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
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
2.36KNew |
$507K - $585K
|
2.36K
$839K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.31K+ 71.24% |
$497K - $574K
|
5.56K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.3KNew |
$495K - $571K
|
2.3K
$819K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
2.27K+ 36.55% |
$489K - $564K
|
8.49K
$3.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.24KNew |
$483K - $557K
|
2.24K
$799K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.13K+ 4.03% |
$458K - $528K
|
54.9K
$19.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.06KNew |
$443K - $511K
|
2.06K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 12.37% |
$443K - $511K
|
18.7K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.04K+ 0.95% |
$440K - $507K
|
216K
$77M
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
2KNew |
$430K - $497K
|
2K
$713K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.98K+ 5.76% |
$426K - $491K
|
36.4K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.96K+ 3.62% |
$422K - $486K
|
56K
$20M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.94K+ 2.52% |
$418K - $482K
|
79K
$28.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.93K+ 3.35% |
$416K - $480K
|
59.6K
$21.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.92KNew |
$412K - $475K
|
1.92K
$682K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.91KNew |
$411K - $474K
|
1.91K
$680K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$405K - $467K
|
1.88K
$671K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.86K+ 83.97% |
$400K - $462K
|
4.08K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$397K - $458K
|
1.84K
$657K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.83K+ 4.61% |
$394K - $454K
|
41.5K
$14.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.82KNew |
$391K - $451K
|
1.82K
$648K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.8KNew |
$387K - $447K
|
1.8K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.76K+ 10.33% |
$379K - $438K
|
18.8K
$6.71M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.75K+ 32.35% |
$377K - $434K
|
7.16K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.74KNew |
$374K - $431K
|
1.74K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.73KNew |
$372K - $429K
|
1.73K
$615K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.7KNew |
$366K - $422K
|
1.7K
$606K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
1.7KNew |
$366K - $422K
|
1.7K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.65KNew |
$354K - $408K
|
1.65K
$586K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.61K+ 12.1% |
$347K - $400K
|
14.9K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.61K+ 50.31% |
$347K - $400K
|
4.81K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.61KNew |
$346K - $399K
|
1.61K
$573K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.6KNew |
$344K - $397K
|
1.6K
$569K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.56KNew |
$335K - $387K
|
1.56K
$555K
|
|
|
Jan 31, 2024
Q4 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
1.5KNew |
$323K - $372K
|
1.5K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.5KNew |
$323K - $372K
|
1.5K
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.44K+ 42.19% |
$311K - $358K
|
4.86K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.42KNew |
$305K - $351K
|
1.42K
$504K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.42KNew |
$305K - $351K
|
1.42K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.41K+ 2.37% |
$303K - $350K
|
60.9K
$21.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.4KNew |
$301K - $347K
|
1.4K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.4KNew |
$301K - $347K
|
1.4K
$498K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38KNew |
$297K - $343K
|
1.38K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.37KNew |
$294K - $339K
|
1.37K
$487K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.36K+ 7.44% |
$294K - $339K
|
19.7K
$7.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$291K - $336K
|
1.35K
$482K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.34K+ 8.01% |
$289K - $333K
|
18.1K
$6.45M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.33KNew |
$286K - $330K
|
1.33K
$473K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.31KNew |
$281K - $324K
|
1.31K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.29KNew |
$278K - $321K
|
1.29K
$460K
|