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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
95+ 6.04% |
$29.7K - $36.7K
|
1.67K
$536K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
95+ 2.37% |
$29.7K - $36.7K
|
4.11K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
95+ 30.35% |
$29.7K - $36.7K
|
408
$131K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
94+ 4.87% |
$29.4K - $36.3K
|
2.02K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
94+ 2.6% |
$29.4K - $36.3K
|
3.71K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
93+ 1.74% |
$29.1K - $35.9K
|
5.44K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
91+ 2.11% |
$28.5K - $35.1K
|
4.41K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
90+ 8.98% |
$28.2K - $34.7K
|
1.09K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
90+ 0.42% |
$28.2K - $34.7K
|
21.6K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
90+ 0.07% |
$28.2K - $34.7K
|
130K
$41.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
87+ 7.56% |
$27.2K - $33.6K
|
1.24K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
87+ 4.05% |
$27.2K - $33.6K
|
2.24K
$719K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
87+ 10.37% |
$27.2K - $33.6K
|
926
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
86+ 0.71% |
$26.9K - $33.2K
|
12.2K
$3.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
81+ 5.89% |
$25.3K - $31.3K
|
1.46K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
80+ 2.58% |
$25K - $30.9K
|
3.19K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
79+ 5.28% |
$24.7K - $30.5K
|
1.57K
$506K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
78+ 10.03% |
$24.4K - $30.1K
|
856
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
78+ 5.31% |
$24.4K - $30.1K
|
1.55K
$498K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
78+ 104.0% |
$24.4K - $30.1K
|
153
$49.2K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
78+ 98.73% |
$24.4K - $30.1K
|
157
$50.5K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
75+ 2.48% |
$23.5K - $29K
|
3.11K
$998K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
74+ 0.4% |
$23.2K - $28.6K
|
18.7K
$6.02M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
74+ 56.49% |
$23.2K - $28.6K
|
205
$65.9K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
72+ 2.26% |
$22.5K - $27.8K
|
3.26K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
72New |
$22.5K - $27.8K
|
72
$23.1K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 33.49% |
$22.2K - $27.4K
|
283
$91K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
69+ 11.04% |
$21.6K - $26.6K
|
694
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
68+ 9.03% |
$21.3K - $26.3K
|
821
$264K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
68New |
$21.3K - $26.3K
|
68
$21.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
66+ 0.39% |
$20.7K - $25.5K
|
16.8K
$5.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
66+ 0.86% |
$20.7K - $25.5K
|
7.7K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66+ 1.94% |
$20.7K - $25.5K
|
3.46K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 3.91% |
$20.7K - $25.5K
|
1.75K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
65+ 2.41% |
$20.3K - $25.1K
|
2.77K
$889K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
61+ 1.35% |
$19.1K - $23.6K
|
4.57K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
60+ 2.4% |
$18.8K - $23.2K
|
2.56K
$822K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
60+ 1.88% |
$18.8K - $23.2K
|
3.25K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
59+ 5.36% |
$18.5K - $22.8K
|
1.16K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
58+ 2.22% |
$18.1K - $22.4K
|
2.67K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
58+ 3.92% |
$18.1K - $22.4K
|
1.54K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
56+ 0.18% |
$17.5K - $21.6K
|
31.1K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
56+ 2.54% |
$17.5K - $21.6K
|
2.26K
$727K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
56+ 0.85% |
$17.5K - $21.6K
|
6.64K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
56+ 5.48% |
$17.5K - $21.6K
|
1.08K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56+ 50.0% |
$17.5K - $21.6K
|
168
$54K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
56+ 0.15% |
$17.5K - $21.6K
|
38.1K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
55+ 42.31% |
$17.2K - $21.2K
|
185
$59.5K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
55New |
$17.2K - $21.2K
|
55
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
55+ 3.11% |
$17.2K - $21.2K
|
1.83K
$587K
|