Latest Institutional Transactions on Rockwell Automation, Inc (ROK)
This table provides information on the latest institutional transactions involving Rockwell Automation, Inc (ROK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5- 0.21% |
$1.27K - $1.44K
|
2.4K
$649K
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
935New |
$238K - $270K
|
935
$253K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-475- 10.5% |
$121K - $137K
|
4.05K
$1.1M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
24+ 1.44% |
$6.11K - $6.92K
|
1.69K
$456K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.29% |
$2.04K - $2.31K
|
2.76K
$747K
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-93- 3.18% |
$23.7K - $26.8K
|
2.83K
$767K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
49+ 4.97% |
$12.5K - $14.1K
|
1.03K
$280K
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-35K- 90.16% |
$8.91M - $10.1M
|
3.83K
$1.04M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
23.8KNew |
$6.05M - $6.87M
|
23.8K
$6.44M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-421- 29.36% |
$107K - $121K
|
1.01K
$274K
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
5.42K+ 37.55% |
$1.38M - $1.56M
|
19.9K
$5.38M
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.8KNew |
$1.22M - $1.39M
|
4.8K
$1.3M
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-545- 3.01% |
$139K - $157K
|
17.6K
$4.75M
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$254 - $289
|
907
$245K
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-498- 1.34% |
$127K - $144K
|
36.7K
$9.94M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
45+ 3.09% |
$11.4K - $13K
|
1.5K
$406K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1K+ 37.3% |
$255K - $290K
|
3.7K
$1M
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-3- 0.07% |
$763 - $866
|
4.46K
$1.21M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
7.79K+ 15.86% |
$1.98M - $2.25M
|
56.9K
$15.4M
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
2.28K+ 5.5% |
$581K - $659K
|
43.8K
$11.9M
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
991+ 2.45% |
$252K - $286K
|
41.4K
$11.2M
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
85+ 10.22% |
$21.6K - $24.5K
|
917
$248K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
341+ 3100.0% |
$86.7K - $98.4K
|
352
$95.3K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
115+ 3.24% |
$29.3K - $33.2K
|
3.66K
$992K
|
|
Aug 02, 2024
Q2 2024
|
Sicart Associates LLC
|
SELL
|
- |
-400- 24.24% |
$102K - $115K
|
1.25K
$338K
|
|
Aug 01, 2024
Q2 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
200+ 66.45% |
$50.9K - $57.7K
|
501
$136K
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.04K- 2.16% |
$266K - $301K
|
47.3K
$12.8M
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
10KNew |
$2.54M - $2.89M
|
10K
$2.71M
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-107- 1.45% |
$27.2K - $30.9K
|
7.29K
$1.97M
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2+ 0.15% |
$509 - $577
|
1.37K
$371K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-33- 28.21% |
$8.39K - $9.52K
|
84
$22.7K
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-59- 0.59% |
$15K - $17K
|
10K
$2.71M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-379- 32.04% |
$96.4K - $109K
|
804
$218K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
33.4K+ 122.0% |
$8.49M - $9.63M
|
60.8K
$16.4M
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-99- 3.47% |
$25.2K - $28.6K
|
2.75K
$745K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
680+ 4.19% |
$173K - $196K
|
16.9K
$4.58M
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7+ 0.55% |
$1.78K - $2.02K
|
1.27K
$344K
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.3% |
$1.78K - $2.02K
|
2.31K
$625K
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
8+ 0.46% |
$2.04K - $2.31K
|
1.74K
$470K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
269+ 12.82% |
$68.4K - $77.6K
|
2.37K
$641K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 25.0% |
$509 - $577
|
6
$1.62K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.5K- 6.86% |
$4.21M - $4.77M
|
225K
$60.8M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-572- 8.73% |
$146K - $165K
|
5.98K
$1.62M
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.73KNew |
$441K - $500K
|
1.73K
$469K
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
600+ 85.71% |
$153K - $173K
|
1.3K
$352K
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-14- 0.14% |
$3.56K - $4.04K
|
9.79K
$2.65M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-23- 1.16% |
$5.85K - $6.64K
|
1.96K
$531K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.55K+ 4.3% |
$1.16M - $1.31M
|
110K
$29.9M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-645- 12.0% |
$164K - $186K
|
4.73K
$1.28M
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
460+ 14.21% |
$117K - $133K
|
3.7K
$1M
|