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 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
862+ 1.23% |
$220K - $262K
|
70.7K
$25.2M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.41% |
$1.02K - $1.22K
|
976
$348K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-307- 0.93% |
$78.4K - $93.3K
|
32.7K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
349+ 1.37% |
$89.1K - $106K
|
25.8K
$9.21M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Investment Management Group LLC
|
BUY
|
- |
4.66K+ 2.6% |
$1.19M - $1.42M
|
184K
$65.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
84+ 3.7% |
$21.4K - $25.5K
|
2.35K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Drystone LLC
|
BUY
|
- |
4.98K+ 24.07% |
$1.27M - $1.51M
|
25.6K
$9.14M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$2.55K - $3.04K
|
10
$3.56K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-75- 20.78% |
$19.1K - $22.8K
|
286
$102K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.19K+ 2.86% |
$304K - $362K
|
42.9K
$15.3M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-85- 4.16% |
$21.7K - $25.8K
|
1.96K
$698K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 5.88% |
$511 - $608
|
36
$12.8K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
91+ 2.33% |
$23.2K - $27.6K
|
3.99K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.36K+ 37.72% |
$348K - $414K
|
4.98K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-43- 35.54% |
$11K - $13.1K
|
78
$27.8K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.41K- 7.05% |
$361K - $430K
|
18.7K
$6.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-490K- 85.61% |
$125M - $149M
|
82.4K
$29.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.1K- 10.19% |
$281K - $334K
|
9.69K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 7.5% |
$313K - $372K
|
15.1K
$5.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-395- 4.83% |
$101K - $120K
|
7.79K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
39.9K+ 9.58% |
$10.2M - $12.1M
|
457K
$163M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
792+ 64.39% |
$202K - $241K
|
2.02K
$721K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 4.83% |
$344K - $409K
|
29.2K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.09K- 67.51% |
$789K - $939K
|
1.49K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 125.0% |
$1.28K - $1.52K
|
9
$3.21K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 1.86% |
$25.5K - $30.4K
|
5.28K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-197- 13.51% |
$50.3K - $59.8K
|
1.26K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-277- 19.84% |
$70.7K - $84.1K
|
1.12K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-57- 0.88% |
$14.6K - $17.3K
|
6.43K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
120New |
$30.6K - $36.5K
|
120
$42.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-301- 1.41% |
$76.8K - $91.4K
|
21.1K
$7.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.9K- 21.58% |
$1.76M - $2.1M
|
25.1K
$8.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
224+ 28.87% |
$57.2K - $68K
|
1K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.33% |
$25.5K - $30.4K
|
30.7K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
593+ 34.06% |
$151K - $180K
|
2.33K
$832K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
1.92K+ 27.91% |
$489K - $582K
|
8.78K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
142+ 0.82% |
$36.3K - $43.1K
|
17.5K
$6.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6+ 1.86% |
$1.53K - $1.82K
|
329
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 1.41% |
$14.6K - $17.3K
|
4K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12- 1.23% |
$3.06K - $3.65K
|
962
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-42- 3.91% |
$10.7K - $12.8K
|
1.03K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 6.33% |
$38.3K - $45.6K
|
2.22K
$792K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
248+ 2.65% |
$63.3K - $75.3K
|
9.59K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.33K+ 36.76% |
$339K - $403K
|
4.94K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-633- 27.02% |
$162K - $192K
|
1.71K
$610K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
62+ 200.0% |
$15.8K - $18.8K
|
93
$33.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-19K- 95.02% |
$4.86M - $5.78M
|
997
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 33.33% |
$1.02K - $1.22K
|
8
$2.85K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
88.7K+ 46.41% |
$22.6M - $26.9M
|
280K
$99.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.47% |
$2.55K - $3.04K
|
2.13K
$760K
|