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 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
56+ 0.55% |
$14.5K - $17.1K
|
10.2K
$2.99M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
54+ 29.83% |
$14K - $16.5K
|
235
$68.7K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
53+ 0.16% |
$13.7K - $16.2K
|
33.9K
$9.92M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
52+ 1.95% |
$13.4K - $15.9K
|
2.72K
$794K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
50+ 3.23% |
$12.9K - $15.3K
|
1.6K
$467K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
50+ 1.67% |
$12.9K - $15.3K
|
3.04K
$889K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
46+ 5.11% |
$11.9K - $14.1K
|
947
$277K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
45+ 0.23% |
$11.6K - $13.8K
|
19.5K
$5.69M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
44+ 1.11% |
$11.4K - $13.4K
|
4K
$1.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43+ 4.47% |
$11.1K - $13.1K
|
1.01K
$294K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43+ 3.63% |
$11.1K - $13.1K
|
1.23K
$358K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
42+ 1050.0% |
$10.9K - $12.8K
|
46
$13.4K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
42+ 1.7% |
$10.9K - $12.8K
|
2.51K
$734K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
41+ 4.24% |
$10.6K - $12.5K
|
1.01K
$294K
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
40+ 0.25% |
$10.3K - $12.2K
|
16.2K
$4.73M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
40+ 0.14% |
$10.3K - $12.2K
|
29.5K
$8.62M
|
|
|
May 10, 2023
Q1 2023
|
Broderick Brian C
|
BUY
|
- |
38+ 0.1% |
$9.83K - $11.6K
|
39.3K
$11.5M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
38+ 1.48% |
$9.83K - $11.6K
|
2.6K
$760K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
37+ 2.41% |
$9.57K - $11.3K
|
1.57K
$459K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
36+ 4.5% |
$9.31K - $11K
|
836
$244K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
36+ 0.38% |
$9.31K - $11K
|
9.49K
$2.77M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
36+ 0.0% |
$9.31K - $11K
|
13.6M
$3.98B
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
35+ 13.57% |
$9.05K - $10.7K
|
293
$85.6K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
35+ 0.4% |
$9.05K - $10.7K
|
8.87K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35+ 54.69% |
$9.05K - $10.7K
|
99
$28.9K
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
34+ 14.53% |
$8.79K - $10.4K
|
268
$78.3K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32+ 3.15% |
$8.27K - $9.78K
|
1.05K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 3.07% |
$7.76K - $9.17K
|
1.01K
$294K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
29+ 2.02% |
$7.5K - $8.86K
|
1.46K
$428K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
28+ 2.37% |
$7.24K - $8.56K
|
1.21K
$354K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
28+ 2.11% |
$7.24K - $8.56K
|
1.36K
$397K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
28+ 3.37% |
$7.24K - $8.56K
|
858
$251K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27+ 0.45% |
$6.98K - $8.25K
|
6.02K
$1.76M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
26+ 3.14% |
$6.72K - $7.94K
|
853
$249K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
25+ 0.49% |
$6.46K - $7.64K
|
5.15K
$1.51M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
25+ 3.16% |
$6.46K - $7.64K
|
815
$238K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 1.71% |
$6.21K - $7.33K
|
1.43K
$418K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 1.37% |
$5.95K - $7.03K
|
1.7K
$498K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
21+ 5.24% |
$5.43K - $6.42K
|
422
$123K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 7.95% |
$5.43K - $6.42K
|
285
$83.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20+ 0.5% |
$5.17K - $6.11K
|
4.01K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
19+ 1.32% |
$4.91K - $5.81K
|
1.46K
$425K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
19+ 52.78% |
$4.91K - $5.81K
|
55
$16.1K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
18+ 3.49% |
$4.65K - $5.5K
|
534
$156K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$4.65K - $5.5K
|
18
$5.26K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
17+ 0.1% |
$4.4K - $5.19K
|
16.5K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
17+ 56.67% |
$4.4K - $5.19K
|
47
$13.7K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 28.07% |
$4.14K - $4.89K
|
73
$21.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 1.05% |
$4.14K - $4.89K
|
1.53K
$448K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 1.05% |
$4.14K - $4.89K
|
1.53K
$448K
|