Purchases and Sales Made in Q4 2023 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q4 2023. 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 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
168+ 4.28% |
$36.2K - $41.7K
|
4.1K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
167+ 6.54% |
$35.9K - $41.5K
|
2.72K
$1M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
164+ 6.48% |
$35.3K - $40.7K
|
2.69K
$994K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
163New |
$35.1K - $40.5K
|
163
$60.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
163+ 3.64% |
$35.1K - $40.5K
|
4.64K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
163New |
$35.1K - $40.5K
|
163
$60.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
163+ 6.88% |
$35.1K - $40.5K
|
2.53K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
157+ 2.17% |
$33.8K - $39K
|
7.4K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
154+ 7.19% |
$33.1K - $38.2K
|
2.3K
$847K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
153+ 13.3% |
$32.9K - $38K
|
1.3K
$481K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
150+ 7.97% |
$32.3K - $37.2K
|
2.03K
$750K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
149+ 7.05% |
$32.1K - $37K
|
2.26K
$835K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
148+ 1.64% |
$31.9K - $36.7K
|
9.15K
$3.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
145+ 9.65% |
$31.2K - $36K
|
1.65K
$608K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
145+ 0.2% |
$31.2K - $36K
|
73.6K
$27.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
144+ 5.11% |
$31K - $35.8K
|
2.96K
$1.09M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
143+ 0.4% |
$30.8K - $35.5K
|
36.3K
$13.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
142+ 3.29% |
$30.6K - $35.3K
|
4.45K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
139+ 1.34% |
$29.9K - $34.5K
|
10.5K
$3.88M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
138+ 0.28% |
$29.7K - $34.3K
|
49.6K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
138+ 3.87% |
$29.7K - $34.3K
|
3.7K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137+ 9.2% |
$29.5K - $34K
|
1.63K
$600K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
136+ 8.61% |
$29.3K - $33.8K
|
1.72K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
133+ 7.23% |
$28.6K - $33K
|
1.97K
$727K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
130+ 2.82% |
$28K - $32.3K
|
4.74K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
130+ 9.9% |
$28K - $32.3K
|
1.44K
$532K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
129+ 0.6% |
$27.8K - $32K
|
21.6K
$7.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
128+ 28.57% |
$27.6K - $31.8K
|
576
$212K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
128New |
$27.6K - $31.8K
|
128
$47.2K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
128New |
$27.6K - $31.8K
|
128
$47.2K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
128+ 28.57% |
$27.6K - $31.8K
|
576
$212K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
126+ 6.97% |
$27.1K - $31.3K
|
1.93K
$713K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
125+ 9.58% |
$26.9K - $31K
|
1.43K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
123+ 0.99% |
$26.5K - $30.5K
|
12.6K
$4.65M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
122+ 7.54% |
$26.3K - $30.3K
|
1.74K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
120+ 30.77% |
$25.8K - $29.8K
|
510
$188K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
119+ 56.67% |
$25.6K - $29.5K
|
329
$121K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
117+ 4.39% |
$25.2K - $29K
|
2.79K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
116+ 1.47% |
$25K - $28.8K
|
8.03K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
115+ 21.06% |
$24.8K - $28.6K
|
661
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
114+ 10.3% |
$24.5K - $28.3K
|
1.22K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
114+ 1.08% |
$24.5K - $28.3K
|
10.7K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
113+ 1.98% |
$24.3K - $28.1K
|
5.82K
$2.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
110+ 3.92% |
$23.7K - $27.3K
|
2.91K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
110+ 5.04% |
$23.7K - $27.3K
|
2.29K
$846K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
108New |
$23.2K - $26.8K
|
108
$39.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
106+ 0.34% |
$22.8K - $26.3K
|
30.9K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
106+ 258.54% |
$22.8K - $26.3K
|
147
$54.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
103New |
$22.2K - $25.6K
|
103
$38K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100+ 40.98% |
$21.5K - $24.8K
|
344
$127K
|