Latest Institutional Purchases of Rockwell Automation, Inc (ROK)
This list provides information on the latest institutional transactions involving Rockwell Automation, Inc (ROK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
695New |
$179K - $216K
|
695
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
691New |
$178K - $215K
|
691
$199K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
682New |
$175K - $212K
|
682
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
681New |
$175K - $212K
|
681
$196K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
680New |
$175K - $212K
|
680
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
664+ 82.38% |
$171K - $207K
|
1.47K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
659New |
$169K - $205K
|
659
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
656New |
$169K - $204K
|
656
$189K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
655New |
$168K - $204K
|
655
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
654New |
$168K - $204K
|
654
$188K
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
650New |
$167K - $202K
|
650
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
600New |
$154K - $187K
|
600
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
594+ 15.95% |
$153K - $185K
|
4.32K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
520New |
$134K - $162K
|
520
$150K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
455New |
$117K - $142K
|
455
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
450New |
$116K - $140K
|
450
$129K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
425New |
$109K - $132K
|
425
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
393+ 32.06% |
$101K - $122K
|
1.62K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
367New |
$94.3K - $114K
|
367
$106K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
278New |
$71.5K - $86.5K
|
278
$80K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
276New |
$70.9K - $85.9K
|
276
$79.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$51.4K - $62.2K
|
200
$57.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
194New |
$49.9K - $60.4K
|
194
$55.8K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
166New |
$42.7K - $51.7K
|
166
$47.8K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
130New |
$33.4K - $40.5K
|
130
$37.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
118New |
$30.3K - $36.7K
|
118
$33.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
100+ 6.36% |
$25.7K - $31.1K
|
1.67K
$481K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$25.7K - $31.1K
|
100
$28.8K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
64New |
$16.4K - $19.9K
|
64
$18.4K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
64New |
$16.4K - $19.9K
|
64
$18.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$14.1K - $17.1K
|
55
$15.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 5.53% |
$13.6K - $16.5K
|
1.01K
$291K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
42+ 5.04% |
$10.8K - $13.1K
|
876
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
40+ 20.0% |
$10.3K - $12.4K
|
240
$69K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35New |
$9K - $10.9K
|
35
$10.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
34+ 3.05% |
$8.74K - $10.6K
|
1.15K
$330K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
26+ 0.22% |
$6.68K - $8.09K
|
11.9K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
24New |
$6.17K - $7.47K
|
24
$6.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24+ 0.47% |
$6.17K - $7.47K
|
5.14K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
22+ 2.75% |
$5.65K - $6.85K
|
822
$236K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20New |
$5.14K - $6.22K
|
20
$5.75K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
14New |
$3.6K - $4.36K
|
14
$4.03K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12New |
$3.08K - $3.73K
|
12
$3.45K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
12+ 0.08% |
$3.08K - $3.73K
|
15.1K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
10New |
$2.57K - $3.11K
|
10
$2.88K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
10New |
$2.57K - $3.11K
|
10
$2.88K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7+ 0.83% |
$1.8K - $2.18K
|
853
$245K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$1.54K - $1.87K
|
6
$1.73K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5New |
$1.29K - $1.56K
|
5
$1.44K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5New |
$1.29K - $1.56K
|
5
$1.44K
|