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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$517 - $611
|
804
$274K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.77% |
$517 - $611
|
261
$88.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2+ 0.23% |
$517 - $611
|
868
$295K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$259 - $306
|
901
$307K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 1.56% |
$259 - $306
|
65
$22.1K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.21% |
$259 - $306
|
484
$165K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 20.0% |
$259 - $306
|
6
$2.04K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.05% |
$259 - $306
|
2.1K
$716K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$259 - $306
|
1
$340
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.67% |
$259 - $306
|
150
$51K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$259 - $306
|
1.44K
$490K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$259 - $306
|
5.56K
$1.89M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.82% |
$259 - $306
|
123
$41.9K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 2.56% |
$259 - $306
|
38
$12.9K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1- 0.04% |
$259 - $306
|
2.49K
$846K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1- 0.1% |
$259 - $306
|
1.03K
$352K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 1.32% |
$259 - $306
|
75
$25.5K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1- 0.01% |
$259 - $306
|
9.08K
$3.09M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 2.78% |
$259 - $306
|
35
$11.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.76% |
$517 - $611
|
262
$89.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 18.18% |
$517 - $611
|
9
$3.06K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 5.13% |
$517 - $611
|
37
$12.6K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 3.13% |
$517 - $611
|
62
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3- 0.22% |
$776 - $917
|
1.38K
$471K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4- 0.49% |
$1.03K - $1.22K
|
812
$276K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5- 0.22% |
$1.29K - $1.53K
|
2.27K
$774K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5- 0.32% |
$1.29K - $1.53K
|
1.56K
$529K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 50.0% |
$1.29K - $1.53K
|
5
$1.7K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-6- 0.25% |
$1.55K - $1.83K
|
2.42K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6- 0.34% |
$1.55K - $1.83K
|
1.77K
$604K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6- 0.43% |
$1.55K - $1.83K
|
1.38K
$469K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6- 0.37% |
$1.55K - $1.83K
|
1.6K
$544K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.36% |
$1.55K - $1.83K
|
1.66K
$564K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-7- 0.1% |
$1.81K - $2.14K
|
7.02K
$2.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-7- 0.23% |
$1.81K - $2.14K
|
3K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-7- 0.71% |
$1.81K - $2.14K
|
974
$331K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-8- 0.32% |
$2.07K - $2.44K
|
2.46K
$838K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8- 1.07% |
$2.07K - $2.44K
|
741
$252K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8- 0.77% |
$2.07K - $2.44K
|
1.03K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-11- 0.79% |
$2.84K - $3.36K
|
1.39K
$472K
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-11- 1.34% |
$2.84K - $3.36K
|
809
$275K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 5.73% |
$2.84K - $3.36K
|
181
$61.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-12- 1.12% |
$3.1K - $3.67K
|
1.06K
$362K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12- 5.77% |
$3.1K - $3.67K
|
196
$66.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-12- 1.17% |
$3.1K - $3.67K
|
1.01K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-12- 2.82% |
$3.1K - $3.67K
|
414
$141K
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-13- 0.17% |
$3.36K - $3.97K
|
7.43K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-14- 1.25% |
$3.62K - $4.28K
|
1.11K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-14- 0.51% |
$3.62K - $4.28K
|
2.73K
$927K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-15- 4.84% |
$3.88K - $4.58K
|
295
$100K
|