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
|
Sabal Trust CO
|
BUY
|
- |
736New |
$190K - $225K
|
736
$250K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
733New |
$190K - $224K
|
733
$249K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
731New |
$189K - $223K
|
731
$249K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
729New |
$188K - $223K
|
729
$248K
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
725+ 7.26% |
$187K - $222K
|
10.7K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
724New |
$187K - $221K
|
724
$246K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
723New |
$187K - $221K
|
723
$246K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
722New |
$187K - $221K
|
722
$246K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
715New |
$185K - $218K
|
715
$243K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
712New |
$184K - $218K
|
712
$242K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
711New |
$184K - $217K
|
711
$242K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
706New |
$183K - $216K
|
706
$240K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
701New |
$181K - $214K
|
701
$239K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
700+ 34.98% |
$181K - $214K
|
2.7K
$919K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
698+ 4.09% |
$180K - $213K
|
17.8K
$6.04M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
697+ 1.56% |
$180K - $213K
|
45.5K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
696New |
$180K - $213K
|
696
$237K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
695New |
$180K - $212K
|
695
$236K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
691New |
$179K - $211K
|
691
$235K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
658+ 3.12% |
$170K - $201K
|
21.8K
$7.41M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
658+ 6.17% |
$170K - $201K
|
11.3K
$3.85M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
635+ 22.16% |
$164K - $194K
|
3.5K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
618+ 7.65% |
$160K - $189K
|
8.69K
$2.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
600+ 28.4% |
$155K - $183K
|
2.71K
$923K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
598+ 50.55% |
$155K - $183K
|
1.78K
$606K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
588+ 3.39% |
$152K - $180K
|
17.9K
$6.1M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
575+ 0.62% |
$149K - $176K
|
93.8K
$31.9M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
571+ 23.32% |
$148K - $174K
|
3.02K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
533+ 1.37% |
$138K - $163K
|
39.4K
$13.4M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
509New |
$132K - $156K
|
509
$173K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
494+ 6.79% |
$128K - $151K
|
7.77K
$2.64M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
478New |
$124K - $146K
|
478
$163K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
463+ 4.12% |
$120K - $141K
|
11.7K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
459+ 1.15% |
$119K - $140K
|
40.4K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
453+ 1.43% |
$117K - $138K
|
32K
$10.9M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
450New |
$116K - $138K
|
450
$153K
|
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
447+ 3.69% |
$116K - $137K
|
12.6K
$4.27M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
443+ 1.42% |
$115K - $135K
|
31.6K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
438+ 1.16% |
$113K - $134K
|
38.1K
$13M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
431+ 2.62% |
$111K - $132K
|
16.9K
$5.75M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
430+ 6.09% |
$111K - $131K
|
7.49K
$2.55M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
424+ 79.1% |
$110K - $130K
|
960
$327K
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
422+ 2.69% |
$109K - $129K
|
16.1K
$5.49M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
411+ 20.95% |
$106K - $126K
|
2.37K
$807K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
406+ 8.66% |
$105K - $124K
|
5.09K
$1.73M
|
|
|
May 03, 2023
Q1 2023
|
Maj Invest Holding A
|
BUY
|
- |
400New |
$103K - $122K
|
400
$136K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
400New |
$103K - $122K
|
400
$136K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
395New |
$102K - $121K
|
395
$134K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
374+ 3.83% |
$96.7K - $114K
|
10.1K
$3.45M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
360+ 87.38% |
$93.1K - $110K
|
772
$263K
|