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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-80- 16.36% |
$18.3K - $21.2K
|
409
$142K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
19New |
$4.34K - $5.03K
|
19
$6.62K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
19New |
$4.34K - $5.03K
|
19
$6.62K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
161New |
$36.8K - $42.7K
|
161
$56.1K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
218+ 1816.67% |
$44.6K - $53.4K
|
230
$80.1K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-6.29K- 7.91% |
$1.29M - $1.54M
|
73.2K
$25.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.53K- 38.2% |
$721K - $864K
|
5.7K
$1.99M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
185New |
$37.8K - $45.4K
|
185
$64.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.8K+ 56.0% |
$572K - $686K
|
7.8K
$2.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-940- 43.12% |
$192K - $230K
|
1.24K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.02K - $1.23K
|
5
$1.74K
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
933New |
$191K - $229K
|
933
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-4.89K- 8.82% |
$999K - $1.2M
|
50.5K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
143+ 115.32% |
$29.2K - $35.1K
|
267
$93K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-3.49K- 13.49% |
$714K - $856K
|
22.4K
$7.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
2.29KNew |
$468K - $561K
|
2.29K
$797K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
50KNew |
$10.2M - $12.2M
|
50K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-22.7K- 88.67% |
$4.64M - $5.57M
|
2.9K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-5.9K- 79.89% |
$1.21M - $1.45M
|
1.49K
$517K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
34.6KNew |
$7.07M - $8.48M
|
34.6K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
134+ 0.33% |
$27.4K - $32.9K
|
40.3K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.45K- 73.61% |
$501K - $600K
|
878
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-59- 0.08% |
$12.1K - $14.5K
|
77.1K
$26.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
35+ 3.05% |
$7.15K - $8.58K
|
1.18K
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-487- 38.47% |
$99.5K - $119K
|
779
$271K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.09K- 37.12% |
$426K - $511K
|
3.53K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
BUY
|
- |
301+ 7.88% |
$61.5K - $73.8K
|
4.12K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
31+ 1.04% |
$6.34K - $7.6K
|
3K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-185- 6.73% |
$37.8K - $45.4K
|
2.57K
$893K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$2.5M - $3M
|
12.2K
$4.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
7New |
$1.43K - $1.72K
|
7
$2.44K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
140New |
$28.6K - $34.3K
|
140
$48.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
187+ 3.3% |
$38.2K - $45.8K
|
5.86K
$2.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
27+ 0.41% |
$5.52K - $6.62K
|
6.68K
$2.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-474- 17.91% |
$96.9K - $116K
|
2.17K
$757K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-478- 78.62% |
$97.7K - $117K
|
130
$45.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
604+ 209.0% |
$123K - $148K
|
893
$311K
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-97.1K- 98.38% |
$19.8M - $23.8M
|
1.6K
$555K
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
30+ 3.09% |
$6.13K - $7.35K
|
1K
$349K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
1.82KNew |
$373K - $447K
|
1.82K
$635K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
205+ 0.65% |
$41.9K - $50.3K
|
31.6K
$11M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
70New |
$14.3K - $17.2K
|
70
$24.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$204 - $245
|
1.38K
$479K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
70New |
$14.3K - $17.2K
|
70
$24.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.7KNew |
$552K - $662K
|
2.7K
$940K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-152- 15.42% |
$31.1K - $37.3K
|
834
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-5- 1.11% |
$1.02K - $1.23K
|
444
$155K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5New |
$1.02K - $1.23K
|
5
$1.74K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-18- 1.35% |
$3.68K - $4.41K
|
1.32K
$460K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-13- 0.6% |
$2.66K - $3.19K
|
2.14K
$744K
|
|