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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.66K- 50.59% |
$679K - $807K
|
2.6K
$925K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
994+ 2.17% |
$254K - $302K
|
46.7K
$16.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.53K+ 3.14% |
$391K - $465K
|
50.3K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
147+ 0.25% |
$37.5K - $44.7K
|
59.9K
$21.3M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.83K- 53.13% |
$468K - $556K
|
1.62K
$576K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-192- 7.96% |
$49K - $58.3K
|
2.22K
$791K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
85+ 1.45% |
$21.7K - $25.8K
|
5.96K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.09% |
$255 - $304
|
1.15K
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
15+ 6.67% |
$3.83K - $4.56K
|
240
$85.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.07% |
$511 - $608
|
2.88K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.05% |
$255 - $304
|
2K
$713K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1- 0.08% |
$255 - $304
|
1.2K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 90.0% |
$2.3K - $2.73K
|
19
$6.77K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
83+ 1.79% |
$21.2K - $25.2K
|
4.73K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-43- 1.47% |
$11K - $13.1K
|
2.88K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1K- 51.26% |
$255K - $304K
|
951
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-3.79K- 43.54% |
$969K - $1.15M
|
4.92K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.06% |
$255 - $304
|
1.82K
$648K
|
|
|
Apr 22, 2025
Q1 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
4KNew |
$1.02M - $1.22M
|
4K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-950- 7.53% |
$243K - $289K
|
11.7K
$4.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-61- 14.02% |
$15.6K - $18.5K
|
374
$133K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-79- 1.01% |
$20.2K - $24K
|
7.72K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.62K- 33.07% |
$415K - $493K
|
3.29K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 11.53% |
$25.5K - $30.4K
|
767
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-484- 7.03% |
$124K - $147K
|
6.4K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-712- 5.82% |
$182K - $216K
|
11.5K
$4.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
18+ 1.71% |
$4.6K - $5.47K
|
1.07K
$381K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$255 - $304
|
702
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-118- 5.24% |
$30.1K - $35.8K
|
2.13K
$761K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
289+ 32.51% |
$73.8K - $87.8K
|
1.18K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$766 - $911
|
3
$1.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-200- 0.36% |
$51.1K - $60.8K
|
55.1K
$19.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-40- 17.39% |
$10.2K - $12.2K
|
190
$67.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
393New |
$100K - $119K
|
393
$140K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 1.49% |
$7.15K - $8.51K
|
1.91K
$682K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2- 6.45% |
$511 - $608
|
29
$10.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-64- 4.3% |
$16.3K - $19.4K
|
1.42K
$507K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.84K- 84.64% |
$1.24M - $1.47M
|
878
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-18- 1.31% |
$4.6K - $5.47K
|
1.35K
$482K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1+ 0.03% |
$255 - $304
|
2.95K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22- 1.8% |
$5.62K - $6.68K
|
1.2K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
141+ 1.09% |
$36K - $42.8K
|
13.1K
$4.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-144- 0.59% |
$36.8K - $43.7K
|
24.3K
$8.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-21- 1.23% |
$5.36K - $6.38K
|
1.69K
$603K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
649+ 1.36% |
$166K - $197K
|
48.5K
$17.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 25.0% |
$255 - $304
|
3
$1.07K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12- 1.83% |
$3.06K - $3.65K
|
642
$229K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
50+ 0.03% |
$12.8K - $15.2K
|
198K
$70.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.65K+ 2.43% |
$676K - $805K
|
112K
$39.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
26+ 2.24% |
$6.64K - $7.9K
|
1.19K
$422K
|