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
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.78K+ 26.63% |
$715K - $866K
|
13.2K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.74KNew |
$704K - $853K
|
2.74K
$804K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.74K+ 0.3% |
$703K - $851K
|
901K
$264M
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
2.67K+ 9.26% |
$687K - $832K
|
31.5K
$9.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
2.67KNew |
$685K - $829K
|
2.67K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.65KNew |
$682K - $826K
|
2.65K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.57KNew |
$662K - $801K
|
2.57K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.57K+ 11.11% |
$660K - $799K
|
25.7K
$7.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.57KNew |
$660K - $799K
|
2.57K
$753K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.49KNew |
$640K - $775K
|
2.49K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.47K+ 265.59% |
$635K - $769K
|
3.4K
$998K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.4K+ 275.43% |
$617K - $747K
|
3.27K
$960K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.38KNew |
$611K - $740K
|
2.38K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.33K+ 64.49% |
$598K - $725K
|
5.94K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.31KNew |
$594K - $720K
|
2.31K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.3K+ 302.11% |
$590K - $715K
|
3.06K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.2K+ 35.42% |
$565K - $684K
|
8.41K
$2.47M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.2KNew |
$565K - $684K
|
2.2K
$645K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.19KNew |
$563K - $682K
|
2.19K
$643K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.16K+ 28.12% |
$554K - $671K
|
9.83K
$2.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.14KNew |
$550K - $666K
|
2.14K
$628K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.1K+ 81.72% |
$539K - $653K
|
4.66K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.08K+ 796.17% |
$534K - $647K
|
2.34K
$686K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.02K+ 8.73% |
$518K - $628K
|
25.1K
$7.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.01K+ 86.61% |
$515K - $624K
|
4.32K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2KNew |
$514K - $622K
|
2K
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.96K+ 0.5% |
$505K - $611K
|
394K
$116M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.95K+ 1.99% |
$502K - $608K
|
100K
$29.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.95KNew |
$500K - $606K
|
1.95K
$571K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.92KNew |
$494K - $598K
|
1.92K
$564K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.85KNew |
$476K - $576K
|
1.85K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.85K+ 142.17% |
$476K - $576K
|
3.15K
$925K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.82K+ 27.93% |
$468K - $566K
|
8.34K
$2.45M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.78KNew |
$458K - $555K
|
1.78K
$523K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.75K+ 158.21% |
$451K - $546K
|
2.86K
$840K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.71KNew |
$439K - $531K
|
1.71K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.7K+ 6.32% |
$437K - $529K
|
28.6K
$8.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.68K+ 13.94% |
$433K - $524K
|
13.8K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.68KNew |
$431K - $522K
|
1.68K
$492K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1.64K+ 11.64% |
$423K - $512K
|
15.8K
$4.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.63KNew |
$418K - $506K
|
1.63K
$477K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.59K+ 32.66% |
$410K - $496K
|
6.47K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.55K+ 10.63% |
$398K - $482K
|
16.1K
$4.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.53K+ 4.07% |
$393K - $476K
|
39.1K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
1.51K+ 22.4% |
$388K - $470K
|
8.25K
$2.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 4.51% |
$386K - $467K
|
34.8K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.5K+ 60.0% |
$386K - $467K
|
4K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.49K+ 98.87% |
$383K - $464K
|
3K
$880K
|
|
|
Feb 13, 2024
Q4 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.49K+ 2.68% |
$383K - $463K
|
57.1K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.48K+ 6.07% |
$381K - $462K
|
25.9K
$7.61M
|