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 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13- 1.52% |
$3.29K - $3.99K
|
840
$286K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 59.09% |
$3.29K - $3.99K
|
9
$3.06K
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-14- 1.47% |
$3.55K - $4.3K
|
936
$318K
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 1.39% |
$3.55K - $4.3K
|
993
$338K
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-14- 0.87% |
$3.55K - $4.3K
|
1.59K
$542K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 14.85% |
$3.8K - $4.61K
|
86
$29.3K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-15- 88.24% |
$3.8K - $4.61K
|
2
$681
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.88% |
$3.8K - $4.61K
|
1.68K
$572K
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-15- 0.03% |
$3.8K - $4.61K
|
51.9K
$17.7M
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-15- 1.23% |
$3.8K - $4.61K
|
1.21K
$411K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-15- 1.17% |
$3.8K - $4.61K
|
1.27K
$432K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16- 21.62% |
$4.05K - $4.92K
|
58
$19.7K
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-16- 1.38% |
$4.05K - $4.92K
|
1.14K
$389K
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-16- 72.73% |
$4.05K - $4.92K
|
6
$2.04K
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-17- 45.95% |
$4.31K - $5.22K
|
20
$6.81K
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-20- 2.93% |
$5.07K - $6.14K
|
662
$225K
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-20- 2.23% |
$5.07K - $6.14K
|
875
$298K
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-20- 1.04% |
$5.07K - $6.14K
|
1.9K
$648K
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-20- 16.67% |
$5.07K - $6.14K
|
100
$34K
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 1.78% |
$5.57K - $6.76K
|
1.21K
$412K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-23- 0.69% |
$5.83K - $7.07K
|
3.3K
$1.12M
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-23- 2.13% |
$5.83K - $7.07K
|
1.06K
$360K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-24- 1.33% |
$6.08K - $7.37K
|
1.78K
$605K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 2.04% |
$6.33K - $7.68K
|
1.2K
$409K
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-25- 3.08% |
$6.33K - $7.68K
|
787
$268K
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-25- 2.28% |
$6.33K - $7.68K
|
1.07K
$364K
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-25Closed |
$6.33K - $7.68K
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-25- 0.36% |
$6.33K - $7.68K
|
6.93K
$2.36M
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-25- 10.29% |
$6.33K - $7.68K
|
218
$74.2K
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-26- 2.97% |
$6.59K - $7.99K
|
850
$289K
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-27- 2.64% |
$6.84K - $8.29K
|
996
$339K
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-27- 0.24% |
$6.84K - $8.29K
|
11.4K
$3.88M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-29- 2.93% |
$7.35K - $8.91K
|
961
$327K
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-30- 60.0% |
$7.6K - $9.22K
|
20
$6.81K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-30- 3.52% |
$7.6K - $9.22K
|
822
$280K
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-31- 4.21% |
$7.85K - $9.52K
|
705
$240K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-31- 1.27% |
$7.85K - $9.52K
|
2.4K
$817K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-32- 80.0% |
$8.1K - $9.83K
|
8
$2.72K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-32- 19.88% |
$8.1K - $9.83K
|
129
$43.9K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-33- 4.3% |
$8.36K - $10.1K
|
734
$250K
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-34- 33.33% |
$8.61K - $10.4K
|
68
$23.1K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-35- 1.75% |
$8.86K - $10.8K
|
1.97K
$669K
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-36- 1.78% |
$9.12K - $11.1K
|
1.99K
$676K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-37- 3.84% |
$9.37K - $11.4K
|
926
$315K
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-38- 11.14% |
$9.62K - $11.7K
|
303
$103K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-38- 2.73% |
$9.62K - $11.7K
|
1.35K
$460K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-39- 0.23% |
$9.88K - $12K
|
16.9K
$5.75M
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 43.96% |
$10.1K - $12.3K
|
51
$17.4K
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-43- 2.49% |
$10.9K - $13.2K
|
1.68K
$572K
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-45- 1.61% |
$11.4K - $13.8K
|
2.75K
$934K
|