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 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 32.43% |
$3.35K - $4.16K
|
49
$14.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
996New |
$278K - $346K
|
996
$287K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
935New |
$261K - $324K
|
935
$270K
|
|
|
Nov 07, 2023
Q3 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
1.39KNew |
$389K - $484K
|
1.39K
$402K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-572- 17.51% |
$160K - $198K
|
2.7K
$777K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.3K+ 80.77% |
$3.71M - $4.62M
|
29.8K
$8.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$422K - $524K
|
1.51K
$436K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-725- 87.88% |
$202K - $251K
|
100
$28.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3- 0.29% |
$837 - $1.04K
|
1.02K
$293K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.25KNew |
$349K - $434K
|
1.25K
$361K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4+ 26.67% |
$1.12K - $1.39K
|
19
$5.48K
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
3.14K+ 17.7% |
$875K - $1.09M
|
20.9K
$6.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-90- 1.01% |
$25.1K - $31.2K
|
8.81K
$2.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-85- 1.05% |
$23.7K - $29.5K
|
8.04K
$2.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
268+ 0.96% |
$74.8K - $93K
|
28.1K
$8.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
103New |
$28.7K - $35.7K
|
103
$29.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
45New |
$12.6K - $15.6K
|
45
$13K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.12K - $1.39K
|
4
$1.15K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
38+ 0.46% |
$10.6K - $13.2K
|
8.32K
$2.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-80- 1.35% |
$22.3K - $27.8K
|
5.84K
$1.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
750New |
$209K - $260K
|
750
$216K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
BUY
|
- |
2.89KNew |
$805K - $1M
|
2.89K
$833K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
15+ 2.13% |
$4.18K - $5.2K
|
719
$207K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1- 0.6% |
$279 - $347
|
165
$47.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
808New |
$225K - $280K
|
808
$233K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
175+ 9.51% |
$48.8K - $60.7K
|
2.02K
$581K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
8+ 0.55% |
$2.23K - $2.78K
|
1.46K
$420K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-45- 1.79% |
$12.6K - $15.6K
|
2.46K
$710K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-31- 29.52% |
$8.65K - $10.8K
|
74
$21.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-478- 40.2% |
$133K - $166K
|
711
$205K
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
20KNew |
$5.58M - $6.94M
|
20K
$5.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-45.4K- 54.23% |
$12.7M - $15.7M
|
38.3K
$11M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-500- 28.17% |
$139K - $173K
|
1.28K
$368K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.23KNew |
$900K - $1.12M
|
3.23K
$930K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$558 - $694
|
2
$577
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28- 2.87% |
$7.81K - $9.71K
|
947
$273K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
16KNew |
$4.46M - $5.55M
|
16K
$4.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
75+ 2.43% |
$20.9K - $26K
|
3.16K
$910K
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-45- 5.03% |
$12.6K - $15.6K
|
850
$245K
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-10- 0.85% |
$2.79K - $3.47K
|
1.17K
$337K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.15KNew |
$321K - $399K
|
1.15K
$331K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-18- 1.6% |
$5.02K - $6.24K
|
1.11K
$319K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
75+ 2.66% |
$20.9K - $26K
|
2.9K
$836K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-59- 2.57% |
$16.5K - $20.5K
|
2.24K
$646K
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-33- 3.49% |
$9.21K - $11.4K
|
913
$263K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.53K- 73.05% |
$1.49M - $1.82M
|
2.04K
$588K
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-523- 4.67% |
$141K - $172K
|
10.7K
$3.08M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.6K- 33.76% |
$1.51M - $1.84M
|
11K
$3.17M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-42.7K- 44.55% |
$11.5M - $14.1M
|
53.1K
$15.3M
|
|