Latest Institutional Transactions on Rockwell Automation, Inc (ROK)
This table provides information on the latest institutional transactions involving Rockwell Automation, Inc (ROK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
156+ 11.38% |
$34.2K - $51.8K
|
1.53K
$520K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
639New |
$140K - $212K
|
639
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.2K+ 31.42% |
$262K - $398K
|
5.01K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
193K+ 1950.43% |
$42.2M - $64.1M
|
203K
$69M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.19K- 45.52% |
$479K - $726K
|
2.62K
$891K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
183+ 29.28% |
$40.1K - $60.8K
|
808
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-46- 0.39% |
$10.1K - $15.3K
|
11.8K
$4.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
634New |
$139K - $211K
|
634
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 2.62% |
$13.1K - $19.9K
|
2.35K
$800K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-32- 2.12% |
$7.01K - $10.6K
|
1.48K
$503K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.09K- 11.46% |
$457K - $694K
|
16.1K
$5.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-110K- 10.96% |
$24M - $36.4M
|
891K
$303M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-159- 5.01% |
$34.8K - $52.8K
|
3.02K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-25- 4.62% |
$5.47K - $8.3K
|
516
$176K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.07K+ 6.16% |
$671K - $1.02M
|
52.8K
$18M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-430- 1.31% |
$94.2K - $143K
|
32.4K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
449+ 1.26% |
$98.3K - $149K
|
36K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$657 - $997
|
3
$1.02K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
600+ 1.45% |
$131K - $199K
|
42K
$14.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.59K- 8.88% |
$567K - $860K
|
26.6K
$9.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.5K- 19.05% |
$2.73M - $4.14M
|
52.9K
$18M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-28- 0.56% |
$6.13K - $9.3K
|
4.94K
$1.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.2K+ 5.84% |
$262K - $397K
|
21.7K
$7.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
10+ 11.9% |
$2.19K - $3.32K
|
94
$32K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-20- 1.71% |
$4.38K - $6.64K
|
1.15K
$391K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.58K+ 6.08% |
$346K - $525K
|
27.6K
$9.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 2.35% |
$4.6K - $6.98K
|
871
$296K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
380+ 42.89% |
$83.2K - $126K
|
1.27K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
10New |
$2.19K - $3.32K
|
10
$3.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-24- 0.21% |
$5.26K - $7.97K
|
11.2K
$3.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7+ 0.72% |
$1.53K - $2.33K
|
983
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
609New |
$133K - $202K
|
609
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-74- 4.3% |
$16.2K - $24.6K
|
1.65K
$561K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-168- 18.71% |
$36.8K - $55.8K
|
730
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
705New |
$154K - $234K
|
705
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$219 - $332
|
2.7K
$919K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
700New |
$153K - $233K
|
700
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-158- 18.54% |
$34.6K - $52.5K
|
694
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-179- 5.83% |
$39.2K - $59.5K
|
2.89K
$984K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-43- 2.26% |
$9.42K - $14.3K
|
1.86K
$632K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
200+ 16.26% |
$43.8K - $66.4K
|
1.43K
$487K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-79- 9.43% |
$17.3K - $26.2K
|
759
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
220+ 22.89% |
$48.2K - $73.1K
|
1.18K
$402K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-44- 97.78% |
$9.63K - $14.6K
|
1
$340
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-274- 9.04% |
$60K - $91K
|
2.76K
$938K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 166.67% |
$1.09K - $1.66K
|
8
$2.72K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 2.67% |
$1.53K - $2.33K
|
269
$91.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
721New |
$158K - $239K
|
721
$245K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
830+ 13.28% |
$182K - $276K
|
7.08K
$2.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-66- 4.49% |
$14.5K - $21.9K
|
1.4K
$477K
|