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
|
Silvant Capital Management LLC
|
BUY
|
- |
235+ 1.09% |
$59.5K - $72.2K
|
21.8K
$6.39M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
234+ 17.21% |
$59.3K - $71.9K
|
1.59K
$468K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
226New |
$57.2K - $69.4K
|
226
$66.3K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
226New |
$57.2K - $69.4K
|
226
$66.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
225+ 17.24% |
$57K - $69.1K
|
1.53K
$449K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
219+ 15.17% |
$55.5K - $67.3K
|
1.66K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
216+ 5.09% |
$54.7K - $66.4K
|
4.46K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
212+ 1.45% |
$53.7K - $65.1K
|
14.8K
$4.35M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
209+ 18.66% |
$52.9K - $64.2K
|
1.33K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
208New |
$52.7K - $63.9K
|
208
$61K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
207+ 11.62% |
$52.4K - $63.6K
|
1.99K
$584K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
203+ 7.43% |
$51.4K - $62.4K
|
2.94K
$862K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 37.74% |
$50.7K - $61.4K
|
730
$214K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
189+ 33.45% |
$47.9K - $58.1K
|
754
$221K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
187+ 0.56% |
$47.4K - $57.5K
|
33.7K
$9.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
179+ 4.61% |
$45.3K - $55K
|
4.06K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
178+ 5.44% |
$45.1K - $54.7K
|
3.45K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
178+ 13.93% |
$45.1K - $54.7K
|
1.46K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
173+ 5.38% |
$43.8K - $53.1K
|
3.39K
$994K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
172+ 4.15% |
$43.6K - $52.8K
|
4.32K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
165+ 11.97% |
$41.8K - $50.7K
|
1.54K
$453K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
164+ 4.12% |
$41.5K - $50.4K
|
4.15K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
153+ 5.5% |
$38.8K - $47K
|
2.94K
$862K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
150New |
$38K - $46.1K
|
150
$44K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
149+ 5.59% |
$37.7K - $45.8K
|
2.81K
$826K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
144+ 4.75% |
$36.5K - $44.2K
|
3.18K
$933K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
142+ 11.61% |
$36K - $43.6K
|
1.37K
$401K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
142+ 5.49% |
$36K - $43.6K
|
2.73K
$801K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
141+ 7.13% |
$35.7K - $43.3K
|
2.12K
$622K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
139+ 4.08% |
$35.2K - $42.7K
|
3.55K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
138+ 10.42% |
$35K - $42.4K
|
1.46K
$429K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
132+ 13.33% |
$33.4K - $40.6K
|
1.12K
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
131+ 8.9% |
$33.2K - $40.2K
|
1.6K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
128+ 43.84% |
$32.4K - $39.3K
|
420
$123K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
125+ 18.38% |
$31.7K - $38.4K
|
805
$236K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
125+ 6.14% |
$31.7K - $38.4K
|
2.16K
$635K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
121+ 0.87% |
$30.6K - $37.2K
|
14K
$4.11M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
120+ 3.61% |
$30.4K - $36.9K
|
3.45K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 8.51% |
$30.1K - $36.6K
|
1.52K
$445K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
115+ 8.47% |
$29.1K - $35.3K
|
1.47K
$432K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
113+ 1.69% |
$28.6K - $34.7K
|
6.82K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
108+ 4.99% |
$27.4K - $33.2K
|
2.27K
$667K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
106+ 0.45% |
$26.8K - $32.6K
|
23.6K
$6.92M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
101New |
$25.6K - $31K
|
101
$29.6K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
101New |
$25.6K - $31K
|
101
$29.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
100+ 0.35% |
$25.3K - $30.7K
|
28.7K
$8.42M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
100New |
$25.3K - $30.7K
|
100
$29.3K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100+ 454.55% |
$25.3K - $30.7K
|
122
$35.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
100New |
$25.3K - $30.7K
|
100
$29.3K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
98+ 6.99% |
$24.8K - $30.1K
|
1.5K
$440K
|