Latest Institutional Transactions on Rockwell Automation, Inc (ROK)
This table provides information on the latest institutional transactions involving Rockwell Automation, Inc (ROK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
1.53KNew |
$379K - $449K
|
1.53K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-41- 2.79% |
$10.2K - $12.1K
|
1.43K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-880- 10.49% |
$218K - $259K
|
7.51K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 38.3% |
$4.47K - $5.3K
|
29
$7.93K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
55New |
$13.7K - $16.2K
|
55
$15K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.0% |
$497 - $589
|
42.1K
$11.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.08KNew |
$517K - $613K
|
2.08K
$569K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
6KNew |
$1.49M - $1.77M
|
6K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-222- 6.73% |
$55.1K - $65.4K
|
3.08K
$842K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$1.49K - $1.77K
|
6
$1.64K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
60+ 0.22% |
$14.9K - $17.7K
|
27.5K
$7.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
9.32K+ 22.51% |
$2.31M - $2.74M
|
50.7K
$13.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-11.2K- 23.73% |
$2.78M - $3.3M
|
36K
$9.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-350- 31.19% |
$86.9K - $103K
|
772
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
589+ 6.47% |
$146K - $173K
|
9.69K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.07KNew |
$264K - $314K
|
1.07K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-133- 8.11% |
$33K - $39.2K
|
1.51K
$412K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 2.22% |
$1.99K - $2.35K
|
352
$96.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3+ 0.36% |
$745 - $883
|
837
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.68K- 56.6% |
$417K - $495K
|
1.29K
$352K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.33K+ 24.33% |
$330K - $391K
|
6.79K
$1.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
58+ 9.05% |
$14.4K - $17.1K
|
699
$191K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5New |
$1.24K - $1.47K
|
5
$1.37K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2+ 0.16% |
$497 - $589
|
1.26K
$343K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
135+ 5.74% |
$33.5K - $39.7K
|
2.49K
$680K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-126- 3.11% |
$31.3K - $37.1K
|
3.92K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1+ 0.1% |
$248 - $294
|
1K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$993 - $1.18K
|
4
$1.09K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
736+ 1.65% |
$183K - $217K
|
45.2K
$12.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.54KNew |
$1.13M - $1.34M
|
4.54K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-57- 3.12% |
$14.2K - $16.8K
|
1.77K
$484K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-926- 15.66% |
$230K - $273K
|
4.99K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-98- 2.83% |
$24.3K - $28.8K
|
3.37K
$920K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-64- 2.77% |
$15.9K - $18.8K
|
2.25K
$614K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
593+ 54.2% |
$147K - $175K
|
1.69K
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-34- 0.09% |
$8.44K - $10K
|
36.7K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3New |
$745 - $883
|
3
$820
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6.6K+ 65.15% |
$1.64M - $1.94M
|
16.7K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
779New |
$193K - $229K
|
779
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.2K+ 5.77% |
$2.77M - $3.29M
|
205K
$56M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.27K- 17.05% |
$315K - $374K
|
6.18K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.11% |
$248 - $294
|
907
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
8+ 0.47% |
$1.99K - $2.35K
|
1.7K
$465K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.5K+ 253.04% |
$868K - $1.03M
|
4.88K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-25- 1.72% |
$6.21K - $7.36K
|
1.43K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
5+ 0.52% |
$1.24K - $1.47K
|
968
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-409- 4.32% |
$102K - $120K
|
9.07K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.25KNew |
$559K - $662K
|
2.25K
$615K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
370New |
$91.9K - $109K
|
370
$101K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.4% |
$248 - $294
|
249
$68.1K
|