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 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
155+ 18.41% |
$41.8K - $51.1K
|
997
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
150+ 15.2% |
$40.5K - $49.4K
|
1.14K
$311K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
146+ 3.65% |
$39.4K - $48.1K
|
4.15K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
143+ 7.59% |
$38.6K - $47.1K
|
2.03K
$554K
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
142+ 0.03% |
$38.3K - $46.8K
|
425K
$116M
|
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
140+ 0.27% |
$37.8K - $46.1K
|
51.8K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
140New |
$37.8K - $46.1K
|
140
$38.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
130+ 5.2% |
$35.1K - $42.8K
|
2.63K
$719K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
128+ 9.82% |
$34.6K - $42.2K
|
1.43K
$392K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
128+ 34.04% |
$34.6K - $42.2K
|
504
$138K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
128+ 7.42% |
$34.6K - $42.2K
|
1.85K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
127New |
$34.3K - $41.8K
|
127
$34.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
123New |
$33.2K - $40.5K
|
123
$33.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
121+ 14.15% |
$32.7K - $39.9K
|
976
$267K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
120+ 7.13% |
$32.4K - $39.5K
|
1.8K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
118+ 8.51% |
$31.9K - $38.9K
|
1.5K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
117+ 1.14% |
$31.6K - $38.5K
|
10.4K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
116New |
$31.3K - $38.2K
|
116
$31.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
115+ 0.71% |
$31K - $37.9K
|
16.3K
$4.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
114+ 15.94% |
$30.8K - $37.6K
|
829
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
113New |
$30.5K - $37.2K
|
113
$30.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
113+ 10.62% |
$30.5K - $37.2K
|
1.18K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
111+ 7.76% |
$30K - $36.6K
|
1.54K
$422K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
111+ 0.67% |
$30K - $36.6K
|
16.8K
$4.58M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
111+ 7.76% |
$30K - $36.6K
|
1.54K
$422K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
110+ 9.31% |
$29.7K - $36.2K
|
1.29K
$353K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
110+ 12.63% |
$29.7K - $36.2K
|
981
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
107+ 8.72% |
$28.9K - $35.3K
|
1.33K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
BUY
|
- |
105+ 0.34% |
$28.3K - $34.6K
|
30.9K
$8.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
103+ 1.03% |
$27.8K - $33.9K
|
10.1K
$2.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
103+ 2.57% |
$27.8K - $33.9K
|
4.11K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
102New |
$27.5K - $33.6K
|
102
$27.9K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.32% |
$27K - $32.9K
|
31.6K
$8.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
99+ 7.19% |
$26.7K - $32.6K
|
1.48K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
97+ 0.59% |
$26.2K - $32K
|
16.6K
$4.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
91+ 3.77% |
$24.6K - $30K
|
2.51K
$685K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
91+ 3.79% |
$24.6K - $30K
|
2.49K
$682K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
89+ 3.75% |
$24K - $29.3K
|
2.46K
$673K
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
89+ 0.34% |
$24K - $29.3K
|
26K
$7.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
87+ 11.15% |
$23.5K - $28.7K
|
867
$237K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
84+ 115.07% |
$22.7K - $27.7K
|
157
$42.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
80+ 1.39% |
$21.6K - $26.4K
|
5.84K
$1.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
80+ 0.67% |
$21.6K - $26.4K
|
12K
$3.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
78+ 0.16% |
$21.1K - $25.7K
|
48.3K
$13.2M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
78+ 28.26% |
$21.1K - $25.7K
|
354
$96.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
78+ 28.26% |
$21.1K - $25.7K
|
354
$96.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
76+ 0.56% |
$20.5K - $25K
|
13.6K
$3.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
76+ 2.17% |
$20.5K - $25K
|
3.58K
$978K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
75+ 20.78% |
$20.2K - $24.7K
|
436
$119K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
74+ 2.23% |
$20K - $24.4K
|
3.39K
$928K
|