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 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11+ 0.67% |
$2.37K - $2.73K
|
1.66K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
11New |
$2.37K - $2.73K
|
11
$4.06K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
BUY
|
- |
10+ 0.11% |
$2.15K - $2.48K
|
9.22K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
10+ 0.49% |
$2.15K - $2.48K
|
2.06K
$758K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 13.33% |
$2.15K - $2.48K
|
85
$31.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10New |
$2.15K - $2.48K
|
10
$3.69K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10+ 0.22% |
$2.15K - $2.48K
|
4.66K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
10+ 1.1% |
$2.15K - $2.48K
|
919
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.24% |
$2.15K - $2.48K
|
4.11K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.77% |
$1.94K - $2.23K
|
1.18K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9+ 1.0% |
$1.94K - $2.23K
|
909
$335K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 47.37% |
$1.94K - $2.23K
|
28
$10.3K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$1.94K - $2.23K
|
9
$3.32K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8+ 0.45% |
$1.72K - $1.99K
|
1.79K
$661K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8+ 0.52% |
$1.72K - $1.99K
|
1.55K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8+ 0.04% |
$1.72K - $1.99K
|
18.9K
$6.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7+ 0.14% |
$1.51K - $1.74K
|
5.02K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
7+ 9.09% |
$1.51K - $1.74K
|
84
$31K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6+ 0.01% |
$1.29K - $1.49K
|
94.3K
$34.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.55% |
$1.29K - $1.49K
|
1.1K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.39% |
$1.29K - $1.49K
|
1.56K
$574K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
5+ 0.08% |
$1.08K - $1.24K
|
5.92K
$2.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
5+ 0.56% |
$1.08K - $1.24K
|
904
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
5+ 0.39% |
$1.08K - $1.24K
|
1.3K
$478K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4New |
$861 - $993
|
4
$1.48K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.24% |
$861 - $993
|
1.69K
$625K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4+ 0.2% |
$861 - $993
|
1.99K
$734K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
4New |
$861 - $993
|
4
$1.48K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.26% |
$646 - $745
|
1.17K
$430K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3+ 0.2% |
$646 - $745
|
1.52K
$560K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 0.03% |
$646 - $745
|
8.89K
$3.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
3New |
$646 - $745
|
3
$1.11K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3+ 0.33% |
$646 - $745
|
918
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.07% |
$646 - $745
|
4.04K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.14% |
$646 - $745
|
2.18K
$803K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3New |
$646 - $745
|
3
$1.11K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
3+ 1.66% |
$646 - $745
|
184
$67.9K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$646 - $745
|
3
$1.11K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.99% |
$430 - $497
|
204
$75.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.22% |
$430 - $497
|
897
$331K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.53% |
$430 - $497
|
133
$49.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.25% |
$430 - $497
|
814
$300K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2+ 0.39% |
$430 - $497
|
512
$189K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$215 - $248
|
4.64K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.08% |
$215 - $248
|
1.2K
$443K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.49% |
$215 - $248
|
207
$76.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.27% |
$215 - $248
|
80
$29.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1+ 0.04% |
$215 - $248
|
2.35K
$865K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1+ 0.01% |
$215 - $248
|
13.4K
$4.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$215 - $248
|
1
$369
|