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 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-37.7K- 22.0% |
$8.26M - $12.5M
|
134K
$47.7M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
27.6K+ 137.58% |
$6.04M - $9.16M
|
47.6K
$17M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
SELL
|
- |
-400- 34.04% |
$87.6K - $133K
|
775
$276K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-50- 26.46% |
$10.9K - $16.6K
|
139
$49.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
28+ 3.2% |
$6.13K - $9.3K
|
904
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
680New |
$149K - $226K
|
680
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-420- 1.33% |
$92K - $140K
|
31.2K
$11.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
83+ 4.85% |
$18.2K - $27.6K
|
1.79K
$640K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
9.34KNew |
$2.04M - $3.1M
|
9.34K
$3.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7+ 100.0% |
$1.53K - $2.33K
|
14
$4.99K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.28% |
$876 - $1.33K
|
1.43K
$509K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
65+ 3.98% |
$14.2K - $21.6K
|
1.7K
$606K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
351K+ 720.83% |
$76.8M - $116M
|
399K
$142M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4+ 0.37% |
$876 - $1.33K
|
1.07K
$382K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
739New |
$162K - $245K
|
739
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$175K - $266K
|
800
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
57+ 0.36% |
$12.5K - $18.9K
|
15.9K
$5.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4+ 0.05% |
$876 - $1.33K
|
7.72K
$2.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-132- 13.91% |
$28.9K - $43.8K
|
817
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-85- 19.63% |
$18.6K - $28.2K
|
348
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10- 4.17% |
$2.19K - $3.32K
|
230
$82K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-557- 23.36% |
$122K - $185K
|
1.83K
$651K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-727- 19.98% |
$159K - $241K
|
2.91K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-450- 4.53% |
$98.5K - $149K
|
9.48K
$3.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
608New |
$133K - $202K
|
608
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
280+ 10.34% |
$61.3K - $93K
|
2.99K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.01KNew |
$222K - $336K
|
1.01K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2- 0.23% |
$438 - $664
|
868
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 1.28% |
$3.07K - $4.65K
|
1.08K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 6.37% |
$3.72K - $5.65K
|
284
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-18K- 76.12% |
$3.93M - $5.97M
|
5.64K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.81K- 48.81% |
$616K - $934K
|
2.95K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.98K+ 7.07% |
$652K - $989K
|
45.1K
$16.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.19KNew |
$480K - $728K
|
2.19K
$781K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-14- 0.87% |
$3.07K - $4.65K
|
1.59K
$568K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-362- 6.73% |
$79.3K - $120K
|
5.02K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.3% |
$219 - $332
|
329
$117K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.4K+ 71.2% |
$306K - $465K
|
3.36K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-2- 0.2% |
$438 - $664
|
1K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.44KNew |
$971K - $1.47M
|
4.44K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-112- 12.9% |
$24.5K - $37.2K
|
756
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2- 0.11% |
$438 - $664
|
1.8K
$642K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-59- 5.78% |
$12.9K - $19.6K
|
962
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-72- 1.05% |
$15.8K - $23.9K
|
6.81K
$2.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-373- 1.14% |
$81.7K - $124K
|
32.3K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-653- 14.41% |
$143K - $217K
|
3.88K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
117New |
$25.6K - $38.9K
|
117
$41.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-97- 6.84% |
$21.2K - $32.2K
|
1.32K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.04KNew |
$228K - $345K
|
1.04K
$371K
|