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 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
935+ 222.62% |
$238K - $270K
|
1.36K
$398K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
935New |
$238K - $270K
|
935
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
927+ 3.32% |
$236K - $267K
|
28.9K
$8.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
909+ 3.1% |
$231K - $262K
|
30.3K
$8.89M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
893+ 141.97% |
$227K - $258K
|
1.52K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
878+ 10.47% |
$223K - $253K
|
9.26K
$2.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
868+ 8.43% |
$221K - $250K
|
11.2K
$3.28M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
859+ 20.07% |
$219K - $248K
|
5.14K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
847+ 25.71% |
$215K - $244K
|
4.14K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
845+ 37.37% |
$215K - $244K
|
3.11K
$912K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
840+ 9333.33% |
$214K - $242K
|
849
$249K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
835+ 20875.0% |
$212K - $241K
|
839
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
828+ 70.41% |
$211K - $239K
|
2K
$588K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
827+ 0.43% |
$210K - $239K
|
194K
$56.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
817New |
$208K - $236K
|
817
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
809+ 3.95% |
$206K - $233K
|
21.3K
$6.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
799+ 7.1% |
$203K - $231K
|
12.1K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
783New |
$199K - $226K
|
783
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
776+ 26.43% |
$197K - $224K
|
3.71K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
769New |
$196K - $222K
|
769
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
732+ 80.0% |
$186K - $211K
|
1.65K
$483K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
731+ 82.69% |
$186K - $211K
|
1.62K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
700+ 37.76% |
$178K - $202K
|
2.55K
$750K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
699New |
$178K - $202K
|
699
$205K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
680+ 4.19% |
$173K - $196K
|
16.9K
$4.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
678+ 1.7% |
$172K - $196K
|
40.5K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
675+ 0.84% |
$172K - $195K
|
80.8K
$23.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
664+ 12.65% |
$169K - $192K
|
5.92K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
654New |
$166K - $189K
|
654
$192K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
639+ 9.24% |
$163K - $184K
|
7.55K
$2.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
631+ 16.95% |
$161K - $182K
|
4.35K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
627+ 23.59% |
$160K - $181K
|
3.29K
$964K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
624+ 3.99% |
$159K - $180K
|
16.3K
$4.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
610+ 21.38% |
$155K - $176K
|
3.46K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
600+ 85.71% |
$153K - $173K
|
1.3K
$382K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
585+ 2.07% |
$149K - $169K
|
28.9K
$8.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
585+ 45.35% |
$149K - $169K
|
1.88K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
581+ 5.86% |
$148K - $168K
|
10.5K
$3.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
575+ 4.56% |
$146K - $166K
|
13.2K
$3.87M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
565+ 16.43% |
$144K - $163K
|
4K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
558+ 1.71% |
$142K - $161K
|
33.2K
$9.73M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
533+ 20.87% |
$136K - $154K
|
3.09K
$906K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
520+ 24.2% |
$132K - $150K
|
2.67K
$783K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
518+ 8.32% |
$132K - $149K
|
6.75K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
514New |
$131K - $148K
|
514
$151K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
505+ 4.94% |
$128K - $146K
|
10.7K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
490+ 5.44% |
$125K - $141K
|
9.49K
$2.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
482+ 4.58% |
$123K - $139K
|
11K
$3.23M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
469+ 27.75% |
$119K - $135K
|
2.16K
$634K
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
463+ 3.86% |
$118K - $134K
|
12.5K
$3.66M
|