Purchases and Sales Made in Q4 2024 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q4 2024. 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 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
90+ 7.58% |
$29.2K - $34.5K
|
1.28K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
88+ 12.94% |
$28.6K - $33.7K
|
768
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
88+ 0.4% |
$28.6K - $33.7K
|
21.9K
$8.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
88+ 0.26% |
$28.6K - $33.7K
|
34.3K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
86New |
$27.9K - $33K
|
86
$31.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
86+ 2.01% |
$27.9K - $33K
|
4.36K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
84+ 13.08% |
$27.3K - $32.2K
|
726
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
83+ 4.09% |
$27K - $31.8K
|
2.11K
$775K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
81+ 2.97% |
$26.3K - $31.1K
|
2.8K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
81+ 1.26% |
$26.3K - $31.1K
|
6.53K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
79+ 0.21% |
$25.7K - $30.3K
|
38.5K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
79New |
$25.7K - $30.3K
|
79
$29K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
77+ 7.14% |
$25K - $29.5K
|
1.16K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
77New |
$25K - $29.5K
|
77
$28.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
75+ 5.8% |
$24.4K - $28.8K
|
1.37K
$502K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
75+ 11.83% |
$24.4K - $28.8K
|
709
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
75New |
$24.4K - $28.8K
|
75
$27.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
73+ 0.11% |
$23.7K - $28K
|
68.6K
$25.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
72+ 2.51% |
$23.4K - $27.6K
|
2.94K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
70+ 0.03% |
$22.7K - $26.8K
|
228K
$83.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
70+ 0.71% |
$22.7K - $26.8K
|
9.89K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
67+ 1.92% |
$21.8K - $25.7K
|
3.56K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
66+ 11.06% |
$21.4K - $25.3K
|
663
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
65+ 4.83% |
$21.1K - $24.9K
|
1.41K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
65New |
$21.1K - $24.9K
|
65
$23.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
63+ 3.13% |
$20.5K - $24.2K
|
2.08K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
61+ 2.39% |
$19.8K - $23.4K
|
2.61K
$958K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60New |
$19.5K - $23K
|
60
$22K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
59+ 1.12% |
$19.2K - $22.6K
|
5.34K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
56+ 6.1% |
$18.2K - $21.5K
|
974
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
56+ 5.31% |
$18.2K - $21.5K
|
1.11K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
56+ 5.28% |
$18.2K - $21.5K
|
1.12K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
55New |
$17.9K - $21.1K
|
55
$20.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
54+ 5.13% |
$17.5K - $20.7K
|
1.11K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
54+ 5.92% |
$17.5K - $20.7K
|
966
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
53New |
$17.2K - $20.3K
|
53
$19.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
52+ 7.33% |
$16.9K - $19.9K
|
761
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
52+ 208.0% |
$16.9K - $19.9K
|
77
$28.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
52+ 0.47% |
$16.9K - $19.9K
|
11.1K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
52+ 1.53% |
$16.9K - $19.9K
|
3.45K
$1.27M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
52New |
$16.9K - $19.9K
|
52
$19.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
51+ 0.14% |
$16.6K - $19.6K
|
37.7K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
51+ 1.76% |
$16.6K - $19.6K
|
2.94K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
46+ 7.42% |
$14.9K - $17.6K
|
666
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45New |
$14.6K - $17.3K
|
45
$16.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
45+ 5.36% |
$14.6K - $17.3K
|
885
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
43New |
$14K - $16.5K
|
43
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42+ 0.52% |
$13.6K - $16.1K
|
8.11K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
40+ 4.56% |
$13K - $15.3K
|
918
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
40+ 3.81% |
$13K - $15.3K
|
1.09K
$400K
|