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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7+ 0.83% |
$1.8K - $2.18K
|
853
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.82K- 49.11% |
$468K - $566K
|
1.89K
$672K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$14.1K - $17.1K
|
55
$19.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9- 19.15% |
$2.31K - $2.8K
|
38
$13.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
14New |
$3.6K - $4.36K
|
14
$4.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-11.5K- 9.13% |
$2.95M - $3.57M
|
114K
$40.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
34+ 3.05% |
$8.74K - $10.6K
|
1.15K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-21- 75.0% |
$5.4K - $6.54K
|
7
$2.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
393+ 32.06% |
$101K - $122K
|
1.62K
$577K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$51.4K - $62.2K
|
200
$71.3K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
10KNew |
$2.57M - $3.11M
|
10K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-174- 18.83% |
$44.7K - $54.2K
|
750
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
656New |
$169K - $204K
|
656
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.71KNew |
$439K - $531K
|
1.71K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.14KNew |
$550K - $666K
|
2.14K
$763K
|
|
|
Feb 05, 2024
Q4 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
696New |
$179K - $217K
|
696
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-300- 2.38% |
$77.1K - $93.4K
|
12.3K
$4.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-55- 7.62% |
$14.1K - $17.1K
|
667
$238K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10- 2.83% |
$2.57K - $3.11K
|
343
$122K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
22+ 2.75% |
$5.65K - $6.85K
|
822
$293K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-79- 4.51% |
$20.3K - $24.6K
|
1.67K
$597K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5New |
$1.29K - $1.56K
|
5
$1.78K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$1.29K - $1.56K
|
5
$1.78K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-913- 36.98% |
$235K - $284K
|
1.56K
$555K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-26- 76.47% |
$6.68K - $8.09K
|
8
$2.85K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
10New |
$2.57K - $3.11K
|
10
$3.56K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-100- 14.29% |
$25.7K - $31.1K
|
600
$214K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-18- 0.54% |
$4.63K - $5.6K
|
3.33K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
100+ 6.36% |
$25.7K - $31.1K
|
1.67K
$596K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
680New |
$175K - $212K
|
680
$242K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
455New |
$117K - $142K
|
455
$162K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
278New |
$71.5K - $86.5K
|
278
$99.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
26+ 0.22% |
$6.68K - $8.09K
|
11.9K
$4.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
700New |
$180K - $218K
|
700
$250K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
682New |
$175K - $212K
|
682
$243K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
695New |
$179K - $216K
|
695
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
425New |
$109K - $132K
|
425
$152K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$25.7K - $31.1K
|
100
$35.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
194New |
$49.9K - $60.4K
|
194
$69.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
5.58K+ 710.83% |
$1.43M - $1.74M
|
6.37K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
659New |
$169K - $205K
|
659
$235K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
42+ 5.04% |
$10.8K - $13.1K
|
876
$312K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
655New |
$168K - $204K
|
655
$234K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
520New |
$134K - $162K
|
520
$185K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-50- 6.39% |
$12.9K - $15.6K
|
733
$261K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
731+ 9.17% |
$188K - $228K
|
8.7K
$3.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1- 25.0% |
$257 - $311
|
3
$1.07K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-475- 1.36% |
$122K - $148K
|
34.3K
$12.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
4.66KNew |
$1.2M - $1.45M
|
4.66K
$1.66M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$1.54K - $1.87K
|
6
$2.14K
|