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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.71% |
$3.72K - $4.42K
|
2.11K
$601K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15+ 1.82% |
$3.72K - $4.42K
|
841
$239K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 214.29% |
$3.72K - $4.42K
|
22
$6.26K
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
14+ 0.31% |
$3.48K - $4.12K
|
4.47K
$1.27M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 2.35% |
$3.23K - $3.83K
|
566
$161K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
12New |
$2.98K - $3.53K
|
12
$3.41K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 240.0% |
$2.98K - $3.53K
|
17
$4.83K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 1.19% |
$2.73K - $3.24K
|
935
$266K
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
11+ 1.32% |
$2.73K - $3.24K
|
846
$241K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
11+ 0.73% |
$2.73K - $3.24K
|
1.51K
$430K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 1.39% |
$2.73K - $3.24K
|
804
$229K
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.48% |
$2.48K - $2.94K
|
2.11K
$600K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 47.62% |
$2.48K - $2.94K
|
31
$8.81K
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
9+ 0.29% |
$2.23K - $2.65K
|
3.12K
$886K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9+ 0.56% |
$2.23K - $2.65K
|
1.62K
$461K
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 17.39% |
$1.99K - $2.35K
|
54
$15.4K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8+ 1.0% |
$1.99K - $2.35K
|
812
$231K
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
8+ 0.47% |
$1.99K - $2.35K
|
1.7K
$483K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
7+ 0.59% |
$1.74K - $2.06K
|
1.2K
$340K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
7New |
$1.74K - $2.06K
|
7
$1.99K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 100.0% |
$1.49K - $1.77K
|
12
$3.41K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 23.08% |
$1.49K - $1.77K
|
32
$9.1K
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.3% |
$1.49K - $1.77K
|
1.99K
$564K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.63% |
$1.49K - $1.77K
|
956
$272K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$1.49K - $1.77K
|
6
$1.71K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$1.49K - $1.77K
|
4.43K
$1.26M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 100.0% |
$1.49K - $1.77K
|
12
$3.41K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
6+ 0.59% |
$1.49K - $1.77K
|
1.03K
$292K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 1.11% |
$1.49K - $1.77K
|
546
$155K
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5New |
$1.24K - $1.47K
|
5
$1.42K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 100.0% |
$1.24K - $1.47K
|
10
$2.84K
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
5+ 0.52% |
$1.24K - $1.47K
|
968
$275K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$1.24K - $1.47K
|
5
$1.42K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.36% |
$1.24K - $1.47K
|
1.41K
$401K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.4% |
$993 - $1.18K
|
1.01K
$288K
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
4+ 0.23% |
$993 - $1.18K
|
1.73K
$492K
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
4+ 0.28% |
$993 - $1.18K
|
1.45K
$413K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$993 - $1.18K
|
4
$1.14K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.38% |
$745 - $883
|
803
$228K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 300.0% |
$745 - $883
|
4
$1.14K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 3.57% |
$745 - $883
|
87
$24.7K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.35% |
$745 - $883
|
869
$247K
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.26% |
$745 - $883
|
1.18K
$335K
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3+ 0.38% |
$745 - $883
|
799
$227K
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3+ 0.36% |
$745 - $883
|
837
$238K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3New |
$745 - $883
|
3
$853
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3New |
$745 - $883
|
3
$853
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3+ 0.22% |
$745 - $883
|
1.37K
$388K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.39% |
$745 - $883
|
774
$220K
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3+ 0.35% |
$745 - $883
|
872
$248K
|