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 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
144New |
$37.2K - $44K
|
144
$42.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
144+ 1.44% |
$37.2K - $44K
|
10.2K
$2.97M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
143+ 3.72% |
$37K - $43.7K
|
3.99K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
142+ 0.76% |
$36.7K - $43.4K
|
18.8K
$5.48M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
141New |
$36.5K - $43.1K
|
141
$41.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
141+ 4.57% |
$36.5K - $43.1K
|
3.22K
$942K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
139+ 0.04% |
$35.9K - $42.5K
|
346K
$101M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
139+ 6.08% |
$35.9K - $42.5K
|
2.43K
$709K
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
139+ 3.83% |
$35.9K - $42.5K
|
3.77K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
129New |
$33.4K - $39.4K
|
129
$37.7K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
125New |
$32.3K - $38.2K
|
125
$36.5K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
116+ 3.57% |
$30K - $35.4K
|
3.37K
$984K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
109+ 5.27% |
$28.2K - $33.3K
|
2.18K
$636K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
107+ 91.45% |
$27.7K - $32.7K
|
224
$65.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
105New |
$27.1K - $32.1K
|
105
$30.7K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
102+ 8.55% |
$26.4K - $31.2K
|
1.3K
$378K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
101+ 3.47% |
$26.1K - $30.9K
|
3.01K
$880K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 1.06% |
$25.9K - $30.6K
|
9.55K
$2.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.35% |
$25.9K - $30.6K
|
7.5K
$2.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
100+ 4.76% |
$25.9K - $30.6K
|
2.2K
$643K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
100New |
$25.9K - $30.6K
|
100
$29.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
BUY
|
- |
99+ 4.01% |
$25.6K - $30.3K
|
2.57K
$750K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
96+ 6.46% |
$24.8K - $29.3K
|
1.58K
$462K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
94+ 1.14% |
$24.3K - $28.7K
|
8.31K
$2.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
92+ 8.65% |
$23.8K - $28.1K
|
1.16K
$338K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
87+ 5.61% |
$22.5K - $26.6K
|
1.64K
$479K
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
BUY
|
- |
80+ 0.26% |
$20.7K - $24.4K
|
30.8K
$9.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
79+ 0.59% |
$20.4K - $24.1K
|
13.5K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
79+ 4.39% |
$20.4K - $24.1K
|
1.88K
$549K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
78+ 210.81% |
$20.2K - $23.8K
|
115
$33.6K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
77+ 2.69% |
$19.9K - $23.5K
|
2.94K
$860K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
76+ 6.33% |
$19.7K - $23.2K
|
1.28K
$373K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
75+ 26.22% |
$19.4K - $22.9K
|
361
$105K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
75New |
$19.4K - $22.9K
|
75
$21.9K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
75+ 14.07% |
$19.4K - $22.9K
|
608
$178K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72+ 35.29% |
$18.6K - $22K
|
276
$80.6K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
69+ 2.6% |
$17.8K - $21.1K
|
2.73K
$796K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
67+ 6.72% |
$17.3K - $20.5K
|
1.06K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
67+ 0.98% |
$17.3K - $20.5K
|
6.91K
$2.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.2% |
$17.3K - $20.5K
|
33.4K
$9.75M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
66+ 3.63% |
$17.1K - $20.2K
|
1.88K
$550K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
64+ 7.32% |
$16.5K - $19.6K
|
938
$274K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
64+ 36.36% |
$16.5K - $19.6K
|
240
$70.1K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
63+ 8.45% |
$16.3K - $19.3K
|
809
$236K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
63+ 7.55% |
$16.3K - $19.3K
|
897
$262K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
62New |
$16K - $18.9K
|
62
$18.1K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 23.72% |
$15.5K - $18.3K
|
313
$91.5K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
60+ 3.51% |
$15.5K - $18.3K
|
1.77K
$517K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
58+ 6.39% |
$15K - $17.7K
|
966
$282K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
57+ 6.06% |
$14.7K - $17.4K
|
998
$292K
|