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 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-21- 80.77% |
$4.29K - $5.15K
|
5
$1.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-21- 0.8% |
$4.29K - $5.15K
|
2.6K
$815K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-22- 0.42% |
$4.5K - $5.39K
|
5.17K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-23- 10.22% |
$4.7K - $5.64K
|
202
$63.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-24- 2.39% |
$4.91K - $5.88K
|
981
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-24- 2.45% |
$4.91K - $5.88K
|
955
$299K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-25- 1.13% |
$5.11K - $6.13K
|
2.19K
$685K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-28- 1.68% |
$5.72K - $6.86K
|
1.64K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-28- 2.36% |
$5.72K - $6.86K
|
1.16K
$363K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-29- 39.73% |
$5.93K - $7.11K
|
44
$13.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-29- 2.09% |
$5.93K - $7.11K
|
1.36K
$426K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-30- 1.72% |
$6.13K - $7.35K
|
1.71K
$536K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-30- 1.17% |
$6.13K - $7.35K
|
2.53K
$792K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32- 16.93% |
$6.54K - $7.85K
|
157
$49.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-33- 2.62% |
$6.75K - $8.09K
|
1.23K
$385K
|
|
|
Aug 07, 2023
Q2 2023
|
Oakmont Corp
|
SELL
|
- |
-33- 20.12% |
$6.75K - $8.09K
|
131
$41.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-34- 1.63% |
$6.95K - $8.34K
|
2.06K
$645K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-34- 1.99% |
$6.95K - $8.34K
|
1.67K
$524K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-35- 15.7% |
$7.15K - $8.58K
|
188
$58.9K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-35- 4.52% |
$7.15K - $8.58K
|
740
$232K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-37- 3.16% |
$7.56K - $9.07K
|
1.13K
$355K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-38- 47.5% |
$7.77K - $9.32K
|
42
$13.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-40- 2.28% |
$8.18K - $9.81K
|
1.71K
$537K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-41- 4.59% |
$8.38K - $10.1K
|
852
$267K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-42- 6.26% |
$8.59K - $10.3K
|
629
$197K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-45- 2.86% |
$9.2K - $11K
|
1.53K
$479K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-46- 0.46% |
$9.4K - $11.3K
|
9.91K
$3.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-46- 4.72% |
$9.4K - $11.3K
|
929
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-47- 1.1% |
$9.61K - $11.5K
|
4.22K
$1.32M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-49- 4.85% |
$10K - $12K
|
962
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-49- 0.18% |
$10K - $12K
|
27.3K
$8.57M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 12.99% |
$10.2K - $12.3K
|
335
$105K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-50- 1.47% |
$10.2K - $12.3K
|
3.35K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-50- 3.66% |
$10.2K - $12.3K
|
1.32K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-50- 0.31% |
$10.2K - $12.3K
|
16.2K
$5.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-51- 4.47% |
$10.4K - $12.5K
|
1.09K
$342K
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-53- 0.57% |
$10.8K - $13K
|
9.24K
$2.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-55- 1.09% |
$11.2K - $13.5K
|
5.01K
$1.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-56- 4.55% |
$11.4K - $13.7K
|
1.18K
$368K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-56- 1.07% |
$11.4K - $13.7K
|
5.16K
$1.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-58- 11.49% |
$11.9K - $14.2K
|
447
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-58- 0.31% |
$11.9K - $14.2K
|
18.8K
$5.89M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-58- 11.49% |
$11.9K - $14.2K
|
447
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-59- 0.08% |
$12.1K - $14.5K
|
77.1K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-59- 1.18% |
$12.1K - $14.5K
|
4.92K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-60- 3.08% |
$12.3K - $14.7K
|
1.89K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-60- 0.82% |
$12.3K - $14.7K
|
7.22K
$2.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-61- 2.79% |
$12.5K - $15K
|
2.13K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-61- 1.47% |
$12.5K - $15K
|
4.1K
$1.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-62- 0.72% |
$12.7K - $15.2K
|
8.59K
$2.69M
|