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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
675New |
$182K - $222K
|
675
$183K
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
673New |
$182K - $222K
|
673
$182K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
661New |
$178K - $218K
|
661
$179K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
657New |
$177K - $216K
|
657
$178K
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
655New |
$177K - $216K
|
655
$177K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
640New |
$173K - $211K
|
640
$173K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
632New |
$171K - $208K
|
632
$171K
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
616New |
$166K - $203K
|
616
$167K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
613New |
$165K - $202K
|
613
$166K
|
|
Jul 18, 2023
Q2 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
609New |
$164K - $201K
|
609
$165K
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
608New |
$164K - $200K
|
608
$165K
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
363+ 3.4% |
$98K - $120K
|
11K
$2.99M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
176New |
$47.5K - $58K
|
176
$47.6K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
172+ 5.92% |
$46.4K - $56.7K
|
3.08K
$832K
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
123New |
$33.2K - $40.5K
|
123
$33.3K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
65+ 51.18% |
$17.5K - $21.4K
|
192
$52K
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
64New |
$17.3K - $21.1K
|
64
$17.3K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
57+ 4.17% |
$15.4K - $18.8K
|
1.43K
$386K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
46+ 1.17% |
$12.4K - $15.2K
|
3.99K
$1.08M
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
40New |
$10.8K - $13.2K
|
40
$10.8K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
35New |
$9.45K - $11.5K
|
35
$9.47K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
31New |
$8.37K - $10.2K
|
31
$8.39K
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
23+ 1.91% |
$6.21K - $7.58K
|
1.23K
$332K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19+ 2.23% |
$5.13K - $6.26K
|
872
$236K
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
19+ 8.3% |
$5.13K - $6.26K
|
248
$67.1K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
15+ 1.76% |
$4.05K - $4.94K
|
866
$234K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10New |
$2.7K - $3.29K
|
10
$2.71K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9New |
$2.43K - $2.97K
|
9
$2.44K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
8New |
$2.16K - $2.64K
|
8
$2.16K
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$1.62K - $1.98K
|
6
$1.62K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4+ 100.0% |
$1.08K - $1.32K
|
8
$2.16K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$810 - $988
|
3
$812
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2New |
$540 - $659
|
2
$541
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.18% |
$270 - $329
|
86
$23.3K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1New |
$270 - $329
|
1
$271
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
$270 - $329
|
76
$20.6K
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
120KNew |
$31M - $36.6M
|
120K
$32.4M
|
|
May 15, 2023
Q1 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
50KNew |
$12.9M - $15.3M
|
50K
$13.5M
|
|
May 15, 2023
Q1 2023
|
Albar Capital LTD
London, X0 |
BUY
|
- |
15.2KNew |
$3.93M - $4.64M
|
15.2K
$4.11M
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
9.48K+ 1162.82% |
$2.45M - $2.9M
|
10.3K
$2.79M
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
7.5KNew |
$1.94M - $2.29M
|
7.5K
$2.03M
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6.38KNew |
$1.65M - $1.95M
|
6.38K
$1.73M
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
4.8K+ 92.31% |
$1.24M - $1.47M
|
10K
$2.71M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.62KNew |
$677K - $801K
|
2.62K
$709K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.5K+ 108.44% |
$389K - $459K
|
2.89K
$782K
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.41KNew |
$365K - $431K
|
1.41K
$382K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
931New |
$241K - $284K
|
931
$252K
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
806New |
$208K - $246K
|
806
$218K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
757New |
$196K - $231K
|
757
$205K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
742New |
$192K - $227K
|
742
$201K
|