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 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
318+ 1.32% |
$68.4K - $78.9K
|
24.4K
$9.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
312+ 19.43% |
$67.2K - $77.5K
|
1.92K
$708K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
310+ 13.74% |
$66.7K - $77K
|
2.57K
$947K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
300+ 5.97% |
$64.6K - $74.5K
|
5.33K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
291+ 15.49% |
$62.6K - $72.2K
|
2.17K
$801K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
288+ 2.07% |
$62K - $71.5K
|
14.2K
$5.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
288+ 2.63% |
$62K - $71.5K
|
11.2K
$4.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
287+ 0.82% |
$61.8K - $71.3K
|
35.5K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
287New |
$61.8K - $71.3K
|
287
$106K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
280+ 5.56% |
$60.3K - $69.5K
|
5.32K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
279+ 1.72% |
$60.1K - $69.3K
|
16.5K
$6.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
274+ 1.31% |
$59K - $68K
|
21.3K
$7.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
271+ 0.11% |
$58.3K - $67.3K
|
258K
$95.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
263+ 11.14% |
$56.6K - $65.3K
|
2.62K
$968K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
262+ 1.4% |
$56.4K - $65K
|
19K
$7.02M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
250New |
$53.8K - $62.1K
|
250
$92.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
248+ 12.31% |
$53.4K - $61.6K
|
2.26K
$834K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
243+ 16.77% |
$52.3K - $60.3K
|
1.69K
$624K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
236+ 1.12% |
$50.8K - $58.6K
|
21.2K
$7.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
236+ 0.79% |
$50.8K - $58.6K
|
30.2K
$11.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
235New |
$50.6K - $58.3K
|
235
$86.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
235+ 0.63% |
$50.6K - $58.3K
|
37.8K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
235+ 1.36% |
$50.6K - $58.3K
|
17.6K
$6.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
234+ 12.13% |
$50.4K - $58.1K
|
2.16K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
234+ 19.8% |
$50.4K - $58.1K
|
1.42K
$522K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
233+ 2.14% |
$50.2K - $57.8K
|
11.1K
$4.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
225+ 6.61% |
$48.4K - $55.9K
|
3.63K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
224+ 54.77% |
$48.2K - $55.6K
|
633
$234K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
221+ 15.21% |
$47.6K - $54.9K
|
1.67K
$618K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
221+ 21.37% |
$47.6K - $54.9K
|
1.26K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
217+ 0.33% |
$46.7K - $53.9K
|
67K
$24.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
216+ 6.62% |
$46.5K - $53.6K
|
3.48K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
213+ 2.22% |
$45.8K - $52.9K
|
9.79K
$3.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
208+ 2.22% |
$44.8K - $51.6K
|
9.59K
$3.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
202+ 1.08% |
$43.5K - $50.2K
|
19K
$7M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
200+ 2.41% |
$43K - $49.7K
|
8.5K
$3.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
199+ 7.06% |
$42.8K - $49.4K
|
3.02K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
195New |
$42K - $48.4K
|
195
$71.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
195+ 12.7% |
$42K - $48.4K
|
1.73K
$639K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
191+ 1.56% |
$41.1K - $47.4K
|
12.4K
$4.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
190+ 2.66% |
$40.9K - $47.2K
|
7.32K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
190+ 4.28% |
$40.9K - $47.2K
|
4.63K
$1.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
185+ 2.37% |
$39.8K - $45.9K
|
7.99K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
182+ 0.14% |
$39.2K - $45.2K
|
132K
$48.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
180+ 0.8% |
$38.7K - $44.7K
|
22.7K
$8.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
175New |
$37.7K - $43.4K
|
175
$64.6K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
175+ 2.18% |
$37.7K - $43.4K
|
8.21K
$3.03M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
172+ 1.7% |
$37K - $42.7K
|
10.3K
$3.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
171+ 17.1% |
$36.8K - $42.5K
|
1.17K
$432K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
171+ 14.41% |
$36.8K - $42.5K
|
1.36K
$501K
|