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 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
642+ 29.87% |
$135K - $161K
|
2.79K
$875K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
634+ 63.65% |
$133K - $159K
|
1.63K
$511K
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
623+ 3.18% |
$131K - $157K
|
20.2K
$6.33M
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
623+ 2.9% |
$131K - $157K
|
22.1K
$6.92M
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
621+ 4.71% |
$130K - $156K
|
13.8K
$4.33M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
615+ 13.87% |
$129K - $155K
|
5.05K
$1.58M
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
603+ 13.11% |
$126K - $152K
|
5.2K
$1.63M
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
580+ 8.07% |
$122K - $146K
|
7.77K
$2.43M
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
578+ 6.18% |
$121K - $145K
|
9.93K
$3.11M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
577+ 7.62% |
$121K - $145K
|
8.15K
$2.56M
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
573+ 5.01% |
$120K - $144K
|
12K
$3.77M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
570+ 62.43% |
$119K - $143K
|
1.48K
$465K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
563+ 4.59% |
$118K - $142K
|
12.8K
$4.02M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
561+ 10.68% |
$118K - $141K
|
5.81K
$1.82M
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
531+ 0.66% |
$111K - $134K
|
80.7K
$25.3M
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
524+ 4.03% |
$110K - $132K
|
13.5K
$4.24M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
523New |
$110K - $132K
|
523
$164K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
514New |
$108K - $129K
|
514
$161K
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
504+ 7.11% |
$106K - $127K
|
7.6K
$2.38M
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
501+ 0.84% |
$105K - $126K
|
60K
$18.8M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
497+ 14.36% |
$104K - $125K
|
3.96K
$1.24M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
497+ 21.08% |
$104K - $125K
|
2.86K
$895K
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
497+ 4.79% |
$104K - $125K
|
10.9K
$3.41M
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
491+ 36.48% |
$103K - $123K
|
1.84K
$576K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
487+ 2.72% |
$102K - $122K
|
18.4K
$5.77M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
484+ 234.95% |
$101K - $122K
|
690
$216K
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
480New |
$101K - $121K
|
480
$150K
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
477+ 10.44% |
$100K - $120K
|
5.05K
$1.58M
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
474+ 1.44% |
$99.3K - $119K
|
33.5K
$10.5M
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
470+ 0.92% |
$98.5K - $118K
|
51.5K
$16.1M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
469+ 9.21% |
$98.3K - $118K
|
5.56K
$1.74M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
468+ 18.8% |
$98.1K - $118K
|
2.96K
$927K
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
460+ 0.49% |
$96.4K - $116K
|
94.8K
$29.7M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
454+ 2.14% |
$95.2K - $114K
|
21.7K
$6.79M
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
454New |
$95.2K - $114K
|
454
$142K
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
453+ 20.75% |
$94.9K - $114K
|
2.64K
$826K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
451+ 7.85% |
$94.5K - $113K
|
6.19K
$1.94M
|
|
Jan 20, 2023
Q4 2022
|
Qv Investors Inc.
|
BUY
|
- |
450+ 1.99% |
$94.3K - $113K
|
23.1K
$7.23M
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
449New |
$94.1K - $113K
|
449
$141K
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
449+ 1.43% |
$94.1K - $113K
|
31.8K
$9.96M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
439+ 9.59% |
$92K - $110K
|
5.02K
$1.57M
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
418+ 1.88% |
$87.6K - $105K
|
22.6K
$7.09M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
408+ 4.42% |
$85.5K - $103K
|
9.65K
$3.02M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
400+ 23.38% |
$83.8K - $101K
|
2.11K
$662K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
400+ 157.48% |
$83.8K - $101K
|
654
$205K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
399+ 5.72% |
$83.6K - $100K
|
7.38K
$2.31M
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
396+ 1.02% |
$83K - $99.6K
|
39.1K
$12.3M
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
390New |
$81.7K - $98.1K
|
390
$122K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
386+ 22.65% |
$80.9K - $97.1K
|
2.09K
$655K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
381New |
$79.9K - $95.8K
|
381
$119K
|