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 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-30Closed |
$7.69K - $10.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5Closed |
$1.28K - $1.72K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Helios Capital Management Pte. LTD
|
SELL
|
- |
-3.1KClosed |
$795K - $1.06M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Alleghany Corp
|
BUY
|
- |
18.4K+ 5.81% |
$4.72M - $6.31M
|
335K
$96.7M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-637Closed |
$163K - $219K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-56.8KClosed |
$14.6M - $19.5M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-225Closed |
$57.7K - $77.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-84Closed |
$21.5K - $28.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-649Closed |
$166K - $223K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-634Closed |
$163K - $218K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.19KClosed |
$817K - $1.09M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-633Closed |
$162K - $217K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-700Closed |
$179K - $240K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-133KClosed |
$34.1M - $45.7M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-13.5KClosed |
$3.47M - $4.64M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-928Closed |
$238K - $318K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$346K - $462K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-575Closed |
$147K - $197K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-54Closed |
$13.8K - $18.5K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1Closed |
$256 - $343
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.01KClosed |
$1.03M - $1.37M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-595Closed |
$153K - $204K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1Closed |
$256 - $343
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-309Closed |
$79.2K - $106K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-791Closed |
$203K - $271K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-633Closed |
$162K - $217K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-110Closed |
$28.2K - $37.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-778Closed |
$199K - $267K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
SELL
|
- |
-585Closed |
$150K - $201K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5Closed |
$1.28K - $1.72K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 99.54% |
$277K - $371K
|
5
$1.44K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-263- 42.15% |
$67.4K - $90.2K
|
361
$104K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-450Closed |
$115K - $154K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-360Closed |
$92.3K - $124K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-2KClosed |
$513K - $686K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-20.5KClosed |
$5.26M - $7.03M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-8.75KClosed |
$2.24M - $3M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.46KClosed |
$630K - $843K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-699Closed |
$179K - $240K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$58.6K - $70.3K
|
200
$57.7K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.89K- 56.14% |
$2.31M - $2.77M
|
6.17K
$1.78M
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.41K+ 21.37% |
$1.29M - $1.55M
|
25.1K
$7.23M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-41Closed |
$12K - $14.4K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.38KNew |
$697K - $836K
|
2.38K
$686K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5New |
$1.46K - $1.76K
|
5
$1.44K
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-1.42KClosed |
$416K - $499K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
41New |
$12K - $14.4K
|
41
$11.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-747Closed |
$219K - $262K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-24Closed |
$7.03K - $8.43K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
SELL
|
- |
-100- 5.0% |
$29.3K - $35.1K
|
1.9K
$548K
|
|