Latest Institutional Purchases of Rockwell Automation, Inc (ROK)
This list provides information on the latest institutional transactions involving Rockwell Automation, Inc (ROK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
520New |
$134K - $162K
|
520
$150K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
455New |
$117K - $142K
|
455
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
450New |
$116K - $140K
|
450
$130K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
425New |
$109K - $132K
|
425
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
393+ 32.06% |
$101K - $122K
|
1.62K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
367New |
$94.3K - $114K
|
367
$106K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
278New |
$71.5K - $86.5K
|
278
$80.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
276New |
$70.9K - $85.9K
|
276
$79.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$51.4K - $62.2K
|
200
$57.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
194New |
$49.9K - $60.4K
|
194
$56K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
166New |
$42.7K - $51.7K
|
166
$47.9K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
130New |
$33.4K - $40.5K
|
130
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
118New |
$30.3K - $36.7K
|
118
$34K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
100+ 6.36% |
$25.7K - $31.1K
|
1.67K
$483K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$25.7K - $31.1K
|
100
$28.8K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
64New |
$16.4K - $19.9K
|
64
$18.5K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
64New |
$16.4K - $19.9K
|
64
$18.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$14.1K - $17.1K
|
55
$15.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
42+ 5.04% |
$10.8K - $13.1K
|
876
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
40+ 20.0% |
$10.3K - $12.4K
|
240
$69.2K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35New |
$9K - $10.9K
|
35
$10.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
34+ 3.05% |
$8.74K - $10.6K
|
1.15K
$331K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
26+ 0.22% |
$6.68K - $8.09K
|
11.9K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
24New |
$6.17K - $7.47K
|
24
$6.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24+ 0.47% |
$6.17K - $7.47K
|
5.14K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
22+ 2.75% |
$5.65K - $6.85K
|
822
$237K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
20New |
$5.14K - $6.22K
|
20
$5.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
14New |
$3.6K - $4.36K
|
14
$4.04K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12New |
$3.08K - $3.73K
|
12
$3.46K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
12+ 0.08% |
$3.08K - $3.73K
|
15.1K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
10New |
$2.57K - $3.11K
|
10
$2.88K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
10New |
$2.57K - $3.11K
|
10
$2.88K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7+ 0.83% |
$1.8K - $2.18K
|
853
$246K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$1.54K - $1.87K
|
6
$1.73K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5New |
$1.29K - $1.56K
|
5
$1.44K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5New |
$1.29K - $1.56K
|
5
$1.44K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$1.29K - $1.56K
|
5
$1.44K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
175KNew |
$48.7M - $60.5M
|
175K
$50.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
153KNew |
$42.8M - $53.2M
|
153K
$44.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
144KNew |
$40.2M - $50M
|
144K
$41.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
PUT |
45.8KNew |
$12.8M - $15.9M
|
45.8K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
30KNew |
$8.37M - $10.4M
|
30K
$8.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
20KNew |
$5.58M - $6.94M
|
20K
$5.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
20KNew |
$5.58M - $6.94M
|
20K
$5.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
16KNew |
$4.46M - $5.55M
|
16K
$4.62M
|
|
|
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 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.6KNew |
$3.52M - $4.38M
|
12.6K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
10KNew |
$2.79M - $3.47M
|
10K
$2.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
5.75K+ 39.98% |
$1.61M - $2M
|
20.1K
$5.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
5K+ 28.09% |
$1.39M - $1.73M
|
22.8K
$6.58M
|
|