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 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-291- 0.75% |
$59.5K - $71.3K
|
38.6K
$13.9M
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-294- 2.9% |
$60.1K - $72.1K
|
9.83K
$3.54M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-301- 10.54% |
$61.5K - $73.8K
|
2.55K
$919K
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-316- 1.63% |
$64.6K - $77.5K
|
19K
$6.84M
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-319- 3.73% |
$65.2K - $78.2K
|
8.22K
$2.96M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-329- 17.59% |
$67.3K - $80.7K
|
1.54K
$554K
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-334- 11.27% |
$68.3K - $81.9K
|
2.63K
$946K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-334- 8.07% |
$68.3K - $81.9K
|
3.81K
$1.37M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-335- 20.39% |
$68.5K - $82.1K
|
1.31K
$470K
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-340- 1.38% |
$69.5K - $83.4K
|
24.2K
$8.71M
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-347- 4.31% |
$70.9K - $85.1K
|
7.7K
$2.77M
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-354- 9.69% |
$72.4K - $86.8K
|
3.3K
$1.19M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-362- 49.05% |
$74K - $88.7K
|
376
$135K
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-374- 1.12% |
$76.4K - $91.7K
|
33K
$11.9M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-374- 5.23% |
$76.4K - $91.7K
|
6.78K
$2.44M
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-385- 1.98% |
$78.7K - $94.4K
|
19K
$6.85M
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-391- 0.18% |
$79.9K - $95.9K
|
222K
$79.9M
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-393- 1.6% |
$80.3K - $96.3K
|
24.1K
$8.67M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-396- 6.94% |
$80.9K - $97.1K
|
5.31K
$1.91M
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 4.35% |
$81.8K - $98.1K
|
8.8K
$3.17M
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-406- 1.33% |
$83K - $99.5K
|
30.1K
$10.8M
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-408- 57.3% |
$83.4K - $100K
|
304
$109K
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-410- 1.07% |
$83.8K - $101K
|
38K
$13.7M
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-412- 50.12% |
$84.2K - $101K
|
410
$147K
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-420- 3.67% |
$85.9K - $103K
|
11K
$3.96M
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-423- 3.64% |
$86.5K - $104K
|
11.2K
$4.03M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-426- 20.38% |
$87.1K - $104K
|
1.66K
$599K
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-426- 0.79% |
$87.1K - $104K
|
53.8K
$19.3M
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-429- 5.83% |
$87.7K - $105K
|
6.92K
$2.49M
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-448- 11.77% |
$91.6K - $110K
|
3.36K
$1.21M
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-452- 5.34% |
$92.4K - $111K
|
8.01K
$2.88M
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-456- 21.84% |
$93.2K - $112K
|
1.63K
$587K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-464- 3.58% |
$94.8K - $114K
|
12.5K
$4.5M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-467- 4.65% |
$95.5K - $114K
|
9.58K
$3.45M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-467- 53.13% |
$95.5K - $114K
|
412
$148K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-474- 17.91% |
$96.9K - $116K
|
2.17K
$782K
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-476- 2.64% |
$97.3K - $117K
|
17.5K
$6.3M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-476- 21.84% |
$97.3K - $117K
|
1.7K
$613K
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-476- 59.06% |
$97.3K - $117K
|
330
$119K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-478- 78.62% |
$97.7K - $117K
|
130
$46.8K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-485- 24.49% |
$99.1K - $119K
|
1.5K
$538K
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-487- 38.47% |
$99.5K - $119K
|
779
$280K
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-498- 17.63% |
$102K - $122K
|
2.33K
$837K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-505- 2.96% |
$103K - $124K
|
16.6K
$5.95M
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-509- 5.61% |
$104K - $125K
|
8.56K
$3.08M
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-513- 0.82% |
$105K - $126K
|
62.1K
$22.3M
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-514- 2.78% |
$105K - $126K
|
18K
$6.48M
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-521- 1.43% |
$106K - $128K
|
35.9K
$12.9M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-536- 8.09% |
$110K - $131K
|
6.09K
$2.19M
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-545- 1.39% |
$111K - $134K
|
38.7K
$13.9M
|