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 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 20.0% |
$672 - $774
|
18
$5.64K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.34% |
$672 - $774
|
879
$276K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$448 - $516
|
2.54K
$795K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.75% |
$448 - $516
|
269
$84.3K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$448 - $516
|
2
$627
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$224 - $258
|
1.49K
$468K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.04% |
$224 - $258
|
2.48K
$778K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.09% |
$224 - $258
|
1.11K
$348K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.1% |
$224 - $258
|
978
$307K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$224 - $258
|
4.64K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.05% |
$224 - $258
|
1.97K
$618K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
1+ 0.04% |
$224 - $258
|
2.34K
$732K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1New |
$224 - $258
|
1
$313
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 5.0% |
$224 - $258
|
19
$5.96K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 0.07% |
$224 - $258
|
1.53K
$478K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2- 0.2% |
$448 - $516
|
983
$308K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2- 0.08% |
$448 - $516
|
2.42K
$757K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-2- 2.53% |
$448 - $516
|
77
$24.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 3.49% |
$672 - $774
|
83
$26K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 5.26% |
$672 - $774
|
54
$16.9K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.3% |
$672 - $774
|
988
$310K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3- 0.06% |
$672 - $774
|
5.07K
$1.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4- 0.9% |
$896 - $1.03K
|
440
$138K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-4- 0.18% |
$896 - $1.03K
|
2.21K
$693K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4- 0.02% |
$896 - $1.03K
|
19.4K
$6.07M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-4- 0.28% |
$896 - $1.03K
|
1.41K
$442K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.36% |
$896 - $1.03K
|
1.12K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 1.25% |
$896 - $1.03K
|
316
$99K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-5- 0.23% |
$1.12K - $1.29K
|
2.15K
$673K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-6- 66.67% |
$1.34K - $1.55K
|
3
$940
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-6- 10.71% |
$1.34K - $1.55K
|
50
$15.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-7- 0.63% |
$1.57K - $1.81K
|
1.1K
$345K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9- 0.81% |
$2.02K - $2.32K
|
1.1K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 14.29% |
$2.02K - $2.32K
|
54
$16.9K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9- 0.13% |
$2.02K - $2.32K
|
7.16K
$2.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-10- 1.05% |
$2.24K - $2.58K
|
938
$294K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-10- 32.26% |
$2.24K - $2.58K
|
21
$6.58K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10- 0.64% |
$2.24K - $2.58K
|
1.56K
$488K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11- 0.46% |
$2.46K - $2.84K
|
2.39K
$750K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-11- 0.62% |
$2.46K - $2.84K
|
1.75K
$549K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-11- 0.03% |
$2.46K - $2.84K
|
37.1K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.7% |
$2.46K - $2.84K
|
1.56K
$488K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-12- 1.2% |
$2.69K - $3.1K
|
986
$309K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-12- 0.31% |
$2.69K - $3.1K
|
3.83K
$1.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-13- 0.5% |
$2.91K - $3.35K
|
2.6K
$814K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-13- 1.11% |
$2.91K - $3.35K
|
1.16K
$362K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-13- 0.36% |
$2.91K - $3.35K
|
3.62K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 0.13% |
$2.91K - $3.35K
|
9.85K
$3.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
SELL
|
- |
-15- 0.22% |
$3.36K - $3.87K
|
6.83K
$2.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-15- 0.94% |
$3.36K - $3.87K
|
1.59K
$498K
|