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 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
54+ 3.64% |
$16.9K - $20.8K
|
1.54K
$494K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54+ 0.19% |
$16.9K - $20.8K
|
28.4K
$9.12M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
54New |
$16.9K - $20.8K
|
54
$17.4K
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
51+ 3.08% |
$16K - $19.7K
|
1.71K
$549K
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
51+ 1.03% |
$16K - $19.7K
|
5.01K
$1.61M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
50+ 1.93% |
$15.6K - $19.3K
|
2.64K
$849K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 5.26% |
$15.6K - $19.3K
|
1K
$321K
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
49+ 0.03% |
$15.3K - $18.9K
|
140K
$45.1M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
49+ 7.81% |
$15.3K - $18.9K
|
676
$217K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
48+ 2.83% |
$15K - $18.5K
|
1.75K
$561K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
48New |
$15K - $18.5K
|
48
$15.4K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
47+ 3.47% |
$14.7K - $18.1K
|
1.4K
$450K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
47New |
$14.7K - $18.1K
|
47
$15.1K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47+ 2.42% |
$14.7K - $18.1K
|
1.99K
$640K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
46+ 0.13% |
$14.4K - $17.8K
|
34.9K
$11.2M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45+ 2.42% |
$14.1K - $17.4K
|
1.9K
$611K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
45+ 0.02% |
$14.1K - $17.4K
|
228K
$73.3M
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45+ 0.82% |
$14.1K - $17.4K
|
5.53K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
44+ 162.96% |
$13.8K - $17K
|
71
$22.8K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
43+ 2.43% |
$13.5K - $16.6K
|
1.81K
$582K
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42+ 300.0% |
$13.1K - $16.2K
|
56
$18K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.64% |
$13.1K - $16.2K
|
6.59K
$2.12M
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
39+ 5.03% |
$12.2K - $15.1K
|
815
$262K
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
39+ 0.65% |
$12.2K - $15.1K
|
6.03K
$1.94M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
35+ 2.39% |
$11K - $13.5K
|
1.5K
$481K
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
34+ 0.51% |
$10.6K - $13.1K
|
6.71K
$2.16M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34+ 1.24% |
$10.6K - $13.1K
|
2.78K
$894K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 4.11% |
$10.3K - $12.7K
|
836
$269K
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
33+ 4.27% |
$10.3K - $12.7K
|
806
$259K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
33+ 1.18% |
$10.3K - $12.7K
|
2.83K
$909K
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
32+ 3.19% |
$10K - $12.4K
|
1.03K
$332K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
32+ 0.28% |
$10K - $12.4K
|
11.6K
$3.72M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
32+ 1.58% |
$10K - $12.4K
|
2.05K
$659K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31New |
$9.7K - $12K
|
31
$9.97K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 2.74% |
$9.7K - $12K
|
1.16K
$373K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
30+ 3.35% |
$9.39K - $11.6K
|
926
$298K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30+ 0.68% |
$9.39K - $11.6K
|
4.41K
$1.42M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
30New |
$9.39K - $11.6K
|
30
$9.64K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
30+ 0.38% |
$9.39K - $11.6K
|
8K
$2.57M
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
29+ 1.12% |
$9.07K - $11.2K
|
2.61K
$839K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29+ 76.32% |
$9.07K - $11.2K
|
67
$21.5K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
28+ 18.3% |
$8.76K - $10.8K
|
181
$58.2K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
28New |
$8.76K - $10.8K
|
28
$9K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28+ 4.45% |
$8.76K - $10.8K
|
657
$211K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
28+ 36.36% |
$8.76K - $10.8K
|
105
$33.8K
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
27+ 0.4% |
$8.45K - $10.4K
|
6.81K
$2.19M
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
27+ 0.11% |
$8.45K - $10.4K
|
23.6K
$7.58M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
27+ 2.38% |
$8.45K - $10.4K
|
1.16K
$373K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
26+ 3.77% |
$8.14K - $10K
|
715
$230K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
26+ 2.06% |
$8.14K - $10K
|
1.29K
$413K
|