Purchases and Sales Made in Q4 2023 in Rockwell Automation, Inc (ROK)

ROK Quotes by TradingView

This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q4 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
Jan 11, 2024 Q4 2023
Brookstone Capital Management

BUY
 -
20
+ 1.9%
$5.14K - $6.22K
1.07K $309K
Sep 17, 2024 Q4 2023
Taylor Financial Group, Inc.

Roanoke, VA
BUY
 -
20
+ 1.05%
$5.14K - $6.22K
1.92K $555K
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

BUY
 -
20
+ 0.26%
$5.14K - $6.22K
7.85K $2.27M
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
20
New
$5.14K - $6.22K
20 $5.77K
Feb 12, 2024 Q4 2023
Bowen Hanes & CO Inc

Atlanta, GA
BUY
 -
20
+ 0.29%
$5.14K - $6.22K
6.96K $2.01M
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
19
+ 3.04%
$4.88K - $5.91K
643 $185K
Feb 07, 2024 Q4 2023
Accredited Investors Inc.

BUY
 -
19
+ 2.69%
$4.88K - $5.91K
725 $209K
Jan 19, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
19
+ 9.5%
$4.88K - $5.91K
219 $63.2K
Jun 14, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
19
+ 9.5%
$4.88K - $5.91K
219 $63.2K
Apr 26, 2024 Q4 2023
Prestige Wealth Management Group LLC

BUY
 -
17
+ 1.06%
$4.37K - $5.29K
1.61K $466K
Feb 07, 2024 Q4 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
16
+ 1.04%
$4.11K - $4.98K
1.56K $449K
Feb 09, 2024 Q4 2023
Paragon Private Wealth Management, LLC

BUY
 -
16
+ 1.72%
$4.11K - $4.98K
947 $273K
Jan 25, 2024 Q4 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
16
+ 266.67%
$4.11K - $4.98K
22 $6.35K
Feb 09, 2024 Q4 2023
Sachetta, LLC

Lynnfield, MA
BUY
 -
15
New
$3.86K - $4.67K
15 $4.33K
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
15
+ 0.89%
$3.86K - $4.67K
1.69K $489K
Feb 09, 2024 Q4 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
15
+ 1.22%
$3.86K - $4.67K
1.24K $358K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
14
New
$3.6K - $4.36K
14 $4.04K
Feb 08, 2024 Q4 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
13
+ 108.33%
$3.34K - $4.05K
25 $7.21K
Feb 23, 2024 Q4 2023
Regal Wealth Group, Inc.

BUY
 -
12
+ 0.08%
$3.08K - $3.73K
15.1K $4.35M
Mar 26, 2024 Q4 2023
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
12
New
$3.08K - $3.73K
12 $3.46K
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
11
New
$2.83K - $3.42K
11 $3.17K
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
11
New
$2.83K - $3.42K
11 $3.17K
Feb 14, 2024 Q4 2023
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
10
New
$2.57K - $3.11K
10 $2.88K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
10
New
$2.57K - $3.11K
10 $2.88K
Feb 07, 2024 Q4 2023
Lmcg Investments, LLC

Boston, MA
BUY
 -
10
+ 0.02%
$2.57K - $3.11K
47.3K $13.6M
Jan 30, 2024 Q4 2023
Stone House Investment Management, LLC

BUY
 -
10
New
$2.57K - $3.11K
10 $2.88K
Jan 08, 2024 Q4 2023
Czech National Bank

Prague, 2N
BUY
 -
10
+ 0.05%
$2.57K - $3.11K
20.1K $5.79M
Jan 30, 2024 Q4 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
9
+ 0.43%
$2.31K - $2.8K
2.08K $601K
Feb 06, 2024 Q4 2023
M&T Bank Corp

BUY
 -
9
+ 0.05%
$2.31K - $2.8K
18.6K $5.37M
Feb 13, 2024 Q4 2023
Ostrum Asset Management

Paris, I0
BUY
 -
9
+ 0.28%
$2.31K - $2.8K
3.21K $927K
Jan 19, 2024 Q4 2023
West Branch Capital LLC

BUY
 -
8
+ 3.76%
$2.06K - $2.49K
221 $63.7K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
8
New
$2.06K - $2.49K
8 $2.31K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
8
New
$2.06K - $2.49K
8 $2.31K
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

BUY
 -
8
+ 0.61%
$2.06K - $2.49K
1.33K $382K
Jan 05, 2024 Q4 2023
Capital Investment Advisors, LLC

BUY
 -
8
+ 0.41%
$2.06K - $2.49K
1.96K $566K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
7
+ 0.83%
$1.8K - $2.18K
853 $246K
Feb 12, 2024 Q4 2023
Wms Partners, LLC

BUY
 -
7
+ 0.7%
$1.8K - $2.18K
1.01K $290K
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
7
+ 0.42%
$1.8K - $2.18K
1.66K $478K
Feb 08, 2024 Q4 2023
Panagora Asset Management Inc

Boston, MA
BUY
 -
7
+ 0.89%
$1.8K - $2.18K
791 $228K
Jan 18, 2024 Q4 2023
Navalign, LLC

BUY
 -
7
+ 0.42%
$1.8K - $2.18K
1.68K $483K
Feb 14, 2024 Q4 2023
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
7
+ 0.19%
$1.8K - $2.18K
3.66K $1.06M
Jan 31, 2024 Q4 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
6
+ 0.2%
$1.54K - $1.87K
3.05K $881K
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
6
New
$1.54K - $1.87K
6 $1.73K
Feb 13, 2024 Q4 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
6
+ 0.17%
$1.54K - $1.87K
3.63K $1.05M
Feb 12, 2024 Q4 2023
Plato Investment Management LTD

Sydney, C3
BUY
 -
6
New
$1.54K - $1.87K
6 $1.73K
Jan 25, 2024 Q4 2023
Americana Partners, LLC

Houston, TX
BUY
 -
6
+ 0.04%
$1.54K - $1.87K
15.7K $4.52M
Feb 13, 2024 Q4 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
6
New
$1.54K - $1.87K
6 $1.73K
Feb 01, 2024 Q4 2023
Ellenbecker Investment Group

BUY
 -
6
+ 0.3%
$1.54K - $1.87K
2.02K $584K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
5
New
$1.29K - $1.56K
5 $1.44K

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