Purchases and Sales Made in Q1 2023 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q1 2023. The information is specifically focused on institutions that hold shares of CUMMINS INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
17+ 0.86% |
$3.81K - $4.39K
|
2K
$738K
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
17+ 0.12% |
$3.81K - $4.39K
|
13.8K
$5.1M
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
16+ 0.24% |
$3.58K - $4.13K
|
6.69K
$2.47M
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
16+ 0.57% |
$3.58K - $4.13K
|
2.81K
$1.04M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$3.58K - $4.13K
|
16
$5.9K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
15+ 0.69% |
$3.36K - $3.87K
|
2.19K
$808K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15New |
$3.36K - $3.87K
|
15
$5.53K
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
14+ 0.44% |
$3.13K - $3.61K
|
3.19K
$1.18M
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
14New |
$3.13K - $3.61K
|
14
$5.16K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.49% |
$3.13K - $3.61K
|
2.84K
$1.05M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
13+ 9.7% |
$2.91K - $3.35K
|
147
$54.2K
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
12+ 0.85% |
$2.69K - $3.1K
|
1.43K
$528K
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12+ 0.51% |
$2.69K - $3.1K
|
2.38K
$876K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12New |
$2.69K - $3.1K
|
12
$4.43K
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11+ 1.21% |
$2.46K - $2.84K
|
922
$340K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.24% |
$2.46K - $2.84K
|
4.62K
$1.7M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11+ 0.4% |
$2.46K - $2.84K
|
2.78K
$1.03M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10+ 1.29% |
$2.24K - $2.58K
|
786
$290K
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.25% |
$2.24K - $2.58K
|
4.05K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10New |
$2.24K - $2.58K
|
10
$3.69K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
9+ 0.23% |
$2.02K - $2.32K
|
3.97K
$1.46M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9+ 0.26% |
$2.02K - $2.32K
|
3.47K
$1.28M
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
9+ 0.18% |
$2.02K - $2.32K
|
5.06K
$1.86M
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
9+ 0.17% |
$2.02K - $2.32K
|
5.2K
$1.92M
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
8+ 0.38% |
$1.79K - $2.06K
|
2.1K
$776K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
8+ 0.39% |
$1.79K - $2.06K
|
2.05K
$756K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 1.41% |
$1.57K - $1.81K
|
505
$186K
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7+ 0.4% |
$1.57K - $1.81K
|
1.77K
$652K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7+ 0.66% |
$1.57K - $1.81K
|
1.06K
$392K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.47% |
$1.57K - $1.81K
|
1.49K
$551K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$1.34K - $1.55K
|
6
$2.21K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6+ 0.55% |
$1.34K - $1.55K
|
1.09K
$401K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6New |
$1.34K - $1.55K
|
6
$2.21K
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5+ 0.4% |
$1.12K - $1.29K
|
1.25K
$460K
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
5+ 0.09% |
$1.12K - $1.29K
|
5.55K
$2.05M
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 2.05% |
$1.12K - $1.29K
|
249
$91.8K
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$1.12K - $1.29K
|
8.53K
$3.15M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
4+ 0.16% |
$896 - $1.03K
|
2.58K
$953K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 4.4% |
$896 - $1.03K
|
95
$35K
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$896 - $1.03K
|
6.2K
$2.29M
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.14% |
$672 - $774
|
2.19K
$806K
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3+ 0.04% |
$672 - $774
|
6.77K
$2.5M
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
3+ 0.24% |
$672 - $774
|
1.26K
$465K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$672 - $774
|
3
$1.11K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3New |
$672 - $774
|
3
$1.11K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.06% |
$672 - $774
|
5.1K
$1.88M
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 20.0% |
$672 - $774
|
18
$6.64K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.34% |
$672 - $774
|
879
$324K
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$448 - $516
|
2.54K
$935K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.75% |
$448 - $516
|
269
$99.2K
|