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 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-289- 25.9% |
$73.5K - $83.4K
|
827
$224K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44+ 4.65% |
$11.2K - $12.7K
|
990
$268K
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
15+ 0.22% |
$3.82K - $4.33K
|
6.83K
$1.85M
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
9+ 0.53% |
$2.29K - $2.6K
|
1.69K
$458K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$509 - $577
|
13
$3.52K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$509 - $577
|
838
$227K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.3K- 50.05% |
$1.09M - $1.24M
|
4.29K
$1.16M
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-108- 8.24% |
$27.5K - $31.2K
|
1.2K
$326K
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-440- 0.99% |
$112K - $127K
|
44K
$11.9M
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-275- 7.16% |
$70K - $79.3K
|
3.56K
$964K
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2- 0.26% |
$509 - $577
|
782
$212K
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-371- 35.4% |
$94.4K - $107K
|
677
$183K
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-8.11K- 15.75% |
$2.06M - $2.34M
|
43.4K
$11.7M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$3.31K - $3.75K
|
13
$3.52K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-152- 5.84% |
$38.7K - $43.9K
|
2.45K
$663K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
204+ 4.35% |
$51.9K - $58.9K
|
4.89K
$1.32M
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-35- 89.74% |
$8.9K - $10.1K
|
4
$1.08K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$254 - $289
|
954
$258K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2- 0.03% |
$509 - $577
|
6.75K
$1.83M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
827+ 0.43% |
$210K - $239K
|
194K
$52.4M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15- 1.01% |
$3.82K - $4.33K
|
1.47K
$398K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-730- 11.24% |
$186K - $211K
|
5.76K
$1.56M
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-12.5K- 7.81% |
$3.19M - $3.62M
|
148K
$40.1M
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-16- 0.57% |
$4.07K - $4.62K
|
2.79K
$755K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
518+ 8.32% |
$132K - $149K
|
6.75K
$1.83M
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.7K+ 5.41% |
$432K - $490K
|
33.1K
$8.96M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.42K- 32.08% |
$1.38M - $1.56M
|
11.5K
$3.1M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-125- 9.7% |
$31.8K - $36.1K
|
1.16K
$315K
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
SELL
|
- |
-1.96K- 17.68% |
$498K - $564K
|
9.11K
$2.46M
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
129+ 4.39% |
$32.8K - $37.2K
|
3.07K
$829K
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-124K- 98.55% |
$31.5M - $35.7M
|
1.82K
$493K
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.28K- 3.14% |
$326K - $369K
|
39.4K
$10.7M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.25K- 23.25% |
$318K - $360K
|
4.12K
$1.12M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16- 24.62% |
$4.07K - $4.62K
|
49
$13.3K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-28- 13.02% |
$7.12K - $8.08K
|
187
$50.6K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-56- 3.66% |
$14.2K - $16.2K
|
1.47K
$399K
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.46K- 15.75% |
$1.14M - $1.29M
|
23.9K
$6.46M
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 1.51% |
$763 - $866
|
196
$53K
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
631+ 16.95% |
$161K - $182K
|
4.35K
$1.18M
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.39% |
$763 - $866
|
771
$209K
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20- 1.56% |
$5.09K - $5.77K
|
1.26K
$341K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 50.0% |
$509 - $577
|
6
$1.62K
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-158- 11.69% |
$40.2K - $45.6K
|
1.19K
$323K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-265- 49.07% |
$67.4K - $76.5K
|
275
$74.4K
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
973+ 124.58% |
$248K - $281K
|
1.75K
$475K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.06% |
$254 - $289
|
1.6K
$434K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.4% |
$1.02K - $1.15K
|
989
$268K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-83- 4.22% |
$21.1K - $23.9K
|
1.88K
$510K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
69+ 13.37% |
$17.6K - $19.9K
|
585
$158K
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.3K- 2.81% |
$331K - $375K
|
45K
$12.2M
|