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 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-584- 6.33% |
$145K - $172K
|
8.65K
$2.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-105- 3.71% |
$26.1K - $30.9K
|
2.73K
$781K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
550+ 17.82% |
$137K - $162K
|
3.64K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-25- 25.77% |
$6.21K - $7.36K
|
72
$20.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 19.79% |
$9.19K - $10.9K
|
150
$42.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
101+ 4.75% |
$25.1K - $29.7K
|
2.23K
$638K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
148+ 1.49% |
$36.7K - $43.6K
|
10.1K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-272- 22.33% |
$67.5K - $80.1K
|
946
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 13.33% |
$497 - $589
|
17
$4.86K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-68- 8.36% |
$16.9K - $20K
|
745
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-361- 20.3% |
$89.6K - $106K
|
1.42K
$405K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-26- 1.51% |
$6.46K - $7.65K
|
1.7K
$487K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.48% |
$2.48K - $2.94K
|
2.11K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-87- 2.67% |
$21.6K - $25.6K
|
3.17K
$907K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 1.58% |
$4.72K - $5.59K
|
1.18K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-178- 11.58% |
$44.2K - $52.4K
|
1.36K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.8% |
$5.46K - $6.48K
|
2.78K
$796K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5- 0.51% |
$1.24K - $1.47K
|
966
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
222+ 1707.69% |
$55.1K - $65.4K
|
235
$67.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
42+ 2.38% |
$10.4K - $12.4K
|
1.81K
$517K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
37+ 3.78% |
$9.19K - $10.9K
|
1.02K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 5.86% |
$14.6K - $17.4K
|
947
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-66- 3.25% |
$16.4K - $19.4K
|
1.96K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-89- 2.16% |
$22.1K - $26.2K
|
4.03K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-10- 3.77% |
$2.48K - $2.94K
|
255
$73K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
394+ 0.11% |
$97.8K - $116K
|
349K
$100M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.2K+ 2222.22% |
$298K - $353K
|
1.25K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-314- 4.03% |
$78K - $92.4K
|
7.49K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
292+ 34.52% |
$72.5K - $86K
|
1.14K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15+ 1.82% |
$3.72K - $4.42K
|
841
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
6.48K+ 107.65% |
$1.61M - $1.91M
|
12.5K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.53% |
$248 - $294
|
190
$54.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-270- 1.94% |
$67K - $79.5K
|
13.7K
$3.91M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3+ 0.35% |
$745 - $883
|
872
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.04K- 17.07% |
$259K - $307K
|
5.06K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2.36K- 96.08% |
$585K - $694K
|
96
$27.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
555+ 1.23% |
$138K - $163K
|
45.8K
$13.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
100New |
$24.8K - $29.4K
|
100
$28.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.15K- 12.85% |
$783K - $928K
|
21.4K
$6.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-145- 14.33% |
$36K - $42.7K
|
867
$248K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
63+ 4.68% |
$15.6K - $18.5K
|
1.41K
$403K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-338- 4.96% |
$83.9K - $99.5K
|
6.47K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
807+ 3.21% |
$200K - $238K
|
25.9K
$7.42M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-581- 1.73% |
$144K - $171K
|
33K
$9.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3- 0.06% |
$745 - $883
|
4.72K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
28+ 75.68% |
$6.95K - $8.24K
|
65
$18.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
873New |
$217K - $257K
|
873
$250K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-171- 46.59% |
$42.5K - $50.3K
|
196
$56.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$248 - $294
|
1.69K
$482K
|