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 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
435+ 0.74% |
$111K - $126K
|
59.3K
$21.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
6New |
$1.53K - $1.73K
|
6
$2.14K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
30New |
$7.63K - $8.66K
|
30
$10.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-95- 5.85% |
$24.2K - $27.4K
|
1.53K
$545K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
15+ 12.0% |
$3.82K - $4.33K
|
140
$49.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
166New |
$42.2K - $47.9K
|
166
$59.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 29.41% |
$2.54K - $2.89K
|
44
$15.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$254 - $289
|
1.17K
$417K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-16- 12.5% |
$4.07K - $4.62K
|
112
$39.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
40New |
$10.2K - $11.5K
|
40
$14.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$1.02K - $1.15K
|
4
$1.43K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 50.0% |
$254 - $289
|
1
$356
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-20- 10.26% |
$5.09K - $5.77K
|
175
$62.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-153- 67.4% |
$38.9K - $44.1K
|
74
$26.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-127- 84.67% |
$32.3K - $36.6K
|
23
$8.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-657- 40.38% |
$167K - $190K
|
970
$346K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
6.18KNew |
$1.57M - $1.78M
|
6.18K
$2.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 13.33% |
$50.9K - $57.7K
|
1.3K
$463K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3New |
$763 - $866
|
3
$1.07K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16New |
$4.07K - $4.62K
|
16
$5.7K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.78K- 59.64% |
$453K - $513K
|
1.2K
$429K
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.96K- 48.28% |
$499K - $565K
|
2.1K
$749K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
88KNew |
$22.3M - $27M
|
88K
$31.4M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-25Closed |
$6.33K - $7.68K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-8- 66.67% |
$2.03K - $2.46K
|
4
$1.43K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$554K - $672K
|
2.19K
$779K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
226New |
$57.2K - $69.4K
|
226
$80.6K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-80- 5.73% |
$20.3K - $24.6K
|
1.32K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-14K- 24.25% |
$3.54M - $4.29M
|
43.7K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
66.9KNew |
$17M - $20.6M
|
66.9K
$23.9M
|
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
120New |
$30.4K - $36.9K
|
120
$42.8K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-32- 80.0% |
$8.1K - $9.83K
|
8
$2.85K
|
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
BUY
|
- |
19.6K+ 22.1% |
$4.97M - $6.03M
|
109K
$38.7M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3+ 0.37% |
$760 - $922
|
823
$293K
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.06KNew |
$521K - $632K
|
2.06K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1KNew |
$253K - $307K
|
1K
$356K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
297+ 13.55% |
$75.2K - $91.2K
|
2.49K
$887K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
969+ 56.47% |
$245K - $298K
|
2.69K
$957K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
273+ 188.28% |
$69.1K - $83.9K
|
418
$149K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-32.8K- 77.32% |
$8.3M - $10.1M
|
9.61K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.71K- 26.35% |
$1.19M - $1.45M
|
13.2K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
782New |
$198K - $240K
|
782
$279K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-653- 39.99% |
$165K - $201K
|
980
$349K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.34KNew |
$592K - $719K
|
2.34K
$834K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
1.7KNew |
$431K - $522K
|
1.7K
$606K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$633K - $768K
|
2.5K
$891K
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
PUT |
16.4KNew |
$4.15M - $5.04M
|
16.4K
$5.85M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1KNew |
$253K - $307K
|
1K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.51K- 39.87% |
$383K - $465K
|
2.28K
$814K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
769New |
$195K - $236K
|
769
$274K
|
|