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
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
17+ 1.74% |
$4.32K - $4.9K
|
992
$291K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
17+ 1.98% |
$4.32K - $4.9K
|
877
$257K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 1.05% |
$4.32K - $4.9K
|
1.64K
$481K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16New |
$4.07K - $4.62K
|
16
$4.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
15+ 0.22% |
$3.82K - $4.33K
|
6.83K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15+ 1.27% |
$3.82K - $4.33K
|
1.2K
$352K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 5.6% |
$3.82K - $4.33K
|
283
$83.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
15+ 12.0% |
$3.82K - $4.33K
|
140
$41.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
15+ 0.55% |
$3.82K - $4.33K
|
2.75K
$806K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14+ 0.58% |
$3.56K - $4.04K
|
2.42K
$709K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
14+ 0.02% |
$3.56K - $4.04K
|
83.1K
$24.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$3.31K - $3.75K
|
13
$3.82K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13+ 86.67% |
$3.31K - $3.75K
|
28
$8.22K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.76% |
$3.05K - $3.46K
|
1.59K
$467K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12+ 0.75% |
$3.05K - $3.46K
|
1.61K
$473K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12New |
$3.05K - $3.46K
|
12
$3.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11+ 0.68% |
$2.8K - $3.17K
|
1.62K
$476K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
11+ 1.09% |
$2.8K - $3.17K
|
1.02K
$300K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
10New |
$2.54K - $2.89K
|
10
$2.93K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 29.41% |
$2.54K - $2.89K
|
44
$12.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10+ 1000.0% |
$2.54K - $2.89K
|
11
$3.23K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.48% |
$2.54K - $2.89K
|
2.1K
$617K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9+ 0.38% |
$2.29K - $2.6K
|
2.35K
$689K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
9+ 0.53% |
$2.29K - $2.6K
|
1.69K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8New |
$2.04K - $2.31K
|
8
$2.35K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8+ 0.77% |
$2.04K - $2.31K
|
1.04K
$306K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8+ 0.48% |
$2.04K - $2.31K
|
1.67K
$490K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.29% |
$2.04K - $2.31K
|
2.76K
$810K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
8+ 0.46% |
$2.04K - $2.31K
|
1.74K
$509K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.3% |
$1.78K - $2.02K
|
2.31K
$678K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7+ 0.55% |
$1.78K - $2.02K
|
1.27K
$373K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 1.63% |
$1.78K - $2.02K
|
437
$128K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7+ 0.78% |
$1.78K - $2.02K
|
905
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6+ 0.29% |
$1.53K - $1.73K
|
2.1K
$616K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6New |
$1.53K - $1.73K
|
6
$1.76K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.47% |
$1.53K - $1.73K
|
1.28K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6+ 0.79% |
$1.53K - $1.73K
|
764
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6+ 1.53% |
$1.53K - $1.73K
|
397
$117K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.28% |
$1.53K - $1.73K
|
2.13K
$626K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
6New |
$1.53K - $1.73K
|
6
$1.76K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.53% |
$1.27K - $1.44K
|
950
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 12.2% |
$1.27K - $1.44K
|
46
$13.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
5+ 0.52% |
$1.27K - $1.44K
|
963
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
5+ 0.53% |
$1.27K - $1.44K
|
941
$276K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5+ 0.6% |
$1.27K - $1.44K
|
837
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$1.02K - $1.15K
|
4
$1.17K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$1.02K - $1.15K
|
4
$1.17K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.19% |
$1.02K - $1.15K
|
2.1K
$616K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4+ 0.48% |
$1.02K - $1.15K
|
834
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4+ 0.3% |
$1.02K - $1.15K
|
1.36K
$399K
|