Purchases and Sales Made in Q1 2024 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q1 2024. 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 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
28+ 4.86% |
$6.42K - $8.25K
|
604
$214K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
28+ 2.58% |
$6.42K - $8.25K
|
1.11K
$394K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
27+ 1.73% |
$6.19K - $7.96K
|
1.59K
$563K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
26+ 2.63% |
$5.96K - $7.66K
|
1.02K
$360K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
25+ 1.49% |
$5.73K - $7.37K
|
1.7K
$602K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
25+ 0.52% |
$5.73K - $7.37K
|
4.8K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
25+ 1.21% |
$5.73K - $7.37K
|
2.09K
$738K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
25+ 0.43% |
$5.73K - $7.37K
|
5.89K
$2.08M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
25New |
$5.73K - $7.37K
|
25
$8.85K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
25+ 833.33% |
$5.73K - $7.37K
|
28
$9.91K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
24+ 0.71% |
$5.5K - $7.07K
|
3.42K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 29.11% |
$5.27K - $6.78K
|
102
$36.1K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
23+ 1.21% |
$5.27K - $6.78K
|
1.93K
$682K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22+ 13.84% |
$5.04K - $6.48K
|
181
$64K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
20+ 0.88% |
$4.58K - $5.89K
|
2.28K
$808K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20+ 1.12% |
$4.58K - $5.89K
|
1.8K
$637K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
20+ 2.26% |
$4.58K - $5.89K
|
906
$321K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
20+ 2.35% |
$4.58K - $5.89K
|
870
$308K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
18New |
$4.13K - $5.3K
|
18
$6.37K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
18New |
$4.13K - $5.3K
|
18
$6.37K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
15+ 1.63% |
$3.44K - $4.42K
|
935
$331K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15New |
$3.44K - $4.42K
|
15
$5.31K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
15+ 0.42% |
$3.44K - $4.42K
|
3.56K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15+ 0.79% |
$3.44K - $4.42K
|
1.91K
$675K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
13New |
$2.98K - $3.83K
|
13
$4.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 9.45% |
$2.75K - $3.54K
|
139
$49.2K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 4.17% |
$2.75K - $3.54K
|
300
$106K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
12New |
$2.75K - $3.54K
|
12
$4.25K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11+ 0.47% |
$2.52K - $3.24K
|
2.37K
$838K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
11+ 0.97% |
$2.52K - $3.24K
|
1.14K
$404K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
10+ 8.62% |
$2.29K - $2.95K
|
126
$44.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 250.0% |
$2.29K - $2.95K
|
14
$4.95K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.64% |
$2.29K - $2.95K
|
1.56K
$552K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 8.33% |
$2.06K - $2.65K
|
117
$41.4K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9+ 0.22% |
$2.06K - $2.65K
|
4.02K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$2.06K - $2.65K
|
9
$3.18K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
8+ 0.68% |
$1.83K - $2.36K
|
1.19K
$419K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.45% |
$1.83K - $2.36K
|
1.8K
$637K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.71% |
$1.83K - $2.36K
|
1.13K
$399K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.07% |
$1.6K - $2.06K
|
9.64K
$3.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
7+ 0.1% |
$1.6K - $2.06K
|
6.98K
$2.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7+ 2.13% |
$1.6K - $2.06K
|
336
$119K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7+ 77.78% |
$1.6K - $2.06K
|
16
$5.66K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 0.45% |
$1.6K - $2.06K
|
1.55K
$550K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.55% |
$1.38K - $1.77K
|
1.1K
$390K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
6+ 0.24% |
$1.38K - $1.77K
|
2.49K
$881K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6+ 0.03% |
$1.38K - $1.77K
|
17.4K
$6.15M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 60.0% |
$1.38K - $1.77K
|
16
$5.66K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5+ 0.36% |
$1.15K - $1.47K
|
1.38K
$490K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5+ 0.25% |
$1.15K - $1.47K
|
1.99K
$706K
|