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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
80New |
$20.4K - $23.1K
|
80
$18.7K
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
320+ 41.67% |
$81.4K - $92.3K
|
1.09K
$254K
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-25.4K- 83.28% |
$6.46M - $7.33M
|
5.1K
$1.19M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
65New |
$16.5K - $18.8K
|
65
$15.2K
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-76- 7.18% |
$19.3K - $21.9K
|
983
$229K
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
639+ 9.24% |
$163K - $184K
|
7.55K
$1.76M
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
10New |
$2.54K - $2.89K
|
10
$2.33K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5- 0.21% |
$1.27K - $1.44K
|
2.4K
$560K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
23.8KNew |
$6.05M - $6.87M
|
23.8K
$5.55M
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.8KNew |
$1.22M - $1.39M
|
4.8K
$1.12M
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-545- 3.01% |
$139K - $157K
|
17.6K
$4.1M
|
|
Aug 02, 2024
Q2 2024
|
Sicart Associates LLC
|
SELL
|
- |
-400- 24.24% |
$102K - $115K
|
1.25K
$292K
|
|
Aug 01, 2024
Q2 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
200+ 66.45% |
$50.9K - $57.7K
|
501
$117K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12New |
$3.05K - $3.46K
|
12
$2.8K
|
|
Jul 31, 2024
Q2 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
5.5K+ 99.82% |
$1.4M - $1.59M
|
11K
$2.57M
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 61.62% |
$298K - $338K
|
730
$170K
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
100New |
$25.4K - $28.9K
|
100
$23.3K
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-13- 1.68% |
$3.31K - $3.75K
|
762
$178K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-181- 16.07% |
$46K - $52.2K
|
945
$221K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-289- 25.9% |
$73.5K - $83.4K
|
827
$193K
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-108- 8.24% |
$27.5K - $31.2K
|
1.2K
$281K
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2- 0.26% |
$509 - $577
|
782
$183K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$3.31K - $3.75K
|
13
$3.03K
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
973+ 124.58% |
$248K - $281K
|
1.75K
$409K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.4% |
$1.02K - $1.15K
|
989
$231K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
69+ 13.37% |
$17.6K - $19.9K
|
585
$137K
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-13- 0.63% |
$3.31K - $3.75K
|
2.04K
$477K
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
482+ 4.58% |
$123K - $139K
|
11K
$2.57M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-515- 32.19% |
$131K - $149K
|
1.09K
$253K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
71New |
$18.1K - $20.5K
|
71
$16.6K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
435+ 0.74% |
$111K - $126K
|
59.3K
$13.8M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
6New |
$1.53K - $1.73K
|
6
$1.4K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
30New |
$7.63K - $8.66K
|
30
$7K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-95- 5.85% |
$24.2K - $27.4K
|
1.53K
$357K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
15+ 12.0% |
$3.82K - $4.33K
|
140
$32.7K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
166New |
$42.2K - $47.9K
|
166
$38.7K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 29.41% |
$2.54K - $2.89K
|
44
$10.3K
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$254 - $289
|
1.17K
$273K
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-16- 12.5% |
$4.07K - $4.62K
|
112
$26.1K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
23+ 9.43% |
$5.85K - $6.64K
|
267
$62.3K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
40New |
$10.2K - $11.5K
|
40
$9.34K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$1.02K - $1.15K
|
4
$934
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 50.0% |
$254 - $289
|
1
$233
|
|
Jul 16, 2024
Q2 2024
|
Covea Finance
|
SELL
|
- |
-33.6K- 49.76% |
$8.55M - $9.69M
|
33.9K
$7.92M
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-20- 10.26% |
$5.09K - $5.77K
|
175
$40.8K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-153- 67.4% |
$38.9K - $44.1K
|
74
$17.3K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-127- 84.67% |
$32.3K - $36.6K
|
23
$5.37K
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-657- 40.38% |
$167K - $190K
|
970
$226K
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
6.18KNew |
$1.57M - $1.78M
|
6.18K
$1.44M
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 13.33% |
$50.9K - $57.7K
|
1.3K
$303K
|