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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.59% |
$21.5K - $24.8K
|
17K
$6.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-100- 3.33% |
$21.5K - $24.8K
|
2.9K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-101- 6.29% |
$21.7K - $25.1K
|
1.51K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-102- 2.48% |
$22K - $25.3K
|
4.02K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-104- 7.64% |
$22.4K - $25.8K
|
1.26K
$448K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-105- 0.18% |
$22.6K - $26.1K
|
56.7K
$20.2M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-105- 0.18% |
$22.6K - $26.1K
|
56.7K
$20.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-107- 2.05% |
$23K - $26.6K
|
5.11K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-107- 7.32% |
$23K - $26.6K
|
1.36K
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-108- 1.75% |
$23.2K - $26.8K
|
6.07K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-109- 11.2% |
$23.5K - $27.1K
|
864
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-111- 68.94% |
$23.9K - $27.6K
|
50
$17.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-112- 91.8% |
$24.1K - $27.8K
|
10
$3.56K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-113- 4.98% |
$24.3K - $28.1K
|
2.16K
$768K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-115- 0.34% |
$24.8K - $28.6K
|
33.8K
$12M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-115- 0.33% |
$24.8K - $28.6K
|
34.9K
$12.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-115- 7.27% |
$24.8K - $28.6K
|
1.47K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-115- 7.44% |
$24.8K - $28.6K
|
1.43K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-116- 2.37% |
$25K - $28.8K
|
4.77K
$1.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-119- 18.2% |
$25.6K - $29.5K
|
535
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-119- 9.44% |
$25.6K - $29.5K
|
1.14K
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-120- 1.31% |
$25.8K - $29.8K
|
9.06K
$3.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 2.61% |
$26K - $30K
|
4.51K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-122- 0.86% |
$26.3K - $30.3K
|
14.1K
$5.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-122- 0.56% |
$26.3K - $30.3K
|
21.8K
$7.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-122- 3.6% |
$26.3K - $30.3K
|
3.27K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-126- 0.18% |
$27.1K - $31.3K
|
69.7K
$24.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-131- 8.01% |
$28.2K - $32.5K
|
1.51K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-131- 0.26% |
$28.2K - $32.5K
|
50.1K
$17.9M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-131- 0.09% |
$28.2K - $32.5K
|
148K
$52.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-133- 2.87% |
$28.6K - $33K
|
4.51K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-134- 2.85% |
$28.8K - $33.3K
|
4.57K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-136- 1.78% |
$29.3K - $33.8K
|
7.52K
$2.68M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-136- 0.65% |
$29.3K - $33.8K
|
20.8K
$7.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-137- 1.41% |
$29.5K - $34K
|
9.56K
$3.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-139- 38.94% |
$29.9K - $34.5K
|
218
$77.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-139- 0.34% |
$29.9K - $34.5K
|
40.7K
$14.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-140- 1.67% |
$30.1K - $34.8K
|
8.27K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-140- 1.98% |
$30.1K - $34.8K
|
6.95K
$2.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-141- 1.54% |
$30.3K - $35K
|
9.04K
$3.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-143- 1.46% |
$30.8K - $35.5K
|
9.64K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-143- 13.61% |
$30.8K - $35.5K
|
908
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-145- 13.84% |
$31.2K - $36K
|
903
$322K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-147- 6.09% |
$31.6K - $36.5K
|
2.27K
$808K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-147- 6.32% |
$31.6K - $36.5K
|
2.18K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-149- 8.71% |
$32.1K - $37K
|
1.56K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-151- 13.4% |
$32.5K - $37.5K
|
976
$348K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-152- 1.96% |
$32.7K - $37.7K
|
7.59K
$2.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-155- 3.16% |
$33.4K - $38.5K
|
4.75K
$1.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-159- 3.64% |
$34.2K - $39.5K
|
4.21K
$1.5M
|