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 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
101New |
$25.6K - $31K
|
101
$34.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
100New |
$25.3K - $30.7K
|
100
$34K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100+ 454.55% |
$25.3K - $30.7K
|
122
$41.5K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
100New |
$25.3K - $30.7K
|
100
$34K
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
100+ 0.35% |
$25.3K - $30.7K
|
28.7K
$9.76M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
98+ 6.99% |
$24.8K - $30.1K
|
1.5K
$510K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
97New |
$24.6K - $29.8K
|
97
$33K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
95+ 3.86% |
$24.1K - $29.2K
|
2.56K
$869K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
94+ 4.29% |
$23.8K - $28.9K
|
2.29K
$777K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
93+ 0.93% |
$23.6K - $28.6K
|
10.1K
$3.42M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
90New |
$22.8K - $27.6K
|
90
$30.6K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
90+ 0.92% |
$22.8K - $27.6K
|
9.92K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
90+ 3.5% |
$22.8K - $27.6K
|
2.66K
$904K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
87+ 13.0% |
$22K - $26.7K
|
756
$257K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
87+ 10.14% |
$22K - $26.7K
|
945
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
85+ 0.2% |
$21.5K - $26.1K
|
42.1K
$14.3M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
82+ 4.35% |
$20.8K - $25.2K
|
1.97K
$669K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
82+ 4.18% |
$20.8K - $25.2K
|
2.05K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
79+ 2.11% |
$20K - $24.3K
|
3.83K
$1.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
77+ 0.38% |
$19.5K - $23.7K
|
20.2K
$6.86M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
75+ 3.15% |
$19K - $23K
|
2.45K
$835K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
75+ 10.14% |
$19K - $23K
|
815
$277K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
75New |
$19K - $23K
|
75
$25.5K
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
74+ 0.16% |
$18.7K - $22.7K
|
45.2K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
72+ 8.02% |
$18.2K - $22.1K
|
970
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
71+ 0.32% |
$18K - $21.8K
|
22.2K
$7.55M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
68New |
$17.2K - $20.9K
|
68
$23.1K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
67+ 0.12% |
$17K - $20.6K
|
55.4K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
65+ 1.55% |
$16.5K - $20K
|
4.27K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
65+ 3.47% |
$16.5K - $20K
|
1.94K
$660K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
64+ 14.16% |
$16.2K - $19.7K
|
516
$176K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
63+ 2.46% |
$16K - $19.4K
|
2.63K
$894K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
62+ 0.13% |
$15.7K - $19K
|
47.4K
$16.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
62+ 9.21% |
$15.7K - $19K
|
735
$250K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
60+ 23.26% |
$15.2K - $18.4K
|
318
$108K
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
60+ 7.5% |
$15.2K - $18.4K
|
860
$293K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
59+ 2.29% |
$14.9K - $18.1K
|
2.63K
$896K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54New |
$13.7K - $16.6K
|
54
$18.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
53+ 8.48% |
$13.4K - $16.3K
|
678
$231K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
53New |
$13.4K - $16.3K
|
53
$18K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
53+ 1.71% |
$13.4K - $16.3K
|
3.15K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
53New |
$13.4K - $16.3K
|
53
$18K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
52+ 6.1% |
$13.2K - $16K
|
905
$308K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
51+ 7.93% |
$12.9K - $15.7K
|
694
$236K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
48+ 0.12% |
$12.2K - $14.7K
|
40.4K
$13.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
47+ 3.02% |
$11.9K - $14.4K
|
1.6K
$545K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
45+ 2.56% |
$11.4K - $13.8K
|
1.8K
$613K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
45+ 4.32% |
$11.4K - $13.8K
|
1.09K
$370K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
45+ 1.7% |
$11.4K - $13.8K
|
2.69K
$916K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
44+ 2.5% |
$11.1K - $13.5K
|
1.81K
$614K
|