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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
691New |
$151K - $230K
|
691
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
256+ 4266.67% |
$56.1K - $85K
|
262
$93.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-2.69K- 62.51% |
$588K - $892K
|
1.61K
$574K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-575- 4.34% |
$126K - $191K
|
12.7K
$4.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
886New |
$194K - $294K
|
886
$316K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 28.57% |
$438 - $664
|
5
$1.78K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
632New |
$138K - $210K
|
632
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-174- 8.86% |
$38.1K - $57.8K
|
1.79K
$638K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4- 2.35% |
$876 - $1.33K
|
166
$59.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1- 0.1% |
$219 - $332
|
1.01K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-1- 0.03% |
$219 - $332
|
3.94K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$657 - $997
|
3
$1.07K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-175- 5.28% |
$38.3K - $58.1K
|
3.14K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-13- 0.98% |
$2.85K - $4.32K
|
1.31K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12+ 0.24% |
$2.63K - $3.99K
|
4.94K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
284+ 1.34% |
$62.2K - $94.3K
|
21.4K
$7.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
5.89K+ 10.01% |
$1.29M - $1.96M
|
64.7K
$23.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-90- 5.34% |
$19.7K - $29.9K
|
1.59K
$568K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.1K- 48.22% |
$240K - $364K
|
1.18K
$419K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 41.67% |
$1.09K - $1.66K
|
7
$2.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-125- 0.72% |
$27.4K - $41.5K
|
17.1K
$6.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-899- 16.57% |
$197K - $299K
|
4.53K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 30.0% |
$1.97K - $2.99K
|
39
$13.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-7- 0.82% |
$1.53K - $2.33K
|
845
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-156- 8.33% |
$34.2K - $51.8K
|
1.72K
$612K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-34- 3.01% |
$7.44K - $11.3K
|
1.1K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
113+ 0.32% |
$24.7K - $37.5K
|
35.7K
$12.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-54- 0.77% |
$11.8K - $17.9K
|
6.99K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
630New |
$138K - $209K
|
630
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-307- 32.59% |
$67.2K - $102K
|
635
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
672New |
$147K - $223K
|
672
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14- 0.72% |
$3.07K - $4.65K
|
1.92K
$686K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-9- 0.85% |
$1.97K - $2.99K
|
1.05K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.54% |
$3.28K - $4.98K
|
2.78K
$992K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-8- 0.42% |
$1.75K - $2.66K
|
1.89K
$672K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-32- 0.58% |
$7.01K - $10.6K
|
5.45K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
138+ 862.5% |
$30.2K - $45.8K
|
154
$54.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.3% |
$657 - $997
|
986
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-60- 0.4% |
$13.1K - $19.9K
|
14.9K
$5.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
493+ 3.34% |
$108K - $164K
|
15.2K
$5.44M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7+ 0.75% |
$1.53K - $2.33K
|
936
$334K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
520+ 2.07% |
$114K - $173K
|
25.7K
$9.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-211- 29.76% |
$46.2K - $70.1K
|
498
$178K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
137+ 15.41% |
$30K - $45.5K
|
1.03K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
112+ 4.12% |
$24.5K - $37.2K
|
2.83K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-49- 2.09% |
$10.7K - $16.3K
|
2.29K
$817K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17+ 2.81% |
$3.72K - $5.65K
|
621
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.01KNew |
$222K - $337K
|
1.01K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-83- 4.97% |
$18.2K - $27.6K
|
1.59K
$566K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 35.48% |
$2.41K - $3.65K
|
42
$15K
|