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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$3.04K - $3.69K
|
12
$3.26K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 2.48% |
$3.04K - $3.69K
|
496
$135K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11+ 1.35% |
$2.79K - $3.38K
|
823
$224K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11New |
$2.79K - $3.38K
|
11
$2.99K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
11+ 0.05% |
$2.79K - $3.38K
|
23.7K
$6.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11+ 1.07% |
$2.79K - $3.38K
|
1.04K
$283K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10+ 0.69% |
$2.53K - $3.07K
|
1.45K
$394K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 50.0% |
$2.53K - $3.07K
|
30
$8.15K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 8.33% |
$2.28K - $2.76K
|
117
$31.8K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 2.97% |
$2.28K - $2.76K
|
312
$84.8K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.43% |
$2.28K - $2.76K
|
2.09K
$568K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 1.02% |
$2.28K - $2.76K
|
895
$243K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
8+ 0.47% |
$2.03K - $2.46K
|
1.73K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7New |
$1.77K - $2.15K
|
7
$1.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 18.92% |
$1.77K - $2.15K
|
44
$12K
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
7+ 0.54% |
$1.77K - $2.15K
|
1.31K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7+ 0.5% |
$1.77K - $2.15K
|
1.4K
$380K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7+ 0.85% |
$1.77K - $2.15K
|
832
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
7+ 0.42% |
$1.77K - $2.15K
|
1.68K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7New |
$1.77K - $2.15K
|
7
$1.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 0.86% |
$1.52K - $1.84K
|
705
$192K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.23% |
$1.52K - $1.84K
|
2.6K
$708K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.59% |
$1.52K - $1.84K
|
1.02K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.14% |
$1.27K - $1.54K
|
3.64K
$988K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 1.3% |
$1.27K - $1.54K
|
391
$106K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
5+ 0.13% |
$1.27K - $1.54K
|
3.76K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 1.05% |
$1.27K - $1.54K
|
481
$131K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 33.33% |
$1.27K - $1.54K
|
20
$5.44K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5+ 0.5% |
$1.27K - $1.54K
|
1.01K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 83.33% |
$1.27K - $1.54K
|
11
$2.99K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.7% |
$1.01K - $1.23K
|
576
$157K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.19% |
$1.01K - $1.23K
|
2.1K
$569K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.42% |
$1.01K - $1.23K
|
958
$260K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.41% |
$760 - $922
|
728
$198K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 5.77% |
$760 - $922
|
55
$15K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3+ 0.18% |
$760 - $922
|
1.7K
$462K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.39% |
$760 - $922
|
768
$209K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.18% |
$760 - $922
|
1.7K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$760 - $922
|
3
$815
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3+ 0.37% |
$760 - $922
|
823
$224K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.38% |
$760 - $922
|
803
$218K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 2.99% |
$507 - $614
|
69
$18.8K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2+ 0.09% |
$507 - $614
|
2.28K
$619K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.66% |
$507 - $614
|
307
$83.4K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 100.0% |
$507 - $614
|
4
$1.09K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.11% |
$507 - $614
|
1.83K
$498K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.16% |
$507 - $614
|
1.28K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 5.13% |
$507 - $614
|
41
$11.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1New |
$253 - $307
|
1
$272
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$253 - $307
|
1
$272
|