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 |
---|---|---|---|---|---|---|---|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-56Closed |
$8.09K - $9.46K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-170Closed |
$24.6K - $28.7K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-1.78KClosed |
$258K - $301K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.23KClosed |
$322K - $376K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-235KClosed |
$33.9M - $39.7M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
160New |
$23.1K - $27K
|
160
$45.8K
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-6KClosed |
$867K - $1.01M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.25KClosed |
$181K - $212K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-161Closed |
$23.3K - $27.2K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-467Closed |
$67.5K - $78.9K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.05KClosed |
$440K - $514K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-148KClosed |
$21.4M - $24.9M
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-247Closed |
$35.7K - $41.7K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-30.1KClosed |
$4.36M - $5.09M
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-16Closed |
$2.31K - $2.7K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 15, 2019
Q2 2019
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-8.18KClosed |
$1.22M - $1.55M
|
0
$0
|
|
Aug 15, 2019
Q2 2019
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30Closed |
$4.47K - $5.7K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-24.5KClosed |
$3.65M - $4.66M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.19KClosed |
$177K - $226K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-5.73K- 9.12% |
$853K - $1.09M
|
57.1K
$16.3M
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-100Closed |
$14.9K - $19K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-29Closed |
$4.32K - $5.51K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-15.3KClosed |
$2.27M - $2.9M
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-19Closed |
$2.83K - $3.61K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-23Closed |
$3.42K - $4.37K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-78Closed |
$11.6K - $14.8K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-40Closed |
$5.95K - $7.6K
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Wbh Advisory Inc
|
SELL
|
- |
-1.39KClosed |
$207K - $265K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-27Closed |
$4.02K - $5.13K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-33Closed |
$4.91K - $6.27K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Triodos Investment Management Bv
|
SELL
|
- |
-66.9KClosed |
$9.96M - $12.7M
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-2.91KClosed |
$433K - $553K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.65KClosed |
$246K - $314K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-631Closed |
$93.9K - $120K
|
0
$0
|
|
Jul 01, 2019
Q2 2019
|
Park National Corp
|
SELL
|
- |
-1.17KClosed |
$174K - $222K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-8.3KClosed |
$1.21M - $1.51M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.94KNew |
$283K - $353K
|
1.94K
$556K
|
|
May 13, 2019
Q1 2019
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.1KClosed |
$2.34M - $2.92M
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Hartford Financial Management Inc.
|
SELL
|
- |
-30Closed |
$4.37K - $5.44K
|
0
$0
|
|
May 03, 2019
Q1 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.88KClosed |
$418K - $522K
|
0
$0
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-1KClosed |
$146K - $181K
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
19+ 76.0% |
$2.77K - $3.45K
|
44
$12.6K
|
|
Apr 18, 2019
Q1 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25Closed |
$3.64K - $4.54K
|
0
$0
|
|
Apr 16, 2019
Q1 2019
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-199Closed |
$29K - $36.1K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-19Closed |
$2.69K - $3.61K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-97Closed |
$13.8K - $18.4K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-406Closed |
$57.6K - $77.1K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-47.3KClosed |
$6.7M - $8.97M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-5.02KClosed |
$712K - $953K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-135KClosed |
$19.1M - $25.6M
|
0
$0
|