Purchases and Sales Made in Q3 2023 in Rockwell Automation, Inc (ROK)

ROK Quotes by TradingView

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
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
175
+ 9.51%
$48.8K - $60.7K
2.02K $686K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
172
+ 5.22%
$48K - $59.7K
3.47K $1.18M
Oct 17, 2023 Q3 2023
Baker Chad R

Perrysburg, OH
BUY
 -
170
+ 0.33%
$47.4K - $59K
51.9K $17.7M
Nov 09, 2023 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
165
+ 4.05%
$46K - $57.2K
4.24K $1.44M
Nov 13, 2023 Q3 2023
Pacer Advisors, Inc.

Malvern, PA
BUY
 -
165
+ 2.2%
$46K - $57.2K
7.67K $2.61M
Oct 25, 2023 Q3 2023
Smithbridge Asset Management Inc

BUY
 -
163
+ 1.61%
$45.5K - $56.5K
10.3K $3.5M
Nov 07, 2023 Q3 2023
Klcm Advisors, Inc.

BUY
 -
162
+ 16.63%
$45.2K - $56.2K
1.14K $387K
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
155
+ 15.88%
$43.2K - $53.8K
1.13K $385K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
154
+ 21.63%
$43K - $53.4K
866 $295K
Nov 03, 2023 Q3 2023
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
153
+ 6.4%
$42.7K - $53.1K
2.54K $865K
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
150
+ 18.66%
$41.8K - $52K
954 $325K
Nov 14, 2023 Q3 2023
Wahed Invest LLC

New York, NY
BUY
 -
147
+ 8.85%
$41K - $51K
1.81K $615K
Oct 20, 2023 Q3 2023
Bill Few Associates, Inc.

BUY
 -
145
+ 1.06%
$40.4K - $50.3K
13.8K $4.69M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
133
+ 5.35%
$37.1K - $46.1K
2.62K $890K
Nov 14, 2023 Q3 2023
Isthmus Partners, LLC

Madison, WI
BUY
 -
128
+ 0.34%
$35.7K - $44.4K
37.6K $12.8M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
127
+ 20.32%
$35.4K - $44.1K
752 $256K
Oct 31, 2023 Q3 2023
Garland Capital Management Inc

BUY
 -
126
+ 0.82%
$35.1K - $43.7K
15.5K $5.27M
Oct 25, 2023 Q3 2023
Seven Bridge Financial Group, LLC

BUY
 -
125
+ 12.54%
$34.9K - $43.4K
1.12K $382K
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

BUY
 -
124
+ 4.19%
$34.6K - $43K
3.08K $1.05M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
123
+ 2.45%
$34.3K - $42.7K
5.15K $1.75M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
121
+ 5.55%
$33.8K - $42K
2.3K $783K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
120
New
$33.5K - $41.6K
120 $40.8K
Oct 18, 2023 Q3 2023
Caprock Group, Inc.

BUY
 -
113
+ 3.9%
$31.5K - $39.2K
3.01K $1.02M
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
113
+ 6.69%
$31.5K - $39.2K
1.8K $613K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
111
+ 140.51%
$31K - $38.5K
190 $64.6K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
103
New
$28.7K - $35.7K
103 $35K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
102
+ 1.66%
$28.5K - $35.4K
6.24K $2.12M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
101
+ 5.4%
$28.2K - $35K
1.97K $671K
Nov 14, 2023 Q3 2023
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
100
+ 40.0%
$27.9K - $34.7K
350 $119K
Nov 08, 2023 Q3 2023
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny
BUY
 -
100
+ 0.08%
$27.9K - $34.7K
124K $42.1M
Oct 26, 2023 Q3 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
100
+ 5.15%
$27.9K - $34.7K
2.04K $695K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
97
+ 0.86%
$27.1K - $33.6K
11.4K $3.89M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
96
+ 10.03%
$26.8K - $33.3K
1.05K $358K
Nov 02, 2023 Q3 2023
Ofi Invest Asset Management

Paris, I0
BUY
 -
95
New
$26.5K - $33K
95 $32.3K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
95
New
$26.5K - $33K
95 $32.3K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
93
+ 6.17%
$25.9K - $32.3K
1.6K $544K
Nov 14, 2023 Q3 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
92
+ 0.89%
$25.7K - $31.9K
10.4K $3.55M
Oct 25, 2023 Q3 2023
Eukles Asset Management

BUY
 -
91
+ 0.92%
$25.4K - $31.6K
10K $3.41M
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
91
+ 2.49%
$25.4K - $31.6K
3.75K $1.28M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
90
+ 7.73%
$25.1K - $31.2K
1.25K $427K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
90
+ 0.37%
$25.1K - $31.2K
24.4K $8.32M
Oct 10, 2023 Q3 2023
Peak Financial Advisors LLC

BUY
 -
87
+ 1.1%
$24.3K - $30.2K
7.97K $2.71M
Nov 13, 2023 Q3 2023
Mendel Money Management

Northbrook, IL
BUY
 -
85
+ 4.2%
$23.7K - $29.5K
2.11K $718K
Oct 26, 2023 Q3 2023
Emerald Advisers, LLC

BUY
 -
82
+ 9.58%
$22.9K - $28.4K
938 $319K
Nov 06, 2023 Q3 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
80
+ 10.67%
$22.3K - $27.8K
830 $282K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
78
+ 5.04%
$21.8K - $27.1K
1.63K $553K
Nov 14, 2023 Q3 2023
Walleye Trading LLC

Plymouth, MN
BUY
 -
77
New
$21.5K - $26.7K
77 $26.2K
Oct 11, 2023 Q3 2023
Legacy Bridge, LLC

BUY
 -
75
+ 2.43%
$20.9K - $26K
3.16K $1.07M
Oct 05, 2023 Q3 2023
Life Pro Asset Management

BUY
 -
75
+ 2.66%
$20.9K - $26K
2.9K $986K

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