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
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.75K+ 155.39% |
$697K - $845K
|
4.52K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.71KNew |
$686K - $832K
|
2.71K
$779K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.7K+ 8.38% |
$683K - $829K
|
34.9K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.68K+ 8.94% |
$678K - $822K
|
32.6K
$9.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.67K+ 6.81% |
$677K - $821K
|
41.9K
$12.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.66K+ 3.43% |
$673K - $817K
|
80.1K
$23.1M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.62K+ 87.9% |
$662K - $803K
|
5.59K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
2.55K+ 19.74% |
$645K - $783K
|
15.5K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$633K - $768K
|
2.5K
$719K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.5K+ 16.44% |
$633K - $768K
|
17.7K
$5.09M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.4K+ 5.18% |
$608K - $737K
|
48.7K
$14M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.36K+ 570.53% |
$598K - $726K
|
2.78K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.34KNew |
$592K - $719K
|
2.34K
$673K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.29KNew |
$579K - $702K
|
2.29K
$658K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.22K+ 107.35% |
$563K - $682K
|
4.29K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.2K+ 18.49% |
$557K - $676K
|
14.1K
$4.06M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$554K - $672K
|
2.19K
$629K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.17KNew |
$551K - $668K
|
2.17K
$625K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.16K+ 70.05% |
$548K - $665K
|
5.25K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.13KNew |
$538K - $653K
|
2.13K
$612K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.12K+ 195.21% |
$537K - $651K
|
3.21K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.1K+ 4.43% |
$532K - $645K
|
49.5K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.07K+ 34433.33% |
$523K - $635K
|
2.07K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.06KNew |
$521K - $632K
|
2.06K
$592K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.02KNew |
$511K - $620K
|
2.02K
$581K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
2K+ 5.07% |
$507K - $615K
|
41.5K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.98K+ 7.64% |
$502K - $609K
|
27.9K
$8.03M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.97K+ 5.09% |
$499K - $606K
|
40.7K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.95K+ 119.69% |
$493K - $598K
|
3.57K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.88K+ 13.69% |
$477K - $579K
|
15.6K
$4.5M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.81KNew |
$458K - $556K
|
1.81K
$521K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
1.81KNew |
$457K - $555K
|
1.81K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.8K+ 1.84% |
$456K - $554K
|
99.8K
$28.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 185.58% |
$453K - $550K
|
2.75K
$792K
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.78K+ 122.24% |
$451K - $547K
|
3.24K
$932K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
1.78K+ 24.36% |
$450K - $546K
|
9.07K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.77KNew |
$448K - $543K
|
1.77K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.77K+ 60.51% |
$448K - $543K
|
4.69K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.75K+ 107.91% |
$442K - $536K
|
3.36K
$968K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.72K+ 2.63% |
$435K - $527K
|
67K
$19.3M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 51.34% |
$427K - $518K
|
4.97K
$1.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.68K+ 42.48% |
$425K - $516K
|
5.63K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.67K+ 19.86% |
$422K - $512K
|
10K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.66K+ 51.73% |
$420K - $510K
|
4.87K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.66K+ 7.21% |
$420K - $510K
|
24.7K
$7.1M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.66K+ 18.66% |
$420K - $510K
|
10.6K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.66K+ 30.34% |
$420K - $509K
|
7.12K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.56K+ 1.48% |
$394K - $478K
|
107K
$30.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.5KNew |
$380K - $461K
|
1.5K
$432K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.48K+ 40.79% |
$374K - $454K
|
5.1K
$1.47M
|