Purchases and Sales Made in Q3 2023 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
22+ 275.0% |
$5.03K - $5.83K
|
30
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
22+ 1.9% |
$5.03K - $5.83K
|
1.18K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 1.18% |
$5.03K - $5.83K
|
1.88K
$662K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
21+ 0.12% |
$4.8K - $5.56K
|
18.2K
$6.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 1.42% |
$4.8K - $5.56K
|
1.5K
$528K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
19New |
$4.34K - $5.03K
|
19
$6.68K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
19New |
$4.34K - $5.03K
|
19
$6.68K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
19+ 0.28% |
$4.34K - $5.03K
|
6.72K
$2.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 0.99% |
$4.34K - $5.03K
|
1.93K
$678K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 1.28% |
$4.34K - $5.03K
|
1.5K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
19+ 0.46% |
$4.34K - $5.03K
|
4.12K
$1.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
17+ 1.07% |
$3.88K - $4.5K
|
1.61K
$566K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17+ 1.38% |
$3.88K - $4.5K
|
1.25K
$440K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.35% |
$3.66K - $4.24K
|
4.63K
$1.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 1.51% |
$3.66K - $4.24K
|
1.08K
$378K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 1.51% |
$3.66K - $4.24K
|
1.08K
$378K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 0.7% |
$3.43K - $3.97K
|
2.15K
$756K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
15+ 0.81% |
$3.43K - $3.97K
|
1.87K
$658K
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
15+ 1.23% |
$3.43K - $3.97K
|
1.24K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 1.1% |
$3.43K - $3.97K
|
1.38K
$483K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 46.67% |
$3.2K - $3.71K
|
44
$15.5K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
14+ 155.56% |
$3.2K - $3.71K
|
23
$8.08K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 1.29% |
$3.2K - $3.71K
|
1.1K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
14+ 51.85% |
$3.2K - $3.71K
|
41
$14.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13+ 0.85% |
$2.97K - $3.44K
|
1.55K
$545K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
13+ 1.18% |
$2.97K - $3.44K
|
1.12K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13+ 20.0% |
$2.97K - $3.44K
|
78
$27.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 6.19% |
$2.74K - $3.18K
|
206
$72.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
12+ 0.19% |
$2.74K - $3.18K
|
6.36K
$2.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
11+ 4.89% |
$2.51K - $2.91K
|
236
$82.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11+ 7.86% |
$2.51K - $2.91K
|
151
$53.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11+ 0.51% |
$2.51K - $2.91K
|
2.18K
$767K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11+ 0.26% |
$2.51K - $2.91K
|
4.3K
$1.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
10+ 0.19% |
$2.28K - $2.65K
|
5.34K
$1.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
10+ 0.65% |
$2.28K - $2.65K
|
1.55K
$544K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 3.63% |
$2.06K - $2.38K
|
257
$90.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$1.83K - $2.12K
|
7.13K
$2.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.69% |
$1.83K - $2.12K
|
1.17K
$412K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
8+ 16.0% |
$1.83K - $2.12K
|
58
$20.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
8+ 0.05% |
$1.83K - $2.12K
|
16.7K
$5.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8+ 0.75% |
$1.83K - $2.12K
|
1.08K
$379K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
7+ 0.37% |
$1.6K - $1.85K
|
1.89K
$666K
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
6+ 0.24% |
$1.37K - $1.59K
|
2.48K
$871K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
6+ 0.05% |
$1.37K - $1.59K
|
11.4K
$4M
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
BUY
|
- |
6+ 0.67% |
$1.37K - $1.59K
|
899
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6New |
$1.37K - $1.59K
|
6
$2.11K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.12% |
$1.37K - $1.59K
|
5.11K
$1.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 4.27% |
$1.14K - $1.32K
|
122
$42.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5+ 0.36% |
$1.14K - $1.32K
|
1.38K
$485K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.16% |
$1.14K - $1.32K
|
3.05K
$1.07M
|