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 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
750New |
$209K - $260K
|
750
$267K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
BUY
|
- |
2.89KNew |
$805K - $1M
|
2.89K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
15+ 2.13% |
$4.18K - $5.2K
|
719
$256K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1- 0.6% |
$279 - $347
|
165
$58.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
808New |
$225K - $280K
|
808
$288K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
175+ 9.51% |
$48.8K - $60.7K
|
2.02K
$719K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
8+ 0.55% |
$2.23K - $2.78K
|
1.46K
$519K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-45- 1.79% |
$12.6K - $15.6K
|
2.46K
$878K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-478- 40.2% |
$133K - $166K
|
711
$253K
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
20KNew |
$5.58M - $6.94M
|
20K
$7.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-45.4K- 54.23% |
$12.7M - $15.7M
|
38.3K
$13.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-500- 28.17% |
$139K - $173K
|
1.28K
$455K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.23KNew |
$900K - $1.12M
|
3.23K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$558 - $694
|
2
$713
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28- 2.87% |
$7.81K - $9.71K
|
947
$338K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
16KNew |
$4.46M - $5.55M
|
16K
$5.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
75+ 2.43% |
$20.9K - $26K
|
3.16K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-45- 5.03% |
$12.6K - $15.6K
|
850
$303K
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-10- 0.85% |
$2.79K - $3.47K
|
1.17K
$416K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.15KNew |
$321K - $399K
|
1.15K
$410K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-18- 1.6% |
$5.02K - $6.24K
|
1.11K
$394K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
75+ 2.66% |
$20.9K - $26K
|
2.9K
$1.03M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-59- 2.57% |
$16.5K - $20.5K
|
2.24K
$799K
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-33- 3.49% |
$9.21K - $11.4K
|
913
$325K
|
|
| Q2 2023 | |||||||
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.53K- 73.05% |
$1.49M - $1.82M
|
2.04K
$727K
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-523- 4.67% |
$141K - $172K
|
10.7K
$3.8M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.6K- 33.76% |
$1.51M - $1.84M
|
11K
$3.91M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-42.7K- 44.55% |
$11.5M - $14.1M
|
53.1K
$18.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.25M- 99.7% |
$338M - $412M
|
3.81K
$1.36M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
176New |
$47.5K - $58K
|
176
$62.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4+ 100.0% |
$1.08K - $1.32K
|
8
$2.85K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
31New |
$8.37K - $10.2K
|
31
$11.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2K+ 153.85% |
$540K - $659K
|
3.3K
$1.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-6.08K- 89.21% |
$1.64M - $2M
|
735
$262K
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$4.48M - $5.47M
|
16.6K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-135- 5.66% |
$36.4K - $44.5K
|
2.25K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
363+ 3.4% |
$98K - $120K
|
11K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-57- 19.0% |
$15.4K - $18.8K
|
243
$86.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
657New |
$177K - $216K
|
657
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
640New |
$173K - $211K
|
640
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-60- 3.19% |
$16.2K - $19.8K
|
1.82K
$648K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$1.62K - $1.98K
|
6
$2.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
613New |
$165K - $202K
|
613
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19+ 2.23% |
$5.13K - $6.26K
|
872
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25- 1.72% |
$6.75K - $8.24K
|
1.43K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
8New |
$2.16K - $2.64K
|
8
$2.85K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-1.04K- 8.31% |
$282K - $344K
|
11.5K
$4.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-365- 3.23% |
$98.5K - $120K
|
10.9K
$3.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
46+ 1.17% |
$12.4K - $15.2K
|
3.99K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-221- 8.19% |
$59.7K - $72.8K
|
2.48K
$884K
|
|