Purchases and Sales Made in Q2 2023 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
23+ 0.31% |
$6.21K - $7.58K
|
7.46K
$2.54M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
23+ 0.31% |
$6.21K - $7.58K
|
7.46K
$2.54M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
23+ 1.91% |
$6.21K - $7.58K
|
1.23K
$417K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
22+ 0.59% |
$5.94K - $7.25K
|
3.75K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21+ 1.47% |
$5.67K - $6.92K
|
1.45K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20+ 1.33% |
$5.4K - $6.59K
|
1.52K
$518K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20+ 0.08% |
$5.4K - $6.59K
|
23.7K
$8.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
19+ 8.3% |
$5.13K - $6.26K
|
248
$84.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
19+ 2.03% |
$5.13K - $6.26K
|
957
$326K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19+ 2.08% |
$5.13K - $6.26K
|
933
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19+ 2.23% |
$5.13K - $6.26K
|
872
$297K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 7.66% |
$4.86K - $5.93K
|
253
$86.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
18+ 1.32% |
$4.86K - $5.93K
|
1.38K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 2.36% |
$4.86K - $5.93K
|
782
$266K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
18+ 1.63% |
$4.86K - $5.93K
|
1.12K
$382K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
17+ 0.4% |
$4.59K - $5.6K
|
4.28K
$1.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
15+ 1.76% |
$4.05K - $4.94K
|
866
$295K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15+ 1.84% |
$4.05K - $4.94K
|
830
$282K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
15+ 0.51% |
$4.05K - $4.94K
|
2.93K
$997K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15+ 1.16% |
$4.05K - $4.94K
|
1.31K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.39% |
$3.78K - $4.61K
|
3.62K
$1.23M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12+ 1.18% |
$3.24K - $3.95K
|
1.03K
$351K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 0.24% |
$2.97K - $3.62K
|
4.6K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.25% |
$2.7K - $3.29K
|
4.03K
$1.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 1.79% |
$2.7K - $3.29K
|
570
$194K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
10New |
$2.7K - $3.29K
|
10
$3.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
10+ 21.28% |
$2.7K - $3.29K
|
57
$19.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 0.92% |
$2.7K - $3.29K
|
1.1K
$374K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10New |
$2.7K - $3.29K
|
10
$3.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 1.18% |
$2.7K - $3.29K
|
856
$291K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
10+ 0.4% |
$2.7K - $3.29K
|
2.52K
$856K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9New |
$2.43K - $2.97K
|
9
$3.06K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 1.35% |
$2.43K - $2.97K
|
676
$230K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
8+ 0.39% |
$2.16K - $2.64K
|
2.07K
$705K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.81% |
$2.16K - $2.64K
|
992
$338K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 9.3% |
$2.16K - $2.64K
|
94
$32K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
8New |
$2.16K - $2.64K
|
8
$2.72K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
7+ 0.42% |
$1.89K - $2.31K
|
1.67K
$568K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 2.46% |
$1.89K - $2.31K
|
292
$99.4K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 58.33% |
$1.89K - $2.31K
|
19
$6.46K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.14% |
$1.89K - $2.31K
|
5.16K
$1.76M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
7+ 0.41% |
$1.89K - $2.31K
|
1.71K
$583K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$1.62K - $1.98K
|
6
$2.04K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6+ 0.28% |
$1.62K - $1.98K
|
2.18K
$742K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
5+ 0.25% |
$1.35K - $1.65K
|
2.02K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 71.43% |
$1.35K - $1.65K
|
12
$4.08K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 100.0% |
$1.35K - $1.65K
|
10
$3.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5+ 0.35% |
$1.35K - $1.65K
|
1.45K
$492K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
5+ 0.04% |
$1.35K - $1.65K
|
11.7K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4+ 0.32% |
$1.08K - $1.32K
|
1.26K
$429K
|