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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2- 0.06% |
$511 - $608
|
3.4K
$1.21M
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
533+ 1.04% |
$136K - $162K
|
51.7K
$18.4M
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-66- 4.44% |
$16.8K - $20K
|
1.42K
$507K
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-4.05K- 7.88% |
$1.03M - $1.23M
|
47.4K
$16.9M
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
110+ 2.8% |
$28.1K - $33.4K
|
4.03K
$1.44M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.9K+ 21.69% |
$8.39M - $9.99M
|
184K
$65.8M
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$766 - $911
|
30.8K
$11M
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-75- 8.4% |
$19.1K - $22.8K
|
818
$292K
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.44K+ 14.3% |
$369K - $439K
|
11.5K
$4.11M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-213- 20.8% |
$54.4K - $64.7K
|
811
$289K
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-113- 9.82% |
$28.8K - $34.3K
|
1.04K
$370K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
155+ 6.95% |
$39.6K - $47.1K
|
2.39K
$851K
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.03K+ 9.7% |
$262K - $311K
|
11.6K
$4.13M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-121- 5.03% |
$30.9K - $36.8K
|
2.29K
$815K
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-24- 35.29% |
$6.13K - $7.29K
|
44
$15.7K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-137- 5.59% |
$35K - $41.6K
|
2.31K
$825K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
71New |
$18.1K - $21.6K
|
71
$25.3K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6- 0.19% |
$1.53K - $1.82K
|
3.15K
$1.12M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.48KNew |
$1.91M - $2.27M
|
7.48K
$2.67M
|
|
May 07, 2025
Q1 2025
|
Wim Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
11.6K+ 28.91% |
$2.95M - $3.51M
|
51.5K
$18.4M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5- 0.12% |
$1.28K - $1.52K
|
4.06K
$1.45M
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-2.47K- 1.95% |
$631K - $750K
|
124K
$44.3M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-433K- 89.97% |
$110M - $131M
|
48.3K
$17.2M
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-959- 15.78% |
$245K - $291K
|
5.12K
$1.82M
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
500+ 11.0% |
$128K - $152K
|
5.04K
$1.8M
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-72- 8.17% |
$18.4K - $21.9K
|
809
$288K
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
800+ 2.07% |
$204K - $243K
|
39.4K
$14M
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.05K- 1.85% |
$267K - $318K
|
55.4K
$19.7M
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
39+ 4.63% |
$9.96K - $11.8K
|
882
$314K
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.7K+ 9.83% |
$1.2M - $1.43M
|
52.5K
$18.7M
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-214- 0.72% |
$54.6K - $65K
|
29.4K
$10.5M
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
255+ 1.87% |
$65.1K - $77.5K
|
13.9K
$4.95M
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
110+ 0.6% |
$28.1K - $33.4K
|
18.5K
$6.6M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
416+ 31.71% |
$106K - $126K
|
1.73K
$616K
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
21New |
$5.36K - $6.38K
|
21
$7.49K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-18- 0.48% |
$4.6K - $5.47K
|
3.7K
$1.32M
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-25- 0.12% |
$6.38K - $7.59K
|
21.7K
$7.73M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
183+ 7.32% |
$46.7K - $55.6K
|
2.68K
$956K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
124New |
$31.7K - $37.7K
|
124
$44.2K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9.6K- 12.05% |
$2.45M - $2.92M
|
70.1K
$25M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
38+ 4.73% |
$9.7K - $11.5K
|
841
$300K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-67- 1.36% |
$17.1K - $20.4K
|
4.88K
$1.74M
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
46+ 1.69% |
$11.7K - $14K
|
2.77K
$986K
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
17+ 0.97% |
$4.34K - $5.16K
|
1.77K
$631K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 30.31% |
$426K - $506K
|
7.17K
$2.55M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.77K- 5.96% |
$451K - $537K
|
27.9K
$9.93M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.39K- 35.64% |
$864K - $1.03M
|
6.11K
$2.18M
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
5.15KNew |
$1.31M - $1.56M
|
5.15K
$1.84M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
407+ 18.82% |
$104K - $124K
|
2.57K
$916K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
149+ 4.89% |
$38K - $45.3K
|
3.2K
$1.14M
|