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 |
---|---|---|---|---|---|---|---|
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
$46.7K
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-7.89K- 56.14% |
$2.31M - $2.77M
|
6.17K
$1.44M
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.41K+ 21.37% |
$1.29M - $1.55M
|
25.1K
$5.85M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-41Closed |
$12K - $14.4K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5New |
$1.46K - $1.76K
|
5
$1.17K
|
|
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
$9.57K
|
|
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
$443K
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-845Closed |
$247K - $297K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-34KClosed |
$9.95M - $11.9M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-8.06KClosed |
$2.36M - $2.83M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-52KClosed |
$15.2M - $18.3M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-28Closed |
$8.2K - $9.84K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-3.34KClosed |
$978K - $1.17M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-25Closed |
$7.32K - $8.78K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-186- 0.8% |
$54.5K - $65.4K
|
23.1K
$5.39M
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-29.4KClosed |
$8.62M - $10.3M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
24+ 11.43% |
$7.03K - $8.43K
|
234
$54.6K
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-1.66KClosed |
$487K - $584K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-39Closed |
$11.4K - $13.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-471Closed |
$138K - $165K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$878 - $1.05K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$878 - $1.05K
|
3
$700
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7Closed |
$2.05K - $2.46K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$293 - $351
|
1
$233
|
|
Feb 09, 2022
Q4 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.4KClosed |
$410K - $492K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.88KNew |
$551K - $662K
|
1.88K
$440K
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-12Closed |
$3.51K - $4.22K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
SELL
|
- |
-6.21KClosed |
$1.82M - $2.18M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-107Closed |
$31.3K - $37.6K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26New |
$7.61K - $9.14K
|
26
$6.07K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-187Closed |
$54.7K - $65.7K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-130Closed |
$38.1K - $45.7K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.3KClosed |
$382K - $458K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-180Closed |
$52.7K - $63.2K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-6.44KClosed |
$1.89M - $2.26M
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-500Closed |
$146K - $176K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-163Closed |
$47.7K - $57.3K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-263- 42.15% |
$77K - $92.4K
|
361
$84.3K
|
|
Jan 25, 2022
Q4 2021
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-670- 33.5% |
$196K - $235K
|
1.33K
$310K
|
|
Jan 21, 2022
Q4 2021
|
Cox Capital Mgt LLC
|
SELL
|
- |
-934Closed |
$273K - $328K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
SELL
|
- |
-7.48KClosed |
$2.19M - $2.63M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
225+ 9.51% |
$65.9K - $79.1K
|
2.59K
$605K
|