Latest Institutional Transactions on Cummins Inc (CMI)
This table provides information on the latest institutional transactions involving Cummins Inc (CMI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-27.8K- 58.68% |
$9.11M - $11.9M
|
19.6K
$9.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.72KNew |
$1.55M - $2.01M
|
4.72K
$2.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
130+ 1.94% |
$42.6K - $55.4K
|
6.82K
$3.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
492New |
$161K - $210K
|
492
$228K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.06% |
$328 - $426
|
1.69K
$782K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-128- 0.37% |
$42K - $54.6K
|
34.5K
$16M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
311+ 1.4% |
$102K - $133K
|
22.5K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-6.64K- 1.75% |
$2.18M - $2.83M
|
372K
$172M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 3.23% |
$328 - $426
|
32
$14.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.22K- 2.73% |
$399K - $519K
|
43.3K
$20M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-404- 8.03% |
$132K - $172K
|
4.63K
$2.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-52- 4.48% |
$17K - $22.2K
|
1.11K
$513K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
11+ 1.5% |
$3.61K - $4.69K
|
744
$344K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
941+ 4705.0% |
$309K - $401K
|
961
$445K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.91K- 26.72% |
$1.61M - $2.1M
|
13.5K
$6.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-396- 3.05% |
$130K - $169K
|
12.6K
$5.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
566New |
$186K - $241K
|
566
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
17+ 1.54% |
$5.57K - $7.25K
|
1.12K
$519K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
324+ 27.25% |
$106K - $138K
|
1.51K
$700K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-40- 4.8% |
$13.1K - $17.1K
|
794
$367K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
597New |
$196K - $255K
|
597
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-100- 10.53% |
$32.8K - $42.6K
|
850
$393K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
586New |
$192K - $250K
|
586
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-16.9K- 46.89% |
$5.54M - $7.2M
|
19.1K
$8.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-720- 7.13% |
$236K - $307K
|
9.38K
$4.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-95- 4.9% |
$31.1K - $40.5K
|
1.84K
$852K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-21.8K- 20.58% |
$7.16M - $9.31M
|
84.2K
$39M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-234- 2.17% |
$76.7K - $99.8K
|
10.6K
$4.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
511New |
$168K - $218K
|
511
$236K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
264+ 1.5% |
$86.6K - $113K
|
17.8K
$8.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
77+ 8.65% |
$25.2K - $32.8K
|
967
$447K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-143- 7.8% |
$46.9K - $61K
|
1.69K
$782K
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-50.5K- 14.78% |
$16.6M - $21.6M
|
291K
$135M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
422+ 6.41% |
$138K - $180K
|
7K
$3.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
584New |
$191K - $249K
|
584
$270K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
606New |
$199K - $258K
|
606
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 50.0% |
$656 - $853
|
6
$2.78K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-278- 1.54% |
$91.1K - $119K
|
17.8K
$8.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
503New |
$165K - $214K
|
503
$233K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 3.03% |
$328 - $426
|
34
$15.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 17.65% |
$1.97K - $2.56K
|
40
$18.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
16+ 7.08% |
$5.25K - $6.82K
|
242
$112K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
238+ 13.98% |
$78K - $101K
|
1.94K
$897K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-427- 4.21% |
$140K - $182K
|
9.72K
$4.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-110- 1.24% |
$36.1K - $46.9K
|
8.74K
$4.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-382- 1.08% |
$125K - $163K
|
34.9K
$16.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
315+ 0.64% |
$103K - $134K
|
49.6K
$22.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5New |
$1.64K - $2.13K
|
5
$2.31K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
600New |
$197K - $256K
|
600
$278K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
96+ 1.76% |
$31.5K - $40.9K
|
5.56K
$2.57M
|
|