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 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.54% |
$5.65K - $6.85K
|
4.07K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22New |
$5.65K - $6.85K
|
22
$7.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
BUY
|
- |
22+ 0.07% |
$5.65K - $6.85K
|
30.6K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
22+ 1.43% |
$5.65K - $6.85K
|
1.57K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
21New |
$5.4K - $6.54K
|
21
$7.15K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
20+ 1.9% |
$5.14K - $6.22K
|
1.07K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
20+ 0.29% |
$5.14K - $6.22K
|
6.96K
$2.37M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
20+ 0.26% |
$5.14K - $6.22K
|
7.85K
$2.67M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20New |
$5.14K - $6.22K
|
20
$6.81K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
20+ 1.05% |
$5.14K - $6.22K
|
1.92K
$654K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
19+ 9.5% |
$4.88K - $5.91K
|
219
$74.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
19+ 2.69% |
$4.88K - $5.91K
|
725
$247K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
19+ 9.5% |
$4.88K - $5.91K
|
219
$74.5K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19+ 3.04% |
$4.88K - $5.91K
|
643
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17+ 1.06% |
$4.37K - $5.29K
|
1.61K
$549K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17+ 1.06% |
$4.37K - $5.29K
|
1.61K
$549K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
16+ 266.67% |
$4.11K - $4.98K
|
22
$7.49K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
16+ 1.04% |
$4.11K - $4.98K
|
1.56K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
16+ 1.72% |
$4.11K - $4.98K
|
947
$322K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
15+ 0.89% |
$3.86K - $4.67K
|
1.69K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15+ 1.22% |
$3.86K - $4.67K
|
1.24K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15New |
$3.86K - $4.67K
|
15
$5.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
14New |
$3.6K - $4.36K
|
14
$4.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13+ 108.33% |
$3.34K - $4.05K
|
25
$8.51K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
12+ 0.08% |
$3.08K - $3.73K
|
15.1K
$5.14M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12New |
$3.08K - $3.73K
|
12
$4.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$2.83K - $3.42K
|
11
$3.74K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11New |
$2.83K - $3.42K
|
11
$3.74K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10+ 0.05% |
$2.57K - $3.11K
|
20.1K
$6.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
10New |
$2.57K - $3.11K
|
10
$3.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
10+ 0.02% |
$2.57K - $3.11K
|
47.3K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
10New |
$2.57K - $3.11K
|
10
$3.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
10New |
$2.57K - $3.11K
|
10
$3.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.43% |
$2.31K - $2.8K
|
2.08K
$708K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
9+ 0.05% |
$2.31K - $2.8K
|
18.6K
$6.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
9+ 0.28% |
$2.31K - $2.8K
|
3.21K
$1.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8+ 0.41% |
$2.06K - $2.49K
|
1.96K
$668K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8+ 0.61% |
$2.06K - $2.49K
|
1.33K
$451K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
8+ 3.76% |
$2.06K - $2.49K
|
221
$75.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8New |
$2.06K - $2.49K
|
8
$2.72K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$2.06K - $2.49K
|
8
$2.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
7+ 0.42% |
$1.8K - $2.18K
|
1.68K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.42% |
$1.8K - $2.18K
|
1.66K
$564K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7+ 0.83% |
$1.8K - $2.18K
|
853
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
7+ 0.89% |
$1.8K - $2.18K
|
791
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
7+ 0.7% |
$1.8K - $2.18K
|
1.01K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
7+ 0.19% |
$1.8K - $2.18K
|
3.66K
$1.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$1.54K - $1.87K
|
6
$2.04K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6+ 0.04% |
$1.54K - $1.87K
|
15.7K
$5.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6+ 0.2% |
$1.54K - $1.87K
|
3.05K
$1.04M
|