Purchases and Sales Made in Q1 2024 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q1 2024. 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 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
40+ 4.33% |
$10.1K - $12.3K
|
963
$277K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
39New |
$9.88K - $12K
|
39
$11.2K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
37New |
$9.37K - $11.4K
|
37
$10.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
37+ 17.54% |
$9.37K - $11.4K
|
248
$71.3K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37+ 2.98% |
$9.37K - $11.4K
|
1.28K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
36+ 3.69% |
$9.12K - $11.1K
|
1.01K
$291K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35+ 68.63% |
$8.86K - $10.8K
|
86
$24.7K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
34+ 2.71% |
$8.61K - $10.4K
|
1.29K
$371K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
32+ 4.56% |
$8.1K - $9.83K
|
734
$211K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
32+ 1.11% |
$8.1K - $9.83K
|
2.92K
$841K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
32+ 2.2% |
$8.1K - $9.83K
|
1.48K
$427K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 0.87% |
$7.85K - $9.52K
|
3.58K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
30New |
$7.6K - $9.22K
|
30
$8.63K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
29+ 0.09% |
$7.35K - $8.91K
|
32.3K
$9.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
28+ 1.78% |
$7.09K - $8.6K
|
1.6K
$460K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
28+ 2.15% |
$7.09K - $8.6K
|
1.33K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26+ 3.03% |
$6.59K - $7.99K
|
885
$255K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
26+ 2.54% |
$6.59K - $7.99K
|
1.05K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 3.64% |
$6.59K - $7.99K
|
740
$213K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
25+ 11.42% |
$6.33K - $7.68K
|
244
$70.2K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 5.79% |
$6.33K - $7.68K
|
457
$131K
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
25+ 0.12% |
$6.33K - $7.68K
|
21.3K
$6.13M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
25+ 4.84% |
$6.33K - $7.68K
|
541
$156K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
23+ 1150.0% |
$5.83K - $7.07K
|
25
$7.19K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 88.0% |
$5.57K - $6.76K
|
47
$13.5K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
21+ 0.99% |
$5.32K - $6.45K
|
2.15K
$618K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 5.13% |
$5.32K - $6.45K
|
430
$124K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21+ 1.06% |
$5.32K - $6.45K
|
2K
$576K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
21+ 0.08% |
$5.32K - $6.45K
|
25.3K
$7.28M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
21+ 11.8% |
$5.32K - $6.45K
|
199
$57.3K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
21+ 0.29% |
$5.32K - $6.45K
|
7.23K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
21+ 1.96% |
$5.32K - $6.45K
|
1.09K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
20+ 2.11% |
$5.07K - $6.14K
|
967
$278K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
20+ 1.74% |
$5.07K - $6.14K
|
1.17K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
20+ 0.04% |
$5.07K - $6.14K
|
44.5K
$12.8M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.64% |
$5.07K - $6.14K
|
3.13K
$901K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
19New |
$4.81K - $5.84K
|
19
$5.47K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19+ 2.5% |
$4.81K - $5.84K
|
780
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
18+ 1.06% |
$4.56K - $5.53K
|
1.71K
$492K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16+ 0.56% |
$4.05K - $4.92K
|
2.85K
$821K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 1.56% |
$3.8K - $4.61K
|
974
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$3.8K - $4.61K
|
4.08K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$3.8K - $4.61K
|
15
$4.32K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$3.55K - $4.3K
|
14
$4.03K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.83% |
$3.29K - $3.99K
|
1.58K
$454K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13+ 1.71% |
$3.29K - $3.99K
|
775
$223K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13+ 0.64% |
$3.29K - $3.99K
|
2.06K
$591K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 2.48% |
$3.04K - $3.69K
|
496
$143K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$3.04K - $3.69K
|
12
$3.45K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11+ 1.35% |
$2.79K - $3.38K
|
823
$237K
|