862K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
108KNew |
$24.1M - $27.8M
|
108K
$35.9M
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
177New |
$39.6K - $45.7K
|
177
$59.1K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
275New |
$61.6K - $71K
|
275
$91.7K
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-7- 0.63% |
$1.57K - $1.81K
|
1.1K
$367K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50New |
$11.2K - $12.9K
|
50
$16.7K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-100- 49.26% |
$22.4K - $25.8K
|
103
$34.4K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
87New |
$19.5K - $22.5K
|
87
$29K
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
80+ 5.81% |
$17.9K - $20.6K
|
1.46K
$486K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 35.03% |
$44.8K - $51.6K
|
371
$124K
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-58- 3.73% |
$13K - $15K
|
1.5K
$499K
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-20- 2.15% |
$4.48K - $5.16K
|
910
$304K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
257+ 6.11% |
$57.5K - $66.3K
|
4.46K
$1.49M
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
60+ 0.62% |
$13.4K - $15.5K
|
9.81K
$3.27M
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-758- 27.64% |
$159K - $191K
|
1.98K
$662K
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.78KNew |
$582K - $698K
|
2.78K
$926K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$335K - $402K
|
1.6K
$533K
|
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-700- 24.14% |
$147K - $176K
|
2.2K
$734K
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
21.1K+ 879.17% |
$4.42M - $5.31M
|
23.5K
$7.84M
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
962New |
$202K - $242K
|
962
$321K
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
982New |
$206K - $247K
|
982
$328K
|
|
Feb 21, 2023
Q4 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-10K- 4.36% |
$2.1M - $2.51M
|
220K
$73.2M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.09KNew |
$228K - $274K
|
1.09K
$364K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.09K- 22.65% |
$227K - $273K
|
3.71K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-16.4K- 36.69% |
$3.45M - $4.13M
|
28.4K
$9.47M
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
2.5KNew |
$524K - $629K
|
2.5K
$834K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7+ 0.11% |
$1.47K - $1.76K
|
6.39K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
138New |
$28.9K - $34.7K
|
138
$46K
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
78.2KNew |
$16.4M - $19.7M
|
78.2K
$26.1M
|
|
Feb 14, 2023
Q4 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-26.2K- 43.72% |
$5.49M - $6.58M
|
33.7K
$11.2M
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-122- 10.48% |
$25.6K - $30.7K
|
1.04K
$348K
|