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 |
---|---|---|---|---|---|---|---|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.41K+ 21.37% |
$1.29M - $1.55M
|
25.1K
$6.93M
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.88KNew |
$551K - $662K
|
1.88K
$521K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
225+ 9.51% |
$65.9K - $79.1K
|
2.59K
$716K
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$58.6K - $70.3K
|
200
$55.3K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
105New |
$30.7K - $36.9K
|
105
$29K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
41New |
$12K - $14.4K
|
41
$11.3K
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26New |
$7.61K - $9.14K
|
26
$7.19K
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
24+ 11.43% |
$7.03K - $8.43K
|
234
$64.7K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5New |
$1.46K - $1.76K
|
5
$1.38K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$878 - $1.05K
|
3
$830
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$293 - $351
|
1
$277
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.17KNew |
$333K - $383K
|
1.17K
$324K
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
145+ 12.74% |
$41.2K - $47.4K
|
1.28K
$355K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$14.2K - $16.4K
|
50
$13.8K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20New |
$5.68K - $6.54K
|
20
$5.53K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.76KNew |
$2M - $2.22M
|
7.76K
$2.15M
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
987New |
$255K - $282K
|
987
$273K
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
811New |
$210K - $232K
|
811
$224K
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
45New |
$11.6K - $12.9K
|
45
$12.4K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$1.29K - $1.43K
|
5
$1.38K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Shellback Capital, LP
Boston, MA |
BUY
|
PUT |
100KNew |
$24.2M - $27.5M
|
100K
$27.8M
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
3.98KNew |
$959K - $1.09M
|
3.98K
$1.1M
|
|
May 04, 2021
Q1 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
712+ 299.16% |
$172K - $195K
|
950
$263K
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
204New |
$49.2K - $55.8K
|
204
$56.4K
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$24.1K - $27.4K
|
100
$27.7K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 178.57% |
$6.03K - $6.84K
|
39
$10.8K
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
10New |
$2.41K - $2.74K
|
10
$2.77K
|
|
Q4 2020 | |||||||
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$659K - $770K
|
3K
$830K
|
|
Mar 19, 2021
Q4 2020
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.3KNew |
$285K - $334K
|
1.3K
$360K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
51New |
$10.7K - $12.1K
|
51
$14.1K
|
|
Q2 2020 | |||||||
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.26KNew |
$325K - $514K
|
2.26K
$625K
|
|
Aug 14, 2020
Q2 2020
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
1.22KNew |
$176K - $278K
|
1.22K
$338K
|
|
Jul 09, 2020
Q2 2020
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$174K - $276K
|
1.21K
$335K
|
|
Sep 18, 2020
Q2 2020
|
United Bank
Vienna, VA |
BUY
|
- |
1.12KNew |
$160K - $254K
|
1.12K
$308K
|
|
Aug 05, 2020
Q2 2020
|
Hills Bank & Trust CO
|
BUY
|
- |
717New |
$103K - $163K
|
717
$198K
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200New |
$28.7K - $45.5K
|
200
$55.3K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Holocene Advisors, LP
New York, NY |
BUY
|
PUT |
223KNew |
$34.1M - $45.7M
|
223K
$61.5M
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
160New |
$23.1K - $27K
|
160
$44.2K
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.94KNew |
$283K - $353K
|
1.94K
$538K
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
19+ 76.0% |
$2.77K - $3.45K
|
44
$12.2K
|
|
Q4 2018 | |||||||
Feb 08, 2019
Q4 2018
|
Costello Asset Management, Inc
|
BUY
|
- |
1.4KNew |
$198K - $266K
|
1.4K
$387K
|
|
Feb 13, 2019
Q4 2018
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
100New |
$14.2K - $19K
|
100
$27.7K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
CALL |
50K+ 33.33% |
$8.36M - $9.85M
|
200K
$55.3M
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
7.7K+ 29.28% |
$1.25M - $1.41M
|
34K
$9.4M
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
32.5KNew |
$5.56M - $6.76M
|
32.5K
$8.99M
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
50KNew |
$9.04M - $10M
|
50K
$13.8M
|
|
Q3 2017 | |||||||
Oct 30, 2017
Q3 2017
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
10KNew |
$1.6M - $1.78M
|
10K
$2.77M
|
|
Nov 13, 2017
Q3 2017
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$239K - $267K
|
1.5K
$415K
|
|
Nov 09, 2017
Q3 2017
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
1KNew |
$160K - $178K
|
1K
$277K
|