Purchases and Sales Made in Q3 2025 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
571New |
$187K - $243K
|
571
$239K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
569New |
$187K - $243K
|
569
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
569New |
$187K - $243K
|
569
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
554New |
$182K - $236K
|
554
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
550New |
$180K - $235K
|
550
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
548+ 1.58% |
$180K - $234K
|
35.3K
$14.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
546New |
$179K - $233K
|
546
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
544New |
$178K - $232K
|
544
$227K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
544New |
$178K - $232K
|
544
$227K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
543New |
$178K - $232K
|
543
$227K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
542New |
$178K - $231K
|
542
$227K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
535New |
$175K - $228K
|
535
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
535New |
$175K - $228K
|
535
$224K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
533New |
$175K - $227K
|
533
$223K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
530New |
$174K - $226K
|
530
$222K
|
|
|
Oct 08, 2025
Q3 2025
|
Nat West Group PLC
|
BUY
|
- |
528New |
$173K - $225K
|
528
$221K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
528New |
$173K - $225K
|
528
$221K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
527New |
$173K - $225K
|
527
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
524New |
$172K - $223K
|
524
$219K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
521+ 8.54% |
$171K - $222K
|
6.62K
$2.77M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
519+ 31.25% |
$170K - $221K
|
2.18K
$911K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
511New |
$168K - $218K
|
511
$214K
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
505New |
$166K - $215K
|
505
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
503New |
$165K - $214K
|
503
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
500New |
$164K - $213K
|
500
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
500New |
$164K - $213K
|
500
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
500New |
$164K - $213K
|
500
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
494New |
$162K - $211K
|
494
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
489New |
$160K - $209K
|
489
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
482New |
$158K - $206K
|
482
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
479New |
$157K - $204K
|
479
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
478+ 3.16% |
$157K - $204K
|
15.6K
$6.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
478New |
$157K - $204K
|
478
$200K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
474New |
$155K - $202K
|
474
$198K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
464+ 9.81% |
$152K - $198K
|
5.19K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
436+ 3.43% |
$143K - $186K
|
13.2K
$5.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
425+ 4.99% |
$139K - $181K
|
8.94K
$3.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
414+ 2.5% |
$136K - $177K
|
17K
$7.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
414+ 7.52% |
$136K - $177K
|
5.92K
$2.47M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
393+ 9.81% |
$129K - $168K
|
4.4K
$1.84M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
327+ 37.07% |
$107K - $139K
|
1.21K
$505K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
323+ 8.98% |
$106K - $138K
|
3.92K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
287+ 27.05% |
$94.1K - $122K
|
1.35K
$563K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
269+ 3.64% |
$88.2K - $115K
|
7.66K
$3.2M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
265+ 3.97% |
$86.9K - $113K
|
6.94K
$2.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
237+ 5.55% |
$77.7K - $101K
|
4.51K
$1.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
234+ 6.0% |
$76.7K - $99.8K
|
4.13K
$1.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
223+ 6.29% |
$73.1K - $95.1K
|
3.77K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
222+ 26.06% |
$72.8K - $94.7K
|
1.07K
$449K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
206+ 29.1% |
$67.5K - $87.8K
|
914
$382K
|