Purchases and Sales Made in Q1 2025 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.19M+ 38220.52% |
$372M - $459M
|
1.19M
$333M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
15.4K+ 7.26% |
$4.81M - $5.93M
|
227K
$63.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
12.2KNew |
$3.83M - $4.73M
|
12.2K
$3.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.6K+ 3.87% |
$3.3M - $4.08M
|
284K
$79.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
8.44KNew |
$2.64M - $3.26M
|
8.44K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.26K+ 35.31% |
$2.59M - $3.19M
|
31.7K
$8.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.69K+ 44.29% |
$1.78M - $2.19M
|
18.5K
$5.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.85KNew |
$1.52M - $1.87M
|
4.85K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.4K+ 478.87% |
$1.38M - $1.7M
|
5.31K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
3.8K+ 9.93% |
$1.19M - $1.47M
|
42.1K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.68K+ 898.54% |
$1.15M - $1.42M
|
4.09K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.45K+ 125.99% |
$1.08M - $1.33M
|
6.19K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
3.43K+ 10.36% |
$1.07M - $1.32M
|
36.5K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.08KNew |
$962K - $1.19M
|
3.08K
$858K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.89K+ 49.61% |
$904K - $1.11M
|
8.71K
$2.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.86KNew |
$894K - $1.1M
|
2.86K
$797K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.58KNew |
$806K - $994K
|
2.58K
$719K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2.42KNew |
$757K - $934K
|
2.42K
$675K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.09KNew |
$653K - $806K
|
2.09K
$583K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.03K+ 122.82% |
$635K - $783K
|
3.68K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 7.24% |
$631K - $779K
|
29.9K
$8.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.87K+ 27.74% |
$584K - $720K
|
8.59K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.86KNew |
$583K - $719K
|
1.86K
$520K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.83K+ 6.16% |
$574K - $708K
|
31.6K
$8.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.82K+ 4.24% |
$570K - $704K
|
44.8K
$12.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.81K+ 14.43% |
$565K - $697K
|
14.3K
$4M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.68KNew |
$526K - $649K
|
1.68K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.68K+ 5.19% |
$525K - $648K
|
34K
$9.49M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.52K+ 319.12% |
$475K - $586K
|
2K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.4K+ 19.55% |
$438K - $540K
|
8.56K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 34.0% |
$398K - $491K
|
5.02K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.27KNew |
$396K - $489K
|
1.27K
$353K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.26KNew |
$394K - $486K
|
1.26K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.26K+ 2.04% |
$393K - $485K
|
62.7K
$17.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14K+ 113900.0% |
$356K - $440K
|
1.14K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.11K+ 8.88% |
$349K - $430K
|
13.7K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$330K - $408K
|
1.06K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.05KNew |
$328K - $405K
|
1.05K
$293K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.03K+ 107.62% |
$323K - $398K
|
1.99K
$555K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
987New |
$309K - $381K
|
987
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
980+ 29.63% |
$307K - $378K
|
4.29K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
899New |
$281K - $347K
|
899
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
787+ 11.42% |
$246K - $304K
|
7.68K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
750+ 6.67% |
$235K - $290K
|
12K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
746New |
$233K - $288K
|
746
$208K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
746+ 16.5% |
$233K - $288K
|
5.27K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
721New |
$226K - $278K
|
721
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
698+ 4.99% |
$218K - $269K
|
14.7K
$4.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
666+ 14.25% |
$208K - $257K
|
5.34K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
659New |
$206K - $254K
|
659
$184K
|