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 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-191- 9.14% |
$47.4K - $56.2K
|
1.9K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-195- 0.72% |
$48.4K - $57.4K
|
26.9K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-196- 2.71% |
$48.7K - $57.7K
|
7.03K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-197- 30.97% |
$48.9K - $58K
|
439
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-197- 5.55% |
$48.9K - $58K
|
3.35K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-200- 1.35% |
$49.7K - $58.9K
|
14.6K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 3.46% |
$49.7K - $58.9K
|
5.58K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-200- 18.02% |
$49.7K - $58.9K
|
910
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-204- 1.36% |
$50.6K - $60.1K
|
14.8K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-207- 6.03% |
$51.4K - $60.9K
|
3.22K
$866K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-213- 0.26% |
$52.9K - $62.7K
|
82.8K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-217- 22.68% |
$53.9K - $63.9K
|
740
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-217- 10.85% |
$53.9K - $63.9K
|
1.78K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-218- 8.9% |
$54.1K - $64.2K
|
2.23K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-221- 4.3% |
$54.9K - $65.1K
|
4.91K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-222- 6.73% |
$55.1K - $65.4K
|
3.08K
$827K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-231- 6.56% |
$57.4K - $68K
|
3.29K
$885K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-240- 4.81% |
$59.6K - $70.6K
|
4.75K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-240- 1.78% |
$59.6K - $70.6K
|
13.2K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-242- 23.07% |
$60.1K - $71.2K
|
807
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-249- 12.06% |
$61.8K - $73.3K
|
1.82K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-255- 13.4% |
$63.3K - $75.1K
|
1.65K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-256- 0.49% |
$63.6K - $75.4K
|
51.6K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-258- 5.88% |
$64.1K - $75.9K
|
4.13K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-267- 39.44% |
$66.3K - $78.6K
|
410
$110K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-270- 1.94% |
$67K - $79.5K
|
13.7K
$3.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-272- 22.33% |
$67.5K - $80.1K
|
946
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-288- 1.24% |
$71.5K - $84.8K
|
23K
$6.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-288- 5.01% |
$71.5K - $84.8K
|
5.46K
$1.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-296- 1.82% |
$73.5K - $87.1K
|
15.9K
$4.28M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.91% |
$74.5K - $88.3K
|
32.8K
$8.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-302- 9.1% |
$75K - $88.9K
|
3.02K
$811K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-308- 1.82% |
$76.5K - $90.7K
|
16.6K
$4.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-310- 3.51% |
$77K - $91.3K
|
8.53K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-314- 4.03% |
$78K - $92.4K
|
7.49K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-318- 25.0% |
$78.9K - $93.6K
|
954
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-318- 8.65% |
$78.9K - $93.6K
|
3.36K
$903K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-319- 4.88% |
$79.2K - $93.9K
|
6.22K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-331- 7.88% |
$82.2K - $97.4K
|
3.87K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-334- 1.81% |
$82.9K - $98.3K
|
18.1K
$4.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-338- 4.96% |
$83.9K - $99.5K
|
6.47K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-340- 1.36% |
$84.4K - $100K
|
24.7K
$6.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-340- 1.24% |
$84.4K - $100K
|
27.2K
$7.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-343- 56.14% |
$85.2K - $101K
|
268
$72K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-350- 2.69% |
$86.9K - $103K
|
12.7K
$3.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-350- 31.19% |
$86.9K - $103K
|
772
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-352- 14.33% |
$87.4K - $104K
|
2.1K
$565K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-357- 3.61% |
$88.6K - $105K
|
9.52K
$2.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-361- 20.3% |
$89.6K - $106K
|
1.42K
$381K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-365- 21.03% |
$90.6K - $107K
|
1.37K
$368K
|