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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
81+ 8.29% |
$20.1K - $23.8K
|
1.06K
$295K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
78+ 0.59% |
$19.4K - $23K
|
13.3K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
76+ 1.51% |
$18.9K - $22.4K
|
5.1K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
63+ 4.68% |
$15.6K - $18.5K
|
1.41K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
60+ 0.22% |
$14.9K - $17.7K
|
27.5K
$7.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
58+ 9.05% |
$14.4K - $17.1K
|
699
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
55New |
$13.7K - $16.2K
|
55
$15.3K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
55+ 0.4% |
$13.7K - $16.2K
|
13.8K
$3.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
55+ 0.31% |
$13.7K - $16.2K
|
17.7K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
54+ 7.35% |
$13.4K - $15.9K
|
789
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
52+ 16.51% |
$12.9K - $15.3K
|
367
$102K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
50+ 0.21% |
$12.4K - $14.7K
|
23.7K
$6.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
48+ 100.0% |
$11.9K - $14.1K
|
96
$26.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
48+ 2.09% |
$11.9K - $14.1K
|
2.34K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42+ 168.0% |
$10.4K - $12.4K
|
67
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
42+ 2.23% |
$10.4K - $12.4K
|
1.93K
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
42+ 2.38% |
$10.4K - $12.4K
|
1.81K
$504K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
38New |
$9.43K - $11.2K
|
38
$10.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
37+ 0.93% |
$9.19K - $10.9K
|
4.03K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 2.51% |
$9.19K - $10.9K
|
1.51K
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
37+ 3.78% |
$9.19K - $10.9K
|
1.02K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 7.2% |
$9.19K - $10.9K
|
551
$154K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
36+ 1.75% |
$8.94K - $10.6K
|
2.09K
$584K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
35+ 4.69% |
$8.69K - $10.3K
|
781
$218K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34+ 0.92% |
$8.44K - $10K
|
3.73K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
33+ 4.38% |
$8.19K - $9.71K
|
787
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
32+ 4.16% |
$7.94K - $9.42K
|
801
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
32+ 71.11% |
$7.94K - $9.42K
|
77
$21.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
30New |
$7.45K - $8.83K
|
30
$8.37K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
28+ 75.68% |
$6.95K - $8.24K
|
65
$18.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27+ 3.97% |
$6.7K - $7.95K
|
707
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26+ 2.17% |
$6.46K - $7.65K
|
1.23K
$342K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
23+ 287.5% |
$5.71K - $6.77K
|
31
$8.65K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.8% |
$5.46K - $6.48K
|
2.78K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22+ 30.14% |
$5.46K - $6.48K
|
95
$26.5K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
20+ 1.59% |
$4.97K - $5.89K
|
1.28K
$357K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 12.42% |
$4.72K - $5.59K
|
172
$48K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
19+ 0.11% |
$4.72K - $5.59K
|
17K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
19+ 0.37% |
$4.72K - $5.59K
|
5.14K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
17New |
$4.22K - $5K
|
17
$4.74K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 7.69% |
$3.97K - $4.71K
|
224
$62.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16+ 0.8% |
$3.97K - $4.71K
|
2.01K
$561K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
16+ 0.6% |
$3.97K - $4.71K
|
2.68K
$747K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
16+ 1.77% |
$3.97K - $4.71K
|
921
$257K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16+ 32.65% |
$3.97K - $4.71K
|
65
$18.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 51.61% |
$3.97K - $4.71K
|
47
$13.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
16+ 2.09% |
$3.97K - $4.71K
|
782
$218K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 100.0% |
$3.72K - $4.42K
|
30
$8.37K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.71% |
$3.72K - $4.42K
|
2.11K
$590K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15+ 1.82% |
$3.72K - $4.42K
|
841
$235K
|