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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.05K+ 2.34% |
$277K - $317K
|
45.7K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-69- 0.21% |
$18.3K - $20.9K
|
32.2K
$9M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5- 0.14% |
$1.32K - $1.51K
|
3.63K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
711New |
$188K - $215K
|
711
$198K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4+ 0.35% |
$1.06K - $1.21K
|
1.14K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
173New |
$45.8K - $52.4K
|
173
$48.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-155- 11.19% |
$41K - $47K
|
1.23K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
38+ 0.91% |
$10.1K - $11.5K
|
4.2K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-872- 41.62% |
$231K - $264K
|
1.22K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-3.56K- 3.69% |
$942K - $1.08M
|
92.9K
$25.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.55K- 2.53% |
$410K - $470K
|
59.7K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 3.59% |
$52.9K - $60.6K
|
5.38K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.78KNew |
$1.53M - $1.75M
|
5.78K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12- 0.84% |
$3.18K - $3.64K
|
1.42K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 15.79% |
$794 - $909
|
16
$4.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
20+ 0.81% |
$5.29K - $6.06K
|
2.48K
$691K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.43K- 2.51% |
$1.44M - $1.64M
|
211K
$58.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1- 0.1% |
$265 - $303
|
1K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 37.5% |
$3.18K - $3.64K
|
44
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 1.37% |
$1.59K - $1.82K
|
431
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.54% |
$2.65K - $3.03K
|
1.87K
$520K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.12K- 29.39% |
$297K - $340K
|
2.7K
$754K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.93KNew |
$511K - $585K
|
1.93K
$539K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.85K+ 39.75% |
$488K - $559K
|
6.49K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
10+ 0.3% |
$2.65K - $3.03K
|
3.38K
$942K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-29.3K- 96.23% |
$7.76M - $8.89M
|
1.15K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
182+ 19.47% |
$48.2K - $55.1K
|
1.12K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-572- 5.77% |
$151K - $173K
|
9.34K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
19.8K+ 6.35% |
$5.24M - $6M
|
332K
$92.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-21.1K- 58.65% |
$5.59M - $6.4M
|
14.9K
$4.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
760New |
$201K - $230K
|
760
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.13% |
$265 - $303
|
781
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
91+ 4.85% |
$24.1K - $27.6K
|
1.97K
$549K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-18- 1.51% |
$4.76K - $5.45K
|
1.18K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12New |
$3.18K - $3.64K
|
12
$3.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-2.41K- 75.23% |
$639K - $731K
|
795
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.73KNew |
$458K - $524K
|
1.73K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-399- 3.15% |
$106K - $121K
|
12.3K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
18+ 9.0% |
$4.76K - $5.45K
|
218
$60.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 4.69% |
$79.4K - $90.9K
|
6.1K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-185- 2.59% |
$49K - $56K
|
6.95K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
608+ 3.49% |
$161K - $184K
|
18K
$5.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23+ 1.67% |
$6.09K - $6.97K
|
1.4K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2+ 0.2% |
$529 - $606
|
1K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-20- 1.69% |
$5.29K - $6.06K
|
1.16K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-240- 4.1% |
$63.5K - $72.7K
|
5.61K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 33.33% |
$1.06K - $1.21K
|
16
$4.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-756K- 96.49% |
$200M - $229M
|
27.5K
$7.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.49K+ 25.65% |
$658K - $753K
|
12.2K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
22+ 12.43% |
$5.82K - $6.66K
|
199
$55.5K
|