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 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.83% |
$3.29K - $3.99K
|
1.58K
$537K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13+ 1.71% |
$3.29K - $3.99K
|
775
$264K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13+ 0.64% |
$3.29K - $3.99K
|
2.06K
$700K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 2.48% |
$3.04K - $3.69K
|
496
$169K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$3.04K - $3.69K
|
12
$4.08K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
11+ 0.05% |
$2.79K - $3.38K
|
23.7K
$8.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11+ 1.07% |
$2.79K - $3.38K
|
1.04K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11New |
$2.79K - $3.38K
|
11
$3.74K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11+ 1.35% |
$2.79K - $3.38K
|
823
$280K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 50.0% |
$2.53K - $3.07K
|
30
$10.2K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10+ 0.69% |
$2.53K - $3.07K
|
1.45K
$493K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 8.33% |
$2.28K - $2.76K
|
117
$39.8K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 1.02% |
$2.28K - $2.76K
|
895
$305K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.43% |
$2.28K - $2.76K
|
2.09K
$711K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 2.97% |
$2.28K - $2.76K
|
312
$106K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
8+ 0.47% |
$2.03K - $2.46K
|
1.73K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7New |
$1.77K - $2.15K
|
7
$2.38K
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
7+ 0.54% |
$1.77K - $2.15K
|
1.31K
$446K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 18.92% |
$1.77K - $2.15K
|
44
$15K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7New |
$1.77K - $2.15K
|
7
$2.38K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7+ 0.5% |
$1.77K - $2.15K
|
1.4K
$476K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7+ 0.85% |
$1.77K - $2.15K
|
832
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
7+ 0.42% |
$1.77K - $2.15K
|
1.68K
$573K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.23% |
$1.52K - $1.84K
|
2.6K
$886K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 0.86% |
$1.52K - $1.84K
|
705
$240K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.59% |
$1.52K - $1.84K
|
1.02K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.14% |
$1.27K - $1.54K
|
3.64K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 1.05% |
$1.27K - $1.54K
|
481
$164K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 33.33% |
$1.27K - $1.54K
|
20
$6.81K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5+ 0.5% |
$1.27K - $1.54K
|
1.01K
$344K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 1.3% |
$1.27K - $1.54K
|
391
$133K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 83.33% |
$1.27K - $1.54K
|
11
$3.74K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
5+ 0.13% |
$1.27K - $1.54K
|
3.76K
$1.28M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.7% |
$1.01K - $1.23K
|
576
$196K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.42% |
$1.01K - $1.23K
|
958
$326K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.19% |
$1.01K - $1.23K
|
2.1K
$713K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3+ 0.18% |
$760 - $922
|
1.7K
$578K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.39% |
$760 - $922
|
768
$261K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.18% |
$760 - $922
|
1.7K
$578K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.38% |
$760 - $922
|
803
$273K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 5.77% |
$760 - $922
|
55
$18.7K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.41% |
$760 - $922
|
728
$248K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$760 - $922
|
3
$1.02K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3+ 0.37% |
$760 - $922
|
823
$280K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.11% |
$507 - $614
|
1.83K
$624K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.16% |
$507 - $614
|
1.28K
$435K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$507 - $614
|
1.09K
$370K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 2.99% |
$507 - $614
|
69
$23.5K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2+ 0.09% |
$507 - $614
|
2.28K
$775K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 5.13% |
$507 - $614
|
41
$14K
|