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, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.4KNew |
$597K - $707K
|
2.4K
$906K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-44- 11.08% |
$10.9K - $13K
|
353
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$255K - $302K
|
1.03K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$297K - $353K
|
1.2K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.29KNew |
$320K - $379K
|
1.29K
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.71KNew |
$1.42M - $1.68M
|
5.71K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
30New |
$7.45K - $8.83K
|
30
$11.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 28.57% |
$24.8K - $29.4K
|
250
$94.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.33KNew |
$827K - $980K
|
3.33K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Soros Capital Management LLC
New York, NY |
SELL
|
- |
-1.49K- 17.23% |
$371K - $440K
|
7.18K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-2.1K- 17.5% |
$521K - $618K
|
9.9K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
133+ 33.33% |
$33K - $39.2K
|
532
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
6.16KNew |
$1.53M - $1.81M
|
6.16K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.04KNew |
$259K - $307K
|
1.04K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-94- 6.06% |
$23.3K - $27.7K
|
1.46K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-48- 2.71% |
$11.9K - $14.1K
|
1.73K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
11+ 0.73% |
$2.73K - $3.24K
|
1.51K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-255- 13.4% |
$63.3K - $75.1K
|
1.65K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-74- 0.8% |
$18.4K - $21.8K
|
9.19K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.12KNew |
$278K - $329K
|
1.12K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3New |
$745 - $883
|
3
$1.13K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
4.37K+ 30.94% |
$1.09M - $1.29M
|
18.5K
$6.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-110- 5.76% |
$27.3K - $32.4K
|
1.8K
$679K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
512New |
$127K - $151K
|
512
$193K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
120New |
$29.8K - $35.3K
|
120
$45.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
32.7KNew |
$8.11M - $9.62M
|
32.7K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-473- 32.09% |
$117K - $139K
|
1K
$378K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-41- 4.34% |
$10.2K - $12.1K
|
903
$341K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
7New |
$1.74K - $2.06K
|
7
$2.64K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-154- 13.75% |
$38.2K - $45.3K
|
966
$364K
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
5.81K+ 49.0% |
$1.44M - $1.71M
|
17.7K
$6.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.05KNew |
$260K - $308K
|
1.05K
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
95New |
$23.6K - $28K
|
95
$35.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
8.95KNew |
$2.22M - $2.63M
|
8.95K
$3.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
55New |
$13.7K - $16.2K
|
55
$20.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6New |
$1.49K - $1.77K
|
6
$2.26K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
60+ 0.22% |
$14.9K - $17.7K
|
27.5K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.07KNew |
$264K - $314K
|
1.07K
$402K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5New |
$1.24K - $1.47K
|
5
$1.89K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$993 - $1.18K
|
4
$1.51K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3New |
$745 - $883
|
3
$1.13K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
779New |
$193K - $229K
|
779
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-25- 1.72% |
$6.21K - $7.36K
|
1.43K
$539K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.4% |
$248 - $294
|
249
$93.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
289+ 1.36% |
$71.8K - $85.1K
|
21.5K
$8.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25- 16.78% |
$6.21K - $7.36K
|
124
$46.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
1+ 0.12% |
$248 - $294
|
818
$308K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-15- 2.01% |
$3.72K - $4.42K
|
732
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
17New |
$4.22K - $5K
|
17
$6.41K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.95K- 12.36% |
$733K - $869K
|
20.9K
$7.89M
|
|