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 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-79- 5.63% |
$19.6K - $23.3K
|
1.33K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-79- 7.03% |
$19.6K - $23.3K
|
1.04K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-79- 5.43% |
$19.6K - $23.3K
|
1.38K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-79- 6.89% |
$19.6K - $23.3K
|
1.07K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-80- 7.54% |
$19.9K - $23.5K
|
981
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-80- 1.62% |
$19.9K - $23.5K
|
4.86K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-85- 3.47% |
$21.1K - $25K
|
2.37K
$843K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-87- 2.67% |
$21.6K - $25.6K
|
3.17K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-89- 2.16% |
$22.1K - $26.2K
|
4.03K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-90- 0.16% |
$22.3K - $26.5K
|
56.7K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-91- 2.79% |
$22.6K - $26.8K
|
3.18K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-92- 0.92% |
$22.8K - $27.1K
|
9.91K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-94- 6.06% |
$23.3K - $27.7K
|
1.46K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-98- 2.83% |
$24.3K - $28.8K
|
3.37K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-99- 1.43% |
$24.6K - $29.1K
|
6.84K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-99- 3.06% |
$24.6K - $29.1K
|
3.14K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.02% |
$24.8K - $29.4K
|
9.69K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 28.57% |
$24.8K - $29.4K
|
250
$89.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-102- 4.05% |
$25.3K - $30K
|
2.42K
$862K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-102- 12.5% |
$25.3K - $30K
|
714
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-102- 4.72% |
$25.3K - $30K
|
2.06K
$734K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-105- 3.71% |
$26.1K - $30.9K
|
2.73K
$973K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-105- 2.98% |
$26.1K - $30.9K
|
3.42K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-107- 1.99% |
$26.6K - $31.5K
|
5.28K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-110- 5.76% |
$27.3K - $32.4K
|
1.8K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-114- 0.24% |
$28.3K - $33.6K
|
47.5K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-116- 7.24% |
$28.8K - $34.1K
|
1.49K
$530K
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-117- 0.54% |
$29K - $34.4K
|
21.6K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-118- 1.36% |
$29.3K - $34.7K
|
8.53K
$3.04M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-124- 7.68% |
$30.8K - $36.5K
|
1.49K
$532K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-125- 2.42% |
$31K - $36.8K
|
5.05K
$1.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-126- 3.11% |
$31.3K - $37.1K
|
3.92K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-128- 4.06% |
$31.8K - $37.7K
|
3.03K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-130- 4.83% |
$32.3K - $38.3K
|
2.56K
$913K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-130- 5.16% |
$32.3K - $38.3K
|
2.39K
$852K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-132- 1.15% |
$32.8K - $38.9K
|
11.4K
$4.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-132- 14.12% |
$32.8K - $38.9K
|
803
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-133- 8.11% |
$33K - $39.2K
|
1.51K
$537K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-133- 4.19% |
$33K - $39.2K
|
3.05K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-134- 11.57% |
$33.3K - $39.4K
|
1.02K
$365K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-138- 7.76% |
$34.3K - $40.6K
|
1.64K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-145- 5.6% |
$36K - $42.7K
|
2.44K
$871K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-145- 14.33% |
$36K - $42.7K
|
867
$309K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-149- 8.18% |
$37K - $43.9K
|
1.67K
$596K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-153- 12.81% |
$38K - $45K
|
1.04K
$371K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-154- 13.75% |
$38.2K - $45.3K
|
966
$344K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-155- 2.13% |
$38.5K - $45.6K
|
7.14K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-157- 4.03% |
$39K - $46.2K
|
3.74K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-169- 4.62% |
$42K - $49.7K
|
3.49K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-171- 46.59% |
$42.5K - $50.3K
|
196
$69.9K
|