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 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
44+ 4.18% |
$11.1K - $13.5K
|
1.1K
$373K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
44+ 0.18% |
$11.1K - $13.5K
|
25.2K
$8.56M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
43New |
$10.9K - $13.2K
|
43
$14.6K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42New |
$10.6K - $12.9K
|
42
$14.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 5.94% |
$10.6K - $12.9K
|
749
$255K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
42+ 5.53% |
$10.6K - $12.9K
|
802
$273K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
40+ 4.33% |
$10.1K - $12.3K
|
963
$328K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
39New |
$9.88K - $12K
|
39
$13.3K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37+ 2.98% |
$9.37K - $11.4K
|
1.28K
$435K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
37+ 17.54% |
$9.37K - $11.4K
|
248
$84.4K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
37New |
$9.37K - $11.4K
|
37
$12.6K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
36+ 3.69% |
$9.12K - $11.1K
|
1.01K
$344K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35+ 68.63% |
$8.86K - $10.8K
|
86
$29.3K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
34+ 2.71% |
$8.61K - $10.4K
|
1.29K
$439K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
32+ 2.2% |
$8.1K - $9.83K
|
1.48K
$505K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
32+ 4.56% |
$8.1K - $9.83K
|
734
$250K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
32+ 1.11% |
$8.1K - $9.83K
|
2.92K
$995K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 0.87% |
$7.85K - $9.52K
|
3.58K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
30New |
$7.6K - $9.22K
|
30
$10.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
29+ 0.09% |
$7.35K - $8.91K
|
32.3K
$11M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
28+ 2.15% |
$7.09K - $8.6K
|
1.33K
$452K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
28+ 1.78% |
$7.09K - $8.6K
|
1.6K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26+ 3.03% |
$6.59K - $7.99K
|
885
$301K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 3.64% |
$6.59K - $7.99K
|
740
$252K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
26+ 2.54% |
$6.59K - $7.99K
|
1.05K
$357K
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
25+ 0.12% |
$6.33K - $7.68K
|
21.3K
$7.25M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
25+ 11.42% |
$6.33K - $7.68K
|
244
$83K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
25+ 4.84% |
$6.33K - $7.68K
|
541
$184K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 5.79% |
$6.33K - $7.68K
|
457
$155K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
23+ 1150.0% |
$5.83K - $7.07K
|
25
$8.51K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 88.0% |
$5.57K - $6.76K
|
47
$16K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
21+ 0.29% |
$5.32K - $6.45K
|
7.23K
$2.46M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
21+ 1.96% |
$5.32K - $6.45K
|
1.09K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21+ 1.06% |
$5.32K - $6.45K
|
2K
$682K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 5.13% |
$5.32K - $6.45K
|
430
$146K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
21+ 0.08% |
$5.32K - $6.45K
|
25.3K
$8.61M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
21+ 11.8% |
$5.32K - $6.45K
|
199
$67.7K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
21+ 0.99% |
$5.32K - $6.45K
|
2.15K
$731K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
20+ 2.11% |
$5.07K - $6.14K
|
967
$329K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
20+ 1.74% |
$5.07K - $6.14K
|
1.17K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.64% |
$5.07K - $6.14K
|
3.13K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
20+ 0.04% |
$5.07K - $6.14K
|
44.5K
$15.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19+ 2.5% |
$4.81K - $5.84K
|
780
$265K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
19New |
$4.81K - $5.84K
|
19
$6.46K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
18+ 1.06% |
$4.56K - $5.53K
|
1.71K
$582K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16+ 0.56% |
$4.05K - $4.92K
|
2.85K
$971K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$3.8K - $4.61K
|
4.08K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15New |
$3.8K - $4.61K
|
15
$5.1K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 1.56% |
$3.8K - $4.61K
|
974
$331K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$3.55K - $4.3K
|
14
$4.76K
|