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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.56K+ 566.6% |
$1.81M - $2.13M
|
6.55K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-44- 4.33% |
$14.3K - $16.9K
|
971
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
592New |
$192K - $227K
|
592
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
104+ 3.28% |
$33.8K - $39.9K
|
3.27K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 4.31% |
$407K - $481K
|
27.9K
$9.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.58K- 13.14% |
$514K - $607K
|
10.5K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
441+ 41.25% |
$143K - $169K
|
1.51K
$538K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.22K+ 0.92% |
$1.05M - $1.23M
|
353K
$126M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-1.93K- 30.83% |
$626K - $739K
|
4.32K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-192- 12.69% |
$62.4K - $73.6K
|
1.32K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
56+ 5.31% |
$18.2K - $21.5K
|
1.11K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-346- 10.83% |
$112K - $133K
|
2.85K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-129- 49.81% |
$41.9K - $49.5K
|
130
$46.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2+ 0.49% |
$650 - $767
|
410
$146K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
198+ 12.34% |
$64.3K - $75.9K
|
1.8K
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
103+ 2.08% |
$33.5K - $39.5K
|
5.06K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33+ 1.43% |
$10.7K - $12.7K
|
2.34K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
95+ 0.53% |
$30.9K - $36.4K
|
18.2K
$6.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
160+ 4.52% |
$52K - $61.3K
|
3.7K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-7- 0.35% |
$2.27K - $2.68K
|
1.99K
$708K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-97- 8.14% |
$31.5K - $37.2K
|
1.1K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
205+ 3.02% |
$66.6K - $78.6K
|
6.99K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-41- 2.69% |
$13.3K - $15.7K
|
1.48K
$528K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
25+ 2.41% |
$8.12K - $9.59K
|
1.06K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
63.9K+ 43.18% |
$20.8M - $24.5M
|
212K
$75.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.24K- 2.34% |
$727K - $858K
|
93.4K
$33.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-454- 4.86% |
$148K - $174K
|
8.9K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 35.29% |
$1.95K - $2.3K
|
11
$3.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
625New |
$203K - $240K
|
625
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-546- 2.36% |
$177K - $209K
|
22.6K
$8.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
136+ 3.0% |
$44.2K - $52.1K
|
4.68K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
123+ 0.51% |
$40K - $47.2K
|
24.4K
$8.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-13.8K- 55.0% |
$4.47M - $5.27M
|
11.3K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
851New |
$277K - $326K
|
851
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-78- 8.56% |
$25.3K - $29.9K
|
833
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-49- 0.75% |
$15.9K - $18.8K
|
6.53K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
14+ 1.42% |
$4.55K - $5.37K
|
1K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.41K- 3.57% |
$458K - $540K
|
38K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
149+ 9.47% |
$48.4K - $57.1K
|
1.72K
$613K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-34- 4.32% |
$11K - $13K
|
753
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1K+ 88.5% |
$325K - $383K
|
2.13K
$759K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
106+ 12.44% |
$34.4K - $40.6K
|
958
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1+ 0.16% |
$325 - $383
|
620
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-650- 6.27% |
$211K - $249K
|
9.71K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
58.3K+ 90.79% |
$19M - $22.4M
|
123K
$43.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.16K+ 2.51% |
$378K - $446K
|
47.4K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
53New |
$17.2K - $20.3K
|
53
$18.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.31K+ 9.15% |
$1.08M - $1.27M
|
39.5K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-167- 2.37% |
$54.3K - $64K
|
6.89K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
28+ 59.57% |
$9.1K - $10.7K
|
75
$26.7K
|