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 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2- 1.23% |
$458 - $589
|
161
$57K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2- 0.16% |
$458 - $589
|
1.22K
$431K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3- 2.86% |
$688 - $884
|
102
$36.1K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3- 0.13% |
$688 - $884
|
2.34K
$829K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3- 0.35% |
$688 - $884
|
866
$306K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3- 0.03% |
$688 - $884
|
10.8K
$3.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 0.39% |
$1.15K - $1.47K
|
1.28K
$452K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-5- 0.24% |
$1.15K - $1.47K
|
2.06K
$727K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5- 0.15% |
$1.15K - $1.47K
|
3.31K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.28% |
$1.38K - $1.77K
|
2.12K
$749K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 2.36% |
$1.38K - $1.77K
|
248
$87.8K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6- 0.21% |
$1.38K - $1.77K
|
2.89K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6- 0.08% |
$1.38K - $1.77K
|
7.39K
$2.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-7- 0.1% |
$1.6K - $2.06K
|
6.98K
$2.47M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-7- 0.15% |
$1.6K - $2.06K
|
4.77K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-8- 0.51% |
$1.83K - $2.36K
|
1.55K
$548K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 0.49% |
$1.83K - $2.36K
|
1.64K
$579K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-8- 0.49% |
$1.83K - $2.36K
|
1.63K
$577K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 0.18% |
$1.83K - $2.36K
|
4.51K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-8- 13.79% |
$1.83K - $2.36K
|
50
$17.7K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-8- 3.1% |
$1.83K - $2.36K
|
250
$88.5K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-9- 0.1% |
$2.06K - $2.65K
|
9.25K
$3.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10- 4.95% |
$2.29K - $2.95K
|
192
$67.9K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 1.1% |
$2.52K - $3.24K
|
991
$351K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-11- 0.78% |
$2.52K - $3.24K
|
1.4K
$497K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 1.11% |
$3.21K - $4.13K
|
1.24K
$440K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-14- 1.62% |
$3.21K - $4.13K
|
850
$301K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-14- 1.0% |
$3.21K - $4.13K
|
1.38K
$490K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-15- 1.02% |
$3.44K - $4.42K
|
1.45K
$513K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-16- 0.37% |
$3.67K - $4.72K
|
4.3K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16- 0.42% |
$3.67K - $4.72K
|
3.76K
$1.33M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16- 13.33% |
$3.67K - $4.72K
|
104
$36.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-17- 1.74% |
$3.9K - $5.01K
|
958
$339K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18- 26.47% |
$4.13K - $5.3K
|
50
$17.7K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-19- 1.54% |
$4.35K - $5.6K
|
1.21K
$430K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-20- 0.84% |
$4.58K - $5.89K
|
2.37K
$837K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-20- 5.13% |
$4.58K - $5.89K
|
370
$131K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-20- 4.68% |
$4.58K - $5.89K
|
407
$144K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 0.77% |
$4.58K - $5.89K
|
2.58K
$914K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.54% |
$4.58K - $5.89K
|
3.66K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-21- 0.87% |
$4.81K - $6.19K
|
2.39K
$846K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-21- 1.07% |
$4.81K - $6.19K
|
1.94K
$685K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21- 0.3% |
$4.81K - $6.19K
|
7.07K
$2.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-22- 0.99% |
$5.04K - $6.48K
|
2.21K
$781K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-22- 3.29% |
$5.04K - $6.48K
|
646
$229K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-22- 2.36% |
$5.04K - $6.48K
|
910
$322K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23- 0.91% |
$5.27K - $6.78K
|
2.5K
$886K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-24- 2.69% |
$5.5K - $7.07K
|
869
$307K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-25- 0.93% |
$5.73K - $7.37K
|
2.65K
$938K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-25- 8.77% |
$5.73K - $7.37K
|
260
$92K
|