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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73New |
$19.7K - $24K
|
73
$20K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
70+ 0.8% |
$18.9K - $23.1K
|
8.84K
$2.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
68+ 2.73% |
$18.4K - $22.4K
|
2.56K
$699K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
65+ 51.18% |
$17.5K - $21.4K
|
192
$52.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
64New |
$17.3K - $21.1K
|
64
$17.5K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
64+ 5.3% |
$17.3K - $21.1K
|
1.27K
$348K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
61+ 0.11% |
$16.5K - $20.1K
|
56.3K
$15.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
60+ 3.37% |
$16.2K - $19.8K
|
1.84K
$503K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
58+ 0.5% |
$15.7K - $19.1K
|
11.7K
$3.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
57+ 4.17% |
$15.4K - $18.8K
|
1.43K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
56+ 1.66% |
$15.1K - $18.4K
|
3.42K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
50+ 1.59% |
$13.5K - $16.5K
|
3.2K
$875K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
48+ 3.28% |
$13K - $15.8K
|
1.51K
$413K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
47+ 261.11% |
$12.7K - $15.5K
|
65
$17.8K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
47+ 0.55% |
$12.7K - $15.5K
|
8.55K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
46+ 1.17% |
$12.4K - $15.2K
|
3.99K
$1.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 1.4% |
$12.4K - $15.2K
|
3.33K
$911K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 14.06% |
$11.9K - $14.5K
|
357
$97.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
44+ 3.62% |
$11.9K - $14.5K
|
1.26K
$344K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
43+ 215.0% |
$11.6K - $14.2K
|
63
$17.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41+ 1.48% |
$11.1K - $13.5K
|
2.8K
$766K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
40+ 0.98% |
$10.8K - $13.2K
|
4.12K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
40New |
$10.8K - $13.2K
|
40
$10.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
40+ 1.32% |
$10.8K - $13.2K
|
3.08K
$842K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
39+ 3.96% |
$10.5K - $12.8K
|
1.02K
$280K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
39+ 0.87% |
$10.5K - $12.8K
|
4.52K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
39+ 62.9% |
$10.5K - $12.8K
|
101
$27.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
39+ 2.96% |
$10.5K - $12.8K
|
1.36K
$371K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
38+ 0.25% |
$10.3K - $12.5K
|
15.1K
$4.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
37+ 0.42% |
$9.99K - $12.2K
|
8.9K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
37+ 8.77% |
$9.99K - $12.2K
|
459
$125K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
36New |
$9.72K - $11.9K
|
36
$9.84K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36+ 3.58% |
$9.72K - $11.9K
|
1.04K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36+ 12.29% |
$9.72K - $11.9K
|
329
$89.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
35New |
$9.45K - $11.5K
|
35
$9.57K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
35New |
$9.45K - $11.5K
|
35
$9.57K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 583.33% |
$9.45K - $11.5K
|
41
$11.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35+ 0.04% |
$9.45K - $11.5K
|
78.2K
$21.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
33+ 1.45% |
$8.91K - $10.9K
|
2.31K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
33+ 2.14% |
$8.91K - $10.9K
|
1.58K
$431K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33+ 0.13% |
$8.91K - $10.9K
|
25.8K
$7.06M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
33+ 3.06% |
$8.91K - $10.9K
|
1.11K
$304K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
33+ 1.75% |
$8.91K - $10.9K
|
1.92K
$524K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
31New |
$8.37K - $10.2K
|
31
$8.48K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
30+ 0.02% |
$8.1K - $9.88K
|
171K
$46.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
27+ 0.7% |
$7.29K - $8.9K
|
3.86K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
27+ 11.07% |
$7.29K - $8.9K
|
271
$74.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 2.69% |
$7.02K - $8.57K
|
992
$271K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
26+ 2.17% |
$7.02K - $8.57K
|
1.22K
$334K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
23+ 1.91% |
$6.21K - $7.58K
|
1.23K
$335K
|