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 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
72+ 9.08% |
$20.1K - $25K
|
865
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
70+ 0.03% |
$19.5K - $24.3K
|
210K
$61.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
70+ 0.16% |
$19.5K - $24.3K
|
43.2K
$12.6M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
BUY
|
- |
68+ 0.21% |
$19K - $23.6K
|
33.2K
$9.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
68+ 6.39% |
$19K - $23.6K
|
1.13K
$331K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
68+ 5.06% |
$19K - $23.6K
|
1.41K
$412K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65+ 2.32% |
$18.1K - $22.5K
|
2.87K
$838K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
65+ 464.29% |
$18.1K - $22.5K
|
79
$23.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
64+ 6.72% |
$17.9K - $22.2K
|
1.02K
$297K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
62+ 2.71% |
$17.3K - $21.5K
|
2.35K
$686K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
61+ 7.77% |
$17K - $21.2K
|
846
$247K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
58+ 1.28% |
$16.2K - $20.1K
|
4.57K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
57+ 2.44% |
$15.9K - $19.8K
|
2.4K
$700K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
57+ 0.29% |
$15.9K - $19.8K
|
19.8K
$5.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
56+ 4.79% |
$15.6K - $19.4K
|
1.23K
$358K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
55+ 3.57% |
$15.3K - $19.1K
|
1.6K
$467K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
55+ 18.84% |
$15.3K - $19.1K
|
347
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
55+ 3.57% |
$15.3K - $19.1K
|
1.6K
$467K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53+ 2.17% |
$14.8K - $18.4K
|
2.5K
$729K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
52+ 1.45% |
$14.5K - $18K
|
3.63K
$1.06M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 4.73% |
$13.9K - $17.3K
|
1.11K
$323K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
50+ 6.82% |
$13.9K - $17.3K
|
783
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
50+ 53.19% |
$13.9K - $17.3K
|
144
$42.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
50+ 5.61% |
$13.9K - $17.3K
|
941
$275K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
49+ 4.16% |
$13.7K - $17K
|
1.23K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
48+ 4.36% |
$13.4K - $16.7K
|
1.15K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
47+ 2.98% |
$13.1K - $16.3K
|
1.62K
$474K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
46+ 0.33% |
$12.8K - $16K
|
14K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
46+ 1.2% |
$12.8K - $16K
|
3.87K
$1.13M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46+ 5.54% |
$12.8K - $16K
|
876
$256K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
45New |
$12.6K - $15.6K
|
45
$13.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
44+ 1.84% |
$12.3K - $15.3K
|
2.44K
$712K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42+ 4.84% |
$11.7K - $14.6K
|
909
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41+ 4.04% |
$11.4K - $14.2K
|
1.06K
$309K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
40+ 2.65% |
$11.2K - $13.9K
|
1.55K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
40+ 3.57% |
$11.2K - $13.9K
|
1.16K
$339K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 3.55% |
$10.9K - $13.5K
|
1.14K
$333K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38+ 24.2% |
$10.6K - $13.2K
|
195
$57K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
38+ 0.46% |
$10.6K - $13.2K
|
8.32K
$2.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
38+ 0.78% |
$10.6K - $13.2K
|
4.88K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
37+ 47.44% |
$10.3K - $12.8K
|
115
$33.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
36+ 3.43% |
$10K - $12.5K
|
1.09K
$318K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
34+ 4.93% |
$9.48K - $11.8K
|
723
$211K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
33+ 0.38% |
$9.21K - $11.4K
|
8.74K
$2.55M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
32+ 46.38% |
$8.93K - $11.1K
|
101
$29.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 3.11% |
$8.65K - $10.8K
|
1.03K
$301K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
31+ 1.18% |
$8.65K - $10.8K
|
2.66K
$778K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 9.93% |
$8.09K - $10.1K
|
321
$93.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29+ 0.71% |
$8.09K - $10.1K
|
4.14K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 1.37% |
$7.81K - $9.71K
|
2.07K
$603K
|