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 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.65K+ 15.96% |
$421K - $501K
|
12K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-50- 2.87% |
$12.8K - $15.2K
|
1.7K
$604K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-121K- 19.79% |
$30.9M - $36.8M
|
490K
$175M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 3.13% |
$255 - $304
|
33
$11.8K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2K- 66.16% |
$510K - $606K
|
1.02K
$364K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-403- 4.09% |
$103K - $122K
|
9.44K
$3.37M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
341+ 2.16% |
$87.1K - $104K
|
16.1K
$5.75M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-244- 15.04% |
$62.3K - $74.1K
|
1.38K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
524+ 41.85% |
$134K - $159K
|
1.78K
$633K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-56- 3.38% |
$14.3K - $17K
|
1.6K
$571K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2- 11.11% |
$511 - $608
|
16
$5.7K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.88K- 33.73% |
$480K - $571K
|
3.69K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.01K- 97.79% |
$768K - $914K
|
68
$24.2K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.47K+ 128.71% |
$630K - $749K
|
4.38K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 14.81% |
$2.04K - $2.43K
|
62
$22.1K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
20+ 2.0% |
$5.11K - $6.08K
|
1.02K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-37- 2.59% |
$9.45K - $11.2K
|
1.39K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 2.08% |
$3.57K - $4.25K
|
687
$245K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.75K- 21.49% |
$702K - $835K
|
10K
$3.58M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
209+ 2.45% |
$53.4K - $63.5K
|
8.73K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
7+ 0.51% |
$1.79K - $2.13K
|
1.38K
$493K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
296+ 4.07% |
$75.6K - $89.9K
|
7.57K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-38- 3.56% |
$9.7K - $11.5K
|
1.03K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-522- 29.56% |
$133K - $159K
|
1.24K
$443K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.57K- 31.58% |
$656K - $780K
|
5.57K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
17.3K+ 8.9% |
$4.42M - $5.26M
|
212K
$75.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-20- 1.05% |
$5.11K - $6.08K
|
1.88K
$669K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
46+ 7.86% |
$11.7K - $14K
|
631
$225K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
22New |
$5.62K - $6.68K
|
22
$7.84K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-80- 3.88% |
$20.4K - $24.3K
|
1.98K
$707K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
43+ 0.56% |
$11K - $13.1K
|
7.71K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-88- 1.57% |
$22.5K - $26.7K
|
5.51K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-497- 60.32% |
$127K - $151K
|
327
$117K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-102- 1.88% |
$26K - $31K
|
5.31K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
14.3K+ 29.16% |
$3.65M - $4.34M
|
63.3K
$22.6M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
194+ 54.04% |
$49.5K - $58.9K
|
553
$197K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
277+ 32.86% |
$70.7K - $84.1K
|
1.12K
$399K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
837+ 1.88% |
$214K - $254K
|
45.4K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1- 0.09% |
$255 - $304
|
1.12K
$398K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.22% |
$511 - $608
|
912
$325K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
421+ 2.53% |
$107K - $128K
|
17.1K
$6.09M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-78- 3.67% |
$19.9K - $23.7K
|
2.05K
$730K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.43K+ 48.95% |
$364K - $433K
|
4.34K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
89+ 11.54% |
$22.7K - $27K
|
860
$307K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$511 - $608
|
2
$713
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-117- 1.77% |
$29.9K - $35.5K
|
6.49K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.23KNew |
$569K - $677K
|
2.23K
$795K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4- 3.28% |
$1.02K - $1.22K
|
118
$42.1K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-376- 2.78% |
$96K - $114K
|
13.2K
$4.69M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
254+ 31.59% |
$64.8K - $77.2K
|
1.06K
$377K
|