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
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
21+ 2.36% |
$6.82K - $8.05K
|
911
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 45.45% |
$6.5K - $7.67K
|
64
$23.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
20New |
$6.5K - $7.67K
|
20
$7.34K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
20+ 2.99% |
$6.5K - $7.67K
|
689
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.17% |
$6.5K - $7.67K
|
11.8K
$4.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
20+ 0.43% |
$6.5K - $7.67K
|
4.62K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
19+ 3.04% |
$6.17K - $7.28K
|
644
$236K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 45.0% |
$5.85K - $6.9K
|
58
$21.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.97% |
$5.85K - $6.9K
|
1.88K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
17+ 1.87% |
$5.52K - $6.52K
|
924
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
17+ 0.08% |
$5.52K - $6.52K
|
20.9K
$7.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
16+ 13.91% |
$5.2K - $6.13K
|
131
$48.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16+ 11.43% |
$5.2K - $6.13K
|
156
$57.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15+ 0.82% |
$4.87K - $5.75K
|
1.83K
$673K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 0.9% |
$4.87K - $5.75K
|
1.69K
$619K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15+ 3.71% |
$4.87K - $5.75K
|
419
$154K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
14New |
$4.55K - $5.37K
|
14
$5.14K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
14+ 1.42% |
$4.55K - $5.37K
|
1K
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
14+ 0.38% |
$4.55K - $5.37K
|
3.69K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
14New |
$4.55K - $5.37K
|
14
$5.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14+ 0.47% |
$4.55K - $5.37K
|
3.01K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13+ 0.17% |
$4.22K - $4.98K
|
7.53K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13+ 1.49% |
$4.22K - $4.98K
|
886
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
13+ 20.31% |
$4.22K - $4.98K
|
77
$28.3K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
13+ 1.23% |
$4.22K - $4.98K
|
1.07K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
13+ 0.77% |
$4.22K - $4.98K
|
1.7K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
12+ 0.85% |
$3.9K - $4.6K
|
1.42K
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
12+ 0.22% |
$3.9K - $4.6K
|
5.53K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12+ 1.3% |
$3.9K - $4.6K
|
934
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.8% |
$3.9K - $4.6K
|
1.52K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12+ 0.16% |
$3.9K - $4.6K
|
7.49K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
11+ 0.7% |
$3.57K - $4.22K
|
1.57K
$577K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.25% |
$3.57K - $4.22K
|
4.36K
$1.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
10+ 1.61% |
$3.25K - $3.83K
|
630
$231K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.29% |
$3.25K - $3.83K
|
3.41K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
10+ 0.39% |
$3.25K - $3.83K
|
2.58K
$947K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 1.43% |
$3.25K - $3.83K
|
710
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10+ 13.16% |
$3.25K - $3.83K
|
86
$31.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10+ 0.86% |
$3.25K - $3.83K
|
1.17K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
10+ 1.2% |
$3.25K - $3.83K
|
844
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10+ 1.07% |
$3.25K - $3.83K
|
942
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
9+ 0.14% |
$2.92K - $3.45K
|
6.43K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
9+ 1.17% |
$2.92K - $3.45K
|
778
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 4.97% |
$2.92K - $3.45K
|
190
$69.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
8+ 0.83% |
$2.6K - $3.07K
|
975
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$2.6K - $3.07K
|
8
$2.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
8New |
$2.6K - $3.07K
|
8
$2.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
8New |
$2.6K - $3.07K
|
8
$2.94K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$2.27K - $2.68K
|
7
$2.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7New |
$2.27K - $2.68K
|
7
$2.57K
|