Purchases and Sales Made in Q3 2023 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27+ 2700.0% |
$7.53K - $9.37K
|
28
$8.18K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$7.53K - $9.37K
|
27
$7.89K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
26+ 1.89% |
$7.25K - $9.02K
|
1.4K
$410K
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
26+ 0.77% |
$7.25K - $9.02K
|
3.38K
$989K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
25+ 10.59% |
$6.97K - $8.67K
|
261
$76.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
25+ 0.13% |
$6.97K - $8.67K
|
18.7K
$5.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
25+ 0.52% |
$6.97K - $8.67K
|
4.79K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
24+ 3.45% |
$6.69K - $8.33K
|
720
$210K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
24+ 5.23% |
$6.69K - $8.33K
|
483
$141K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
24+ 1.74% |
$6.69K - $8.33K
|
1.4K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22+ 30.14% |
$6.14K - $7.63K
|
95
$27.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21+ 1.38% |
$5.86K - $7.28K
|
1.54K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19New |
$5.3K - $6.59K
|
19
$5.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19+ 3.58% |
$5.3K - $6.59K
|
550
$161K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19+ 1.45% |
$5.3K - $6.59K
|
1.33K
$388K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 2.51% |
$5.02K - $6.24K
|
735
$215K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
18+ 1.13% |
$5.02K - $6.24K
|
1.62K
$473K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17+ 0.33% |
$4.74K - $5.9K
|
5.11K
$1.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16+ 32.65% |
$4.46K - $5.55K
|
65
$19K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16+ 0.51% |
$4.46K - $5.55K
|
3.18K
$930K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
15+ 41.67% |
$4.18K - $5.2K
|
51
$14.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
15+ 1.97% |
$4.18K - $5.2K
|
775
$226K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
15+ 2.13% |
$4.18K - $5.2K
|
719
$210K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
14+ 0.78% |
$3.91K - $4.86K
|
1.8K
$525K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 1.36% |
$3.91K - $4.86K
|
1.05K
$306K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
14+ 0.7% |
$3.91K - $4.86K
|
2.01K
$588K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$3.91K - $4.86K
|
4.05K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
13+ 0.41% |
$3.63K - $4.51K
|
3.21K
$937K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 32.43% |
$3.35K - $4.16K
|
49
$14.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12+ 0.2% |
$3.35K - $4.16K
|
5.91K
$1.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10+ 0.44% |
$2.79K - $3.47K
|
2.28K
$667K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
10+ 0.07% |
$2.79K - $3.47K
|
15.1K
$4.41M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10+ 0.44% |
$2.79K - $3.47K
|
2.29K
$668K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
9+ 0.01% |
$2.51K - $3.12K
|
135K
$39.5M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
9+ 0.51% |
$2.51K - $3.12K
|
1.78K
$519K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 12.5% |
$2.23K - $2.78K
|
72
$21K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 5.26% |
$2.23K - $2.78K
|
160
$46.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.38% |
$2.23K - $2.78K
|
2.09K
$610K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
8+ 0.55% |
$2.23K - $2.78K
|
1.46K
$425K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
8+ 0.49% |
$2.23K - $2.78K
|
1.63K
$477K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
8+ 80.0% |
$2.23K - $2.78K
|
18
$5.26K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.21% |
$1.95K - $2.43K
|
3.35K
$979K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7+ 3.7% |
$1.95K - $2.43K
|
196
$57.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
7+ 0.19% |
$1.95K - $2.43K
|
3.63K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7+ 0.47% |
$1.95K - $2.43K
|
1.51K
$442K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 19.35% |
$1.67K - $2.08K
|
37
$10.8K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6+ 1.14% |
$1.67K - $2.08K
|
531
$155K
|
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
6+ 0.08% |
$1.67K - $2.08K
|
7.46K
$2.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
6+ 0.24% |
$1.67K - $2.08K
|
2.51K
$734K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
6+ 0.35% |
$1.67K - $2.08K
|
1.72K
$502K
|