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 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
498New |
$112K - $129K
|
498
$186K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
497+ 33.51% |
$111K - $128K
|
1.98K
$740K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
494+ 0.92% |
$111K - $127K
|
54.2K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
492+ 34.87% |
$110K - $127K
|
1.9K
$711K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
491+ 6.78% |
$110K - $127K
|
7.73K
$2.89M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
484+ 21.4% |
$108K - $125K
|
2.75K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
481+ 3.97% |
$108K - $124K
|
12.6K
$4.7M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
476+ 144.24% |
$107K - $123K
|
806
$301K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
457+ 2.49% |
$102K - $118K
|
18.8K
$7.04M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
455+ 5.25% |
$102K - $117K
|
9.12K
$3.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
454+ 0.48% |
$102K - $117K
|
95.3K
$35.6M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
454+ 8.16% |
$102K - $117K
|
6.02K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
454+ 2.71% |
$102K - $117K
|
17.2K
$6.43M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
444+ 60.66% |
$99.4K - $115K
|
1.18K
$440K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
440+ 8.72% |
$98.5K - $114K
|
5.48K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
435+ 2.29% |
$97.4K - $112K
|
19.4K
$7.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
430+ 1.74% |
$96.3K - $111K
|
25.1K
$9.4M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
430+ 25.56% |
$96.3K - $111K
|
2.11K
$789K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
426+ 19.35% |
$95.4K - $110K
|
2.63K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
426+ 13.62% |
$95.4K - $110K
|
3.55K
$1.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
423+ 1.11% |
$94.7K - $109K
|
38.4K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
422+ 87.92% |
$94.5K - $109K
|
902
$337K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
419+ 19.05% |
$93.8K - $108K
|
2.62K
$979K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
418+ 22.64% |
$93.6K - $108K
|
2.26K
$846K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
411+ 8.19% |
$92K - $106K
|
5.43K
$2.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
407+ 2.13% |
$91.1K - $105K
|
19.5K
$7.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
403+ 3.76% |
$90.2K - $104K
|
11.1K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
402+ 4.35% |
$90K - $104K
|
9.65K
$3.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
400+ 23.42% |
$89.6K - $103K
|
2.11K
$788K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
400+ 42.92% |
$89.6K - $103K
|
1.33K
$498K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
397New |
$88.9K - $102K
|
397
$148K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
394+ 25.97% |
$88.2K - $102K
|
1.91K
$714K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
391+ 8.33% |
$87.5K - $101K
|
5.09K
$1.9M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
386+ 22.8% |
$86.4K - $99.6K
|
2.08K
$777K
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
381+ 1.14% |
$85.3K - $98.3K
|
33.9K
$12.7M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
376+ 3.89% |
$84.2K - $97K
|
10K
$3.75M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
376+ 3.89% |
$84.2K - $97K
|
10K
$3.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
364+ 2.69% |
$81.5K - $93.9K
|
13.9K
$5.19M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
360+ 9.49% |
$80.6K - $92.9K
|
4.15K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
347+ 39.61% |
$77.7K - $89.5K
|
1.22K
$457K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
342+ 3.13% |
$76.6K - $88.3K
|
11.3K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
342+ 0.43% |
$76.6K - $88.3K
|
80.5K
$30.1M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
337+ 4.5% |
$75.5K - $87K
|
7.83K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
337+ 10.16% |
$75.5K - $87K
|
3.65K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
328+ 17.14% |
$73.4K - $84.6K
|
2.24K
$838K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
327+ 6.55% |
$73.2K - $84.4K
|
5.32K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
327+ 0.85% |
$73.2K - $84.4K
|
38.9K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
327+ 6.48% |
$73.2K - $84.4K
|
5.38K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
324+ 34.99% |
$72.5K - $83.6K
|
1.25K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
318+ 1.02% |
$71.2K - $82.1K
|
31.6K
$11.8M
|