Purchases and Sales Made in Q4 2022 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
15+ 0.87% |
$3.14K - $3.77K
|
1.75K
$652K
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14+ 0.97% |
$2.93K - $3.52K
|
1.46K
$544K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 0.94% |
$2.72K - $3.27K
|
1.4K
$522K
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
12+ 0.18% |
$2.52K - $3.02K
|
6.77K
$2.53M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
12+ 0.84% |
$2.52K - $3.02K
|
1.44K
$537K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12+ 0.7% |
$2.52K - $3.02K
|
1.73K
$645K
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
12+ 1.12% |
$2.52K - $3.02K
|
1.08K
$404K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11+ 0.85% |
$2.31K - $2.77K
|
1.31K
$490K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
11New |
$2.31K - $2.77K
|
11
$4.11K
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.09% |
$2.1K - $2.51K
|
10.7K
$4M
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
10+ 0.2% |
$2.1K - $2.51K
|
4.99K
$1.87M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10+ 0.87% |
$2.1K - $2.51K
|
1.16K
$435K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.2% |
$2.1K - $2.51K
|
5.1K
$1.91M
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 166.67% |
$2.1K - $2.51K
|
16
$5.98K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
9+ 0.13% |
$1.89K - $2.26K
|
6.82K
$2.55M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$1.89K - $2.26K
|
9
$3.36K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9New |
$1.89K - $2.26K
|
9
$3.36K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.17% |
$1.68K - $2.01K
|
4.64K
$1.73M
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 3.39% |
$1.68K - $2.01K
|
244
$91.2K
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8+ 0.56% |
$1.68K - $2.01K
|
1.43K
$534K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
7New |
$1.47K - $1.76K
|
7
$2.62K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7New |
$1.47K - $1.76K
|
7
$2.62K
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7+ 0.4% |
$1.47K - $1.76K
|
1.76K
$658K
|
|
Feb 03, 2023
Q4 2022
|
Homestead Advisers Corp
|
BUY
|
- |
7+ 3.41% |
$1.47K - $1.76K
|
212
$79.2K
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
7+ 0.68% |
$1.47K - $1.76K
|
1.04K
$388K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7+ 0.11% |
$1.47K - $1.76K
|
6.39K
$2.39M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6+ 0.57% |
$1.26K - $1.51K
|
1.06K
$395K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 7.5% |
$1.26K - $1.51K
|
86
$32.1K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 8.47% |
$1.05K - $1.26K
|
64
$23.9K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5New |
$1.05K - $1.26K
|
5
$1.87K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 33.33% |
$1.05K - $1.26K
|
20
$7.48K
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.08% |
$1.05K - $1.26K
|
6.2K
$2.32M
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5+ 0.12% |
$1.05K - $1.26K
|
4.02K
$1.5M
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 5.0% |
$1.05K - $1.26K
|
105
$39.2K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.22% |
$838 - $1.01K
|
1.84K
$687K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
4+ 0.28% |
$838 - $1.01K
|
1.41K
$529K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.19% |
$838 - $1.01K
|
2.15K
$804K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
4+ 7.55% |
$838 - $1.01K
|
57
$21.3K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.36% |
$838 - $1.01K
|
1.12K
$418K
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.35% |
$838 - $1.01K
|
1.14K
$426K
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4+ 0.21% |
$838 - $1.01K
|
1.95K
$729K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.12% |
$629 - $754
|
2.48K
$928K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 1.58% |
$629 - $754
|
193
$72.1K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3+ 0.15% |
$629 - $754
|
2.02K
$754K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 5.08% |
$629 - $754
|
62
$23.2K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.75% |
$419 - $503
|
267
$99.8K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2+ 0.09% |
$419 - $503
|
2.2K
$820K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.53% |
$419 - $503
|
376
$141K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.15% |
$419 - $503
|
1.35K
$506K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$419 - $503
|
2
$748
|