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
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
393+ 32.06% |
$101K - $122K
|
1.62K
$466K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
386New |
$99.2K - $120K
|
386
$111K
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
369+ 0.27% |
$94.8K - $115K
|
135K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
367New |
$94.3K - $114K
|
367
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
360+ 9.36% |
$92.5K - $112K
|
4.21K
$1.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
356+ 1.71% |
$91.5K - $111K
|
21.2K
$6.1M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
355+ 2.04% |
$91.2K - $110K
|
17.7K
$5.1M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
BUY
|
- |
333+ 1.0% |
$85.6K - $104K
|
33.5K
$9.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
326+ 21.05% |
$83.8K - $101K
|
1.88K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
314+ 6.1% |
$80.7K - $97.7K
|
5.46K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
312+ 4.3% |
$80.2K - $97.1K
|
7.58K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
308+ 0.98% |
$79.2K - $95.9K
|
31.7K
$9.13M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
305+ 13.34% |
$78.4K - $94.9K
|
2.59K
$746K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
305New |
$78.4K - $94.9K
|
305
$87.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
304+ 1.08% |
$78.1K - $94.6K
|
28.5K
$8.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
293+ 6.39% |
$75.3K - $91.2K
|
4.88K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
292+ 5.48% |
$75K - $90.9K
|
5.62K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
281+ 453.23% |
$72.2K - $87.5K
|
343
$98.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
279+ 6.18% |
$71.7K - $86.8K
|
4.8K
$1.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
278New |
$71.5K - $86.5K
|
278
$80K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
276+ 26.82% |
$70.9K - $85.9K
|
1.31K
$375K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
276New |
$70.9K - $85.9K
|
276
$79.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
266+ 27.88% |
$68.4K - $82.8K
|
1.22K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
255+ 97.7% |
$65.5K - $79.4K
|
516
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
254+ 10.43% |
$65.3K - $79K
|
2.69K
$774K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
253+ 9.89% |
$65K - $78.7K
|
2.81K
$808K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
239+ 0.13% |
$61.4K - $74.4K
|
179K
$51.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
227+ 32.2% |
$58.3K - $70.6K
|
932
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
226+ 18.42% |
$58.1K - $70.3K
|
1.45K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
220+ 244.44% |
$56.5K - $68.5K
|
310
$89.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
220+ 27.43% |
$56.5K - $68.5K
|
1.02K
$294K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
219+ 20.26% |
$56.3K - $68.2K
|
1.3K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
216+ 16.45% |
$55.5K - $67.2K
|
1.53K
$440K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
208+ 21.71% |
$53.5K - $64.7K
|
1.17K
$335K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
205+ 1.17% |
$52.7K - $63.8K
|
17.7K
$5.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
205+ 13.57% |
$52.7K - $63.8K
|
1.72K
$494K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$51.4K - $62.2K
|
200
$57.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
194New |
$49.9K - $60.4K
|
194
$55.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
181+ 0.8% |
$46.5K - $56.3K
|
22.9K
$6.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
180+ 0.67% |
$46.3K - $56K
|
27K
$7.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
179+ 24.06% |
$46K - $55.7K
|
923
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
177+ 10.91% |
$45.5K - $55.1K
|
1.8K
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
175New |
$45K - $54.5K
|
175
$50.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
BUY
|
- |
168+ 0.56% |
$43.2K - $52.3K
|
30.4K
$8.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
167+ 1.9% |
$42.9K - $52K
|
8.94K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
166New |
$42.7K - $51.7K
|
166
$47.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
165+ 0.69% |
$42.4K - $51.4K
|
24.1K
$6.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
165+ 6.6% |
$42.4K - $51.4K
|
2.67K
$767K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
165+ 1.55% |
$42.4K - $51.4K
|
10.8K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
160+ 8.52% |
$41.1K - $49.8K
|
2.04K
$586K
|