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 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
56+ 5.31% |
$18.2K - $21.5K
|
1.11K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
56+ 5.28% |
$18.2K - $21.5K
|
1.12K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
55New |
$17.9K - $21.1K
|
55
$19.1K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
55+ 7.54% |
$17.9K - $21.1K
|
784
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
54+ 5.13% |
$17.5K - $20.7K
|
1.11K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
54+ 5.92% |
$17.5K - $20.7K
|
966
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
53New |
$17.2K - $20.3K
|
53
$18.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
53New |
$17.2K - $20.3K
|
53
$18.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
52+ 7.33% |
$16.9K - $19.9K
|
761
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
52+ 208.0% |
$16.9K - $19.9K
|
77
$26.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
52+ 0.47% |
$16.9K - $19.9K
|
11.1K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
52+ 1.53% |
$16.9K - $19.9K
|
3.45K
$1.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
52New |
$16.9K - $19.9K
|
52
$18.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
51+ 0.14% |
$16.6K - $19.6K
|
37.7K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
51+ 1.76% |
$16.6K - $19.6K
|
2.94K
$1.02M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
50+ 2.29% |
$16.2K - $19.2K
|
2.23K
$776K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
46+ 7.42% |
$14.9K - $17.6K
|
666
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45New |
$14.6K - $17.3K
|
45
$15.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
45+ 5.36% |
$14.6K - $17.3K
|
885
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
43New |
$14K - $16.5K
|
43
$15K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42+ 0.52% |
$13.6K - $16.1K
|
8.11K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
40+ 4.56% |
$13K - $15.3K
|
918
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
40+ 3.81% |
$13K - $15.3K
|
1.09K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
40+ 3.57% |
$13K - $15.3K
|
1.16K
$404K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
39+ 2.19% |
$12.7K - $15K
|
1.82K
$632K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
39New |
$12.7K - $15K
|
39
$13.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 2.32% |
$12.7K - $15K
|
1.72K
$600K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
38+ 1.54% |
$12.3K - $14.6K
|
2.5K
$870K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
38New |
$12.3K - $14.6K
|
38
$13.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
37+ 2.68% |
$12K - $14.2K
|
1.42K
$493K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
36+ 1.96% |
$11.7K - $13.8K
|
1.87K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
36+ 0.09% |
$11.7K - $13.8K
|
38.9K
$13.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
35+ 24.65% |
$11.4K - $13.4K
|
177
$61.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
35New |
$11.4K - $13.4K
|
35
$12.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
35+ 1.71% |
$11.4K - $13.4K
|
2.08K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
35+ 1.11% |
$11.4K - $13.4K
|
3.19K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
34+ 0.26% |
$11K - $13K
|
13.1K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
34New |
$11K - $13K
|
34
$11.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
34+ 3400.0% |
$11K - $13K
|
35
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
33New |
$10.7K - $12.7K
|
33
$11.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33+ 1.43% |
$10.7K - $12.7K
|
2.34K
$814K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
33+ 5.62% |
$10.7K - $12.7K
|
620
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
32+ 2.0% |
$10.4K - $12.3K
|
1.63K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
32+ 0.26% |
$10.4K - $12.3K
|
12.2K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
32+ 3.0% |
$10.4K - $12.3K
|
1.1K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
31+ 3.24% |
$10.1K - $11.9K
|
987
$344K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
30+ 0.63% |
$9.75K - $11.5K
|
4.81K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
28+ 59.57% |
$9.1K - $10.7K
|
75
$26.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
28+ 0.75% |
$9.1K - $10.7K
|
3.75K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
28New |
$9.1K - $10.7K
|
28
$9.75K
|