Purchases and Sales Made in Q2 2023 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.59% |
$204 - $245
|
168
$61.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 10.53% |
$409 - $490
|
17
$6.23K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 0.05% |
$409 - $490
|
3.81K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2- 50.0% |
$409 - $490
|
2
$733
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.16% |
$409 - $490
|
1.26K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 10.0% |
$409 - $490
|
18
$6.59K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-3- 0.16% |
$613 - $735
|
1.83K
$669K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3- 0.35% |
$613 - $735
|
862
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.31% |
$613 - $735
|
960
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3- 0.28% |
$613 - $735
|
1.09K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 0.09% |
$613 - $735
|
3.32K
$1.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3- 0.25% |
$613 - $735
|
1.2K
$440K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3- 0.16% |
$613 - $735
|
1.86K
$682K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4- 0.16% |
$818 - $981
|
2.44K
$892K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 0.91% |
$818 - $981
|
435
$159K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4- 0.46% |
$818 - $981
|
862
$316K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-4- 2.11% |
$818 - $981
|
186
$68.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-4- 0.42% |
$818 - $981
|
944
$346K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-5- 1.11% |
$1.02K - $1.23K
|
444
$163K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-5- 0.36% |
$1.02K - $1.23K
|
1.37K
$501K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5- 0.29% |
$1.02K - $1.23K
|
1.71K
$626K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.15% |
$1.02K - $1.23K
|
3.38K
$1.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-5- 0.15% |
$1.02K - $1.23K
|
3.31K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-5- 0.29% |
$1.02K - $1.23K
|
1.75K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-5- 0.18% |
$1.02K - $1.23K
|
2.8K
$1.03M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6- 0.23% |
$1.23K - $1.47K
|
2.58K
$943K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-7- 0.17% |
$1.43K - $1.72K
|
4.11K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-7- 0.72% |
$1.43K - $1.72K
|
971
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 9.64% |
$1.64K - $1.96K
|
75
$27.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9- 0.26% |
$1.84K - $2.21K
|
3.46K
$1.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-10- 0.62% |
$2.04K - $2.45K
|
1.6K
$585K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10- 2.86% |
$2.04K - $2.45K
|
340
$125K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-10- 0.65% |
$2.04K - $2.45K
|
1.54K
$564K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-10- 1.24% |
$2.04K - $2.45K
|
795
$291K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 0.67% |
$2.04K - $2.45K
|
1.48K
$544K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-11- 2.0% |
$2.25K - $2.7K
|
540
$198K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.27% |
$2.45K - $2.94K
|
4.45K
$1.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-13- 0.6% |
$2.66K - $3.19K
|
2.14K
$783K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-13- 0.08% |
$2.66K - $3.19K
|
17.1K
$6.26M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-14- 87.5% |
$2.86K - $3.43K
|
2
$733
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-14- 0.32% |
$2.86K - $3.43K
|
4.41K
$1.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-15- 0.3% |
$3.07K - $3.68K
|
4.95K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-16- 9.14% |
$3.27K - $3.92K
|
159
$58.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-17- 11.97% |
$3.47K - $4.17K
|
125
$45.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17- 0.79% |
$3.47K - $4.17K
|
2.13K
$778K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-18- 1.35% |
$3.68K - $4.41K
|
1.32K
$484K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-21- 0.65% |
$4.29K - $5.15K
|
3.19K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-21- 80.77% |
$4.29K - $5.15K
|
5
$1.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-21- 0.8% |
$4.29K - $5.15K
|
2.6K
$953K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-22- 0.42% |
$4.5K - $5.39K
|
5.17K
$1.9M
|