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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-13- 1.08% |
$3.31K - $3.75K
|
1.2K
$323K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 13.33% |
$1.02K - $1.15K
|
26
$7.04K
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-389- 2.9% |
$99K - $112K
|
13K
$3.52M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.9K- 98.36% |
$4.04M - $4.58M
|
265
$71.7K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-252- 4.48% |
$64.1K - $72.7K
|
5.38K
$1.46M
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
701K+ 1119.29% |
$178M - $202M
|
763K
$207M
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-263- 1.72% |
$66.9K - $75.9K
|
15K
$4.06M
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
8.79KNew |
$2.24M - $2.54M
|
8.79K
$2.38M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12New |
$3.05K - $3.46K
|
12
$3.25K
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
365+ 7.16% |
$92.9K - $105K
|
5.46K
$1.48M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-108- 14.42% |
$27.5K - $31.2K
|
641
$173K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
4.35K+ 24.19% |
$1.11M - $1.25M
|
22.3K
$6.04M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1+ 0.0% |
$254 - $289
|
44.5K
$12M
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-38.1K- 29.94% |
$9.69M - $11M
|
89.2K
$24.1M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-305- 12.06% |
$77.6K - $88K
|
2.22K
$602K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-46- 4.74% |
$11.7K - $13.3K
|
924
$250K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
121+ 8.61% |
$30.8K - $34.9K
|
1.53K
$413K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-90- 10.95% |
$22.9K - $26K
|
732
$198K
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
8.67K+ 598.14% |
$2.21M - $2.5M
|
10.1K
$2.74M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
169+ 10.95% |
$43K - $48.8K
|
1.71K
$464K
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.06KNew |
$524K - $594K
|
2.06K
$557K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-192- 9.36% |
$48.8K - $55.4K
|
1.86K
$503K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.37K- 58.3% |
$602K - $683K
|
1.69K
$458K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
95+ 2.3% |
$24.2K - $27.4K
|
4.22K
$1.14M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-75- 2.01% |
$19.1K - $21.6K
|
3.66K
$990K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-581- 27.28% |
$148K - $168K
|
1.55K
$419K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-23- 0.11% |
$5.85K - $6.64K
|
20.7K
$5.6M
|
|
Jul 31, 2024
Q2 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
5.5K+ 99.82% |
$1.4M - $1.59M
|
11K
$2.98M
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.2KNew |
$1.32M - $1.5M
|
5.2K
$1.41M
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.36K+ 7.13% |
$345K - $391K
|
20.4K
$5.51M
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.34K+ 4.04% |
$340K - $385K
|
34.3K
$9.3M
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 61.62% |
$298K - $338K
|
730
$198K
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.23KNew |
$822K - $932K
|
3.23K
$875K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
82+ 6.5% |
$20.9K - $23.7K
|
1.34K
$363K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.93K+ 157.81% |
$491K - $557K
|
3.15K
$853K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-504K- 98.58% |
$128M - $146M
|
7.25K
$1.96M
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
BUY
|
- |
448+ 3.09% |
$114K - $129K
|
14.9K
$4.04M
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-266- 6.41% |
$67.7K - $76.7K
|
3.88K
$1.05M
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-779- 20.19% |
$198K - $225K
|
3.08K
$833K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 6.44% |
$25.4K - $28.9K
|
1.45K
$393K
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
100New |
$25.4K - $28.9K
|
100
$27.1K
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-228- 4.94% |
$58K - $65.8K
|
4.38K
$1.19M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.06K+ 21.09% |
$270K - $306K
|
6.09K
$1.65M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6- 0.21% |
$1.53K - $1.73K
|
2.82K
$764K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
76+ 1.26% |
$19.3K - $21.9K
|
6.11K
$1.65M
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.43K+ 1.24% |
$618K - $701K
|
199K
$53.8M
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-13- 1.68% |
$3.31K - $3.75K
|
762
$206K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-30- 3.08% |
$7.63K - $8.66K
|
944
$255K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-181- 16.07% |
$46K - $52.2K
|
945
$256K
|