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 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-92- 0.2% |
$23.5K - $27.9K
|
44.9K
$16M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-176- 0.52% |
$44.9K - $53.5K
|
33.4K
$11.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-13- 0.59% |
$3.32K - $3.95K
|
2.2K
$785K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
414New |
$106K - $126K
|
414
$148K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
958New |
$245K - $291K
|
958
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
433+ 44.05% |
$111K - $132K
|
1.42K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 23.53% |
$1.02K - $1.22K
|
13
$4.63K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-38- 5.88% |
$9.7K - $11.5K
|
608
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-36- 1.4% |
$9.19K - $10.9K
|
2.54K
$904K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-528- 1.59% |
$135K - $160K
|
32.7K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
781New |
$199K - $237K
|
781
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
258+ 5.52% |
$65.9K - $78.4K
|
4.94K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
262New |
$66.9K - $79.6K
|
262
$93.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-66- 1.8% |
$16.8K - $20K
|
3.59K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
38+ 3.51% |
$9.7K - $11.5K
|
1.12K
$399K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1- 0.09% |
$255 - $304
|
1.15K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
40+ 1.93% |
$10.2K - $12.2K
|
2.12K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-53- 0.27% |
$13.5K - $16.1K
|
19.3K
$6.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-43- 6.74% |
$11K - $13.1K
|
595
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3New |
$766 - $911
|
3
$1.07K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-66- 2.76% |
$16.8K - $20K
|
2.33K
$830K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
6.25K+ 18.94% |
$1.6M - $1.9M
|
39.3K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.97K- 42.53% |
$1.27M - $1.51M
|
6.72K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
260+ 0.5% |
$66.4K - $79K
|
52.1K
$18.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-112- 33.53% |
$28.6K - $34K
|
222
$79.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.66KNew |
$425K - $505K
|
1.66K
$593K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-24- 9.3% |
$6.13K - $7.29K
|
234
$83.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7- 0.06% |
$1.79K - $2.13K
|
11.8K
$4.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.42K+ 96.83% |
$617K - $734K
|
4.91K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 10.0% |
$255 - $304
|
9
$3.21K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9New |
$2.3K - $2.73K
|
9
$3.21K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-164- 0.49% |
$41.9K - $49.8K
|
33.4K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
123KNew |
$31.4M - $37.4M
|
123K
$43.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 23.15% |
$51.1K - $60.8K
|
664
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.66K+ 104.73% |
$678K - $806K
|
5.19K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
59+ 1.91% |
$15.1K - $17.9K
|
3.15K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-119- 7.27% |
$30.4K - $36.1K
|
1.52K
$541K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-9.61K- 12.26% |
$2.45M - $2.92M
|
68.8K
$24.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
262+ 4.73% |
$66.9K - $79.6K
|
5.81K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 5.62% |
$1.28K - $1.52K
|
94
$33.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
22+ 1.11% |
$5.62K - $6.68K
|
2.01K
$717K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-165- 8.39% |
$42.1K - $50.1K
|
1.8K
$642K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-37- 50.0% |
$9.45K - $11.2K
|
37
$13.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 9.21% |
$1.79K - $2.13K
|
69
$24.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 17.44% |
$3.83K - $4.56K
|
71
$25.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-200- 9.15% |
$51.1K - $60.8K
|
1.99K
$708K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
100+ 12.5% |
$25.5K - $30.4K
|
900
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
51+ 2.37% |
$13K - $15.5K
|
2.2K
$784K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-42- 0.92% |
$10.7K - $12.8K
|
4.51K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
9+ 33.33% |
$2.3K - $2.73K
|
36
$12.8K
|