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 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$313 - $386
|
561
$180K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
1+ 0.07% |
$313 - $386
|
1.42K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.04% |
$313 - $386
|
2.79K
$896K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1+ 0.02% |
$313 - $386
|
4.78K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 5.56% |
$313 - $386
|
19
$6.11K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.06% |
$313 - $386
|
1.62K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.14% |
$313 - $386
|
692
$222K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$313 - $386
|
1.66K
$534K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.07% |
$313 - $386
|
1.34K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1+ 16.67% |
$313 - $386
|
7
$2.25K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$313 - $386
|
12K
$3.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.7% |
$313 - $386
|
142
$45.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1- 0.06% |
$313 - $386
|
1.67K
$535K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 0.06% |
$313 - $386
|
1.63K
$525K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 0.19% |
$313 - $386
|
536
$172K
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-1- 0.09% |
$313 - $386
|
1.07K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1- -0.0% |
$313 - $386
|
28K
$9M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1- 0.48% |
$313 - $386
|
206
$66.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2- 8.7% |
$626 - $772
|
21
$6.75K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2- 3.28% |
$626 - $772
|
59
$19K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2- 0.05% |
$626 - $772
|
4.08K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.8% |
$626 - $772
|
249
$80K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-3- 0.06% |
$939 - $1.16K
|
5.21K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-3- 1.12% |
$939 - $1.16K
|
266
$85.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 8.11% |
$939 - $1.16K
|
34
$10.9K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-3- 11.54% |
$939 - $1.16K
|
23
$7.39K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 0.12% |
$939 - $1.16K
|
2.47K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3- 0.32% |
$939 - $1.16K
|
941
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-4- 0.2% |
$1.25K - $1.54K
|
2.02K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5- 0.29% |
$1.56K - $1.93K
|
1.72K
$553K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-6- 0.44% |
$1.88K - $2.32K
|
1.36K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-6- 0.57% |
$1.88K - $2.32K
|
1.05K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 9.68% |
$1.88K - $2.32K
|
56
$18K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6- 0.19% |
$1.88K - $2.32K
|
3.19K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-6- 0.27% |
$1.88K - $2.32K
|
2.19K
$702K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 2.76% |
$2.19K - $2.7K
|
247
$79.4K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7- 0.25% |
$2.19K - $2.7K
|
2.78K
$895K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8- 0.62% |
$2.5K - $3.09K
|
1.27K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8- 1.05% |
$2.5K - $3.09K
|
753
$242K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-8- 0.36% |
$2.5K - $3.09K
|
2.22K
$714K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-9- 32.14% |
$2.82K - $3.47K
|
19
$6.11K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-9- 1.13% |
$2.82K - $3.47K
|
785
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-9- 1.23% |
$2.82K - $3.47K
|
721
$232K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9- 0.4% |
$2.82K - $3.47K
|
2.25K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9- 1.17% |
$2.82K - $3.47K
|
759
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-10- 0.9% |
$3.13K - $3.86K
|
1.1K
$355K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10- 0.18% |
$3.13K - $3.86K
|
5.45K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-10- 1.44% |
$3.13K - $3.86K
|
684
$220K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10- 0.62% |
$3.13K - $3.86K
|
1.61K
$516K
|