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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 2.56% |
$11.2K - $12.7K
|
1.68K
$562K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
42+ 3.64% |
$11.2K - $12.7K
|
1.2K
$400K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 2.57% |
$10.9K - $12.4K
|
1.64K
$547K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
40+ 39.22% |
$10.7K - $12.1K
|
142
$47.5K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 4.31% |
$10.7K - $12.1K
|
969
$324K
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
38+ 2.28% |
$10.1K - $11.5K
|
1.71K
$571K
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
38+ 3.37% |
$10.1K - $11.5K
|
1.17K
$390K
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
37+ 0.4% |
$9.86K - $11.2K
|
9.29K
$3.11M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
35New |
$9.33K - $10.6K
|
35
$11.7K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
35+ 0.66% |
$9.33K - $10.6K
|
5.37K
$1.8M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35+ 1.9% |
$9.33K - $10.6K
|
1.88K
$627K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
33+ 1.21% |
$8.79K - $9.99K
|
2.76K
$921K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33+ 412.5% |
$8.79K - $9.99K
|
41
$13.7K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
30+ 1.01% |
$7.99K - $9.09K
|
2.99K
$999K
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
30+ 1.3% |
$7.99K - $9.09K
|
2.35K
$784K
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
30+ 1.83% |
$7.99K - $9.09K
|
1.67K
$557K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
30New |
$7.99K - $9.09K
|
30
$10K
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.91% |
$7.99K - $9.09K
|
3.31K
$1.11M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
29+ 2.42% |
$7.73K - $8.78K
|
1.23K
$410K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
29+ 2.56% |
$7.73K - $8.78K
|
1.16K
$388K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.67% |
$7.73K - $8.78K
|
4.35K
$1.45M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28+ 3.13% |
$7.46K - $8.48K
|
924
$309K
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
28+ 0.5% |
$7.46K - $8.48K
|
5.6K
$1.87M
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
27+ 0.07% |
$7.19K - $8.18K
|
36.1K
$12.1M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27+ 0.43% |
$7.19K - $8.18K
|
6.33K
$2.11M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
26+ 3.03% |
$6.93K - $7.87K
|
884
$295K
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
25+ 0.14% |
$6.66K - $7.57K
|
18K
$6.03M
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
25New |
$6.66K - $7.57K
|
25
$8.36K
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
24+ 2.33% |
$6.4K - $7.27K
|
1.06K
$353K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23+ 0.96% |
$6.13K - $6.97K
|
2.43K
$812K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
23+ 1.39% |
$6.13K - $6.97K
|
1.67K
$559K
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
23+ 0.45% |
$6.13K - $6.97K
|
5.09K
$1.7M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
23New |
$6.13K - $6.97K
|
23
$7.69K
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$6.13K - $6.97K
|
23
$7.69K
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.23% |
$5.86K - $6.66K
|
9.67K
$3.23M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
22+ 0.29% |
$5.86K - $6.66K
|
7.61K
$2.54M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21New |
$5.6K - $6.36K
|
21
$7.02K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21+ 1.57% |
$5.6K - $6.36K
|
1.36K
$455K
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21+ 1.45% |
$5.6K - $6.36K
|
1.47K
$491K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
21New |
$5.6K - $6.36K
|
21
$7.02K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
20+ 1.36% |
$5.33K - $6.06K
|
1.49K
$498K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
20+ 1.99% |
$5.33K - $6.06K
|
1.03K
$343K
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
20+ 0.36% |
$5.33K - $6.06K
|
5.61K
$1.88M
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
20+ 0.15% |
$5.33K - $6.06K
|
13.7K
$4.57M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
19New |
$5.06K - $5.75K
|
19
$6.35K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
18New |
$4.8K - $5.45K
|
18
$6.02K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
18+ 150.0% |
$4.8K - $5.45K
|
30
$10K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.31% |
$4.8K - $5.45K
|
5.91K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
18+ 2.29% |
$4.8K - $5.45K
|
803
$268K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 6.85% |
$4.53K - $5.15K
|
265
$88.6K
|