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 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-146- 12.5% |
$37K - $44.9K
|
1.02K
$296K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-146- 66.06% |
$37K - $44.9K
|
75
$21.7K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
SELL
|
- |
-150- 0.82% |
$38K - $46.1K
|
18.1K
$5.25M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-150- 25.0% |
$38K - $46.1K
|
450
$130K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-152- 13.49% |
$38.5K - $46.7K
|
975
$283K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-155- 0.87% |
$39.3K - $47.6K
|
17.6K
$5.1M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-161- 3.15% |
$40.8K - $49.5K
|
4.95K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-162- 2.03% |
$41K - $49.8K
|
7.83K
$2.27M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-162- 97.59% |
$41K - $49.8K
|
4
$1.16K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-162- 8.75% |
$41K - $49.8K
|
1.69K
$490K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-163- 84.46% |
$41.3K - $50.1K
|
30
$8.69K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-168- 5.69% |
$42.6K - $51.6K
|
2.78K
$807K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-178- 13.58% |
$45.1K - $54.7K
|
1.13K
$328K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-188- 2.81% |
$47.6K - $57.8K
|
6.49K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-190- 10.49% |
$48.1K - $58.4K
|
1.62K
$470K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-198- 1.55% |
$50.1K - $60.8K
|
12.6K
$3.65M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-198- 0.58% |
$50.1K - $60.8K
|
34.1K
$9.89M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-198- 18.57% |
$50.1K - $60.8K
|
868
$252K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.9% |
$50.7K - $61.4K
|
6.7K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-202- 8.18% |
$51.2K - $62.1K
|
2.27K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-204- 7.59% |
$51.7K - $62.7K
|
2.49K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-206- 5.07% |
$52.2K - $63.3K
|
3.86K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-216- 9.81% |
$54.7K - $66.4K
|
1.99K
$575K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-220- 45.64% |
$55.7K - $67.6K
|
262
$75.9K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-220- 19.52% |
$55.7K - $67.6K
|
907
$263K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-231- 65.44% |
$58.5K - $71K
|
122
$35.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-232- 3.54% |
$58.8K - $71.3K
|
6.32K
$1.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-235- 1.52% |
$59.5K - $72.2K
|
15.2K
$4.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-241- 4.29% |
$61K - $74K
|
5.38K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-249- 0.87% |
$63.1K - $76.5K
|
28.3K
$8.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-250- 2.51% |
$63.3K - $76.8K
|
9.7K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-250- 20.24% |
$63.3K - $76.8K
|
985
$285K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-251- 8.42% |
$63.6K - $77.1K
|
2.73K
$791K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-255- 0.8% |
$64.6K - $78.3K
|
31.5K
$9.12M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-260- 0.1% |
$65.9K - $79.9K
|
270K
$78.2M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-265- 23.39% |
$67.1K - $81.4K
|
868
$252K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-266- 5.6% |
$67.4K - $81.7K
|
4.49K
$1.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-269- 3.8% |
$68.1K - $82.6K
|
6.81K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-273- 1.59% |
$69.1K - $83.9K
|
16.9K
$4.89M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-285- 2.25% |
$72.2K - $87.6K
|
12.4K
$3.6M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-292- 11.87% |
$74K - $89.7K
|
2.17K
$628K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-292- 15.01% |
$74K - $89.7K
|
1.65K
$479K
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-295- 29.5% |
$74.7K - $90.6K
|
705
$204K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-298- 1.81% |
$75.5K - $91.6K
|
16.2K
$4.68M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 7.19% |
$76K - $92.2K
|
3.87K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-303- 7.42% |
$76.7K - $93.1K
|
3.78K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-307- 11.27% |
$77.8K - $94.3K
|
2.42K
$701K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-308- 7.13% |
$78K - $94.6K
|
4.01K
$1.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-310- 1.99% |
$78.5K - $95.2K
|
15.2K
$4.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-311- 6.43% |
$78.8K - $95.5K
|
4.53K
$1.31M
|