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
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$414K - $533K
|
1.81K
$639K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.79KNew |
$410K - $527K
|
1.79K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.78K+ 66.82% |
$409K - $526K
|
4.45K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.78K+ 110.52% |
$407K - $523K
|
3.38K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75K+ 4.2% |
$402K - $517K
|
43.5K
$15.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 1.57% |
$402K - $516K
|
113K
$40M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.73K+ 6904.0% |
$396K - $509K
|
1.75K
$620K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.71KNew |
$391K - $503K
|
1.71K
$604K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.69K+ 0.56% |
$388K - $499K
|
303K
$107M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.68K+ 2.59% |
$385K - $494K
|
66.4K
$23.5M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.63KNew |
$373K - $479K
|
1.63K
$575K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.56K+ 2.56% |
$358K - $460K
|
62.5K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 391.14% |
$354K - $455K
|
1.94K
$686K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.54KNew |
$353K - $454K
|
1.54K
$545K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.53KNew |
$350K - $450K
|
1.53K
$540K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.5KNew |
$343K - $441K
|
1.5K
$529K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.48KNew |
$339K - $436K
|
1.48K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 178.26% |
$333K - $428K
|
2.27K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.44KNew |
$331K - $425K
|
1.44K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.43KNew |
$328K - $422K
|
1.43K
$507K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.43K+ 6.42% |
$328K - $421K
|
23.7K
$8.39M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.41K+ 52.85% |
$323K - $415K
|
4.08K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.4K+ 90.92% |
$321K - $413K
|
2.94K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
1.4KNew |
$321K - $413K
|
1.4K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.4K+ 597.01% |
$320K - $412K
|
1.63K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.39K+ 7.07% |
$319K - $411K
|
21.1K
$7.47M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.38KNew |
$316K - $406K
|
1.38K
$488K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.34KNew |
$306K - $394K
|
1.34K
$473K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.33K+ 6.89% |
$306K - $393K
|
20.7K
$7.33M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.28K+ 3.21% |
$294K - $378K
|
41.2K
$14.6M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.27K+ 10.22% |
$290K - $373K
|
13.7K
$4.84M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.25K+ 3.19% |
$286K - $368K
|
40.4K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25K+ 197.16% |
$286K - $368K
|
1.88K
$666K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.24K+ 8.97% |
$284K - $365K
|
15K
$5.32M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.22K+ 26.12% |
$279K - $358K
|
5.87K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.2KNew |
$276K - $354K
|
1.2K
$425K
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.2K+ 7.41% |
$275K - $354K
|
17.4K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.2KNew |
$275K - $353K
|
1.2K
$424K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.14K+ 14.57% |
$262K - $337K
|
8.99K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.13KNew |
$259K - $332K
|
1.13K
$399K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.1K+ 0.43% |
$253K - $325K
|
259K
$91.7M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.1K+ 22.62% |
$252K - $324K
|
5.96K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.1K+ 40.74% |
$252K - $324K
|
3.8K
$1.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.1KNew |
$251K - $323K
|
1.1K
$387K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.09K+ 13.26% |
$249K - $321K
|
9.3K
$3.29M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.09K+ 45.77% |
$249K - $320K
|
3.46K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.08KNew |
$248K - $318K
|
1.08K
$382K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.07KNew |
$245K - $315K
|
1.07K
$379K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.07K+ 17.03% |
$245K - $315K
|
7.34K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.06KNew |
$243K - $313K
|
1.06K
$376K
|