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 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
71+ 1.36% |
$16.2K - $18.8K
|
5.28K
$1.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
68+ 3.38% |
$15.5K - $18K
|
2.08K
$739K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
68+ 5.21% |
$15.5K - $18K
|
1.37K
$488K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
67+ 1.52% |
$15.3K - $17.8K
|
4.48K
$1.59M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
67+ 6.44% |
$15.3K - $17.8K
|
1.11K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
66+ 0.39% |
$15.1K - $17.5K
|
17.1K
$6.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
65+ 6.71% |
$14.8K - $17.2K
|
1.03K
$367K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
62+ 30.85% |
$14.2K - $16.4K
|
263
$93.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
60+ 0.49% |
$13.7K - $15.9K
|
12.2K
$4.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 5.05% |
$13.7K - $15.9K
|
1.25K
$443K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
60+ 5.35% |
$13.7K - $15.9K
|
1.18K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 0.67% |
$13.5K - $15.6K
|
8.83K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
58+ 5.19% |
$13.3K - $15.4K
|
1.18K
$417K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
55+ 4.86% |
$12.6K - $14.6K
|
1.19K
$421K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
52+ 0.4% |
$11.9K - $13.8K
|
13.2K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
50+ 0.36% |
$11.4K - $13.2K
|
14.1K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50+ 0.07% |
$11.4K - $13.2K
|
70.2K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
49New |
$11.2K - $13K
|
49
$17.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
48+ 1.17% |
$11K - $12.7K
|
4.16K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
48+ 0.81% |
$11K - $12.7K
|
6.01K
$2.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
45+ 1.27% |
$10.3K - $11.9K
|
3.59K
$1.27M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
44+ 0.62% |
$10.1K - $11.7K
|
7.16K
$2.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
BUY
|
- |
43+ 0.12% |
$9.82K - $11.4K
|
37K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43+ 10.89% |
$9.82K - $11.4K
|
438
$155K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
42+ 4.81% |
$9.6K - $11.1K
|
915
$325K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
40+ 2.63% |
$9.14K - $10.6K
|
1.56K
$554K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
40+ 16.0% |
$9.14K - $10.6K
|
290
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
39New |
$8.91K - $10.3K
|
39
$13.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
37+ 1.45% |
$8.45K - $9.8K
|
2.59K
$920K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
35+ 1.57% |
$8K - $9.27K
|
2.27K
$804K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
35+ 1.11% |
$8K - $9.27K
|
3.18K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33+ 2.27% |
$7.54K - $8.74K
|
1.49K
$528K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
33+ 0.76% |
$7.54K - $8.74K
|
4.37K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
33+ 8.78% |
$7.54K - $8.74K
|
409
$145K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
31+ 2.04% |
$7.08K - $8.21K
|
1.55K
$549K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30+ 2.01% |
$6.85K - $7.95K
|
1.53K
$541K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30+ 1.96% |
$6.85K - $7.95K
|
1.56K
$553K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
30+ 5.33% |
$6.85K - $7.95K
|
593
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
29+ 0.86% |
$6.63K - $7.68K
|
3.4K
$1.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
29+ 1.95% |
$6.63K - $7.68K
|
1.52K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
29+ 0.14% |
$6.63K - $7.68K
|
20.4K
$7.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
28+ 0.66% |
$6.4K - $7.42K
|
4.27K
$1.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
27+ 1.31% |
$6.17K - $7.15K
|
2.09K
$740K
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
27+ 0.8% |
$6.17K - $7.15K
|
3.42K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
26+ 1.33% |
$5.94K - $6.89K
|
1.99K
$704K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26+ 59.09% |
$5.94K - $6.89K
|
70
$24.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
25+ 1.14% |
$5.71K - $6.62K
|
2.23K
$790K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25+ 21.93% |
$5.71K - $6.62K
|
139
$49.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
24+ 0.92% |
$5.48K - $6.36K
|
2.62K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24+ 0.33% |
$5.48K - $6.36K
|
7.24K
$2.57M
|