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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
49+ 3.75% |
$10.5K - $12.2K
|
1.36K
$500K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
48+ 0.53% |
$10.3K - $11.9K
|
9.04K
$3.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
48New |
$10.3K - $11.9K
|
48
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
47+ 3.33% |
$10.1K - $11.7K
|
1.46K
$538K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
BUY
|
- |
46+ 0.83% |
$9.9K - $11.4K
|
5.56K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 0.74% |
$9.9K - $11.4K
|
6.24K
$2.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
45New |
$9.69K - $11.2K
|
45
$16.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
45New |
$9.69K - $11.2K
|
45
$16.6K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 0.17% |
$9.69K - $11.2K
|
27K
$9.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
43New |
$9.26K - $10.7K
|
43
$15.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
42+ 3.55% |
$9.04K - $10.4K
|
1.22K
$452K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41+ 17.37% |
$8.82K - $10.2K
|
277
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
40+ 1.8% |
$8.61K - $9.93K
|
2.27K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40+ 4.17% |
$8.61K - $9.93K
|
1K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
39+ 2.06% |
$8.39K - $9.68K
|
1.93K
$713K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
38+ 2.3% |
$8.18K - $9.43K
|
1.69K
$623K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
38New |
$8.18K - $9.43K
|
38
$14K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
36+ 0.52% |
$7.75K - $8.94K
|
6.97K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 9.31% |
$7.53K - $8.69K
|
411
$152K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34New |
$7.32K - $8.44K
|
34
$12.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
34+ 0.2% |
$7.32K - $8.44K
|
16.7K
$6.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31+ 2.78% |
$6.67K - $7.7K
|
1.15K
$424K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
31+ 2.39% |
$6.67K - $7.7K
|
1.33K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31+ 1.17% |
$6.67K - $7.7K
|
2.67K
$986K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
29+ 0.31% |
$6.24K - $7.2K
|
9.26K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
26+ 0.94% |
$5.6K - $6.46K
|
2.8K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 1.69% |
$5.38K - $6.21K
|
1.5K
$555K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
23+ 0.11% |
$4.95K - $5.71K
|
20.8K
$7.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
23+ 0.1% |
$4.95K - $5.71K
|
23.3K
$8.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
22+ 1.26% |
$4.74K - $5.46K
|
1.76K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21New |
$4.52K - $5.21K
|
21
$7.75K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 66.67% |
$4.3K - $4.97K
|
50
$18.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.46% |
$4.3K - $4.97K
|
4.37K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
20+ 1.45% |
$4.3K - $4.97K
|
1.4K
$516K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
19+ 0.28% |
$4.09K - $4.72K
|
6.74K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19+ 950.0% |
$4.09K - $4.72K
|
21
$7.75K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
18+ 78.26% |
$3.87K - $4.47K
|
41
$15.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 212.5% |
$3.66K - $4.22K
|
25
$9.22K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
16+ 1.33% |
$3.44K - $3.97K
|
1.22K
$449K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
16+ 1.6% |
$3.44K - $3.97K
|
1.02K
$376K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 23.44% |
$3.23K - $3.72K
|
79
$29.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
15New |
$3.23K - $3.72K
|
15
$5.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.34% |
$3.23K - $3.72K
|
4.49K
$1.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14+ 0.47% |
$3.01K - $3.48K
|
2.96K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
13+ 0.34% |
$2.8K - $3.23K
|
3.83K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 6.47% |
$2.8K - $3.23K
|
214
$78.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
13New |
$2.8K - $3.23K
|
13
$4.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
12+ 1.12% |
$2.58K - $2.98K
|
1.09K
$400K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.42% |
$2.37K - $2.73K
|
2.6K
$960K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 0.8% |
$2.37K - $2.73K
|
1.39K
$511K
|