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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
8.74KNew |
$1.67M - $2.49M
|
8.74K
$2.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
4.88KNew |
$933K - $1.39M
|
4.88K
$1.41M
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
4.42KNew |
$845K - $1.26M
|
4.42K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3KNew |
$573K - $853K
|
3K
$865K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.33KNew |
$446K - $664K
|
2.33K
$673K
|
|
|
Aug 05, 2022
Q2 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2K+ 1.31% |
$382K - $569K
|
155K
$44.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.67KNew |
$318K - $474K
|
1.67K
$480K
|
|
|
Aug 12, 2022
Q2 2022
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
1.5KNew |
$287K - $427K
|
1.5K
$433K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
1.11KNew |
$212K - $316K
|
1.11K
$321K
|
|
|
Aug 05, 2022
Q2 2022
|
Reaves W H & CO Inc
|
BUY
|
- |
1.1K+ 25.92% |
$210K - $313K
|
5.34K
$1.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
707+ 13.72% |
$135K - $201K
|
5.86K
$1.69M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
647+ 818.99% |
$124K - $184K
|
726
$209K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
488New |
$93.3K - $139K
|
488
$141K
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
354New |
$67.6K - $101K
|
354
$102K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
157New |
$30K - $44.7K
|
157
$45.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
138New |
$26.4K - $39.3K
|
138
$39.8K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29+ 2.15% |
$5.54K - $8.25K
|
1.38K
$398K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13New |
$2.48K - $3.7K
|
13
$3.75K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10+ 0.26% |
$1.91K - $2.84K
|
3.87K
$1.12M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
9New |
$1.72K - $2.56K
|
9
$2.6K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Alleghany Corp
|
BUY
|
- |
18.4K+ 5.81% |
$4.72M - $6.31M
|
335K
$96.7M
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
BUY
|
- |
1.1KNew |
$282K - $377K
|
1.1K
$317K
|
|
| Q4 2021 | |||||||
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.41K+ 21.37% |
$1.29M - $1.55M
|
25.1K
$7.23M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.38KNew |
$697K - $836K
|
2.38K
$686K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.88KNew |
$551K - $662K
|
1.88K
$543K
|
|
|
Jan 26, 2022
Q4 2021
|
Hoertkorn Richard Charles
|
BUY
|
- |
250+ 100.0% |
$73.2K - $87.8K
|
500
$144K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
225+ 9.51% |
$65.9K - $79.1K
|
2.59K
$747K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$58.6K - $70.3K
|
200
$57.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
105New |
$30.7K - $36.9K
|
105
$30.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
41New |
$12K - $14.4K
|
41
$11.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26New |
$7.61K - $9.14K
|
26
$7.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
24+ 11.43% |
$7.03K - $8.43K
|
234
$67.5K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5New |
$1.46K - $1.76K
|
5
$1.44K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$878 - $1.05K
|
3
$865
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$293 - $351
|
1
$288
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.17KNew |
$333K - $383K
|
1.17K
$338K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
145+ 12.74% |
$41.2K - $47.4K
|
1.28K
$370K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50New |
$14.2K - $16.4K
|
50
$14.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20New |
$5.68K - $6.54K
|
20
$5.77K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.76KNew |
$2M - $2.22M
|
7.76K
$2.24M
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
987New |
$255K - $282K
|
987
$285K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
811New |
$210K - $232K
|
811
$234K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
45New |
$11.6K - $12.9K
|
45
$13K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$1.29K - $1.43K
|
5
$1.44K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Shellback Capital, LP
Boston, MA |
BUY
|
PUT |
100KNew |
$24.2M - $27.5M
|
100K
$29M
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
3.98KNew |
$959K - $1.09M
|
3.98K
$1.15M
|
|
|
May 04, 2021
Q1 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
712+ 299.16% |
$172K - $195K
|
950
$274K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
204New |
$49.2K - $55.8K
|
204
$58.8K
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$24.1K - $27.4K
|
100
$28.8K
|
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 178.57% |
$6.03K - $6.84K
|
39
$11.2K
|
|