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 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
198+ 18.57% |
$45.2K - $52.5K
|
1.26K
$444K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
193+ 3.07% |
$44.1K - $51.1K
|
6.47K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
191+ 13.83% |
$43.6K - $50.6K
|
1.57K
$552K
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
190+ 4.61% |
$43.4K - $50.3K
|
4.31K
$1.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
190New |
$43.4K - $50.3K
|
190
$66.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
189+ 51.5% |
$43.2K - $50.1K
|
556
$195K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
189+ 8.07% |
$43.2K - $50.1K
|
2.53K
$889K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
189+ 1.84% |
$43.2K - $50.1K
|
10.5K
$3.68M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
189+ 51.5% |
$43.2K - $50.1K
|
556
$195K
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
188+ 0.96% |
$43K - $49.8K
|
19.7K
$6.93M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
188+ 0.96% |
$43K - $49.8K
|
19.7K
$6.93M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
187+ 4.99% |
$42.7K - $49.6K
|
3.94K
$1.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
187+ 3.9% |
$42.7K - $49.6K
|
4.99K
$1.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
187+ 4.49% |
$42.7K - $49.6K
|
4.35K
$1.53M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
187+ 5.54% |
$42.7K - $49.6K
|
3.56K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
183+ 9.92% |
$41.8K - $48.5K
|
2.03K
$712K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
182+ 18.57% |
$41.6K - $48.2K
|
1.16K
$408K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
181+ 0.98% |
$41.4K - $48K
|
18.7K
$6.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
180+ 9.51% |
$41.1K - $47.7K
|
2.07K
$728K
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
179+ 8.73% |
$40.9K - $47.4K
|
2.23K
$783K
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
170+ 1.79% |
$38.8K - $45K
|
9.68K
$3.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
170New |
$38.8K - $45K
|
170
$59.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
167+ 7.18% |
$38.2K - $44.3K
|
2.49K
$876K
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
166+ 5.38% |
$37.9K - $44K
|
3.25K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
161New |
$36.8K - $42.7K
|
161
$56.6K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
160+ 2.0% |
$36.6K - $42.4K
|
8.18K
$2.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
159+ 4.05% |
$36.3K - $42.1K
|
4.09K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
159+ 60.92% |
$36.3K - $42.1K
|
420
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
151New |
$34.5K - $40K
|
151
$53.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
150+ 9.78% |
$34.3K - $39.7K
|
1.68K
$591K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
150+ 13.6% |
$34.3K - $39.7K
|
1.25K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
150New |
$34.3K - $39.7K
|
150
$52.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
149+ 9.71% |
$34K - $39.5K
|
1.68K
$592K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
148+ 6.54% |
$33.8K - $39.2K
|
2.41K
$847K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
147+ 1.36% |
$33.6K - $39K
|
10.9K
$3.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
142+ 0.11% |
$32.4K - $37.6K
|
131K
$46.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
141+ 14.45% |
$32.2K - $37.4K
|
1.12K
$392K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
138+ 10.6% |
$31.5K - $36.6K
|
1.44K
$506K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
134+ 4.77% |
$30.6K - $35.5K
|
2.95K
$1.04M
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
134+ 1.7% |
$30.6K - $35.5K
|
8.03K
$2.82M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
131+ 5.97% |
$29.9K - $34.7K
|
2.33K
$817K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
131+ 0.93% |
$29.9K - $34.7K
|
14.2K
$4.98M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
130+ 0.62% |
$29.7K - $34.4K
|
21.1K
$7.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
129+ 5.08% |
$29.5K - $34.2K
|
2.67K
$937K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
129+ 2.86% |
$29.5K - $34.2K
|
4.64K
$1.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
128+ 0.93% |
$29.2K - $33.9K
|
13.9K
$4.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
128New |
$29.2K - $33.9K
|
128
$45K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
128+ 30.62% |
$29.2K - $33.9K
|
546
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
127+ 3.34% |
$29K - $33.7K
|
3.93K
$1.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
BUY
|
- |
125+ 6.51% |
$28.6K - $33.1K
|
2.05K
$719K
|