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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
900New |
$228K - $276K
|
900
$258K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
53New |
$13.4K - $16.3K
|
53
$15.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
1.35K+ 113.41% |
$343K - $416K
|
2.55K
$729K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.14% |
$253 - $307
|
689
$197K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
100New |
$25.3K - $30.7K
|
100
$28.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
1K+ 25.0% |
$253K - $307K
|
5K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.24KNew |
$2.34M - $2.84M
|
9.24K
$2.64M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-146- 66.06% |
$37K - $44.9K
|
75
$21.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$3.04K - $3.69K
|
12
$3.43K
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-16- 1.38% |
$4.05K - $4.92K
|
1.14K
$327K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.88KNew |
$1.74M - $2.11M
|
6.88K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
338+ 12.68% |
$85.6K - $104K
|
3K
$859K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54New |
$13.7K - $16.6K
|
54
$15.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-311- 6.43% |
$78.8K - $95.5K
|
4.53K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 43.96% |
$10.1K - $12.3K
|
51
$14.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-20- 2.23% |
$5.07K - $6.14K
|
875
$250K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-307- 11.27% |
$77.8K - $94.3K
|
2.42K
$692K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 8.58% |
$25.3K - $30.7K
|
1.07K
$305K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.04K- 49.11% |
$770K - $934K
|
3.15K
$901K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
62+ 9.21% |
$15.7K - $19K
|
735
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
53New |
$13.4K - $16.3K
|
53
$15.2K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.05K+ 98.59% |
$266K - $323K
|
2.12K
$605K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-266- 5.6% |
$67.4K - $81.7K
|
4.49K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-75- 17.2% |
$19K - $23K
|
361
$103K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-16- 72.73% |
$4.05K - $4.92K
|
6
$1.72K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16- 21.62% |
$4.05K - $4.92K
|
58
$16.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-16.9K- 26.91% |
$4.27M - $5.18M
|
45.8K
$13.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$253 - $307
|
2
$572
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
376New |
$95.2K - $116K
|
376
$108K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
207+ 11.62% |
$52.4K - $63.6K
|
1.99K
$569K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-97- 7.84% |
$24.6K - $29.8K
|
1.14K
$326K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 37.74% |
$50.7K - $61.4K
|
730
$209K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 4.6% |
$1.01K - $1.23K
|
83
$23.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.24KNew |
$821K - $996K
|
3.24K
$928K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1New |
$253 - $307
|
1
$286
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-375- 23.58% |
$95K - $115K
|
1.22K
$348K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
25+ 4.84% |
$6.33K - $7.68K
|
541
$155K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.76% |
$507 - $614
|
262
$75K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-220- 45.64% |
$55.7K - $67.6K
|
262
$75K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
76.8KNew |
$19.7M - $23.9M
|
76.8K
$22M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.01KClosed |
$518K - $627K
|
0
$0
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
64New |
$16.4K - $19.9K
|
64
$18.3K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
900New |
$231K - $280K
|
900
$258K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
64New |
$16.4K - $19.9K
|
64
$18.3K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-258Closed |
$66.3K - $80.3K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12New |
$3.08K - $3.73K
|
12
$3.43K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
130New |
$33.4K - $40.5K
|
130
$37.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1KNew |
$257K - $311K
|
1K
$286K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20New |
$5.14K - $6.22K
|
20
$5.72K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35New |
$9K - $10.9K
|
35
$10K
|
|