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 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.06K+ 22.76% |
$243K - $313K
|
5.72K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 18.98% |
$241K - $309K
|
6.58K
$2.33M
|
|
|
Aug 12, 2024
Q1 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
1.04K+ 36.95% |
$239K - $307K
|
3.87K
$1.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.03KNew |
$236K - $304K
|
1.03K
$365K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.03KNew |
$236K - $304K
|
1.03K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1KNew |
$229K - $295K
|
1K
$354K
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
998+ 1.8% |
$229K - $294K
|
56.4K
$20M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
989+ 6.26% |
$227K - $291K
|
16.8K
$5.94M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
985New |
$226K - $290K
|
985
$349K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
976+ 9.47% |
$224K - $288K
|
11.3K
$3.99M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
975+ 78.76% |
$223K - $287K
|
2.21K
$783K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
972New |
$223K - $286K
|
972
$344K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
971New |
$223K - $286K
|
971
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
969+ 4.89% |
$222K - $286K
|
20.8K
$7.35M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
969+ 4.89% |
$222K - $286K
|
20.8K
$7.35M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
966+ 15.36% |
$221K - $285K
|
7.25K
$2.57M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
962New |
$221K - $283K
|
962
$340K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
962+ 40.27% |
$221K - $283K
|
3.35K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
953New |
$218K - $281K
|
953
$337K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
931+ 2.46% |
$213K - $274K
|
38.7K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
930+ 20.37% |
$213K - $274K
|
5.5K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
919New |
$211K - $271K
|
919
$325K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
910+ 69.89% |
$209K - $268K
|
2.21K
$783K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
907+ 45.15% |
$208K - $267K
|
2.92K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
900+ 12.24% |
$206K - $265K
|
8.25K
$2.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
889+ 7.88% |
$204K - $262K
|
12.2K
$4.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
888New |
$204K - $262K
|
888
$314K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
888New |
$204K - $262K
|
888
$314K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
883New |
$202K - $260K
|
883
$312K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
877New |
$201K - $258K
|
877
$310K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
872+ 7.83% |
$200K - $257K
|
12K
$4.25M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
872New |
$200K - $257K
|
872
$309K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
870New |
$199K - $256K
|
870
$308K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
859New |
$197K - $253K
|
859
$304K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
852New |
$195K - $251K
|
852
$301K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
850New |
$195K - $250K
|
850
$301K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
849New |
$195K - $250K
|
849
$300K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
842+ 3.93% |
$193K - $248K
|
22.3K
$7.89M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
839New |
$192K - $247K
|
839
$297K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
839+ 6.06% |
$192K - $247K
|
14.7K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
836New |
$192K - $246K
|
836
$296K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
826+ 2.07% |
$189K - $243K
|
40.7K
$14.4M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
826New |
$189K - $243K
|
826
$292K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
818New |
$187K - $241K
|
818
$289K
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
817New |
$187K - $241K
|
817
$289K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
815New |
$187K - $240K
|
815
$288K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
805New |
$185K - $237K
|
805
$285K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
800New |
$183K - $236K
|
800
$283K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
800New |
$183K - $236K
|
800
$283K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
793New |
$182K - $234K
|
793
$281K
|