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 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-7- 0.84% |
$1.74K - $2.06K
|
830
$232K
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-7- 0.43% |
$1.74K - $2.06K
|
1.64K
$457K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 2.22% |
$1.99K - $2.35K
|
352
$98.2K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.02% |
$1.99K - $2.35K
|
33.6K
$9.37M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 47.37% |
$2.23K - $2.65K
|
10
$2.79K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-9- 0.89% |
$2.23K - $2.65K
|
1K
$280K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-10- 3.77% |
$2.48K - $2.94K
|
255
$71.1K
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10- 0.95% |
$2.48K - $2.94K
|
1.04K
$291K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10- 0.49% |
$2.48K - $2.94K
|
2.02K
$564K
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-12- 0.82% |
$2.98K - $3.53K
|
1.45K
$404K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12- 1.26% |
$2.98K - $3.53K
|
942
$263K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-12- 0.53% |
$2.98K - $3.53K
|
2.26K
$631K
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-12- 1.0% |
$2.98K - $3.53K
|
1.18K
$330K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-14- 0.05% |
$3.48K - $4.12K
|
25.6K
$7.15M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-14- 0.03% |
$3.48K - $4.12K
|
55.5K
$15.5M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 6.67% |
$3.72K - $4.42K
|
210
$58.6K
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-15- 2.01% |
$3.72K - $4.42K
|
732
$204K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-16- 33.33% |
$3.97K - $4.71K
|
32
$8.93K
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-17- 1.24% |
$4.22K - $5K
|
1.35K
$378K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-17- 1.04% |
$4.22K - $5K
|
1.62K
$453K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-17- 3.57% |
$4.22K - $5K
|
459
$128K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-18- 0.16% |
$4.47K - $5.3K
|
11.4K
$3.17M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 38.3% |
$4.47K - $5.3K
|
29
$8.09K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 1.58% |
$4.72K - $5.59K
|
1.18K
$330K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20- 1.56% |
$4.97K - $5.89K
|
1.26K
$351K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-20- 0.53% |
$4.97K - $5.89K
|
3.74K
$1.04M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-21- 0.67% |
$5.21K - $6.18K
|
3.09K
$863K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-22- 1.17% |
$5.46K - $6.48K
|
1.86K
$519K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25- 16.78% |
$6.21K - $7.36K
|
124
$34.6K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-25- 1.72% |
$6.21K - $7.36K
|
1.43K
$399K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-25- 1.08% |
$6.21K - $7.36K
|
2.29K
$639K
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-25- 0.46% |
$6.21K - $7.36K
|
5.4K
$1.51M
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-25- 1.49% |
$6.21K - $7.36K
|
1.66K
$462K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-25- 25.77% |
$6.21K - $7.36K
|
72
$20.1K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-26- 1.51% |
$6.46K - $7.65K
|
1.7K
$475K
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-27- 2.62% |
$6.7K - $7.95K
|
1K
$280K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-29- 12.66% |
$7.2K - $8.54K
|
200
$55.8K
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-30- 3.13% |
$7.45K - $8.83K
|
929
$259K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-31- 3.24% |
$7.7K - $9.13K
|
927
$259K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-33- 1.46% |
$8.19K - $9.71K
|
2.22K
$619K
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-33- 0.91% |
$8.19K - $9.71K
|
3.6K
$1M
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-34- 0.09% |
$8.44K - $10K
|
36.7K
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-34- 14.85% |
$8.44K - $10K
|
195
$54.4K
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-35- 5.14% |
$8.69K - $10.3K
|
646
$180K
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-36- 1.44% |
$8.94K - $10.6K
|
2.46K
$687K
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-36- 1.27% |
$8.94K - $10.6K
|
2.79K
$779K
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-37- 3.32% |
$9.19K - $10.9K
|
1.08K
$301K
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 19.79% |
$9.19K - $10.9K
|
150
$41.9K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-38- 1.8% |
$9.43K - $11.2K
|
2.07K
$578K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-38- 2.89% |
$9.43K - $11.2K
|
1.28K
$356K
|