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 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
263+ 5.2% |
$53.8K - $64.5K
|
5.32K
$1.67M
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
262+ 2.49% |
$53.6K - $64.2K
|
10.8K
$3.38M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
262+ 11.1% |
$53.6K - $64.2K
|
2.62K
$822K
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
261+ 11.46% |
$53.4K - $64K
|
2.54K
$796K
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
256+ 2.55% |
$52.3K - $62.8K
|
10.3K
$3.23M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
251+ 6.83% |
$51.3K - $61.5K
|
3.93K
$1.23M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
250+ 2.0% |
$51.1K - $61.3K
|
12.7K
$3.99M
|
|
Jul 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
248+ 0.56% |
$50.7K - $60.8K
|
44.4K
$13.9M
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
245+ 1.07% |
$50.1K - $60.1K
|
23.2K
$7.26M
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
240+ 8.31% |
$49.1K - $58.8K
|
3.13K
$980K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
238+ 1.06% |
$48.6K - $58.3K
|
22.7K
$7.1M
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
237+ 1.72% |
$48.4K - $58.1K
|
14.1K
$4.4M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
232+ 23.63% |
$47.4K - $56.9K
|
1.21K
$381K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
232+ 0.79% |
$47.4K - $56.9K
|
29.7K
$9.31M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
227+ 13.7% |
$46.4K - $55.7K
|
1.88K
$591K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
225+ 10.98% |
$46K - $55.2K
|
2.28K
$713K
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
224+ 0.96% |
$45.8K - $54.9K
|
23.5K
$7.37M
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
221+ 1.14% |
$45.2K - $54.2K
|
19.5K
$6.12M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
221+ 7.03% |
$45.2K - $54.2K
|
3.36K
$1.05M
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
218+ 1816.67% |
$44.6K - $53.4K
|
230
$72.1K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
210+ 1.88% |
$42.9K - $51.5K
|
11.4K
$3.57M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
205+ 0.65% |
$41.9K - $50.3K
|
31.6K
$9.92M
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
204+ 1.15% |
$41.7K - $50K
|
18K
$5.63M
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
204+ 1.62% |
$41.7K - $50K
|
12.8K
$4M
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
204+ 11.89% |
$41.7K - $50K
|
1.92K
$602K
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
202+ 11.99% |
$41.3K - $49.5K
|
1.89K
$591K
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
201+ 1.51% |
$41.1K - $49.3K
|
13.5K
$4.23M
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
200+ 11.76% |
$40.9K - $49K
|
1.9K
$596K
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
200+ 2.59% |
$40.9K - $49K
|
7.93K
$2.48M
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
195+ 3.89% |
$39.9K - $47.8K
|
5.21K
$1.63M
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
195+ 24.22% |
$39.9K - $47.8K
|
1K
$313K
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
195+ 0.26% |
$39.9K - $47.8K
|
74.6K
$23.4M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
192+ 17.3% |
$39.2K - $47.1K
|
1.3K
$408K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
187+ 3.3% |
$38.2K - $45.8K
|
5.86K
$1.84M
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
185+ 4.09% |
$37.8K - $45.4K
|
4.71K
$1.48M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
185New |
$37.8K - $45.4K
|
185
$58K
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
183+ 5.74% |
$37.4K - $44.9K
|
3.37K
$1.06M
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
179+ 0.35% |
$36.6K - $43.9K
|
51.6K
$16.2M
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
178New |
$36.4K - $43.6K
|
178
$55.8K
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
175+ 1.11% |
$35.8K - $42.9K
|
16K
$5M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
173+ 2.87% |
$35.4K - $42.4K
|
6.19K
$1.94M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
165+ 3.95% |
$33.7K - $40.5K
|
4.34K
$1.36M
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
163+ 18.05% |
$33.3K - $40K
|
1.07K
$334K
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
163+ 3.29% |
$33.3K - $40K
|
5.12K
$1.61M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
160+ 69.57% |
$32.7K - $39.2K
|
390
$122K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
160+ 2.92% |
$32.7K - $39.2K
|
5.64K
$1.77M
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
157+ 11.94% |
$32.1K - $38.5K
|
1.47K
$461K
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
156+ 3.61% |
$31.9K - $38.2K
|
4.48K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
156+ 1.41% |
$31.9K - $38.2K
|
11.2K
$3.51M
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
153+ 0.67% |
$31.3K - $37.5K
|
23K
$7.2M
|