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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
460+ 14.21% |
$117K - $133K
|
3.7K
$1.09M
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
459+ 9.85% |
$117K - $132K
|
5.12K
$1.5M
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
BUY
|
- |
458+ 1.07% |
$117K - $132K
|
43.4K
$12.7M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
452+ 25.41% |
$115K - $130K
|
2.23K
$655K
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
BUY
|
- |
448+ 3.09% |
$114K - $129K
|
14.9K
$4.38M
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
435+ 0.74% |
$111K - $126K
|
59.3K
$17.4M
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
426+ 2.61% |
$108K - $123K
|
16.8K
$4.92M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
412+ 20.57% |
$105K - $119K
|
2.42K
$709K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
409+ 51.58% |
$104K - $118K
|
1.2K
$353K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
402+ 4.61% |
$102K - $116K
|
9.12K
$2.68M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
402+ 43.32% |
$102K - $116K
|
1.33K
$390K
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
397+ 0.88% |
$101K - $115K
|
45.6K
$13.4M
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
396+ 55.46% |
$101K - $114K
|
1.11K
$326K
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
382+ 10.42% |
$97.2K - $110K
|
4.05K
$1.19M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
378+ 14.13% |
$96.2K - $109K
|
3.05K
$896K
|
|
Aug 13, 2024
Q2 2024
|
Lansdowne Partners (Uk) LLP
London, X0 |
BUY
|
- |
375+ 40.76% |
$95.4K - $108K
|
1.3K
$380K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
367New |
$93.4K - $106K
|
367
$108K
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
365+ 7.16% |
$92.9K - $105K
|
5.46K
$1.6M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
363+ 6.53% |
$92.3K - $105K
|
5.92K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
361+ 2.44% |
$91.8K - $104K
|
15.2K
$4.45M
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
350+ 1.95% |
$89K - $101K
|
18.3K
$5.38M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
346+ 0.68% |
$88K - $99.8K
|
51.5K
$15.1M
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
344+ 1.05% |
$87.5K - $99.3K
|
33.2K
$9.75M
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
343+ 10.7% |
$87.3K - $99K
|
3.55K
$1.04M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
341+ 3100.0% |
$86.7K - $98.4K
|
352
$103K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
336+ 1.41% |
$85.5K - $96.9K
|
24.2K
$7.1M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
328+ 1.07% |
$83.4K - $94.6K
|
30.9K
$9.06M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
327New |
$83.2K - $94.3K
|
327
$96K
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
320+ 41.67% |
$81.4K - $92.3K
|
1.09K
$319K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
315New |
$80.1K - $90.9K
|
315
$92.4K
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
315+ 22.29% |
$80.1K - $90.9K
|
1.73K
$507K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
304+ 1.23% |
$77.3K - $87.7K
|
25K
$7.34M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
304+ 1.83% |
$77.3K - $87.7K
|
16.9K
$4.95M
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
300+ 3.59% |
$76.3K - $86.6K
|
8.65K
$2.54M
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
288+ 37.45% |
$73.3K - $83.1K
|
1.06K
$310K
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
288+ 7.27% |
$73.3K - $83.1K
|
4.25K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
284+ 0.41% |
$72.2K - $81.9K
|
70.3K
$20.6M
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
279+ 7.71% |
$71K - $80.5K
|
3.9K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
276+ 12.28% |
$70.2K - $79.6K
|
2.52K
$740K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
269+ 12.82% |
$68.4K - $77.6K
|
2.37K
$695K
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
269+ 17.91% |
$68.4K - $77.6K
|
1.77K
$520K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
263+ 203.88% |
$66.9K - $75.9K
|
392
$115K
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
257+ 4.68% |
$65.4K - $74.1K
|
5.75K
$1.69M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
249New |
$63.3K - $71.8K
|
249
$73.1K
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
243+ 0.73% |
$61.8K - $70.1K
|
33.6K
$9.86M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
238+ 21.01% |
$60.5K - $68.7K
|
1.37K
$402K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
231+ 189.34% |
$58.8K - $66.6K
|
353
$104K
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
229+ 2.36% |
$58.3K - $66.1K
|
9.93K
$2.92M
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
214+ 5.68% |
$54.4K - $61.7K
|
3.98K
$1.17M
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
213+ 9.32% |
$54.2K - $61.5K
|
2.5K
$733K
|