Purchases and Sales Made in Q3 2023 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.63K+ 6.77% |
$373K - $432K
|
25.7K
$9.14M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.62KNew |
$370K - $429K
|
1.62K
$575K
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1.62K+ 0.98% |
$369K - $428K
|
166K
$59M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.58K+ 30.3% |
$362K - $419K
|
6.81K
$2.42M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.58KNew |
$361K - $418K
|
1.58K
$560K
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.58K+ 0.57% |
$360K - $418K
|
276K
$98M
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.51K+ 18.78% |
$344K - $399K
|
9.52K
$3.38M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5K+ 4.73% |
$343K - $398K
|
33.2K
$11.8M
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 2.27% |
$343K - $398K
|
67.6K
$24M
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.5KNew |
$343K - $397K
|
1.5K
$532K
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.49KNew |
$341K - $396K
|
1.49K
$530K
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.48K+ 4.28% |
$339K - $393K
|
36.1K
$12.8M
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.46K+ 0.71% |
$333K - $386K
|
206K
$73.2M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 9.6% |
$333K - $386K
|
16.6K
$5.9M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.45KNew |
$332K - $385K
|
1.45K
$516K
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.44K+ 13.37% |
$330K - $383K
|
12.2K
$4.34M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.41K+ 23.68% |
$323K - $375K
|
7.39K
$2.62M
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.41K+ 2.54% |
$321K - $373K
|
56.8K
$20.2M
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.37K+ 53.5% |
$313K - $363K
|
3.93K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.37K+ 90.64% |
$312K - $362K
|
2.87K
$1.02M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.36KNew |
$311K - $361K
|
1.36K
$483K
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
BUY
|
- |
1.36K+ 32.58% |
$310K - $359K
|
5.51K
$1.96M
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.3K+ 71.39% |
$296K - $343K
|
3.11K
$1.1M
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.28K+ 4.62% |
$293K - $340K
|
29.1K
$10.3M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.27K+ 18.27% |
$290K - $336K
|
8.21K
$2.91M
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.2KNew |
$275K - $319K
|
1.2K
$427K
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
1.15KNew |
$263K - $305K
|
1.15K
$408K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.15K+ 27.0% |
$263K - $305K
|
5.41K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 6.69% |
$253K - $294K
|
17.7K
$6.27M
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.1K+ 1.63% |
$251K - $291K
|
68.5K
$24.3M
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.03K+ 10.08% |
$236K - $273K
|
11.3K
$4M
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1K+ 7.43% |
$229K - $266K
|
14.5K
$5.15M
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
989+ 2.2% |
$226K - $262K
|
46K
$16.3M
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
975+ 12.17% |
$223K - $258K
|
8.99K
$3.19M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
943+ 0.42% |
$215K - $250K
|
225K
$79.9M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
935+ 82.45% |
$214K - $248K
|
2.07K
$734K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
916+ 10.06% |
$209K - $243K
|
10K
$3.56M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
916+ 107.51% |
$209K - $243K
|
1.77K
$627K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
915+ 4.35% |
$209K - $242K
|
21.9K
$7.78M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
906New |
$207K - $240K
|
906
$322K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
901+ 5.81% |
$206K - $239K
|
16.4K
$5.83M
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
897+ 28.08% |
$205K - $238K
|
4.09K
$1.45M
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
864+ 69.79% |
$197K - $229K
|
2.1K
$746K
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
840+ 5.66% |
$192K - $223K
|
15.7K
$5.57M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
811+ 5.66% |
$185K - $215K
|
15.1K
$5.37M
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
800+ 55.94% |
$183K - $212K
|
2.23K
$791K
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
799+ 12.08% |
$183K - $212K
|
7.41K
$2.63M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
797+ 30.39% |
$182K - $211K
|
3.42K
$1.21M
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
794+ 1.63% |
$181K - $210K
|
49.5K
$17.6M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
790+ 7.81% |
$180K - $209K
|
10.9K
$3.87M
|