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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$7.53K - $9.37K
|
27
$7.77K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
15+ 2.13% |
$4.18K - $5.2K
|
719
$207K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 32.43% |
$3.35K - $4.16K
|
49
$14.1K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
8+ 80.0% |
$2.23K - $2.78K
|
18
$5.18K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
8+ 0.55% |
$2.23K - $2.78K
|
1.46K
$419K
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
6+ 0.08% |
$1.67K - $2.08K
|
7.46K
$2.15M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 54.55% |
$1.67K - $2.08K
|
17
$4.89K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4+ 26.67% |
$1.12K - $1.39K
|
19
$5.47K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.12K - $1.39K
|
4
$1.15K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$558 - $694
|
2
$575
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
29K+ 262.02% |
$7.82M - $9.54M
|
40K
$11.5M
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$4.48M - $5.47M
|
16.6K
$4.78M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
10.5K+ 80.77% |
$2.83M - $3.46M
|
23.5K
$6.76M
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
7.57KNew |
$2.04M - $2.49M
|
7.57K
$2.18M
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
3.16KNew |
$852K - $1.04M
|
3.16K
$908K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2K+ 153.85% |
$540K - $659K
|
3.3K
$949K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.19K+ 2.09% |
$320K - $391K
|
57.8K
$16.6M
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.04K+ 100.0% |
$281K - $343K
|
2.08K
$598K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
945New |
$255K - $311K
|
945
$272K
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
837+ 14.5% |
$226K - $276K
|
6.61K
$1.9M
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
721New |
$195K - $238K
|
721
$207K
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
700New |
$189K - $231K
|
700
$201K
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
675New |
$182K - $222K
|
675
$194K
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
673New |
$182K - $222K
|
673
$194K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
661New |
$178K - $218K
|
661
$190K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
657New |
$177K - $216K
|
657
$189K
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
655New |
$177K - $216K
|
655
$188K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
640New |
$173K - $211K
|
640
$184K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
632New |
$171K - $208K
|
632
$182K
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
616New |
$166K - $203K
|
616
$177K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
613New |
$165K - $202K
|
613
$176K
|
|
Jul 18, 2023
Q2 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
609New |
$164K - $201K
|
609
$175K
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
608New |
$164K - $200K
|
608
$175K
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
363+ 3.4% |
$98K - $120K
|
11K
$3.17M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
176New |
$47.5K - $58K
|
176
$50.6K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
172+ 5.92% |
$46.4K - $56.7K
|
3.08K
$885K
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
123New |
$33.2K - $40.5K
|
123
$35.4K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
65+ 51.18% |
$17.5K - $21.4K
|
192
$55.2K
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
64New |
$17.3K - $21.1K
|
64
$18.4K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
57+ 4.17% |
$15.4K - $18.8K
|
1.43K
$410K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
46+ 1.17% |
$12.4K - $15.2K
|
3.99K
$1.15M
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
40New |
$10.8K - $13.2K
|
40
$11.5K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
35New |
$9.45K - $11.5K
|
35
$10.1K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
31New |
$8.37K - $10.2K
|
31
$8.92K
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
23+ 1.91% |
$6.21K - $7.58K
|
1.23K
$353K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19+ 2.23% |
$5.13K - $6.26K
|
872
$251K
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
19+ 8.3% |
$5.13K - $6.26K
|
248
$71.3K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10New |
$2.7K - $3.29K
|
10
$2.88K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9New |
$2.43K - $2.97K
|
9
$2.59K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
8New |
$2.16K - $2.64K
|
8
$2.3K
|