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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
950New |
$188K - $246K
|
950
$358K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
945New |
$187K - $245K
|
945
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
600New |
$119K - $156K
|
600
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
254New |
$50.3K - $65.9K
|
254
$95.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
159+ 1445.45% |
$31.5K - $41.3K
|
170
$64.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
75+ 2.1% |
$14.8K - $19.5K
|
3.65K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
52+ 2.58% |
$10.3K - $13.5K
|
2.07K
$780K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
52New |
$10.3K - $13.5K
|
52
$19.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
25+ 0.96% |
$4.95K - $6.49K
|
2.62K
$988K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
23New |
$4.55K - $5.97K
|
23
$8.67K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
21+ 0.74% |
$4.16K - $5.45K
|
2.87K
$1.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
17New |
$3.37K - $4.41K
|
17
$6.41K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
14+ 0.22% |
$2.77K - $3.63K
|
6.34K
$2.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
10+ 0.65% |
$1.98K - $2.59K
|
1.54K
$582K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 5.56% |
$198 - $259
|
19
$7.17K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Fifthdelta LTD
London, X0 |
BUY
|
- |
512KNew |
$97.9M - $146M
|
512K
$193M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
73KNew |
$13.9M - $20.8M
|
73K
$27.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
8.74KNew |
$1.67M - $2.49M
|
8.74K
$3.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
4.88KNew |
$933K - $1.39M
|
4.88K
$1.84M
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
4.42KNew |
$845K - $1.26M
|
4.42K
$1.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3KNew |
$573K - $853K
|
3K
$1.13M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.33KNew |
$446K - $664K
|
2.33K
$880K
|
|
|
Aug 05, 2022
Q2 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2K+ 1.31% |
$382K - $569K
|
155K
$58.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.67KNew |
$318K - $474K
|
1.67K
$628K
|
|
|
Aug 12, 2022
Q2 2022
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
1.5KNew |
$287K - $427K
|
1.5K
$566K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
1.11KNew |
$212K - $316K
|
1.11K
$419K
|
|
|
Aug 05, 2022
Q2 2022
|
Reaves W H & CO Inc
|
BUY
|
- |
1.1K+ 25.92% |
$210K - $313K
|
5.34K
$2.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
707+ 13.72% |
$135K - $201K
|
5.86K
$2.21M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
647+ 818.99% |
$124K - $184K
|
726
$274K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
488New |
$93.3K - $139K
|
488
$184K
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
354New |
$67.6K - $101K
|
354
$134K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
157New |
$30K - $44.7K
|
157
$59.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
138New |
$26.4K - $39.3K
|
138
$52K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13New |
$2.48K - $3.7K
|
13
$4.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10+ 0.26% |
$1.91K - $2.84K
|
3.87K
$1.46M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
9New |
$1.72K - $2.56K
|
9
$3.39K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Alleghany Corp
|
BUY
|
- |
18.4K+ 5.81% |
$4.72M - $6.31M
|
335K
$126M
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
BUY
|
- |
1.1KNew |
$282K - $377K
|
1.1K
$415K
|
|
| Q4 2021 | |||||||
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.41K+ 21.37% |
$1.29M - $1.55M
|
25.1K
$9.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.88KNew |
$551K - $662K
|
1.88K
$710K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
225+ 9.51% |
$65.9K - $79.1K
|
2.59K
$977K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$58.6K - $70.3K
|
200
$75.4K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
105New |
$30.7K - $36.9K
|
105
$39.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
41New |
$12K - $14.4K
|
41
$15.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26New |
$7.61K - $9.14K
|
26
$9.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
24+ 11.43% |
$7.03K - $8.43K
|
234
$88.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5New |
$1.46K - $1.76K
|
5
$1.89K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$878 - $1.05K
|
3
$1.13K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$293 - $351
|
1
$377
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.17KNew |
$333K - $383K
|
1.17K
$442K
|
|