Purchases and Sales Made in Q1 2023 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q1 2023. The information is specifically focused on institutions that hold shares of ROCKWELL AUTOMATION, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 0.9% |
$4.14K - $4.89K
|
1.8K
$528K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$3.88K - $4.58K
|
4.02K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
15+ 53.57% |
$3.88K - $4.58K
|
43
$12.6K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
15+ 4.19% |
$3.88K - $4.58K
|
373
$110K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14+ 25.45% |
$3.62K - $4.28K
|
69
$20.3K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
14+ 0.08% |
$3.62K - $4.28K
|
17.4K
$5.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$3.36K - $3.97K
|
13
$3.82K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13New |
$3.36K - $3.97K
|
13
$3.82K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$3.1K - $3.67K
|
12
$3.53K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$3.1K - $3.67K
|
12
$3.53K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
11+ 1.39% |
$2.84K - $3.36K
|
803
$236K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.28% |
$2.59K - $3.06K
|
3.61K
$1.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$2.59K - $3.06K
|
2.07K
$608K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.43% |
$2.59K - $3.06K
|
2.36K
$694K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.25% |
$2.59K - $3.06K
|
4.05K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
9+ 0.06% |
$2.33K - $2.75K
|
14.8K
$4.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
9+ 1.13% |
$2.33K - $2.75K
|
809
$238K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.44% |
$2.33K - $2.75K
|
2.07K
$607K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9+ 0.18% |
$2.33K - $2.75K
|
5.14K
$1.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
9New |
$2.33K - $2.75K
|
9
$2.64K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
8New |
$2.07K - $2.44K
|
8
$2.35K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8+ 0.22% |
$2.07K - $2.44K
|
3.72K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 3.08% |
$2.07K - $2.44K
|
268
$78.8K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
7+ 0.41% |
$1.81K - $2.14K
|
1.71K
$501K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
7+ 0.42% |
$1.81K - $2.14K
|
1.66K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 4.69% |
$1.55K - $1.83K
|
134
$39.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.42% |
$1.55K - $1.83K
|
1.44K
$424K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 8.33% |
$1.55K - $1.83K
|
78
$22.9K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 9.23% |
$1.55K - $1.83K
|
71
$20.9K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 7.5% |
$1.55K - $1.83K
|
86
$25.3K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.52% |
$1.29K - $1.53K
|
975
$287K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 2.17% |
$1.29K - $1.53K
|
235
$69.1K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4New |
$1.03K - $1.22K
|
4
$1.18K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.41% |
$1.03K - $1.22K
|
985
$289K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4New |
$1.03K - $1.22K
|
4
$1.18K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4New |
$1.03K - $1.22K
|
4
$1.18K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$1.03K - $1.22K
|
1.59K
$468K
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
4+ 0.43% |
$1.03K - $1.22K
|
942
$277K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.36% |
$776 - $917
|
846
$249K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.28% |
$776 - $917
|
1.08K
$317K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
3+ 0.12% |
$776 - $917
|
2.53K
$745K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$776 - $917
|
1.75K
$513K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 23.08% |
$776 - $917
|
16
$4.7K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$517 - $611
|
2
$588
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.21% |
$517 - $611
|
945
$278K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.1% |
$517 - $611
|
2.01K
$592K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2+ 0.15% |
$517 - $611
|
1.36K
$400K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.37% |
$517 - $611
|
546
$160K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.77% |
$517 - $611
|
261
$76.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2+ 0.23% |
$517 - $611
|
868
$255K
|