Purchases and Sales Made in Q2 2024 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 0.56% |
$763 - $866
|
540
$158K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3+ 0.09% |
$763 - $866
|
3.43K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.29% |
$763 - $866
|
1.02K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.26% |
$763 - $866
|
1.18K
$345K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.39% |
$763 - $866
|
771
$226K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3New |
$763 - $866
|
3
$880
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.41% |
$763 - $866
|
731
$215K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 2.22% |
$509 - $577
|
92
$27K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2+ 0.15% |
$509 - $577
|
1.37K
$402K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 50.0% |
$509 - $577
|
6
$1.76K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$509 - $577
|
13
$3.82K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$509 - $577
|
838
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$254 - $289
|
1
$293
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.22% |
$254 - $289
|
459
$135K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.19% |
$254 - $289
|
516
$151K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
1+ 33.33% |
$254 - $289
|
4
$1.17K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1+ 0.1% |
$254 - $289
|
1K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1+ 0.0% |
$254 - $289
|
44.5K
$13.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.29% |
$254 - $289
|
342
$100K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
1+ 0.09% |
$254 - $289
|
1.15K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.0% |
$254 - $289
|
42.1K
$12.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.66% |
$254 - $289
|
153
$44.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$254 - $289
|
1.19K
$349K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$254 - $289
|
954
$280K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.33% |
$254 - $289
|
76
$22.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 25.0% |
$254 - $289
|
5
$1.47K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.32% |
$254 - $289
|
309
$90.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$254 - $289
|
1.17K
$344K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.11% |
$254 - $289
|
906
$266K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.09% |
$254 - $289
|
1.12K
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 2.13% |
$254 - $289
|
48
$14.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 4.55% |
$254 - $289
|
23
$6.75K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.14% |
$254 - $289
|
15
$4.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$254 - $289
|
907
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.06% |
$254 - $289
|
1.6K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 1.82% |
$254 - $289
|
54
$15.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 20.0% |
$254 - $289
|
4
$1.17K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 50.0% |
$254 - $289
|
1
$293
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$254 - $289
|
2
$587
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.13% |
$254 - $289
|
766
$225K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 25.0% |
$509 - $577
|
6
$1.76K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2- 0.26% |
$509 - $577
|
782
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2- 0.25% |
$509 - $577
|
796
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-2- 0.15% |
$509 - $577
|
1.36K
$400K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2- 0.03% |
$509 - $577
|
6.75K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3- 0.08% |
$763 - $866
|
3.66K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 1.51% |
$763 - $866
|
196
$57.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3- 0.13% |
$763 - $866
|
2.27K
$667K
|