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 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
921New |
$198K - $229K
|
921
$340K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
907New |
$195K - $225K
|
907
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
904+ 8.44% |
$195K - $224K
|
11.6K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
889+ 30.94% |
$191K - $221K
|
3.76K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
887New |
$191K - $220K
|
887
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
887New |
$191K - $220K
|
887
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
887New |
$191K - $220K
|
887
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
886New |
$191K - $220K
|
886
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
880New |
$189K - $218K
|
880
$325K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
876New |
$189K - $217K
|
876
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
873New |
$188K - $217K
|
873
$322K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
869New |
$187K - $216K
|
869
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
866+ 11.16% |
$186K - $215K
|
8.62K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
865+ 0.6% |
$186K - $215K
|
145K
$53.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
855+ 27.63% |
$184K - $212K
|
3.95K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
854+ 6.6% |
$184K - $212K
|
13.8K
$5.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
853New |
$184K - $212K
|
853
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
849New |
$183K - $211K
|
849
$313K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
847New |
$182K - $210K
|
847
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
844+ 58.33% |
$182K - $210K
|
2.29K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
842New |
$181K - $209K
|
842
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
840New |
$181K - $209K
|
840
$310K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
833New |
$179K - $207K
|
833
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
819+ 25.22% |
$176K - $203K
|
4.07K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
815New |
$175K - $202K
|
815
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
814New |
$175K - $202K
|
814
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
801+ 6161.54% |
$172K - $199K
|
814
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
790+ 154.3% |
$170K - $196K
|
1.3K
$480K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
787+ 11.42% |
$169K - $195K
|
7.68K
$2.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
769+ 7.97% |
$166K - $191K
|
10.4K
$3.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
736+ 22.99% |
$158K - $183K
|
3.94K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
734+ 1.7% |
$158K - $182K
|
43.9K
$16.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
731+ 38.88% |
$157K - $181K
|
2.61K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
711+ 8.9% |
$153K - $177K
|
8.7K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
692+ 17.33% |
$149K - $172K
|
4.69K
$1.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
689+ 1.97% |
$148K - $171K
|
35.7K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
677+ 7.67% |
$146K - $168K
|
9.51K
$3.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
661+ 13.26% |
$142K - $164K
|
5.65K
$2.08M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
658+ 22.32% |
$142K - $163K
|
3.61K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
656+ 2.32% |
$141K - $163K
|
28.9K
$10.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
651+ 4.3% |
$140K - $162K
|
15.8K
$5.83M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
648+ 1.05% |
$139K - $161K
|
62.3K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
632+ 2.32% |
$136K - $157K
|
27.9K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
631+ 3.73% |
$136K - $157K
|
17.6K
$6.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
630+ 16.05% |
$136K - $156K
|
4.56K
$1.68M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
630+ 35.63% |
$136K - $156K
|
2.4K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
624+ 6.23% |
$134K - $155K
|
10.6K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
623+ 41.48% |
$134K - $155K
|
2.13K
$784K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
614+ 4.97% |
$132K - $152K
|
13K
$4.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
611+ 5.42% |
$132K - $152K
|
11.9K
$4.38M
|