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 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-19- 6.25% |
$4.09K - $4.72K
|
285
$105K
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-20- 1.77% |
$4.3K - $4.97K
|
1.11K
$408K
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-20- 1.31% |
$4.3K - $4.97K
|
1.5K
$552K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 3.33% |
$4.3K - $4.97K
|
580
$213K
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20- 1.27% |
$4.3K - $4.97K
|
1.56K
$573K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-21- 1.25% |
$4.52K - $5.21K
|
1.66K
$611K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-21- 1.2% |
$4.52K - $5.21K
|
1.73K
$635K
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-21- 0.12% |
$4.52K - $5.21K
|
17.3K
$6.36M
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-22- 1.46% |
$4.74K - $5.46K
|
1.49K
$546K
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-23- 0.09% |
$4.95K - $5.71K
|
24.4K
$8.98M
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-23- 1.13% |
$4.95K - $5.71K
|
2.01K
$738K
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-23- 1.8% |
$4.95K - $5.71K
|
1.25K
$460K
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-23- 0.58% |
$4.95K - $5.71K
|
3.91K
$1.44M
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-25- 1.77% |
$5.38K - $6.21K
|
1.38K
$509K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-25- 12.5% |
$5.38K - $6.21K
|
175
$64.3K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 8.06% |
$5.38K - $6.21K
|
285
$105K
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-25- 0.2% |
$5.38K - $6.21K
|
12.7K
$4.66M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-26- 0.95% |
$5.6K - $6.46K
|
2.72K
$1M
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-27- 0.64% |
$5.81K - $6.7K
|
4.18K
$1.54M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-27- 50.0% |
$5.81K - $6.7K
|
27
$9.93K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-28- 1.17% |
$6.03K - $6.95K
|
2.36K
$866K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-28- 2.22% |
$6.03K - $6.95K
|
1.23K
$453K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-30- 1.39% |
$6.46K - $7.45K
|
2.12K
$780K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-30- 1.44% |
$6.46K - $7.45K
|
2.06K
$755K
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-30- 1.15% |
$6.46K - $7.45K
|
2.57K
$945K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-31Closed |
$6.67K - $7.7K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-31- 1.07% |
$6.67K - $7.7K
|
2.88K
$1.06M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-32- 11.03% |
$6.89K - $7.94K
|
258
$94.8K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-34- 2.89% |
$7.32K - $8.44K
|
1.14K
$420K
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-35- 0.27% |
$7.53K - $8.69K
|
12.9K
$4.74M
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-35- 0.69% |
$7.53K - $8.69K
|
5.05K
$1.86M
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-35- 1.58% |
$7.53K - $8.69K
|
2.17K
$799K
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-36- 0.81% |
$7.75K - $8.94K
|
4.4K
$1.62M
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-36- 1.49% |
$7.75K - $8.94K
|
2.38K
$873K
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-38- 3.59% |
$8.18K - $9.43K
|
1.02K
$375K
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-38- 2.41% |
$8.18K - $9.43K
|
1.54K
$567K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-38- 0.83% |
$8.18K - $9.43K
|
4.55K
$1.67M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-39- 0.95% |
$8.39K - $9.68K
|
4.05K
$1.49M
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-40- 1.23% |
$8.61K - $9.93K
|
3.22K
$1.18M
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-40- 1.88% |
$8.61K - $9.93K
|
2.09K
$768K
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-41- 1.14% |
$8.82K - $10.2K
|
3.54K
$1.3M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-41- 0.77% |
$8.82K - $10.2K
|
5.3K
$1.95M
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-41- 1.94% |
$8.82K - $10.2K
|
2.07K
$761K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-43- 0.87% |
$9.26K - $10.7K
|
4.89K
$1.8M
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-45- 1.48% |
$9.69K - $11.2K
|
3K
$1.1M
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-45- 0.23% |
$9.69K - $11.2K
|
19.3K
$7.1M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-45- 7.89% |
$9.69K - $11.2K
|
525
$193K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-47- 4.1% |
$10.1K - $11.7K
|
1.1K
$404K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-47- 0.41% |
$10.1K - $11.7K
|
11.3K
$4.17M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-47- 4.24% |
$10.1K - $11.7K
|
1.06K
$390K
|