Purchases and Sales Made in Q2 2023 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
462+ 10.0% |
$94.4K - $113K
|
5.08K
$1.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
457+ 3.78% |
$93.4K - $112K
|
12.5K
$4.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
455+ 33.55% |
$93K - $112K
|
1.81K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
447+ 17.51% |
$91.4K - $110K
|
3K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
443+ 27.76% |
$90.6K - $109K
|
2.04K
$722K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
441+ 111.08% |
$90.1K - $108K
|
838
$297K
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
439+ 4.97% |
$89.7K - $108K
|
9.27K
$3.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
438+ 2.46% |
$89.5K - $107K
|
18.2K
$6.44M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
437+ 9.69% |
$89.3K - $107K
|
4.95K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
427+ 9.77% |
$87.3K - $105K
|
4.8K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
407+ 18.57% |
$83.2K - $99.8K
|
2.6K
$920K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
407+ 7.9% |
$83.2K - $99.8K
|
5.56K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
406+ 12.95% |
$83K - $99.5K
|
3.54K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
400+ 2.27% |
$81.8K - $98.1K
|
18K
$6.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
400New |
$81.8K - $98.1K
|
400
$142K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
396+ 3.57% |
$80.9K - $97.1K
|
11.5K
$4.06M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
394New |
$80.5K - $96.6K
|
394
$139K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
392New |
$80.1K - $96.1K
|
392
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
387+ 3.44% |
$79.1K - $94.9K
|
11.6K
$4.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
385+ 6.92% |
$78.7K - $94.4K
|
5.95K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
382+ 2.14% |
$78.1K - $93.7K
|
18.2K
$6.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
380+ 9.58% |
$77.7K - $93.2K
|
4.35K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
380+ 8.62% |
$77.7K - $93.2K
|
4.79K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
373+ 8.79% |
$76.2K - $91.4K
|
4.62K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
368+ 0.49% |
$75.2K - $90.2K
|
75.2K
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
368+ 6.9% |
$75.2K - $90.2K
|
5.7K
$2.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
361+ 6.29% |
$73.8K - $88.5K
|
6.1K
$2.16M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
355+ 9.32% |
$72.6K - $87K
|
4.17K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
338+ 6.54% |
$69.1K - $82.9K
|
5.51K
$1.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
335+ 5.0% |
$68.5K - $82.1K
|
7.04K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
327+ 817.5% |
$66.8K - $80.2K
|
367
$130K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
327+ 817.5% |
$66.8K - $80.2K
|
367
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
318+ 3.69% |
$65K - $78K
|
8.94K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
316+ 17.08% |
$64.6K - $77.5K
|
2.17K
$766K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
314+ 1.07% |
$64.2K - $77K
|
29.6K
$10.5M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
313+ 15.06% |
$64K - $76.7K
|
2.39K
$846K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
310+ 6.27% |
$63.4K - $76K
|
5.26K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
307+ 4.37% |
$62.8K - $75.3K
|
7.34K
$2.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
BUY
|
- |
301+ 7.88% |
$61.5K - $73.8K
|
4.12K
$1.46M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 4.58% |
$61.3K - $73.5K
|
6.85K
$2.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
299+ 6.18% |
$61.1K - $73.3K
|
5.14K
$1.82M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
285+ 9.29% |
$58.3K - $69.9K
|
3.35K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
280+ 15.82% |
$57.2K - $68.6K
|
2.05K
$725K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
271+ 9.62% |
$55.4K - $66.4K
|
3.09K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
269+ 1921.43% |
$55K - $65.9K
|
283
$100K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
267+ 3.9% |
$54.6K - $65.5K
|
7.12K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
267+ 31.19% |
$54.6K - $65.5K
|
1.12K
$397K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
266+ 2.53% |
$54.4K - $65.2K
|
10.8K
$3.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
263+ 5.2% |
$53.8K - $64.5K
|
5.32K
$1.88M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
262+ 2.49% |
$53.6K - $64.2K
|
10.8K
$3.81M
|