Purchases and Sales Made in Q2 2023 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
23+ 0.31% |
$6.21K - $7.58K
|
7.46K
$2.04M
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
23+ 0.31% |
$6.21K - $7.58K
|
7.46K
$2.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
22+ 0.59% |
$5.94K - $7.25K
|
3.75K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21+ 1.47% |
$5.67K - $6.92K
|
1.45K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20+ 1.33% |
$5.4K - $6.59K
|
1.52K
$416K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20+ 0.08% |
$5.4K - $6.59K
|
23.7K
$6.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
19+ 2.03% |
$5.13K - $6.26K
|
957
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19+ 2.23% |
$5.13K - $6.26K
|
872
$238K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19+ 2.08% |
$5.13K - $6.26K
|
933
$255K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
19+ 8.3% |
$5.13K - $6.26K
|
248
$67.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 2.36% |
$4.86K - $5.93K
|
782
$214K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
18+ 7.66% |
$4.86K - $5.93K
|
253
$69.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
18+ 1.63% |
$4.86K - $5.93K
|
1.12K
$307K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
18+ 1.32% |
$4.86K - $5.93K
|
1.38K
$377K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
17+ 0.4% |
$4.59K - $5.6K
|
4.28K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15+ 1.16% |
$4.05K - $4.94K
|
1.31K
$358K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
15+ 1.76% |
$4.05K - $4.94K
|
866
$237K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15+ 1.84% |
$4.05K - $4.94K
|
830
$227K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
15+ 0.51% |
$4.05K - $4.94K
|
2.93K
$801K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.39% |
$3.78K - $4.61K
|
3.62K
$991K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12+ 1.18% |
$3.24K - $3.95K
|
1.03K
$282K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 0.24% |
$2.97K - $3.62K
|
4.6K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10New |
$2.7K - $3.29K
|
10
$2.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
10+ 21.28% |
$2.7K - $3.29K
|
57
$15.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.25% |
$2.7K - $3.29K
|
4.03K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
10New |
$2.7K - $3.29K
|
10
$2.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 0.92% |
$2.7K - $3.29K
|
1.1K
$301K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 1.79% |
$2.7K - $3.29K
|
570
$156K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
10+ 0.4% |
$2.7K - $3.29K
|
2.52K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 1.18% |
$2.7K - $3.29K
|
856
$234K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 1.35% |
$2.43K - $2.97K
|
676
$185K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9New |
$2.43K - $2.97K
|
9
$2.46K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 9.3% |
$2.16K - $2.64K
|
94
$25.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.81% |
$2.16K - $2.64K
|
992
$271K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
8+ 0.39% |
$2.16K - $2.64K
|
2.07K
$567K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
8New |
$2.16K - $2.64K
|
8
$2.19K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 2.46% |
$1.89K - $2.31K
|
292
$79.8K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
7+ 0.41% |
$1.89K - $2.31K
|
1.71K
$468K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
7+ 0.42% |
$1.89K - $2.31K
|
1.67K
$456K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 58.33% |
$1.89K - $2.31K
|
19
$5.19K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.14% |
$1.89K - $2.31K
|
5.16K
$1.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6+ 0.28% |
$1.62K - $1.98K
|
2.18K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$1.62K - $1.98K
|
6
$1.64K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
5+ 0.04% |
$1.35K - $1.65K
|
11.7K
$3.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
5+ 0.25% |
$1.35K - $1.65K
|
2.02K
$552K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 100.0% |
$1.35K - $1.65K
|
10
$2.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 71.43% |
$1.35K - $1.65K
|
12
$3.28K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5+ 0.35% |
$1.35K - $1.65K
|
1.45K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4+ 0.32% |
$1.08K - $1.32K
|
1.26K
$345K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4+ 100.0% |
$1.08K - $1.32K
|
8
$2.19K
|