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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 7.25% |
$284K - $340K
|
20.5K
$6.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.37K+ 48.04% |
$280K - $336K
|
4.23K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.37K+ 52.49% |
$280K - $335K
|
3.97K
$1.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.36K+ 0.67% |
$278K - $334K
|
205K
$67.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$277K - $332K
|
1.35K
$448K
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.34K+ 3.55% |
$274K - $329K
|
39.1K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.32KNew |
$269K - $322K
|
1.32K
$435K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.3K+ 4.05% |
$266K - $319K
|
33.4K
$11.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.27K+ 21.56% |
$259K - $310K
|
7.14K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.26K+ 159.67% |
$257K - $308K
|
2.04K
$676K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.24KNew |
$253K - $304K
|
1.24K
$410K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$248K - $298K
|
1.22K
$402K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.2K+ 49.83% |
$246K - $295K
|
3.62K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.19K+ 3.67% |
$244K - $292K
|
33.7K
$11.1M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.19KNew |
$244K - $292K
|
1.19K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.16KNew |
$237K - $284K
|
1.16K
$384K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
1.13K+ 0.78% |
$230K - $276K
|
145K
$48.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.12KNew |
$230K - $276K
|
1.12K
$372K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.12KNew |
$229K - $275K
|
1.12K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.08K+ 2.63% |
$220K - $264K
|
42.1K
$13.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 7.32% |
$220K - $263K
|
15.7K
$5.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.06K+ 4.05% |
$217K - $260K
|
27.3K
$9.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.04K+ 8.71% |
$213K - $255K
|
13K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.04K+ 2.83% |
$212K - $254K
|
37.7K
$12.5M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.03KNew |
$210K - $252K
|
1.03K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.02K+ 2764.86% |
$209K - $251K
|
1.06K
$351K
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.02K+ 6.23% |
$209K - $251K
|
17.4K
$5.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.01K+ 10.98% |
$207K - $248K
|
10.2K
$3.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1KNew |
$204K - $245K
|
1K
$331K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
977+ 14.89% |
$200K - $240K
|
7.54K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
969+ 52.27% |
$198K - $238K
|
2.82K
$935K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
968New |
$198K - $237K
|
968
$320K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
960+ 89.64% |
$196K - $235K
|
2.03K
$672K
|
|
|
Jul 27, 2023
Q2 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
955New |
$195K - $234K
|
955
$316K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
940New |
$192K - $230K
|
940
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
933New |
$191K - $229K
|
933
$309K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
915+ 10.73% |
$187K - $224K
|
9.45K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
908+ 1.31% |
$186K - $223K
|
70.2K
$23.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
895+ 14.88% |
$183K - $219K
|
6.91K
$2.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
894+ 12.67% |
$183K - $219K
|
7.95K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
893New |
$183K - $219K
|
893
$296K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
891New |
$182K - $218K
|
891
$295K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
878+ 2.59% |
$179K - $215K
|
34.7K
$11.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
865New |
$177K - $212K
|
865
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
855+ 28.26% |
$175K - $210K
|
3.88K
$1.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
854New |
$175K - $209K
|
854
$283K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
854New |
$175K - $209K
|
854
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
850New |
$174K - $208K
|
850
$281K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
830+ 2.01% |
$170K - $203K
|
42K
$13.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
819New |
$167K - $201K
|
819
$271K
|