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
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 8.02% |
$21.5K - $24.8K
|
1.35K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 1.54% |
$21.5K - $24.8K
|
6.6K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.41% |
$21.5K - $24.8K
|
24.6K
$9.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
98+ 1.92% |
$21.1K - $24.3K
|
5.21K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
98New |
$21.1K - $24.3K
|
98
$36.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
96New |
$20.7K - $23.8K
|
96
$35.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
96+ 63.58% |
$20.7K - $23.8K
|
247
$91.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
95+ 4.58% |
$20.4K - $23.6K
|
2.17K
$800K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
95+ 16.38% |
$20.4K - $23.6K
|
675
$249K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
93New |
$20K - $23.1K
|
93
$34.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
92+ 0.59% |
$19.8K - $22.8K
|
15.6K
$5.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
84+ 1.38% |
$18.1K - $20.9K
|
6.16K
$2.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
83+ 64.34% |
$17.9K - $20.6K
|
212
$78.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
82+ 4.15% |
$17.6K - $20.4K
|
2.06K
$759K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
82+ 4.07% |
$17.6K - $20.4K
|
2.1K
$774K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
82+ 1.0% |
$17.6K - $20.4K
|
8.26K
$3.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
78+ 0.72% |
$16.8K - $19.4K
|
10.9K
$4.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
78+ 0.4% |
$16.8K - $19.4K
|
19.8K
$7.3M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
78+ 0.4% |
$16.8K - $19.4K
|
19.8K
$7.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
76New |
$16.4K - $18.9K
|
76
$28K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
75+ 4.85% |
$16.1K - $18.6K
|
1.62K
$598K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
75+ 0.79% |
$16.1K - $18.6K
|
9.53K
$3.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
75+ 1.35% |
$16.1K - $18.6K
|
5.65K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
75+ 12.65% |
$16.1K - $18.6K
|
668
$246K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
72+ 6.52% |
$15.5K - $17.9K
|
1.18K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
71New |
$15.3K - $17.6K
|
71
$26.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
70+ 2.58% |
$15.1K - $17.4K
|
2.78K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
69+ 0.28% |
$14.9K - $17.1K
|
24.8K
$9.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
69+ 1.62% |
$14.9K - $17.1K
|
4.32K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
68+ 3.21% |
$14.6K - $16.9K
|
2.19K
$807K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67New |
$14.4K - $16.6K
|
67
$24.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
63+ 2.04% |
$13.6K - $15.6K
|
3.14K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
62+ 1.85% |
$13.3K - $15.4K
|
3.41K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
61+ 5.55% |
$13.1K - $15.1K
|
1.16K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
60+ 2.3% |
$12.9K - $14.9K
|
2.67K
$985K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$12.5K - $14.4K
|
58
$21.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
57+ 1.66% |
$12.3K - $14.2K
|
3.5K
$1.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
57+ 2.49% |
$12.3K - $14.2K
|
2.35K
$867K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
54+ 5.02% |
$11.6K - $13.4K
|
1.13K
$417K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
54+ 5.07% |
$11.6K - $13.4K
|
1.12K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
54+ 1.11% |
$11.6K - $13.4K
|
4.9K
$1.81M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
54+ 337.5% |
$11.6K - $13.4K
|
70
$25.8K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
54+ 5.02% |
$11.6K - $13.4K
|
1.13K
$417K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$11.4K - $13.2K
|
53
$19.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51+ 2.25% |
$11K - $12.7K
|
2.32K
$854K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
50+ 8.93% |
$10.8K - $12.4K
|
610
$225K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
50+ 0.95% |
$10.8K - $12.4K
|
5.33K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50+ 8.93% |
$10.8K - $12.4K
|
610
$225K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50New |
$10.8K - $12.4K
|
50
$18.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
49+ 0.71% |
$10.5K - $12.2K
|
6.92K
$2.55M
|