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 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 2.27% |
$215 - $248
|
45
$16.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 1.61% |
$215 - $248
|
63
$23.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.1% |
$215 - $248
|
990
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.08% |
$215 - $248
|
1.25K
$461K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 3.03% |
$215 - $248
|
34
$12.5K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.24% |
$215 - $248
|
411
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.03% |
$215 - $248
|
3.39K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.01% |
$215 - $248
|
6.79K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$215 - $248
|
39.9K
$14.7M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.78% |
$215 - $248
|
128
$47.1K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$215 - $248
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 1.55% |
$430 - $497
|
127
$46.7K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-2- 0.1% |
$430 - $497
|
2.04K
$750K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2- 0.01% |
$430 - $497
|
29.3K
$10.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-3- 0.04% |
$646 - $745
|
6.99K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.3% |
$646 - $745
|
985
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 1.76% |
$646 - $745
|
167
$61.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3- 0.16% |
$646 - $745
|
1.9K
$700K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3- 0.04% |
$646 - $745
|
6.71K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3- 0.08% |
$646 - $745
|
3.64K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 1.17% |
$646 - $745
|
254
$93.4K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 0.09% |
$646 - $745
|
3.24K
$1.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 19.05% |
$861 - $993
|
17
$6.25K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.14% |
$861 - $993
|
2.89K
$1.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-4- 0.13% |
$861 - $993
|
2.99K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 22.73% |
$1.08K - $1.24K
|
17
$6.25K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-5- 0.16% |
$1.08K - $1.24K
|
3.05K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 9.8% |
$1.08K - $1.24K
|
46
$16.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 0.23% |
$1.29K - $1.49K
|
2.62K
$962K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6- 10.71% |
$1.29K - $1.49K
|
50
$18.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6- 0.24% |
$1.29K - $1.49K
|
2.48K
$912K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-8- 0.89% |
$1.72K - $1.99K
|
893
$328K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-9- 0.24% |
$1.94K - $2.23K
|
3.78K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 0.43% |
$1.94K - $2.23K
|
2.06K
$757K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 0.58% |
$1.94K - $2.23K
|
1.53K
$563K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-11- 0.9% |
$2.37K - $2.73K
|
1.21K
$444K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-12- 0.31% |
$2.58K - $2.98K
|
3.9K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-13- 24.53% |
$2.8K - $3.23K
|
40
$14.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-13- 1.43% |
$2.8K - $3.23K
|
895
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-15- 0.51% |
$3.23K - $3.72K
|
2.93K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-15- 0.8% |
$3.23K - $3.72K
|
1.86K
$683K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-15- 0.44% |
$3.23K - $3.72K
|
3.36K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-16- 0.21% |
$3.44K - $3.97K
|
7.43K
$2.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-18- 1.07% |
$3.87K - $4.47K
|
1.67K
$612K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-18- 85.71% |
$3.87K - $4.47K
|
3
$1.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-19- 1.54% |
$4.09K - $4.72K
|
1.21K
$445K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-19- 0.91% |
$4.09K - $4.72K
|
2.06K
$758K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19- 0.23% |
$4.09K - $4.72K
|
8.28K
$3.05M
|