Purchases and Sales Made in Q4 2022 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
54+ 0.13% |
$11.3K - $13.6K
|
41.6K
$15.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
52+ 38.52% |
$10.9K - $13.1K
|
187
$68.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
51New |
$10.7K - $12.8K
|
51
$18.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
50New |
$10.5K - $12.6K
|
50
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
50New |
$10.5K - $12.6K
|
50
$18.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
49+ 7.52% |
$10.3K - $12.3K
|
701
$258K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
48+ 4.02% |
$10.1K - $12.1K
|
1.24K
$457K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
48+ 0.43% |
$10.1K - $12.1K
|
11.1K
$4.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
45+ 0.49% |
$9.43K - $11.3K
|
9.26K
$3.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
44+ 733.33% |
$9.22K - $11.1K
|
50
$18.4K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
40+ 0.43% |
$8.38K - $10.1K
|
9.45K
$3.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
40+ 0.53% |
$8.38K - $10.1K
|
7.62K
$2.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
40+ 39.22% |
$8.38K - $10.1K
|
142
$52.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38+ 41.3% |
$7.96K - $9.55K
|
130
$47.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 2.6% |
$7.34K - $8.8K
|
1.38K
$507K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
34+ 1.96% |
$7.13K - $8.55K
|
1.77K
$649K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
34New |
$7.13K - $8.55K
|
34
$12.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 5.19% |
$6.92K - $8.3K
|
669
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 2.13% |
$6.5K - $7.79K
|
1.49K
$547K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 3.07% |
$6.5K - $7.79K
|
1.04K
$383K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
30New |
$6.29K - $7.54K
|
30
$11K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
30+ 1.45% |
$6.29K - $7.54K
|
2.1K
$773K
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
BUY
|
- |
30+ 1.23% |
$6.29K - $7.54K
|
2.47K
$909K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
30+ 2.11% |
$6.29K - $7.54K
|
1.45K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
30+ 2.57% |
$6.29K - $7.54K
|
1.2K
$440K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
29New |
$6.08K - $7.29K
|
29
$10.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
27+ 1.16% |
$5.66K - $6.79K
|
2.36K
$869K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
26+ 1.68% |
$5.45K - $6.54K
|
1.58K
$579K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
26+ 1.36% |
$5.45K - $6.54K
|
1.94K
$713K
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
26+ 1.25% |
$5.45K - $6.54K
|
2.1K
$772K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$5.45K - $6.54K
|
26
$9.56K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 0.72% |
$5.24K - $6.29K
|
3.48K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
22+ 2.08% |
$4.61K - $5.53K
|
1.08K
$398K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
20+ 181.82% |
$4.19K - $5.03K
|
31
$11.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
20+ 0.16% |
$4.19K - $5.03K
|
12.9K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
20+ 0.21% |
$4.19K - $5.03K
|
9.52K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.54% |
$4.19K - $5.03K
|
3.73K
$1.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
20+ 0.6% |
$4.19K - $5.03K
|
3.35K
$1.23M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20New |
$4.19K - $5.03K
|
20
$7.35K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
19+ 0.21% |
$3.98K - $4.78K
|
8.88K
$3.27M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
18New |
$3.77K - $4.53K
|
18
$6.62K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
17+ 0.26% |
$3.56K - $4.27K
|
6.67K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
16+ 66.67% |
$3.35K - $4.02K
|
40
$14.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 0.57% |
$3.35K - $4.02K
|
2.83K
$1.04M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
15New |
$3.14K - $3.77K
|
15
$5.51K
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15+ 0.73% |
$3.14K - $3.77K
|
2.06K
$756K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
15+ 0.72% |
$3.14K - $3.77K
|
2.09K
$769K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15+ 2.38% |
$3.14K - $3.77K
|
646
$237K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
15New |
$3.14K - $3.77K
|
15
$5.51K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
15+ 0.5% |
$3.14K - $3.77K
|
3K
$1.1M
|