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
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
158+ 3.06% |
$40.6K - $49.2K
|
5.31K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
155+ 8.98% |
$39.8K - $48.2K
|
1.88K
$541K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
151+ 13.68% |
$38.8K - $47K
|
1.26K
$361K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
147+ 6.44% |
$37.8K - $45.7K
|
2.43K
$699K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
147+ 6.43% |
$37.8K - $45.7K
|
2.43K
$700K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
147New |
$37.8K - $45.7K
|
147
$42.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
143+ 1.39% |
$36.8K - $44.5K
|
10.5K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
138+ 11.0% |
$35.5K - $42.9K
|
1.39K
$400K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
134+ 10.68% |
$34.4K - $41.7K
|
1.39K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
134+ 7.75% |
$34.4K - $41.7K
|
1.86K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
131+ 5.58% |
$33.7K - $40.8K
|
2.48K
$713K
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
130+ 1.08% |
$33.4K - $40.5K
|
12.2K
$3.51M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
130New |
$33.4K - $40.5K
|
130
$37.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
128New |
$32.9K - $39.8K
|
128
$36.8K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
126+ 0.07% |
$32.4K - $39.2K
|
176K
$50.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
124+ 3.77% |
$31.9K - $38.6K
|
3.41K
$981K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
123+ 0.37% |
$31.6K - $38.3K
|
33.2K
$9.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
121+ 3.33% |
$31.1K - $37.7K
|
3.75K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
121+ 90.3% |
$31.1K - $37.7K
|
255
$73.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
118New |
$30.3K - $36.7K
|
118
$33.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
110+ 15.11% |
$28.3K - $34.2K
|
838
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
108+ 3.76% |
$27.8K - $33.6K
|
2.98K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
104+ 3.19% |
$26.7K - $32.4K
|
3.37K
$968K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
101+ 0.73% |
$26K - $31.4K
|
13.9K
$3.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
100+ 6.36% |
$25.7K - $31.1K
|
1.67K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
100+ 9.74% |
$25.7K - $31.1K
|
1.13K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.51% |
$25.7K - $31.1K
|
19.9K
$5.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
100+ 2.59% |
$25.7K - $31.1K
|
3.97K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
99+ 20.5% |
$25.4K - $30.8K
|
582
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
98+ 8.62% |
$25.2K - $30.5K
|
1.24K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
94+ 10.87% |
$24.2K - $29.3K
|
959
$276K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
94+ 1.86% |
$24.2K - $29.3K
|
5.14K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
92+ 0.72% |
$23.6K - $28.6K
|
12.8K
$3.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
90+ 1.92% |
$23.1K - $28K
|
4.78K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
BUY
|
- |
88+ 0.77% |
$22.6K - $27.4K
|
11.6K
$3.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
87New |
$22.4K - $27.1K
|
87
$25K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
86+ 4.78% |
$22.1K - $26.8K
|
1.88K
$542K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
83+ 7.9% |
$21.3K - $25.8K
|
1.13K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
81New |
$20.8K - $25.2K
|
81
$23.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
77+ 0.97% |
$19.8K - $24K
|
8K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
74New |
$19K - $23K
|
74
$21.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 9.52% |
$18K - $21.8K
|
805
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
69+ 2.88% |
$17.7K - $21.5K
|
2.47K
$710K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
68+ 0.16% |
$17.5K - $21.2K
|
42K
$12.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
68+ 4.84% |
$17.5K - $21.2K
|
1.47K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
68+ 35.79% |
$17.5K - $21.2K
|
258
$74.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
65+ 2.57% |
$16.7K - $20.2K
|
2.6K
$747K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
65New |
$16.7K - $20.2K
|
65
$18.7K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
64New |
$16.4K - $19.9K
|
64
$18.4K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
64New |
$16.4K - $19.9K
|
64
$18.4K
|