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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-50- 0.38% |
$12.4K - $14.7K
|
13.1K
$3.74M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-102- 12.5% |
$25.3K - $30K
|
714
$204K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3+ 0.22% |
$745 - $883
|
1.37K
$391K
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-130- 4.83% |
$32.3K - $38.3K
|
2.56K
$733K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 100.0% |
$3.72K - $4.42K
|
30
$8.58K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
933K+ 29591.66% |
$232M - $275M
|
936K
$268M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
86+ 1.46% |
$21.4K - $25.3K
|
6K
$1.72M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
402+ 1.81% |
$99.8K - $118K
|
22.6K
$6.48M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 240.0% |
$2.98K - $3.53K
|
17
$4.86K
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.38K- 12.89% |
$343K - $406K
|
9.33K
$2.67M
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
15K+ 150.0% |
$3.72M - $4.42M
|
25K
$7.15M
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.5K+ 12.16% |
$870K - $1.03M
|
32.3K
$9.25M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
198+ 5.25% |
$49.2K - $58.3K
|
3.97K
$1.14M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
990New |
$246K - $291K
|
990
$283K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-22- 1.17% |
$5.46K - $6.48K
|
1.86K
$533K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-85- 3.47% |
$21.1K - $25K
|
2.37K
$677K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$1.49K - $1.77K
|
4.43K
$1.27M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
78+ 0.59% |
$19.4K - $23K
|
13.3K
$3.79M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.13KNew |
$281K - $333K
|
1.13K
$324K
|
|
Oct 21, 2024
Q3 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
6KNew |
$1.49M - $1.77M
|
6K
$1.72M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 23.08% |
$1.49K - $1.77K
|
32
$9.16K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
360+ 1.69% |
$89.4K - $106K
|
21.6K
$6.19M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
933+ 4.58% |
$232K - $275K
|
21.3K
$6.1M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 7.2% |
$9.19K - $10.9K
|
551
$158K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.25K+ 2.04% |
$558K - $661K
|
113K
$32.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.4K- 7.88% |
$1.09M - $1.29M
|
51.4K
$14.7M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2- 0.17% |
$497 - $589
|
1.14K
$327K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 100.0% |
$1.49K - $1.77K
|
12
$3.43K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
96+ 2.69% |
$23.8K - $28.3K
|
3.66K
$1.05M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.02K+ 8.17% |
$749K - $888K
|
39.9K
$11.4M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.29% |
$248 - $294
|
343
$98.1K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-898- 13.31% |
$223K - $264K
|
5.85K
$1.67M
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.12K+ 12.37% |
$527K - $625K
|
19.3K
$5.52M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.53K- 57.74% |
$875K - $1.04M
|
2.58K
$739K
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3+ 0.38% |
$745 - $883
|
799
$229K
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
300+ 23.08% |
$74.5K - $88.3K
|
1.6K
$458K
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
4+ 0.28% |
$993 - $1.18K
|
1.45K
$415K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.03K+ 3.01% |
$256K - $304K
|
35.4K
$10.1M
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-35- 5.14% |
$8.69K - $10.3K
|
646
$185K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-20- 0.53% |
$4.97K - $5.89K
|
3.74K
$1.07M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-231- 6.56% |
$57.4K - $68K
|
3.29K
$942K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-125- 2.42% |
$31K - $36.8K
|
5.05K
$1.44M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-249- 12.06% |
$61.8K - $73.3K
|
1.82K
$519K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16+ 0.8% |
$3.97K - $4.71K
|
2.01K
$576K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-664- 22.83% |
$165K - $195K
|
2.24K
$642K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
125+ 0.37% |
$31K - $36.8K
|
33.6K
$9.62M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
352+ 89.8% |
$87.4K - $104K
|
744
$213K
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.3% |
$1.49K - $1.77K
|
1.99K
$568K
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
9+ 0.29% |
$2.23K - $2.65K
|
3.12K
$891K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-308- 1.82% |
$76.5K - $90.7K
|
16.6K
$4.74M
|