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 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 1.43% |
$3.25K - $3.83K
|
710
$195K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10+ 13.16% |
$3.25K - $3.83K
|
86
$23.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10+ 0.86% |
$3.25K - $3.83K
|
1.17K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
10+ 1.2% |
$3.25K - $3.83K
|
844
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10+ 1.07% |
$3.25K - $3.83K
|
942
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
9+ 0.14% |
$2.92K - $3.45K
|
6.43K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
9+ 1.17% |
$2.92K - $3.45K
|
778
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 4.97% |
$2.92K - $3.45K
|
190
$52.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
8+ 0.83% |
$2.6K - $3.07K
|
975
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$2.6K - $3.07K
|
8
$2.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
8New |
$2.6K - $3.07K
|
8
$2.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
8New |
$2.6K - $3.07K
|
8
$2.19K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$2.27K - $2.68K
|
7
$1.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7New |
$2.27K - $2.68K
|
7
$1.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
7+ 0.09% |
$2.27K - $2.68K
|
7.76K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.4% |
$1.95K - $2.3K
|
1.51K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
6+ 12.0% |
$1.95K - $2.3K
|
56
$15.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6New |
$1.95K - $2.3K
|
6
$1.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
6+ 0.06% |
$1.95K - $2.3K
|
10.5K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6+ 0.15% |
$1.95K - $2.3K
|
4.09K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 1.46% |
$1.62K - $1.92K
|
347
$95.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5+ 0.54% |
$1.62K - $1.92K
|
925
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
5New |
$1.62K - $1.92K
|
5
$1.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5+ 0.78% |
$1.62K - $1.92K
|
650
$178K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
4+ 0.36% |
$1.3K - $1.53K
|
1.11K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 133.33% |
$1.3K - $1.53K
|
7
$1.92K
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
BUY
|
- |
4+ 0.44% |
$1.3K - $1.53K
|
923
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4+ 0.29% |
$1.3K - $1.53K
|
1.4K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 12.5% |
$1.3K - $1.53K
|
36
$9.87K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.37% |
$1.3K - $1.53K
|
1.08K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4+ 0.1% |
$1.3K - $1.53K
|
4.04K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
4New |
$1.3K - $1.53K
|
4
$1.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$1.3K - $1.53K
|
1.66K
$455K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
4New |
$1.3K - $1.53K
|
4
$1.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.44% |
$975 - $1.15K
|
686
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3+ 0.17% |
$975 - $1.15K
|
1.73K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3+ 100.0% |
$975 - $1.15K
|
6
$1.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$975 - $1.15K
|
3
$823
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3New |
$975 - $1.15K
|
3
$823
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$975 - $1.15K
|
3
$823
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
2+ 0.28% |
$650 - $767
|
728
$200K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2+ 0.49% |
$650 - $767
|
410
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 5.0% |
$650 - $767
|
42
$11.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$650 - $767
|
1.98K
$543K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.25% |
$650 - $767
|
790
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.95% |
$650 - $767
|
212
$58.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2+ 0.21% |
$650 - $767
|
944
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 16.67% |
$650 - $767
|
14
$3.84K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.5% |
$325 - $383
|
200
$54.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$325 - $383
|
8.52K
$2.34M
|