Purchases and Sales Made in Q2 2025 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q2 2025. 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, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
225+ 1.55% |
$60.1K - $75.7K
|
14.8K
$5.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
207+ 5.45% |
$55.3K - $69.7K
|
4.01K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
207+ 2.14% |
$55.3K - $69.7K
|
9.88K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
205+ 3.31% |
$54.8K - $69K
|
6.4K
$2.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
190+ 10.63% |
$50.8K - $64K
|
1.98K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
177+ 2.18% |
$47.3K - $59.6K
|
8.29K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
162+ 0.94% |
$43.3K - $54.5K
|
17.4K
$5.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
154+ 5.41% |
$41.1K - $51.8K
|
3K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
149+ 7.21% |
$39.8K - $50.2K
|
2.22K
$754K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
143+ 4.21% |
$38.2K - $48.1K
|
3.54K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
141+ 10.07% |
$37.7K - $47.5K
|
1.54K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
128+ 3.63% |
$34.2K - $43.1K
|
3.65K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
125+ 7.32% |
$33.4K - $42.1K
|
1.83K
$624K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
120+ 6.07% |
$32.1K - $40.4K
|
2.1K
$713K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
119+ 4.53% |
$31.8K - $40.1K
|
2.75K
$934K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
109+ 4.46% |
$29.1K - $36.7K
|
2.55K
$869K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
107+ 8.47% |
$28.6K - $36K
|
1.37K
$466K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
95+ 5.52% |
$25.4K - $32K
|
1.82K
$618K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
92+ 1.5% |
$24.6K - $31K
|
6.23K
$2.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
92+ 0.62% |
$24.6K - $31K
|
14.9K
$5.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
91+ 4.5% |
$24.3K - $30.6K
|
2.11K
$719K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
74+ 2.33% |
$19.8K - $24.9K
|
3.25K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
73+ 10.3% |
$19.5K - $24.6K
|
782
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 80.46% |
$18.7K - $23.6K
|
157
$53.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
70+ 6.4% |
$18.7K - $23.6K
|
1.16K
$396K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
67+ 1340.0% |
$17.9K - $22.6K
|
72
$24.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
52+ 4.92% |
$13.9K - $17.5K
|
1.11K
$377K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
50+ 0.21% |
$13.4K - $16.8K
|
23.6K
$8.04M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
46+ 5.64% |
$12.3K - $15.5K
|
861
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
45+ 10.64% |
$12K - $15.1K
|
468
$159K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
36+ 0.39% |
$9.62K - $12.1K
|
9.37K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
34+ 1.03% |
$9.08K - $11.4K
|
3.34K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
34+ 4.08% |
$9.08K - $11.4K
|
867
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
31+ 0.95% |
$8.28K - $10.4K
|
3.29K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
28New |
$7.48K - $9.43K
|
28
$9.53K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
21+ 0.4% |
$5.61K - $7.07K
|
5.23K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.64% |
$5.61K - $7.07K
|
3.3K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20+ 1.22% |
$5.34K - $6.73K
|
1.67K
$566K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 4.06% |
$4.81K - $6.06K
|
461
$157K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
15+ 0.22% |
$4.01K - $5.05K
|
6.82K
$2.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 19.23% |
$4.01K - $5.05K
|
93
$31.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
14+ 3.61% |
$3.74K - $4.71K
|
402
$137K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 1.82% |
$3.47K - $4.38K
|
728
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13+ 1.24% |
$3.47K - $4.38K
|
1.06K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13+ 61.9% |
$3.47K - $4.38K
|
34
$11.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12+ 1.32% |
$3.21K - $4.04K
|
923
$314K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$2.4K - $3.03K
|
9
$3.06K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.59% |
$1.87K - $2.36K
|
1.2K
$407K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.08% |
$1.87K - $2.36K
|
8.91K
$3.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7New |
$1.87K - $2.36K
|
7
$2.38K
|