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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Westport Asset Management Inc
Southport, CT |
BUY
|
- |
1K+ 12.5% |
$279K - $347K
|
9K
$2.44M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
996New |
$278K - $346K
|
996
$270K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
996New |
$278K - $346K
|
996
$270K
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
983New |
$274K - $341K
|
983
$266K
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
935New |
$261K - $324K
|
935
$253K
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
808New |
$225K - $280K
|
808
$219K
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
750New |
$209K - $260K
|
750
$203K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
744New |
$208K - $258K
|
744
$201K
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
710New |
$198K - $246K
|
710
$192K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
268+ 0.96% |
$74.8K - $93K
|
28.1K
$7.61M
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
260+ 3.61% |
$72.5K - $90.2K
|
7.47K
$2.02M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
210+ 525.0% |
$58.6K - $72.8K
|
250
$67.7K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
175+ 9.51% |
$48.8K - $60.7K
|
2.02K
$546K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
103New |
$28.7K - $35.7K
|
103
$27.9K
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 40.0% |
$27.9K - $34.7K
|
350
$94.7K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
95New |
$26.5K - $33K
|
95
$25.7K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
75+ 2.43% |
$20.9K - $26K
|
3.16K
$854K
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
75+ 2.66% |
$20.9K - $26K
|
2.9K
$784K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
70+ 0.03% |
$19.5K - $24.3K
|
210K
$56.9M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
56+ 4.79% |
$15.6K - $19.4K
|
1.23K
$331K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
55+ 18.84% |
$15.3K - $19.1K
|
347
$93.9K
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
50+ 5.61% |
$13.9K - $17.3K
|
941
$255K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
45New |
$12.6K - $15.6K
|
45
$12.2K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 3.55% |
$10.9K - $13.5K
|
1.14K
$308K
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
38+ 0.46% |
$10.6K - $13.2K
|
8.32K
$2.25M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$7.53K - $9.37K
|
27
$7.31K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19New |
$5.3K - $6.59K
|
19
$5.14K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
15+ 2.13% |
$4.18K - $5.2K
|
719
$195K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 32.43% |
$3.35K - $4.16K
|
49
$13.3K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
8+ 80.0% |
$2.23K - $2.78K
|
18
$4.87K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
8+ 0.55% |
$2.23K - $2.78K
|
1.46K
$394K
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
6+ 0.08% |
$1.67K - $2.08K
|
7.46K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 54.55% |
$1.67K - $2.08K
|
17
$4.6K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4+ 26.67% |
$1.12K - $1.39K
|
19
$5.14K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.12K - $1.39K
|
4
$1.08K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$558 - $694
|
2
$541
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
29K+ 262.02% |
$7.82M - $9.54M
|
40K
$10.8M
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$4.48M - $5.47M
|
16.6K
$4.49M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
10.5K+ 80.77% |
$2.83M - $3.46M
|
23.5K
$6.36M
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.57KNew |
$2.04M - $2.49M
|
7.57K
$2.05M
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
3.16KNew |
$852K - $1.04M
|
3.16K
$854K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2K+ 153.85% |
$540K - $659K
|
3.3K
$893K
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.92KNew |
$518K - $632K
|
1.92K
$519K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.19K+ 2.09% |
$320K - $391K
|
57.8K
$15.6M
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.04K+ 100.0% |
$281K - $343K
|
2.08K
$563K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
945New |
$255K - $311K
|
945
$256K
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
837+ 14.5% |
$226K - $276K
|
6.61K
$1.79M
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
783New |
$211K - $258K
|
783
$212K
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
721New |
$195K - $238K
|
721
$195K
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
700New |
$189K - $231K
|
700
$189K
|