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 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
16+ 2.09% |
$3.97K - $4.71K
|
782
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.02% |
$1.99K - $2.35K
|
33.6K
$9.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
609+ 238.82% |
$151K - $179K
|
864
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 6.67% |
$3.72K - $4.42K
|
210
$60.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-18- 0.16% |
$4.47K - $5.3K
|
11.4K
$3.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-296- 1.82% |
$73.5K - $87.1K
|
15.9K
$4.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
797New |
$198K - $235K
|
797
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-846- 37.92% |
$210K - $249K
|
1.39K
$396K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
152+ 8.78% |
$37.7K - $44.7K
|
1.88K
$539K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 1.4% |
$14.2K - $16.8K
|
4.02K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-15.2K- 85.5% |
$3.77M - $4.47M
|
2.58K
$737K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-652- 0.33% |
$162K - $192K
|
198K
$56.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.8K- 13.31% |
$2.67M - $3.17M
|
70.1K
$20M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-40- 3.83% |
$9.93K - $11.8K
|
1.01K
$288K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57- 20.14% |
$14.2K - $16.8K
|
226
$64.7K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
504+ 23.34% |
$125K - $148K
|
2.66K
$762K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-11.9K- 12.91% |
$2.96M - $3.51M
|
80.4K
$23M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-191- 10.2% |
$47.4K - $56.2K
|
1.68K
$481K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-267- 39.44% |
$66.3K - $78.6K
|
410
$117K
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
592+ 3.46% |
$147K - $174K
|
17.7K
$5.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-38- 2.89% |
$9.43K - $11.2K
|
1.28K
$365K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-7- 0.84% |
$1.74K - $2.06K
|
830
$238K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
147+ 8.59% |
$36.5K - $43.3K
|
1.86K
$532K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.25K- 81.22% |
$807K - $957K
|
752
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.32% |
$248 - $294
|
77
$22K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.12KNew |
$278K - $330K
|
1.12K
$320K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-54- 4.64% |
$13.4K - $15.9K
|
1.11K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-21- 0.67% |
$5.21K - $6.18K
|
3.09K
$885K
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
25.8KNew |
$6.41M - $7.6M
|
25.8K
$7.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9- 0.89% |
$2.23K - $2.65K
|
1K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-130- 5.16% |
$32.3K - $38.3K
|
2.39K
$684K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 47.37% |
$2.23K - $2.65K
|
10
$2.86K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
55+ 0.31% |
$13.7K - $16.2K
|
17.7K
$5.06M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
117+ 11.55% |
$29K - $34.4K
|
1.13K
$323K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-621- 10.78% |
$154K - $183K
|
5.14K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 0.5% |
$1.24K - $1.47K
|
987
$282K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-827- 16.97% |
$205K - $243K
|
4.05K
$1.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.38% |
$745 - $883
|
803
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-79- 5.63% |
$19.6K - $23.3K
|
1.33K
$379K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-403- 31.41% |
$100K - $119K
|
880
$252K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
415+ 2.05% |
$103K - $122K
|
20.6K
$5.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$497 - $589
|
840
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27+ 3.97% |
$6.7K - $7.95K
|
707
$202K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
17.7K+ 8.72% |
$4.38M - $5.2M
|
220K
$63M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-29- 12.66% |
$7.2K - $8.54K
|
200
$57.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-288- 5.01% |
$71.5K - $84.8K
|
5.46K
$1.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 4.35% |
$248 - $294
|
22
$6.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.6KNew |
$397K - $471K
|
1.6K
$458K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
478+ 31.41% |
$119K - $141K
|
2K
$572K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.39K+ 6.39% |
$345K - $409K
|
23.1K
$6.61M
|