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 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
16+ 0.6% |
$3.97K - $4.71K
|
2.68K
$918K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16+ 0.8% |
$3.97K - $4.71K
|
2.01K
$690K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 214.29% |
$3.72K - $4.42K
|
22
$7.55K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 100.0% |
$3.72K - $4.42K
|
30
$10.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.71% |
$3.72K - $4.42K
|
2.11K
$725K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15+ 1.82% |
$3.72K - $4.42K
|
841
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
14+ 0.31% |
$3.48K - $4.12K
|
4.47K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 2.35% |
$3.23K - $3.83K
|
566
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
12New |
$2.98K - $3.53K
|
12
$4.12K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 240.0% |
$2.98K - $3.53K
|
17
$5.83K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 1.39% |
$2.73K - $3.24K
|
804
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
11+ 0.73% |
$2.73K - $3.24K
|
1.51K
$519K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 1.19% |
$2.73K - $3.24K
|
935
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
11+ 1.32% |
$2.73K - $3.24K
|
846
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 47.62% |
$2.48K - $2.94K
|
31
$10.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.48% |
$2.48K - $2.94K
|
2.11K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9+ 0.56% |
$2.23K - $2.65K
|
1.62K
$556K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
9+ 0.29% |
$2.23K - $2.65K
|
3.12K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 17.39% |
$1.99K - $2.35K
|
54
$18.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
8+ 0.47% |
$1.99K - $2.35K
|
1.7K
$583K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8+ 1.0% |
$1.99K - $2.35K
|
812
$279K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
7New |
$1.74K - $2.06K
|
7
$2.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
7+ 0.59% |
$1.74K - $2.06K
|
1.2K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$1.49K - $1.77K
|
4.43K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 100.0% |
$1.49K - $1.77K
|
12
$4.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
6+ 0.59% |
$1.49K - $1.77K
|
1.03K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 100.0% |
$1.49K - $1.77K
|
12
$4.12K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 23.08% |
$1.49K - $1.77K
|
32
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.63% |
$1.49K - $1.77K
|
956
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 1.11% |
$1.49K - $1.77K
|
546
$187K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.3% |
$1.49K - $1.77K
|
1.99K
$681K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$1.49K - $1.77K
|
6
$2.06K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
5+ 0.52% |
$1.24K - $1.47K
|
968
$332K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5New |
$1.24K - $1.47K
|
5
$1.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5New |
$1.24K - $1.47K
|
5
$1.72K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.36% |
$1.24K - $1.47K
|
1.41K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 100.0% |
$1.24K - $1.47K
|
10
$3.43K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.4% |
$993 - $1.18K
|
1.01K
$347K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
4+ 0.28% |
$993 - $1.18K
|
1.45K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
4+ 0.23% |
$993 - $1.18K
|
1.73K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$993 - $1.18K
|
4
$1.37K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3+ 0.35% |
$745 - $883
|
872
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.26% |
$745 - $883
|
1.18K
$405K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3+ 0.36% |
$745 - $883
|
837
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3New |
$745 - $883
|
3
$1.03K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.38% |
$745 - $883
|
803
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.39% |
$745 - $883
|
774
$266K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3+ 0.22% |
$745 - $883
|
1.37K
$469K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3+ 0.38% |
$745 - $883
|
799
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3New |
$745 - $883
|
3
$1.03K
|