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 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
995New |
$311K - $384K
|
995
$397K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
990New |
$310K - $382K
|
990
$395K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
987New |
$309K - $381K
|
987
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
980+ 29.63% |
$307K - $378K
|
4.29K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
978New |
$306K - $378K
|
978
$390K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
971New |
$304K - $375K
|
971
$387K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
960+ 8.28% |
$300K - $371K
|
12.6K
$5.01M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
957+ 4.77% |
$299K - $369K
|
21K
$8.39M
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
941+ 54.27% |
$294K - $363K
|
2.68K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
937+ 10.24% |
$293K - $362K
|
10.1K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
935+ 16.03% |
$293K - $361K
|
6.77K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
918New |
$287K - $354K
|
918
$366K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
917+ 1.64% |
$287K - $354K
|
56.9K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
905New |
$283K - $349K
|
905
$361K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
899New |
$281K - $347K
|
899
$359K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
897New |
$281K - $346K
|
897
$358K
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
877New |
$274K - $339K
|
877
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
838New |
$262K - $324K
|
838
$334K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
821New |
$257K - $317K
|
821
$328K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
821+ 2.09% |
$257K - $317K
|
40.2K
$16M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
818+ 24.63% |
$256K - $316K
|
4.14K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
816+ 4533.33% |
$255K - $315K
|
834
$333K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
815+ 96.79% |
$255K - $315K
|
1.66K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
809+ 19.66% |
$253K - $312K
|
4.93K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
799New |
$250K - $308K
|
799
$319K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
797New |
$249K - $308K
|
797
$318K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
796+ 10.12% |
$249K - $307K
|
8.66K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
787+ 11.42% |
$246K - $304K
|
7.68K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
774+ 6.06% |
$242K - $299K
|
13.5K
$5.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
770New |
$241K - $297K
|
770
$307K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
765New |
$239K - $295K
|
765
$305K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
757+ 15.68% |
$237K - $292K
|
5.58K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
752+ 8.12% |
$235K - $290K
|
10K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
752+ 2.13% |
$235K - $290K
|
36K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
750+ 6.67% |
$235K - $290K
|
12K
$4.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
749New |
$234K - $289K
|
749
$299K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
748+ 15.32% |
$234K - $289K
|
5.63K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
746New |
$233K - $288K
|
746
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
746+ 16.5% |
$233K - $288K
|
5.27K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
746New |
$233K - $288K
|
746
$298K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
742+ 7.4% |
$232K - $286K
|
10.8K
$4.3M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
740+ 4.9% |
$232K - $286K
|
15.9K
$6.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
739New |
$231K - $285K
|
739
$295K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
738+ 90.44% |
$231K - $285K
|
1.55K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
734+ 3.55% |
$230K - $283K
|
21.4K
$8.56M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
731New |
$229K - $282K
|
731
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
721New |
$226K - $278K
|
721
$288K
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
720+ 4.62% |
$225K - $278K
|
16.3K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
720+ 12.38% |
$225K - $278K
|
6.54K
$2.61M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
713New |
$223K - $275K
|
713
$285K
|