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 12, 2024
Q2 2024
|
Puzo Michael J
|
BUY
|
- |
79+ 0.24% |
$20.1K - $22.8K
|
33.3K
$8.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
79New |
$20.1K - $22.8K
|
79
$19.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
76+ 1.26% |
$19.3K - $21.9K
|
6.11K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
75+ 0.46% |
$19.1K - $21.6K
|
16.2K
$4.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
75+ 5.36% |
$19.1K - $21.6K
|
1.48K
$367K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
71New |
$18.1K - $20.5K
|
71
$17.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
70+ 7.72% |
$17.8K - $20.2K
|
977
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
70+ 2.41% |
$17.8K - $20.2K
|
2.97K
$738K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
69+ 1.06% |
$17.6K - $19.9K
|
6.58K
$1.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
69+ 13.37% |
$17.6K - $19.9K
|
585
$145K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
65New |
$16.5K - $18.8K
|
65
$16.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
63+ 0.3% |
$16K - $18.2K
|
21.4K
$5.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
62New |
$15.8K - $17.9K
|
62
$15.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
62+ 5.66% |
$15.8K - $17.9K
|
1.16K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
62+ 7.87% |
$15.8K - $17.9K
|
850
$211K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
60+ 0.96% |
$15.3K - $17.3K
|
6.3K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
57+ 0.26% |
$14.5K - $16.4K
|
22.2K
$5.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
56+ 1.86% |
$14.2K - $16.2K
|
3.06K
$760K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
53+ 278.95% |
$13.5K - $15.3K
|
72
$17.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
50New |
$12.7K - $14.4K
|
50
$12.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
49+ 4.97% |
$12.5K - $14.1K
|
1.03K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
49+ 0.68% |
$12.5K - $14.1K
|
7.28K
$1.81M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
47+ 5.13% |
$12K - $13.6K
|
963
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
45+ 3.09% |
$11.4K - $13K
|
1.5K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44+ 4.65% |
$11.2K - $12.7K
|
990
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
42+ 2.67% |
$10.7K - $12.1K
|
1.61K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
42+ 13.21% |
$10.7K - $12.1K
|
360
$89.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
40New |
$10.2K - $11.5K
|
40
$9.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
40+ 1.37% |
$10.2K - $11.5K
|
2.96K
$737K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
39+ 1.19% |
$9.92K - $11.3K
|
3.32K
$825K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
38+ 5.92% |
$9.67K - $11K
|
680
$169K
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
36+ 0.2% |
$9.16K - $10.4K
|
17.6K
$4.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
35+ 4.77% |
$8.9K - $10.1K
|
769
$191K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
35+ 1.01% |
$8.9K - $10.1K
|
3.48K
$866K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
32+ 1.63% |
$8.14K - $9.23K
|
2K
$496K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
30New |
$7.63K - $8.66K
|
30
$7.46K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
29+ 2.9% |
$7.38K - $8.37K
|
1.03K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
29+ 1.27% |
$7.38K - $8.37K
|
2.31K
$575K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27+ 135.0% |
$6.87K - $7.79K
|
47
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.53% |
$6.87K - $7.79K
|
5.14K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
27+ 1.03% |
$6.87K - $7.79K
|
2.66K
$661K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
27+ 1.59% |
$6.87K - $7.79K
|
1.73K
$429K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25+ 3.21% |
$6.36K - $7.21K
|
805
$200K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 0.46% |
$6.36K - $7.21K
|
5.42K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
25+ 1.16% |
$6.36K - $7.21K
|
2.19K
$544K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
24New |
$6.11K - $6.92K
|
24
$5.96K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
24+ 1.44% |
$6.11K - $6.92K
|
1.69K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
24+ 2.21% |
$6.11K - $6.92K
|
1.11K
$276K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
24+ 80.0% |
$6.11K - $6.92K
|
54
$13.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
23+ 9.43% |
$5.85K - $6.64K
|
267
$66.4K
|