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 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
90+ 8.98% |
$28.2K - $34.7K
|
1.09K
$305K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
87+ 7.56% |
$27.2K - $33.6K
|
1.24K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
81+ 5.89% |
$25.3K - $31.3K
|
1.46K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
78+ 10.03% |
$24.4K - $30.1K
|
856
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
69+ 11.04% |
$21.6K - $26.6K
|
694
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
68+ 9.03% |
$21.3K - $26.3K
|
821
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
66+ 0.39% |
$20.7K - $25.5K
|
16.8K
$4.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
60+ 2.4% |
$18.8K - $23.2K
|
2.56K
$714K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
59+ 5.36% |
$18.5K - $22.8K
|
1.16K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
56+ 0.18% |
$17.5K - $21.6K
|
31.1K
$8.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
56+ 2.54% |
$17.5K - $21.6K
|
2.26K
$631K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
54+ 3.64% |
$16.9K - $20.8K
|
1.54K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
51+ 3.08% |
$16K - $19.7K
|
1.71K
$477K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
50+ 1.93% |
$15.6K - $19.3K
|
2.64K
$737K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
48+ 2.83% |
$15K - $18.5K
|
1.75K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
47+ 3.47% |
$14.7K - $18.1K
|
1.4K
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
45+ 2.42% |
$14.1K - $17.4K
|
1.9K
$531K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
43+ 2.43% |
$13.5K - $16.6K
|
1.81K
$505K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
42+ 300.0% |
$13.1K - $16.2K
|
56
$15.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.64% |
$13.1K - $16.2K
|
6.59K
$1.84M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
39+ 5.03% |
$12.2K - $15.1K
|
815
$227K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
32+ 3.19% |
$10K - $12.4K
|
1.03K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31New |
$9.7K - $12K
|
31
$8.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 2.74% |
$9.7K - $12K
|
1.16K
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
29+ 1.12% |
$9.07K - $11.2K
|
2.61K
$728K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
28New |
$8.76K - $10.8K
|
28
$7.82K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28+ 4.45% |
$8.76K - $10.8K
|
657
$183K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
28+ 18.3% |
$8.76K - $10.8K
|
181
$50.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
27+ 0.11% |
$8.45K - $10.4K
|
23.6K
$6.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
27+ 0.4% |
$8.45K - $10.4K
|
6.81K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
24+ 2.63% |
$7.51K - $9.27K
|
935
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
24+ 2.06% |
$7.51K - $9.27K
|
1.19K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
22+ 3.55% |
$6.88K - $8.49K
|
642
$179K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
22+ 62.86% |
$6.88K - $8.49K
|
57
$15.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 11.29% |
$6.57K - $8.11K
|
207
$57.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
17+ 1.74% |
$5.32K - $6.56K
|
992
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16+ 0.82% |
$5.01K - $6.18K
|
1.97K
$549K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
16+ 0.26% |
$5.01K - $6.18K
|
6.14K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15+ 0.82% |
$4.69K - $5.79K
|
1.85K
$516K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 2.14% |
$4.69K - $5.79K
|
715
$200K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
13+ 2.1% |
$4.07K - $5.02K
|
633
$177K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
12New |
$3.76K - $4.63K
|
12
$3.35K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
12+ 0.39% |
$3.76K - $4.63K
|
3.08K
$858K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 128.57% |
$2.82K - $3.47K
|
16
$4.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9+ 0.85% |
$2.82K - $3.47K
|
1.07K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 225.0% |
$2.82K - $3.47K
|
13
$3.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
8+ 0.38% |
$2.5K - $3.09K
|
2.09K
$583K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6+ 0.45% |
$1.88K - $2.32K
|
1.33K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.2% |
$1.88K - $2.32K
|
2.98K
$832K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6+ 6.98% |
$1.88K - $2.32K
|
92
$25.7K
|