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 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 13.39% |
$203K - $246K
|
6.78K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
798New |
$202K - $245K
|
798
$234K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
790+ 110.96% |
$200K - $243K
|
1.5K
$441K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
788+ 100.64% |
$200K - $242K
|
1.57K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
782New |
$198K - $240K
|
782
$230K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
772+ 2.92% |
$196K - $237K
|
27.2K
$7.98M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
769New |
$195K - $236K
|
769
$226K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
769New |
$195K - $236K
|
769
$226K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
768New |
$195K - $236K
|
768
$225K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
766New |
$194K - $235K
|
766
$225K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
743+ 7.69% |
$188K - $228K
|
10.4K
$3.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
742+ 69.15% |
$188K - $228K
|
1.82K
$533K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
738+ 0.99% |
$187K - $227K
|
75.1K
$22M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
735+ 62.98% |
$186K - $226K
|
1.9K
$558K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
728+ 48.7% |
$184K - $224K
|
2.22K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
725+ 9.07% |
$184K - $223K
|
8.72K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
718+ 50.85% |
$182K - $221K
|
2.13K
$625K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
711+ 14.57% |
$180K - $218K
|
5.59K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
710+ 13.03% |
$180K - $218K
|
6.16K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
703New |
$178K - $216K
|
703
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
700New |
$177K - $215K
|
700
$205K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
684New |
$173K - $210K
|
684
$201K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
683+ 2.98% |
$173K - $210K
|
23.6K
$6.92M
|
|
|
May 13, 2024
Q1 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
680+ 0.26% |
$172K - $209K
|
263K
$77.1M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
676+ 1.73% |
$171K - $208K
|
39.8K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
650+ 10.18% |
$165K - $200K
|
7.04K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
632+ 72.9% |
$160K - $194K
|
1.5K
$440K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
615New |
$156K - $189K
|
615
$180K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
592+ 6.1% |
$150K - $182K
|
10.3K
$3.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
589+ 25.4% |
$149K - $181K
|
2.91K
$853K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
585+ 170.55% |
$148K - $180K
|
928
$272K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
567+ 1.75% |
$144K - $174K
|
32.9K
$9.65M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
566+ 1.89% |
$143K - $174K
|
30.5K
$8.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
555+ 3.52% |
$141K - $171K
|
16.3K
$4.79M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
555+ 37.07% |
$141K - $171K
|
2.05K
$602K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
540New |
$137K - $166K
|
540
$158K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
538+ 72.8% |
$136K - $165K
|
1.28K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
528+ 31.85% |
$134K - $162K
|
2.19K
$642K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
517+ 5.05% |
$131K - $159K
|
10.7K
$3.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
513+ 10.56% |
$130K - $158K
|
5.37K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
507New |
$128K - $156K
|
507
$149K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
506+ 69.22% |
$128K - $155K
|
1.24K
$363K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
503+ 8.46% |
$127K - $155K
|
6.45K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
497+ 1.94% |
$126K - $153K
|
26.2K
$7.68M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
486+ 3.09% |
$123K - $149K
|
16.2K
$4.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
482+ 1.48% |
$122K - $148K
|
33.1K
$9.72M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
476+ 12.0% |
$121K - $146K
|
4.44K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
469+ 65.41% |
$119K - $144K
|
1.19K
$348K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
464+ 22.2% |
$118K - $143K
|
2.55K
$750K
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
BUY
|
- |
456+ 3.95% |
$115K - $140K
|
12K
$3.52M
|