Purchases and Sales Made in Q2 2024 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q2 2024. 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 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
81+ 2.93% |
$21.6K - $24.5K
|
2.85K
$1M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
80+ 7.31% |
$21.3K - $24.2K
|
1.18K
$413K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
79+ 1.46% |
$21.1K - $23.9K
|
5.51K
$1.94M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
79+ 10.42% |
$21.1K - $23.9K
|
837
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
78+ 3.47% |
$20.8K - $23.6K
|
2.32K
$816K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
78+ 0.45% |
$20.8K - $23.6K
|
17.3K
$6.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
77New |
$20.5K - $23.3K
|
77
$27.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
75+ 3.39% |
$20K - $22.7K
|
2.29K
$804K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
75+ 2.67% |
$20K - $22.7K
|
2.88K
$1.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
74New |
$19.7K - $22.4K
|
74
$26K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
73+ 1.76% |
$19.5K - $22.1K
|
4.21K
$1.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
72+ 8.04% |
$19.2K - $21.8K
|
967
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
72+ 3.04% |
$19.2K - $21.8K
|
2.44K
$858K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
68+ 8.46% |
$18.1K - $20.6K
|
872
$306K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
68+ 7.8% |
$18.1K - $20.6K
|
940
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
67+ 7.86% |
$17.9K - $20.3K
|
919
$323K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
67+ 3.17% |
$17.9K - $20.3K
|
2.18K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
67+ 0.48% |
$17.9K - $20.3K
|
14K
$4.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
66+ 0.6% |
$17.6K - $20K
|
11K
$3.86M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
66+ 7.62% |
$17.6K - $20K
|
932
$327K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
64+ 6.72% |
$17.1K - $19.4K
|
1.02K
$357K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
62+ 1.88% |
$16.5K - $18.8K
|
3.37K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
62+ 0.85% |
$16.5K - $18.8K
|
7.39K
$2.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
62+ 2.05% |
$16.5K - $18.8K
|
3.09K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
60+ 2.34% |
$16K - $18.2K
|
2.62K
$921K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
60New |
$16K - $18.2K
|
60
$21.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
59+ 2.61% |
$15.7K - $17.9K
|
2.32K
$814K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
57+ 228.0% |
$15.2K - $17.3K
|
82
$28.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
56+ 16.67% |
$14.9K - $17K
|
392
$138K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
55+ 2.04% |
$14.7K - $16.7K
|
2.75K
$967K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
55+ 3.24% |
$14.7K - $16.7K
|
1.76K
$617K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54+ 28.72% |
$14.4K - $16.4K
|
242
$85K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
54+ 4.94% |
$14.4K - $16.4K
|
1.15K
$403K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
54+ 5.51% |
$14.4K - $16.4K
|
1.03K
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
54+ 1.07% |
$14.4K - $16.4K
|
5.1K
$1.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
53+ 1.34% |
$14.1K - $16.1K
|
4.01K
$1.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
51+ 0.04% |
$13.6K - $15.4K
|
117K
$41.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
50+ 2.53% |
$13.3K - $15.1K
|
2.03K
$712K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
50+ 5.09% |
$13.3K - $15.1K
|
1.03K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
49+ 2.05% |
$13.1K - $14.8K
|
2.44K
$857K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
48+ 1.66% |
$12.8K - $14.5K
|
2.93K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
47+ 0.51% |
$12.5K - $14.2K
|
9.34K
$3.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
47+ 6.8% |
$12.5K - $14.2K
|
738
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
45+ 0.58% |
$12K - $13.6K
|
7.77K
$2.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
45+ 2.36% |
$12K - $13.6K
|
1.95K
$686K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
45+ 4.95% |
$12K - $13.6K
|
955
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
44+ 0.37% |
$11.7K - $13.3K
|
11.8K
$4.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
43+ 2.03% |
$11.5K - $13K
|
2.16K
$759K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 2.56% |
$11.2K - $12.7K
|
1.68K
$591K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
42+ 3.64% |
$11.2K - $12.7K
|
1.2K
$421K
|