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 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-161- 2.08% |
$34.7K - $40K
|
7.58K
$2.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-162- 4.55% |
$34.9K - $40.2K
|
3.4K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-165- 6.95% |
$35.5K - $41K
|
2.21K
$815K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-175- 2.7% |
$37.7K - $43.4K
|
6.3K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-175- 2.37% |
$37.7K - $43.4K
|
7.2K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-175- 5.87% |
$37.7K - $43.4K
|
2.81K
$1.03M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-175- 4.53% |
$37.7K - $43.4K
|
3.68K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-176- 11.54% |
$37.9K - $43.7K
|
1.35K
$498K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-179- 7.73% |
$38.5K - $44.4K
|
2.14K
$788K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-179- 2.1% |
$38.5K - $44.4K
|
8.35K
$3.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-184- 8.82% |
$39.6K - $45.7K
|
1.9K
$701K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-184- 6.46% |
$39.6K - $45.7K
|
2.67K
$984K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-185- 6.41% |
$39.8K - $45.9K
|
2.7K
$997K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-186- 1.67% |
$40K - $46.2K
|
10.9K
$4.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-186- 11.83% |
$40K - $46.2K
|
1.39K
$511K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-190- 7.4% |
$40.9K - $47.2K
|
2.38K
$877K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 2.41% |
$41.1K - $47.4K
|
7.74K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-195- 16.67% |
$42K - $48.4K
|
975
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-197- 35.43% |
$42.4K - $48.9K
|
359
$132K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-198- 0.93% |
$42.6K - $49.2K
|
21K
$7.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-198- 8.06% |
$42.6K - $49.2K
|
2.26K
$833K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-199- 15.74% |
$42.8K - $49.4K
|
1.07K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-199- 2.34% |
$42.8K - $49.4K
|
8.3K
$3.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.27% |
$43K - $49.7K
|
8.6K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-200- 13.33% |
$43K - $49.7K
|
1.3K
$480K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-203- 5.45% |
$43.7K - $50.4K
|
3.52K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-208- 9.36% |
$44.8K - $51.6K
|
2.01K
$743K
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-215- 12.46% |
$46.3K - $53.4K
|
1.51K
$557K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-217- 12.68% |
$46.7K - $53.9K
|
1.49K
$551K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-218- 0.54% |
$46.9K - $54.1K
|
39.9K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-229- 11.94% |
$49.3K - $56.9K
|
1.69K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-230- 13.45% |
$49.5K - $57.1K
|
1.48K
$546K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-232- 34.27% |
$49.9K - $57.6K
|
445
$164K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-233- 8.46% |
$50.2K - $57.8K
|
2.52K
$930K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-234- 3.6% |
$50.4K - $58.1K
|
6.27K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-237- 13.51% |
$51K - $58.8K
|
1.52K
$560K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-240- 2.62% |
$51.7K - $59.6K
|
8.94K
$3.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-248- 0.76% |
$53.4K - $61.6K
|
32.6K
$12M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-250- 33.33% |
$53.8K - $62.1K
|
500
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-250- 5.36% |
$53.8K - $62.1K
|
4.42K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-251- 5.89% |
$54K - $62.3K
|
4.01K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-255- 22.51% |
$54.9K - $63.3K
|
878
$324K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-258- 47.96% |
$55.5K - $64.1K
|
280
$103K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-259- 9.4% |
$55.7K - $64.3K
|
2.5K
$921K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-261- 1.84% |
$56.2K - $64.8K
|
13.9K
$5.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-267- 5.47% |
$57.5K - $66.3K
|
4.62K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-267- 6.03% |
$57.5K - $66.3K
|
4.16K
$1.54M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-274- 20.45% |
$59K - $68K
|
1.07K
$393K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-275- 20.01% |
$59.2K - $68.3K
|
1.1K
$405K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-284- 4.55% |
$61.1K - $70.5K
|
5.96K
$2.2M
|