Purchases and Sales Made in Q1 2023 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q1 2023. The information is specifically focused on institutions that hold shares of ROCKWELL AUTOMATION, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 28.07% |
$4.14K - $4.89K
|
73
$17.1K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 1.05% |
$4.14K - $4.89K
|
1.53K
$359K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$3.88K - $4.58K
|
4.02K
$943K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
15+ 4.19% |
$3.88K - $4.58K
|
373
$87.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
15+ 53.57% |
$3.88K - $4.58K
|
43
$10.1K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
14+ 0.08% |
$3.62K - $4.28K
|
17.4K
$4.07M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14+ 25.45% |
$3.62K - $4.28K
|
69
$16.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
13New |
$3.36K - $3.97K
|
13
$3.05K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13New |
$3.36K - $3.97K
|
13
$3.05K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$3.1K - $3.67K
|
12
$2.81K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$3.1K - $3.67K
|
12
$2.81K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
11+ 1.39% |
$2.84K - $3.36K
|
803
$188K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.28% |
$2.59K - $3.06K
|
3.61K
$846K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.25% |
$2.59K - $3.06K
|
4.05K
$949K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.43% |
$2.59K - $3.06K
|
2.36K
$553K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10+ 0.49% |
$2.59K - $3.06K
|
2.07K
$485K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9+ 0.18% |
$2.33K - $2.75K
|
5.14K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
9+ 0.06% |
$2.33K - $2.75K
|
14.8K
$3.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
9+ 1.13% |
$2.33K - $2.75K
|
809
$190K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
9New |
$2.33K - $2.75K
|
9
$2.11K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.44% |
$2.33K - $2.75K
|
2.07K
$484K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 3.08% |
$2.07K - $2.44K
|
268
$62.8K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
8New |
$2.07K - $2.44K
|
8
$1.88K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
8+ 0.22% |
$2.07K - $2.44K
|
3.72K
$873K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
7+ 0.41% |
$1.81K - $2.14K
|
1.71K
$400K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
7+ 0.42% |
$1.81K - $2.14K
|
1.66K
$390K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.42% |
$1.55K - $1.83K
|
1.44K
$338K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 9.23% |
$1.55K - $1.83K
|
71
$16.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 8.33% |
$1.55K - $1.83K
|
78
$18.3K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 4.69% |
$1.55K - $1.83K
|
134
$31.4K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 7.5% |
$1.55K - $1.83K
|
86
$20.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 2.17% |
$1.29K - $1.53K
|
235
$55.1K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.52% |
$1.29K - $1.53K
|
975
$229K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4New |
$1.03K - $1.22K
|
4
$938
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4New |
$1.03K - $1.22K
|
4
$938
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.41% |
$1.03K - $1.22K
|
985
$231K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$1.03K - $1.22K
|
1.59K
$373K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4New |
$1.03K - $1.22K
|
4
$938
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
4+ 0.43% |
$1.03K - $1.22K
|
942
$221K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 23.08% |
$776 - $917
|
16
$3.75K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.28% |
$776 - $917
|
1.08K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.36% |
$776 - $917
|
846
$198K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$776 - $917
|
1.75K
$409K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
3+ 0.12% |
$776 - $917
|
2.53K
$594K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.1% |
$517 - $611
|
2.01K
$472K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2+ 0.15% |
$517 - $611
|
1.36K
$319K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2New |
$517 - $611
|
2
$469
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.21% |
$517 - $611
|
945
$222K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.37% |
$517 - $611
|
546
$128K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2New |
$517 - $611
|
2
$469
|