Purchases and Sales Made in Q2 2023 in Rockwell Automation, Inc (ROK)

ROK Quotes by TradingView

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
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
365
+ 10.35%
$98.5K - $120K
3.89K $1.06M
Aug 14, 2023 Q2 2023
Marketfield Asset Management LLC

BUY
 -
363
+ 3.4%
$98K - $120K
11K $3.02M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
360
+ 6.14%
$97.2K - $119K
6.22K $1.7M
Aug 10, 2023 Q2 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
359
+ 4.62%
$96.9K - $118K
8.13K $2.22M
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

BUY
 -
355
+ 5.06%
$95.8K - $117K
7.38K $2.02M
Aug 02, 2023 Q2 2023
1776 Wealth LLC

BUY
 -
347
+ 43.48%
$93.7K - $114K
1.15K $313K
Aug 08, 2023 Q2 2023
Pictet & Cie (Europe) Sa

BUY
 -
340
+ 15.59%
$91.8K - $112K
2.52K $689K
Aug 07, 2023 Q2 2023
New York State Common Retirement Fund

BUY
 -
335
+ 0.27%
$90.4K - $110K
125K $34.2M
Aug 14, 2023 Q2 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
325
+ 0.51%
$87.7K - $107K
64.5K $17.6M
Aug 14, 2023 Q2 2023
Dempze Nancy E

BUY
 -
320
+ 2.86%
$86.4K - $105K
11.5K $3.14M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
311
+ 2.86%
$84K - $102K
11.2K $3.06M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
307
+ 14.1%
$82.9K - $101K
2.48K $679K
Jul 17, 2023 Q2 2023
New Mexico Educational Retirement Board

BUY
 -
300
+ 5.69%
$81K - $98.8K
5.58K $1.52M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
294
+ 13.36%
$79.4K - $96.9K
2.49K $682K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
288
+ 32.14%
$77.8K - $94.9K
1.18K $324K
Aug 11, 2023 Q2 2023
Sfmg, LLC

BUY
 -
268
+ 27.49%
$72.4K - $88.3K
1.24K $340K
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
251
+ 2.48%
$67.8K - $82.7K
10.4K $2.84M
Jul 28, 2023 Q2 2023
Wood Trust Financial Corp

BUY
 -
250
+ 4.39%
$67.5K - $82.4K
5.95K $1.63M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
229
+ 11.06%
$61.8K - $75.4K
2.3K $629K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
228
+ 3.53%
$61.6K - $75.1K
6.7K $1.83M
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
228
+ 28.5%
$61.6K - $75.1K
1.03K $281K
Aug 14, 2023 Q2 2023
Wahed Invest LLC

New York, NY
BUY
 -
226
+ 15.75%
$61K - $74.5K
1.66K $454K
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
208
+ 11.24%
$56.2K - $68.5K
2.06K $563K
Aug 14, 2023 Q2 2023
Macquarie Group LTD

Australia, C3
BUY
 -
205
+ 1.82%
$55.3K - $67.5K
11.5K $3.14M
Jul 25, 2023 Q2 2023
Monte Financial Group, LLC

BUY
 -
204
+ 6.47%
$55.1K - $67.2K
3.36K $918K
Aug 14, 2023 Q2 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
203
+ 15.18%
$54.8K - $66.9K
1.54K $421K
Jul 28, 2023 Q2 2023
Financial Management Network Inc

BUY
 -
202
+ 7.71%
$54.5K - $66.5K
2.82K $772K
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
200
+ 9.76%
$54K - $65.9K
2.25K $615K
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
199
+ 2.55%
$53.7K - $65.6K
8.01K $2.19M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
198
+ 4.1%
$53.5K - $65.2K
5.03K $1.37M
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
196
+ 11.31%
$52.9K - $64.6K
1.93K $527K
Aug 02, 2023 Q2 2023
Yousif Capital Management, LLC

BUY
 -
195
+ 1.18%
$52.6K - $64.2K
16.8K $4.59M
Jul 27, 2023 Q2 2023
Congress Asset Management CO

BUY
 -
186
+ 0.44%
$50.2K - $61.3K
42.5K $11.6M
Aug 10, 2023 Q2 2023
Caprock Group, Inc.

BUY
 -
186
+ 6.86%
$50.2K - $61.3K
2.9K $793K
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
185
+ 13.97%
$49.9K - $60.9K
1.51K $413K
Aug 07, 2023 Q2 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
184
+ 18.22%
$49.7K - $60.6K
1.19K $326K
Aug 04, 2023 Q2 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
182
+ 15.68%
$49.1K - $60K
1.34K $367K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
176
New
$47.5K - $58K
176 $48.1K
Aug 14, 2023 Q2 2023
Boston Family Office LLC

Boston, MA
BUY
 -
173
+ 0.2%
$46.7K - $57K
86.4K $23.6M
Aug 11, 2023 Q2 2023
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
172
+ 5.92%
$46.4K - $56.7K
3.08K $841K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
168
+ 6.95%
$45.4K - $55.3K
2.59K $707K
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
168
+ 16.68%
$45.4K - $55.3K
1.18K $321K
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
167
+ 4.54%
$45.1K - $55K
3.85K $1.05M
Aug 04, 2023 Q2 2023
Steward Financial Group LLC

BUY
 -
166
New
$44.8K - $54.7K
166 $45.4K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
164
+ 23.73%
$44.3K - $54K
855 $234K
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
161
+ 1.77%
$43.5K - $53K
9.24K $2.53M
Aug 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
159
+ 0.66%
$42.9K - $52.4K
24.1K $6.59M
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
157
+ 19.9%
$42.4K - $51.7K
946 $259K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
155
+ 6.93%
$41.8K - $51.1K
2.39K $654K

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