Purchases and Sales Made in Q4 2024 in Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI) during Q4 2024. 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 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
139New |
$45.2K - $53.3K
|
139
$51K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
137New |
$44.5K - $52.5K
|
137
$50.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
136+ 3.0% |
$44.2K - $52.1K
|
4.68K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
136+ 9.3% |
$44.2K - $52.1K
|
1.6K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
136+ 9.55% |
$44.2K - $52.1K
|
1.56K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
134+ 3.71% |
$43.5K - $51.4K
|
3.74K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
133+ 4.05% |
$43.2K - $51K
|
3.42K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
128+ 11.06% |
$41.6K - $49.1K
|
1.29K
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
127+ 5.34% |
$41.3K - $48.7K
|
2.51K
$920K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
127+ 6.88% |
$41.3K - $48.7K
|
1.97K
$724K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
125New |
$40.6K - $47.9K
|
125
$45.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
125+ 6.93% |
$40.6K - $47.9K
|
1.93K
$708K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
125+ 0.35% |
$40.6K - $47.9K
|
35.9K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
124+ 13.3% |
$40.3K - $47.5K
|
1.06K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
123+ 0.51% |
$40K - $47.2K
|
24.4K
$8.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
122+ 12.73% |
$39.6K - $46.8K
|
1.08K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
117+ 0.34% |
$38K - $44.9K
|
34.9K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
115+ 5.36% |
$37.4K - $44.1K
|
2.26K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
115+ 3.39% |
$37.4K - $44.1K
|
3.51K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
114+ 9.12% |
$37K - $43.7K
|
1.36K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
112+ 9.66% |
$36.4K - $42.9K
|
1.27K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
111+ 0.62% |
$36.1K - $42.6K
|
18K
$6.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
108+ 5.41% |
$35.1K - $41.4K
|
2.11K
$773K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
108+ 6.07% |
$35.1K - $41.4K
|
1.89K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
108New |
$35.1K - $41.4K
|
108
$39.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
108+ 16.05% |
$35.1K - $41.4K
|
781
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
106+ 12.44% |
$34.4K - $40.6K
|
958
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
106+ 11.84% |
$34.4K - $40.6K
|
1K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
105+ 2.01% |
$34.1K - $40.3K
|
5.34K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
104+ 3.28% |
$33.8K - $39.9K
|
3.27K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
104+ 7.48% |
$33.8K - $39.9K
|
1.5K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
103+ 2.08% |
$33.5K - $39.5K
|
5.06K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
102New |
$33.1K - $39.1K
|
102
$37.4K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
101+ 1.66% |
$32.8K - $38.7K
|
6.18K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
101+ 2.29% |
$32.8K - $38.7K
|
4.5K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
101+ 0.69% |
$32.8K - $38.7K
|
14.7K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
101+ 1.47% |
$32.8K - $38.7K
|
6.98K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
100+ 4.02% |
$32.5K - $38.3K
|
2.59K
$950K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
100New |
$32.5K - $38.3K
|
100
$36.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
100+ 2.95% |
$32.5K - $38.3K
|
3.49K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
100+ 6.66% |
$32.5K - $38.3K
|
1.6K
$587K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
99+ 3.0% |
$32.2K - $38K
|
3.4K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
99+ 13.75% |
$32.2K - $38K
|
819
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
98+ 0.16% |
$31.8K - $37.6K
|
62.2K
$22.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
98New |
$31.8K - $37.6K
|
98
$36K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
96+ 14.24% |
$31.2K - $36.8K
|
770
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
95+ 0.53% |
$30.9K - $36.4K
|
18.2K
$6.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
95+ 316.67% |
$30.9K - $36.4K
|
125
$45.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
93+ 8.09% |
$30.2K - $35.7K
|
1.24K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
92+ 10.26% |
$29.9K - $35.3K
|
989
$363K
|