Purchases and Sales Made in Q4 2023 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
63+ 0.55% |
$16.2K - $19.6K
|
11.5K
$3.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
63+ 9.78% |
$16.2K - $19.6K
|
707
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
60+ 24.0% |
$15.4K - $18.7K
|
310
$89.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
59+ 2.46% |
$15.2K - $18.4K
|
2.46K
$708K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
59+ 4.99% |
$15.2K - $18.4K
|
1.24K
$357K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
58+ 1.21% |
$14.9K - $18.1K
|
4.85K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
55+ 2.02% |
$14.1K - $17.1K
|
2.78K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
55+ 1.98% |
$14.1K - $17.1K
|
2.83K
$813K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$14.1K - $17.1K
|
55
$15.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 5.53% |
$13.6K - $16.5K
|
1.01K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
52+ 0.15% |
$13.4K - $16.2K
|
35.6K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50+ 2500.0% |
$12.9K - $15.6K
|
52
$15K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
48+ 2.43% |
$12.3K - $14.9K
|
2.02K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
46+ 5.42% |
$11.8K - $14.3K
|
894
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
45+ 3.1% |
$11.6K - $14K
|
1.5K
$430K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
44+ 3.59% |
$11.3K - $13.7K
|
1.27K
$365K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
42+ 5.04% |
$10.8K - $13.1K
|
876
$252K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
42+ 0.46% |
$10.8K - $13.1K
|
9.14K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
41+ 3.02% |
$10.5K - $12.8K
|
1.4K
$402K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
40+ 20.0% |
$10.3K - $12.4K
|
240
$69K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 1.24% |
$10.3K - $12.4K
|
3.27K
$941K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39+ 0.62% |
$10K - $12.1K
|
6.28K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
38+ 3.8% |
$9.77K - $11.8K
|
1.04K
$299K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
37+ 3.27% |
$9.51K - $11.5K
|
1.17K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
37+ 3.43% |
$9.51K - $11.5K
|
1.12K
$321K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35New |
$9K - $10.9K
|
35
$10.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
35+ 1.23% |
$9K - $10.9K
|
2.89K
$832K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
35+ 1.86% |
$9K - $10.9K
|
1.92K
$551K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
34+ 3.05% |
$8.74K - $10.6K
|
1.15K
$330K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
34New |
$8.74K - $10.6K
|
34
$9.78K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33+ 0.78% |
$8.48K - $10.3K
|
4.26K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
31+ 1.79% |
$7.97K - $9.65K
|
1.76K
$507K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31New |
$7.97K - $9.65K
|
31
$8.92K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
30+ 2.67% |
$7.71K - $9.34K
|
1.15K
$331K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
29+ 2.06% |
$7.45K - $9.03K
|
1.44K
$414K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
28+ 2.96% |
$7.2K - $8.71K
|
975
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
27+ 2.03% |
$6.94K - $8.4K
|
1.36K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
27+ 0.28% |
$6.94K - $8.4K
|
9.66K
$2.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
26+ 0.22% |
$6.68K - $8.09K
|
11.9K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24+ 0.47% |
$6.17K - $7.47K
|
5.14K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
24New |
$6.17K - $7.47K
|
24
$6.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
23+ 0.6% |
$5.91K - $7.16K
|
3.88K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
23+ 2.33% |
$5.91K - $7.16K
|
1.01K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22New |
$5.65K - $6.85K
|
22
$6.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
BUY
|
- |
22+ 0.07% |
$5.65K - $6.85K
|
30.6K
$8.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.54% |
$5.65K - $6.85K
|
4.07K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
22+ 1.43% |
$5.65K - $6.85K
|
1.57K
$450K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
22+ 2.75% |
$5.65K - $6.85K
|
822
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
21New |
$5.4K - $6.54K
|
21
$6.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
20+ 0.29% |
$5.14K - $6.22K
|
6.96K
$2M
|