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 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-36- 1.44% |
$8.94K - $10.6K
|
2.46K
$878K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-36- 1.27% |
$8.94K - $10.6K
|
2.79K
$995K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-37- 3.32% |
$9.19K - $10.9K
|
1.08K
$384K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 19.79% |
$9.19K - $10.9K
|
150
$53.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-38- 1.8% |
$9.43K - $11.2K
|
2.07K
$738K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-38- 2.89% |
$9.43K - $11.2K
|
1.28K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-39- 62.9% |
$9.68K - $11.5K
|
23
$8.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-39- 0.65% |
$9.68K - $11.5K
|
5.94K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-40- 4.8% |
$9.93K - $11.8K
|
793
$283K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-40- 3.83% |
$9.93K - $11.8K
|
1.01K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-41- 2.79% |
$10.2K - $12.1K
|
1.43K
$509K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-41- 4.34% |
$10.2K - $12.1K
|
903
$322K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-43- 4.34% |
$10.7K - $12.7K
|
947
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-44- 3.11% |
$10.9K - $13K
|
1.37K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-44- 11.08% |
$10.9K - $13K
|
353
$126K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-45- 4.78% |
$11.2K - $13.2K
|
896
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-47- 4.77% |
$11.7K - $13.8K
|
939
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-48- 2.71% |
$11.9K - $14.1K
|
1.73K
$615K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-50- 5.31% |
$12.4K - $14.7K
|
891
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-50- 2.11% |
$12.4K - $14.7K
|
2.32K
$826K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-50- 69.44% |
$12.4K - $14.7K
|
22
$7.84K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-50- 0.38% |
$12.4K - $14.7K
|
13.1K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-50- 92.59% |
$12.4K - $14.7K
|
4
$1.43K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-51- 4.25% |
$12.7K - $15K
|
1.15K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-51- 3.21% |
$12.7K - $15K
|
1.54K
$549K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-52- 0.11% |
$12.9K - $15.3K
|
47K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-54- 2.3% |
$13.4K - $15.9K
|
2.29K
$818K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-54- 4.64% |
$13.4K - $15.9K
|
1.11K
$396K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57- 20.14% |
$14.2K - $16.8K
|
226
$80.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-57- 3.12% |
$14.2K - $16.8K
|
1.77K
$631K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 1.4% |
$14.2K - $16.8K
|
4.02K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-59- 1.4% |
$14.6K - $17.4K
|
4.16K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 5.86% |
$14.6K - $17.4K
|
947
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-59- 0.28% |
$14.6K - $17.4K
|
21.3K
$7.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-60- 5.21% |
$14.9K - $17.7K
|
1.09K
$389K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-61- 1.17% |
$15.1K - $18K
|
5.15K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-62- 2.96% |
$15.4K - $18.3K
|
2.04K
$726K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-63- 45.65% |
$15.6K - $18.5K
|
75
$26.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-64- 1.08% |
$15.9K - $18.8K
|
5.86K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-64- 2.77% |
$15.9K - $18.8K
|
2.25K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-65- 4.11% |
$16.1K - $19.1K
|
1.52K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-65- 2.97% |
$16.1K - $19.1K
|
2.12K
$756K
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-66- 3.25% |
$16.4K - $19.4K
|
1.96K
$699K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-68- 8.36% |
$16.9K - $20K
|
745
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-69- 1.34% |
$17.1K - $20.3K
|
5.07K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-70- 2.36% |
$17.4K - $20.6K
|
2.9K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-74- 0.8% |
$18.4K - $21.8K
|
9.19K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-75- 3.9% |
$18.6K - $22.1K
|
1.85K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-75- 2.11% |
$18.6K - $22.1K
|
3.48K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-76- 7.03% |
$18.9K - $22.4K
|
1.01K
$358K
|