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 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
946New |
$198K - $238K
|
946
$352K
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
942New |
$197K - $237K
|
942
$351K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
941New |
$197K - $237K
|
941
$351K
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
934New |
$196K - $235K
|
934
$348K
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
932New |
$195K - $234K
|
932
$347K
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
BUY
|
- |
930New |
$195K - $234K
|
930
$347K
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
926+ 1.96% |
$194K - $233K
|
48.3K
$18M
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
922New |
$193K - $232K
|
922
$344K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
920New |
$193K - $231K
|
920
$343K
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
911New |
$191K - $229K
|
911
$339K
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
904New |
$189K - $227K
|
904
$337K
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
904New |
$189K - $227K
|
904
$337K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
901New |
$189K - $227K
|
901
$336K
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
900New |
$189K - $226K
|
900
$335K
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
895New |
$188K - $225K
|
895
$333K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
894+ 20.79% |
$187K - $225K
|
5.2K
$1.94M
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
892New |
$187K - $224K
|
892
$332K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
889+ 9.37% |
$186K - $224K
|
10.4K
$3.87M
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
879New |
$184K - $221K
|
879
$328K
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
879New |
$184K - $221K
|
879
$328K
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
877+ 6.0% |
$184K - $221K
|
15.5K
$5.77M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
876+ 17.67% |
$184K - $220K
|
5.83K
$2.17M
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
870New |
$182K - $219K
|
870
$324K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
846New |
$177K - $213K
|
846
$315K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
842New |
$176K - $212K
|
842
$314K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
830New |
$174K - $209K
|
830
$309K
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
829New |
$174K - $208K
|
829
$309K
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
827New |
$173K - $208K
|
827
$308K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
816+ 10.68% |
$171K - $205K
|
8.46K
$3.15M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
803+ 7.1% |
$168K - $202K
|
12.1K
$4.51M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
787+ 25.37% |
$165K - $198K
|
3.89K
$1.45M
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
780+ 1.29% |
$163K - $196K
|
61.2K
$22.8M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
750New |
$157K - $189K
|
750
$279K
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
742+ 69.61% |
$156K - $187K
|
1.81K
$674K
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
732+ 22.62% |
$153K - $184K
|
3.97K
$1.48M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
723+ 10.8% |
$152K - $182K
|
7.42K
$2.76M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
721+ 6.59% |
$151K - $181K
|
11.7K
$4.35M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
707+ 1.85% |
$148K - $178K
|
38.9K
$14.5M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
700+ 24.7% |
$147K - $176K
|
3.53K
$1.32M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
687+ 13.79% |
$144K - $173K
|
5.67K
$2.11M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
684+ 10.26% |
$143K - $172K
|
7.35K
$2.74M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
678+ 24.38% |
$142K - $170K
|
3.46K
$1.29M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
650+ 6.96% |
$136K - $163K
|
9.99K
$3.72M
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
646+ 37.13% |
$135K - $162K
|
2.39K
$889K
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
645+ 6.3% |
$135K - $162K
|
10.9K
$4.05M
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
644+ 13.12% |
$135K - $162K
|
5.55K
$2.07M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
643+ 11.66% |
$135K - $162K
|
6.16K
$2.29M
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
642+ 29.87% |
$135K - $161K
|
2.79K
$1.04M
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
634+ 63.65% |
$133K - $159K
|
1.63K
$607K
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
623+ 3.18% |
$131K - $157K
|
20.2K
$7.53M
|