Purchases and Sales Made in Q3 2024 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 11.11% |
$5.6K - $6.85K
|
210
$78.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21+ 0.72% |
$5.6K - $6.85K
|
2.95K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
21+ 1.53% |
$5.6K - $6.85K
|
1.39K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
21+ 2.02% |
$5.6K - $6.85K
|
1.06K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
20+ 2.45% |
$5.33K - $6.53K
|
837
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
18+ 0.56% |
$4.8K - $5.88K
|
3.25K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18+ 1.52% |
$4.8K - $5.88K
|
1.2K
$448K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 73.91% |
$4.53K - $5.55K
|
40
$14.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17+ 73.91% |
$4.53K - $5.55K
|
40
$14.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17+ 1.45% |
$4.53K - $5.55K
|
1.19K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17+ 0.25% |
$4.53K - $5.55K
|
6.78K
$2.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
16+ 0.23% |
$4.27K - $5.22K
|
6.95K
$2.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
15+ 1.42% |
$4K - $4.9K
|
1.07K
$398K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 750.0% |
$4K - $4.9K
|
17
$6.33K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
15+ 0.5% |
$4K - $4.9K
|
3K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
15+ 0.88% |
$4K - $4.9K
|
1.72K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
15New |
$4K - $4.9K
|
15
$5.59K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
14+ 1.38% |
$3.73K - $4.57K
|
1.03K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14+ 0.88% |
$3.73K - $4.57K
|
1.6K
$596K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
14+ 28.0% |
$3.73K - $4.57K
|
64
$23.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14+ 46.67% |
$3.73K - $4.57K
|
44
$16.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 1.34% |
$3.47K - $4.24K
|
982
$366K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
13+ 0.66% |
$3.47K - $4.24K
|
1.97K
$734K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 0.4% |
$3.2K - $3.92K
|
2.99K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
12New |
$3.2K - $3.92K
|
12
$4.47K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11+ 0.92% |
$2.93K - $3.59K
|
1.2K
$448K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11+ 1.1% |
$2.93K - $3.59K
|
1.01K
$376K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 7.3% |
$2.67K - $3.26K
|
147
$54.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 10.42% |
$2.67K - $3.26K
|
106
$39.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
10+ 0.55% |
$2.67K - $3.26K
|
1.84K
$687K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$2.4K - $2.94K
|
9
$3.35K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$2.13K - $2.61K
|
13.1K
$4.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
8+ 0.02% |
$2.13K - $2.61K
|
36.1K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8+ 0.51% |
$2.13K - $2.61K
|
1.56K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8+ 1.05% |
$2.13K - $2.61K
|
769
$287K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7+ 0.59% |
$1.87K - $2.28K
|
1.19K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.47% |
$1.87K - $2.28K
|
1.5K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.12% |
$1.87K - $2.28K
|
6.08K
$2.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6+ 0.57% |
$1.6K - $1.96K
|
1.06K
$393K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
6+ 0.79% |
$1.6K - $1.96K
|
769
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.71% |
$1.6K - $1.96K
|
856
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6+ 0.59% |
$1.6K - $1.96K
|
1.02K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6+ 0.11% |
$1.6K - $1.96K
|
5.52K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 2.4% |
$1.6K - $1.96K
|
256
$95.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.47% |
$1.33K - $1.63K
|
1.08K
$401K
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
BUY
|
- |
5+ 0.55% |
$1.33K - $1.63K
|
919
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
5+ 0.24% |
$1.33K - $1.63K
|
2.11K
$785K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.15% |
$1.07K - $1.31K
|
2.76K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 3.67% |
$1.07K - $1.31K
|
113
$42.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$1.07K - $1.31K
|
1.39K
$516K
|