Purchases and Sales Made in Q3 2024 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 0.51% |
$1.24K - $1.47K
|
985
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5- 0.51% |
$1.24K - $1.47K
|
966
$344K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5- 0.31% |
$1.24K - $1.47K
|
1.61K
$573K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5- 0.44% |
$1.24K - $1.47K
|
1.14K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-6- 60.0% |
$1.49K - $1.77K
|
4
$1.43K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7- 0.16% |
$1.74K - $2.06K
|
4.38K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-7- 0.43% |
$1.74K - $2.06K
|
1.64K
$584K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-7- 0.84% |
$1.74K - $2.06K
|
830
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 2.22% |
$1.99K - $2.35K
|
352
$125K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.02% |
$1.99K - $2.35K
|
33.6K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 47.37% |
$2.23K - $2.65K
|
10
$3.56K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9- 0.89% |
$2.23K - $2.65K
|
1K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10- 0.49% |
$2.48K - $2.94K
|
2.02K
$721K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-10- 3.77% |
$2.48K - $2.94K
|
255
$90.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10- 0.95% |
$2.48K - $2.94K
|
1.04K
$371K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-12- 1.0% |
$2.98K - $3.53K
|
1.18K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-12- 0.53% |
$2.98K - $3.53K
|
2.26K
$806K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-12- 0.82% |
$2.98K - $3.53K
|
1.45K
$516K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12- 1.26% |
$2.98K - $3.53K
|
942
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-14- 0.03% |
$3.48K - $4.12K
|
55.5K
$19.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-14- 0.05% |
$3.48K - $4.12K
|
25.6K
$9.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 6.67% |
$3.72K - $4.42K
|
210
$74.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-15- 2.01% |
$3.72K - $4.42K
|
732
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-16- 33.33% |
$3.97K - $4.71K
|
32
$11.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-17- 3.57% |
$4.22K - $5K
|
459
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-17- 1.24% |
$4.22K - $5K
|
1.35K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-17- 1.04% |
$4.22K - $5K
|
1.62K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 38.3% |
$4.47K - $5.3K
|
29
$10.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-18- 0.16% |
$4.47K - $5.3K
|
11.4K
$4.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 1.58% |
$4.72K - $5.59K
|
1.18K
$422K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-20- 0.53% |
$4.97K - $5.89K
|
3.74K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20- 1.56% |
$4.97K - $5.89K
|
1.26K
$449K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-21- 0.67% |
$5.21K - $6.18K
|
3.09K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-22- 1.17% |
$5.46K - $6.48K
|
1.86K
$663K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-25- 0.46% |
$6.21K - $7.36K
|
5.4K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-25- 1.08% |
$6.21K - $7.36K
|
2.29K
$816K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-25- 1.49% |
$6.21K - $7.36K
|
1.66K
$591K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25- 16.78% |
$6.21K - $7.36K
|
124
$44.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-25- 1.72% |
$6.21K - $7.36K
|
1.43K
$509K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-25- 25.77% |
$6.21K - $7.36K
|
72
$25.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-26- 1.51% |
$6.46K - $7.65K
|
1.7K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-27- 2.62% |
$6.7K - $7.95K
|
1K
$358K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-29- 12.66% |
$7.2K - $8.54K
|
200
$71.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-30- 3.13% |
$7.45K - $8.83K
|
929
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-31- 3.24% |
$7.7K - $9.13K
|
927
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-33- 1.46% |
$8.19K - $9.71K
|
2.22K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-33- 0.91% |
$8.19K - $9.71K
|
3.6K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-34- 0.09% |
$8.44K - $10K
|
36.7K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-34- 14.85% |
$8.44K - $10K
|
195
$69.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-35- 5.14% |
$8.69K - $10.3K
|
646
$230K
|