Purchases and Sales Made in Q3 2023 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 54.55% |
$1.67K - $2.08K
|
17
$4.97K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$1.67K - $2.08K
|
6
$1.75K
|
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
6+ 0.08% |
$1.67K - $2.08K
|
7.46K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 2.76% |
$1.39K - $1.73K
|
186
$54.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4+ 26.67% |
$1.12K - $1.39K
|
19
$5.55K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.12K - $1.39K
|
4
$1.17K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$1.12K - $1.39K
|
1.6K
$467K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$1.12K - $1.39K
|
4
$1.17K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3+ 0.24% |
$837 - $1.04K
|
1.26K
$369K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3+ 0.4% |
$837 - $1.04K
|
759
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3+ 4.0% |
$837 - $1.04K
|
78
$22.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.35% |
$837 - $1.04K
|
859
$251K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.4% |
$837 - $1.04K
|
762
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.14% |
$837 - $1.04K
|
267
$78K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.29% |
$837 - $1.04K
|
1.05K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 0.13% |
$837 - $1.04K
|
2.32K
$676K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$558 - $694
|
2
$584
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.28% |
$558 - $694
|
706
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2+ 0.12% |
$558 - $694
|
1.73K
$506K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.25% |
$558 - $694
|
802
$234K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.09% |
$558 - $694
|
2.11K
$617K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2+ 0.26% |
$558 - $694
|
784
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2+ 0.06% |
$558 - $694
|
3.63K
$1.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.1% |
$558 - $694
|
2.1K
$612K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 4.76% |
$279 - $347
|
22
$6.43K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.81% |
$279 - $347
|
124
$36.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.07% |
$279 - $347
|
1.38K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.67% |
$279 - $347
|
151
$44.1K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.08% |
$279 - $347
|
1.27K
$372K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.2% |
$279 - $347
|
511
$149K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 9.09% |
$279 - $347
|
12
$3.51K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$279 - $347
|
903
$264K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.08% |
$279 - $347
|
1.23K
$359K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.52% |
$279 - $347
|
193
$56.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$279 - $347
|
1.54K
$449K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1- 0.01% |
$279 - $347
|
8.9K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.37% |
$279 - $347
|
267
$78K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1- 0.6% |
$279 - $347
|
165
$48.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1- 0.1% |
$279 - $347
|
1.03K
$300K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1- 0.07% |
$279 - $347
|
1.47K
$428K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-2- 5.56% |
$558 - $694
|
34
$9.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2- 0.13% |
$558 - $694
|
1.48K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2- 0.23% |
$558 - $694
|
866
$253K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2- 0.2% |
$558 - $694
|
1.02K
$299K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.18% |
$837 - $1.04K
|
1.7K
$496K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3- 0.3% |
$837 - $1.04K
|
989
$289K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3- 0.29% |
$837 - $1.04K
|
1.02K
$297K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3- 0.12% |
$837 - $1.04K
|
2.53K
$740K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 26.32% |
$1.39K - $1.73K
|
14
$4.09K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 0.18% |
$1.39K - $1.73K
|
2.82K
$825K
|