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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-173- 11.93% |
$44.7K - $52.9K
|
1.28K
$368K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-21- 6.82% |
$5.43K - $6.42K
|
287
$82.8K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
478New |
$124K - $146K
|
478
$138K
|
|
|
May 03, 2023
Q1 2023
|
Maj Invest Holding A
|
BUY
|
- |
400New |
$103K - $122K
|
400
$115K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$259 - $306
|
1
$288
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-15- 4.84% |
$3.88K - $4.58K
|
295
$85.1K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
450New |
$116K - $138K
|
450
$130K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$3.1K - $3.67K
|
12
$3.46K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 2.78% |
$259 - $306
|
35
$10.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
729New |
$188K - $223K
|
729
$210K
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.41KNew |
$365K - $431K
|
1.41K
$407K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
723New |
$187K - $221K
|
723
$209K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-97- 68.31% |
$25.1K - $29.6K
|
45
$13K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
9New |
$2.33K - $2.75K
|
9
$2.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
400New |
$103K - $122K
|
400
$115K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.62KNew |
$677K - $801K
|
2.62K
$756K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.77% |
$517 - $611
|
261
$75.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
7.5KNew |
$1.94M - $2.29M
|
7.5K
$2.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-99- 8.99% |
$25.6K - $30.3K
|
1K
$289K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
120KNew |
$31M - $36.6M
|
120K
$34.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2- 18.18% |
$517 - $611
|
9
$2.6K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
38+ 1.48% |
$9.83K - $11.6K
|
2.6K
$750K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
742New |
$192K - $227K
|
742
$214K
|
|
| Q4 2022 | |||||||
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-500- 20.83% |
$112K - $137K
|
1.9K
$548K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2KNew |
$447K - $546K
|
2K
$575K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30+ 300.0% |
$6.72K - $8.21K
|
40
$11.5K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.08KNew |
$242K - $296K
|
1.08K
$312K
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
5.2KNew |
$1.16M - $1.42M
|
5.2K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
800New |
$179K - $219K
|
800
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.46% |
$224 - $274
|
217
$62.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23New |
$5.15K - $6.29K
|
23
$6.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-727- 31.03% |
$163K - $199K
|
1.62K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
200+ 4.05% |
$44.8K - $54.7K
|
5.14K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
822New |
$184K - $225K
|
822
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.01KNew |
$898K - $1.1M
|
4.01K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
56+ 1.22% |
$12.5K - $15.3K
|
4.63K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
986KNew |
$221M - $270M
|
986K
$284M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
807New |
$181K - $221K
|
807
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.13KNew |
$254K - $310K
|
1.13K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
4.63KNew |
$1.04M - $1.27M
|
4.63K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
462New |
$103K - $126K
|
462
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.15KNew |
$482K - $589K
|
2.15K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-398- 30.34% |
$89.1K - $109K
|
914
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-9.31K- 83.98% |
$2.08M - $2.55M
|
1.78K
$512K
|
|
|
Feb 13, 2023
Q4 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-2.3K- 10.27% |
$515K - $629K
|
20.1K
$5.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
32.8K+ 131.63% |
$7.34M - $8.97M
|
57.7K
$16.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
160New |
$35.8K - $43.8K
|
160
$46.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-26- 1.38% |
$5.82K - $7.11K
|
1.85K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-866- 23.42% |
$194K - $237K
|
2.83K
$817K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
2.86K+ 28.79% |
$640K - $781K
|
12.8K
$3.69M
|
|