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 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
600+ 10.57% |
$129K - $149K
|
6.28K
$2.31M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
600New |
$129K - $149K
|
600
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
598New |
$129K - $148K
|
598
$221K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
589+ 33.56% |
$127K - $146K
|
2.34K
$865K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
578+ 3.53% |
$124K - $144K
|
17K
$6.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
575+ 142.68% |
$124K - $143K
|
978
$361K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
560+ 55.78% |
$121K - $139K
|
1.56K
$577K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
559+ 9.78% |
$120K - $139K
|
6.27K
$2.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
554+ 13.33% |
$119K - $138K
|
4.71K
$1.74M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
546+ 4.47% |
$118K - $136K
|
12.8K
$4.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
545+ 4.1% |
$117K - $135K
|
13.8K
$5.11M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
537New |
$116K - $133K
|
537
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
535+ 54.2% |
$115K - $133K
|
1.52K
$561K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
529+ 7.23% |
$114K - $131K
|
7.84K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
518+ 4.37% |
$111K - $129K
|
12.4K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
516+ 34.56% |
$111K - $128K
|
2.01K
$741K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
506+ 2.86% |
$109K - $126K
|
18.2K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
498New |
$107K - $124K
|
498
$184K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
492+ 4.27% |
$106K - $122K
|
12K
$4.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
478+ 1.17% |
$103K - $119K
|
41.2K
$15.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
462+ 1.17% |
$99.4K - $115K
|
40.1K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
460+ 12.21% |
$99K - $114K
|
4.23K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
452+ 0.14% |
$97.3K - $112K
|
333K
$123M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
450+ 8.86% |
$96.9K - $112K
|
5.53K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
448+ 3.64% |
$96.4K - $111K
|
12.8K
$4.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
446+ 1.23% |
$96K - $111K
|
36.6K
$13.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
446+ 5.56% |
$96K - $111K
|
8.47K
$3.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
434+ 27.82% |
$93.4K - $108K
|
1.99K
$736K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
426+ 21.7% |
$91.7K - $106K
|
2.39K
$881K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
425+ 2.64% |
$91.5K - $106K
|
16.5K
$6.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
418+ 11.99% |
$90K - $104K
|
3.91K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
408+ 4.72% |
$87.8K - $101K
|
9.04K
$3.34M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.95% |
$86.1K - $99.3K
|
42.5K
$15.7M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
391New |
$84.2K - $97.1K
|
391
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
385+ 23.59% |
$82.9K - $95.6K
|
2.02K
$744K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
381New |
$82K - $94.6K
|
381
$141K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
374+ 309.09% |
$80.5K - $92.9K
|
495
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
368+ 17.05% |
$79.2K - $91.4K
|
2.53K
$932K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
363+ 3.32% |
$78.1K - $90.1K
|
11.3K
$4.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
357+ 20.28% |
$76.8K - $88.6K
|
2.12K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
350New |
$75.3K - $86.9K
|
350
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
346+ 3.73% |
$74.5K - $85.9K
|
9.63K
$3.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
343+ 0.78% |
$73.8K - $85.2K
|
44.5K
$16.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
343+ 1.99% |
$73.8K - $85.2K
|
17.6K
$6.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
342+ 8.09% |
$73.6K - $84.9K
|
4.57K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
335+ 2.7% |
$72.1K - $83.2K
|
12.8K
$4.7M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
330+ 6.27% |
$71K - $81.9K
|
5.6K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
326+ 7.75% |
$70.2K - $80.9K
|
4.53K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
325+ 12.92% |
$70K - $80.7K
|
2.84K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
321+ 4.24% |
$69.1K - $79.7K
|
7.88K
$2.91M
|