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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-111- 2.79% |
$24.9K - $28.6K
|
3.87K
$1.43M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-112- 6.04% |
$25.1K - $28.9K
|
1.74K
$642K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-112- 7.63% |
$25.1K - $28.9K
|
1.36K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-117- 1.79% |
$26.2K - $30.2K
|
6.42K
$2.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-120- 0.96% |
$26.9K - $31K
|
12.4K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 2.85% |
$27.1K - $31.2K
|
4.12K
$1.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-124- 1.32% |
$27.8K - $32K
|
9.29K
$3.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-125- 3.03% |
$28K - $32.3K
|
4K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-125- 1.71% |
$28K - $32.3K
|
7.19K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-129- 76.33% |
$28.9K - $33.3K
|
40
$14.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-130- 2.55% |
$29.1K - $33.5K
|
4.96K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-133- 2.35% |
$29.8K - $34.3K
|
5.53K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-140- 0.57% |
$31.3K - $36.1K
|
24.6K
$9.06M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-141- 7.48% |
$31.6K - $36.4K
|
1.75K
$644K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-144- 0.8% |
$32.2K - $37.2K
|
17.8K
$6.56M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-149- 9.76% |
$33.4K - $38.5K
|
1.38K
$508K
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-150- 1.05% |
$33.6K - $38.7K
|
14.2K
$5.23M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-153- 0.23% |
$34.3K - $39.5K
|
65.5K
$24.1M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-155- 17.36% |
$34.7K - $40K
|
738
$272K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-161- 85.19% |
$36K - $41.5K
|
28
$10.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-164- 2.17% |
$36.7K - $42.3K
|
7.38K
$2.72M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-166- 3.18% |
$37.2K - $42.8K
|
5.05K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-166- 8.23% |
$37.2K - $42.8K
|
1.85K
$682K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-169- 8.72% |
$37.8K - $43.6K
|
1.77K
$653K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-170- 2.96% |
$38.1K - $43.9K
|
5.57K
$2.05M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-174- 5.16% |
$39K - $44.9K
|
3.2K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-175- 7.78% |
$39.2K - $45.2K
|
2.08K
$765K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-176- 10.32% |
$39.4K - $45.4K
|
1.53K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-179- 3.31% |
$40.1K - $46.2K
|
5.24K
$1.93M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-180- 3.88% |
$40.3K - $46.5K
|
4.46K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-190- 1.1% |
$42.5K - $49K
|
17.1K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-191- 0.46% |
$42.8K - $49.3K
|
41.4K
$15.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 35.03% |
$44.8K - $51.6K
|
371
$137K
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 11.4% |
$44.8K - $51.6K
|
1.55K
$573K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-200- 13.3% |
$44.8K - $51.6K
|
1.3K
$481K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 2.96% |
$44.8K - $51.6K
|
6.55K
$2.42M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-201- 7.97% |
$45K - $51.9K
|
2.32K
$856K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-203- 5.84% |
$45.5K - $52.4K
|
3.27K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-207- 15.0% |
$46.3K - $53.4K
|
1.17K
$433K
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-218- 0.57% |
$48.8K - $56.3K
|
37.8K
$13.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-220- 12.05% |
$49.3K - $56.8K
|
1.61K
$592K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-221- 4.08% |
$49.5K - $57K
|
5.2K
$1.92M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-225- 13.68% |
$50.4K - $58.1K
|
1.42K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-226- 8.41% |
$50.6K - $58.3K
|
2.46K
$908K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-228- 2.59% |
$51K - $58.8K
|
8.58K
$3.17M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-229- 3.88% |
$51.3K - $59.1K
|
5.67K
$2.09M
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-229- 0.38% |
$51.3K - $59.1K
|
59.7K
$22M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-245- 6.04% |
$54.9K - $63.2K
|
3.81K
$1.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-250- 16.98% |
$56K - $64.5K
|
1.22K
$451K
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-260- 0.59% |
$58.2K - $67.1K
|
44.1K
$16.3M
|