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 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-61- 8.11% |
$15.7K - $19K
|
691
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-61- 4.59% |
$15.7K - $19K
|
1.27K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61- 6.71% |
$15.7K - $19K
|
848
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-61- 4.14% |
$15.7K - $19K
|
1.41K
$480K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-64- 9.65% |
$16.4K - $19.9K
|
599
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-64- 6.98% |
$16.4K - $19.9K
|
853
$290K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-66- 2.19% |
$17K - $20.5K
|
2.95K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-67- 4.6% |
$17.2K - $20.9K
|
1.39K
$473K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-68- 2.13% |
$17.5K - $21.2K
|
3.12K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-68- 8.66% |
$17.5K - $21.2K
|
717
$244K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-69- 65.09% |
$17.7K - $21.5K
|
37
$12.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-72- 3.27% |
$18.5K - $22.4K
|
2.13K
$724K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-72- 6.88% |
$18.5K - $22.4K
|
975
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-75- 10.37% |
$19.3K - $23.3K
|
648
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-75- 96.15% |
$19.3K - $23.3K
|
3
$1.02K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-78- 6.45% |
$20K - $24.3K
|
1.13K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-78- 1.08% |
$20K - $24.3K
|
7.14K
$2.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-79- 3.14% |
$20.3K - $24.6K
|
2.43K
$828K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-79- 4.51% |
$20.3K - $24.6K
|
1.67K
$570K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-79- 9.53% |
$20.3K - $24.6K
|
750
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-79- 2.49% |
$20.3K - $24.6K
|
3.09K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-80- 10.55% |
$20.6K - $24.9K
|
678
$231K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-81- 7.56% |
$20.8K - $25.2K
|
990
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-81- 5.96% |
$20.8K - $25.2K
|
1.28K
$435K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-83- 9.58% |
$21.3K - $25.8K
|
783
$266K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-84- 2.71% |
$21.6K - $26.1K
|
3.01K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-85- 3.6% |
$21.8K - $26.5K
|
2.28K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-85- 1.79% |
$21.8K - $26.5K
|
4.67K
$1.59M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-88- 0.16% |
$22.6K - $27.4K
|
55.3K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-89- 6.53% |
$22.9K - $27.7K
|
1.27K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-92- 6.17% |
$23.6K - $28.6K
|
1.4K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-92- 2.89% |
$23.6K - $28.6K
|
3.1K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-93- 2.68% |
$23.9K - $28.9K
|
3.38K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-93- 2.94% |
$23.9K - $28.9K
|
3.07K
$1.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-94- 13.47% |
$24.2K - $29.3K
|
604
$206K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-96- 3.61% |
$24.7K - $29.9K
|
2.57K
$873K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-99- 0.71% |
$25.4K - $30.8K
|
13.8K
$4.7M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.32% |
$25.7K - $31.1K
|
31.4K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-100- 14.29% |
$25.7K - $31.1K
|
600
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-100- 5.86% |
$25.7K - $31.1K
|
1.61K
$547K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-101- 17.5% |
$26K - $31.4K
|
476
$162K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-102- 13.16% |
$26.2K - $31.7K
|
673
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-103- 6.44% |
$26.5K - $32.1K
|
1.5K
$509K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-103- 0.32% |
$26.5K - $32.1K
|
32.2K
$11M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-106- 0.35% |
$27.2K - $33K
|
30K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-109- 3.54% |
$28K - $33.9K
|
2.97K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-112- 6.3% |
$28.8K - $34.9K
|
1.67K
$567K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-120- 14.39% |
$30.8K - $37.3K
|
714
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-121- 1.54% |
$31.1K - $37.7K
|
7.73K
$2.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-122- 11.23% |
$31.4K - $38K
|
964
$328K
|