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 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 1.65% |
$1.29K - $1.56K
|
308
$90.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
5+ 0.53% |
$1.29K - $1.56K
|
950
$279K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5New |
$1.29K - $1.56K
|
5
$1.47K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5New |
$1.29K - $1.56K
|
5
$1.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 11.43% |
$1.03K - $1.24K
|
39
$11.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4+ 0.03% |
$1.03K - $1.24K
|
11.7K
$3.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4+ 0.34% |
$1.03K - $1.24K
|
1.17K
$345K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.4% |
$1.03K - $1.24K
|
1.01K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4+ 0.14% |
$1.03K - $1.24K
|
2.85K
$837K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.19% |
$1.03K - $1.24K
|
2.07K
$607K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
4+ 0.17% |
$1.03K - $1.24K
|
2.4K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4+ 0.47% |
$1.03K - $1.24K
|
864
$254K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.56% |
$771 - $934
|
537
$158K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.39% |
$771 - $934
|
765
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.59% |
$771 - $934
|
514
$151K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
2+ 0.05% |
$514 - $622
|
4.32K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.11% |
$514 - $622
|
1.83K
$537K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2+ 2.78% |
$514 - $622
|
74
$21.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$514 - $622
|
2
$587
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 8.7% |
$514 - $622
|
25
$7.34K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.23% |
$514 - $622
|
886
$260K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.22% |
$514 - $622
|
905
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$257 - $311
|
1.38K
$404K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.22% |
$257 - $311
|
458
$134K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.12% |
$257 - $311
|
867
$254K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1+ 0.1% |
$257 - $311
|
1K
$294K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1New |
$257 - $311
|
1
$293
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.63% |
$257 - $311
|
161
$47.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.66% |
$257 - $311
|
152
$44.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.38% |
$257 - $311
|
264
$77.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$257 - $311
|
1.31K
$385K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
1+ 0.06% |
$257 - $311
|
1.72K
$505K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 7.14% |
$257 - $311
|
15
$4.4K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.69% |
$257 - $311
|
145
$42.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 1.27% |
$257 - $311
|
80
$23.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1+ 0.1% |
$257 - $311
|
1.02K
$300K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 8.33% |
$257 - $311
|
11
$3.23K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.1% |
$257 - $311
|
1.03K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 0.06% |
$257 - $311
|
1.81K
$532K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$257 - $311
|
572
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.12% |
$257 - $311
|
858
$252K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1- 25.0% |
$257 - $311
|
3
$880
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2- 0.87% |
$514 - $622
|
227
$66.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2- 0.25% |
$514 - $622
|
786
$231K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2- 0.14% |
$514 - $622
|
1.38K
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.62% |
$514 - $622
|
319
$93.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.12% |
$514 - $622
|
1.7K
$498K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 2.78% |
$514 - $622
|
70
$20.5K
|