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 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 1.86% |
$5.09K - $5.77K
|
1.06K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20- 1.56% |
$5.09K - $5.77K
|
1.26K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-20- 2.49% |
$5.09K - $5.77K
|
782
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20- 29.41% |
$5.09K - $5.77K
|
48
$11.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-23- 0.04% |
$5.85K - $6.64K
|
56.8K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-23- 0.11% |
$5.85K - $6.64K
|
20.7K
$5.14M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-23- 1.16% |
$5.85K - $6.64K
|
1.96K
$488K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-23- 0.88% |
$5.85K - $6.64K
|
2.59K
$643K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-23- 3.99% |
$5.85K - $6.64K
|
553
$137K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-24- 3.4% |
$6.11K - $6.92K
|
681
$169K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-25- 2.34% |
$6.36K - $7.21K
|
1.05K
$260K
|
|
|
Jul 22, 2024
Q2 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-25- 0.05% |
$6.36K - $7.21K
|
51.9K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-25- 2.51% |
$6.36K - $7.21K
|
971
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-26- 0.44% |
$6.61K - $7.5K
|
5.92K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-27- 0.35% |
$6.87K - $7.79K
|
7.8K
$1.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-27- 3.21% |
$6.87K - $7.79K
|
813
$202K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-28- 13.02% |
$7.12K - $8.08K
|
187
$46.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-29- 14.8% |
$7.38K - $8.37K
|
167
$41.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-30- 3.08% |
$7.63K - $8.66K
|
944
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-30- 1.42% |
$7.63K - $8.66K
|
2.09K
$519K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-32- 1.98% |
$8.14K - $9.23K
|
1.58K
$393K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-33- 2.39% |
$8.39K - $9.52K
|
1.35K
$335K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-33- 28.21% |
$8.39K - $9.52K
|
84
$20.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-35- 89.74% |
$8.9K - $10.1K
|
4
$994
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-35- 0.98% |
$8.9K - $10.1K
|
3.52K
$876K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-36- 1.92% |
$9.16K - $10.4K
|
1.84K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-37- 0.65% |
$9.41K - $10.7K
|
5.64K
$1.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-38- 2.11% |
$9.67K - $11K
|
1.76K
$438K
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-39- 14.55% |
$9.92K - $11.3K
|
229
$56.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-42- 2.33% |
$10.7K - $12.1K
|
1.76K
$438K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-42- 1.94% |
$10.7K - $12.1K
|
2.13K
$529K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-45- 9.85% |
$11.4K - $13K
|
412
$102K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-46- 4.74% |
$11.7K - $13.3K
|
924
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-47- 50.0% |
$12K - $13.6K
|
47
$11.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-47- 1.46% |
$12K - $13.6K
|
3.17K
$789K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-49- 7.42% |
$12.5K - $14.1K
|
611
$152K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-50- 4.27% |
$12.7K - $14.4K
|
1.12K
$279K
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-54- 0.05% |
$13.7K - $15.6K
|
107K
$26.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-54- 0.74% |
$13.7K - $15.6K
|
7.22K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-55- 2.31% |
$14K - $15.9K
|
2.33K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-55- 5.71% |
$14K - $15.9K
|
908
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-55- 0.89% |
$14K - $15.9K
|
6.11K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-56- 2.68% |
$14.2K - $16.2K
|
2.03K
$505K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-56- 3.66% |
$14.2K - $16.2K
|
1.47K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-56- 0.32% |
$14.2K - $16.2K
|
17.6K
$4.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-58- 0.27% |
$14.8K - $16.7K
|
21.7K
$5.39M
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-58- 6.0% |
$14.8K - $16.7K
|
908
$226K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-59- 0.59% |
$15K - $17K
|
10K
$2.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59- 4.03% |
$15K - $17K
|
1.4K
$349K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-60- 0.43% |
$15.3K - $17.3K
|
13.9K
$3.47M
|