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 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 100.0% |
$507 - $614
|
4
$1.36K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.66% |
$507 - $614
|
307
$104K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$253 - $307
|
1.96K
$668K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$253 - $307
|
906
$308K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
1+ 0.09% |
$253 - $307
|
1.15K
$390K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$253 - $307
|
1.54K
$523K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$253 - $307
|
1.38K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 12.5% |
$253 - $307
|
9
$3.06K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1New |
$253 - $307
|
1
$340
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.19% |
$253 - $307
|
515
$175K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.07% |
$253 - $307
|
1.35K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$253 - $307
|
1
$340
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.29% |
$253 - $307
|
341
$116K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$253 - $307
|
2
$681
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.14% |
$253 - $307
|
689
$234K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1- 0.08% |
$253 - $307
|
1.27K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1- 0.09% |
$253 - $307
|
1.17K
$399K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.06% |
$253 - $307
|
1.61K
$549K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1- 0.1% |
$253 - $307
|
1K
$340K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1- 0.55% |
$253 - $307
|
182
$61.9K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 33.33% |
$507 - $614
|
4
$1.36K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.76% |
$507 - $614
|
262
$89.1K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3- 0.14% |
$760 - $922
|
2.11K
$717K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.29% |
$760 - $922
|
1.03K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3- 27.27% |
$760 - $922
|
8
$2.72K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-4- 0.5% |
$1.01K - $1.23K
|
793
$270K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-4- 2.07% |
$1.01K - $1.23K
|
189
$64.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 4.6% |
$1.01K - $1.23K
|
83
$28.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4- 0.24% |
$1.01K - $1.23K
|
1.66K
$566K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-4- 0.36% |
$1.01K - $1.23K
|
1.12K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5- 0.06% |
$1.27K - $1.54K
|
7.85K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5- 0.36% |
$1.27K - $1.54K
|
1.37K
$466K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6- 0.83% |
$1.52K - $1.84K
|
714
$243K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-6- 0.6% |
$1.52K - $1.84K
|
1K
$341K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-6- 54.55% |
$1.52K - $1.84K
|
5
$1.7K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-7- 0.88% |
$1.77K - $2.15K
|
784
$267K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7- 0.33% |
$1.77K - $2.15K
|
2.09K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7- 8.05% |
$1.77K - $2.15K
|
80
$27.2K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.72% |
$2.03K - $2.46K
|
1.11K
$377K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-8- 66.67% |
$2.03K - $2.46K
|
4
$1.36K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-8- 0.59% |
$2.03K - $2.46K
|
1.35K
$459K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-8- 0.86% |
$2.03K - $2.46K
|
927
$315K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 1.4% |
$2.53K - $3.07K
|
703
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-10- 0.34% |
$2.53K - $3.07K
|
2.93K
$996K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 1.49% |
$3.04K - $3.69K
|
793
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-12- 0.73% |
$3.04K - $3.69K
|
1.62K
$553K
|