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 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6- 0.22% |
$1.67K - $2.08K
|
2.71K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 54.55% |
$1.67K - $2.08K
|
17
$4.65K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
10KNew |
$2.79M - $3.47M
|
10K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-913- 29.77% |
$255K - $317K
|
2.15K
$589K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
210+ 525.0% |
$58.6K - $72.8K
|
250
$68.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
144KNew |
$40.2M - $50M
|
144K
$39.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Westport Asset Management Inc
Southport, CT |
BUY
|
- |
1K+ 12.5% |
$279K - $347K
|
9K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
95New |
$26.5K - $33K
|
95
$26K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
996New |
$278K - $346K
|
996
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.05KNew |
$292K - $364K
|
1.05K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33Closed |
$9.21K - $11.4K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
70+ 0.03% |
$19.5K - $24.3K
|
210K
$57.5M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.15K+ 13.1% |
$600K - $746K
|
18.6K
$5.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
PUT |
45.8KNew |
$12.8M - $15.9M
|
45.8K
$12.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
5K+ 28.09% |
$1.39M - $1.73M
|
22.8K
$6.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
710New |
$198K - $246K
|
710
$194K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
5.75K+ 39.98% |
$1.61M - $2M
|
20.1K
$5.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.99KNew |
$1.11M - $1.39M
|
3.99K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-436- 29.26% |
$122K - $151K
|
1.05K
$288K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.17KNew |
$327K - $407K
|
1.17K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
56+ 4.79% |
$15.6K - $19.4K
|
1.23K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 32.43% |
$3.35K - $4.16K
|
49
$13.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
996New |
$278K - $346K
|
996
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
935New |
$261K - $324K
|
935
$256K
|
|
|
Nov 07, 2023
Q3 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
1.39KNew |
$389K - $484K
|
1.39K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-572- 17.51% |
$160K - $198K
|
2.7K
$737K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.3K+ 80.77% |
$3.71M - $4.62M
|
29.8K
$8.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$422K - $524K
|
1.51K
$413K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-725- 87.88% |
$202K - $251K
|
100
$27.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3- 0.29% |
$837 - $1.04K
|
1.02K
$278K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.25KNew |
$349K - $434K
|
1.25K
$342K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
8+ 80.0% |
$2.23K - $2.78K
|
18
$4.92K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4+ 26.67% |
$1.12K - $1.39K
|
19
$5.19K
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
3.14K+ 17.7% |
$875K - $1.09M
|
20.9K
$5.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-90- 1.01% |
$25.1K - $31.2K
|
8.81K
$2.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-85- 1.05% |
$23.7K - $29.5K
|
8.04K
$2.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
268+ 0.96% |
$74.8K - $93K
|
28.1K
$7.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
103New |
$28.7K - $35.7K
|
103
$28.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
744New |
$208K - $258K
|
744
$203K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
45New |
$12.6K - $15.6K
|
45
$12.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.12K - $1.39K
|
4
$1.09K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
38+ 0.46% |
$10.6K - $13.2K
|
8.32K
$2.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-80- 1.35% |
$22.3K - $27.8K
|
5.84K
$1.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
750New |
$209K - $260K
|
750
$205K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
BUY
|
- |
2.89KNew |
$805K - $1M
|
2.89K
$789K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
15+ 2.13% |
$4.18K - $5.2K
|
719
$197K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1- 0.6% |
$279 - $347
|
165
$45.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
808New |
$225K - $280K
|
808
$221K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
175+ 9.51% |
$48.8K - $60.7K
|
2.02K
$551K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
8+ 0.55% |
$2.23K - $2.78K
|
1.46K
$398K
|