Latest Institutional Purchases of Rockwell Automation, Inc (ROK)
This list provides information on the latest institutional transactions involving Rockwell Automation, Inc (ROK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
250+ 11.11% |
$66.2K - $75.7K
|
2.5K
$891K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
213+ 12.63% |
$56.4K - $64.5K
|
1.9K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
200New |
$52.9K - $60.6K
|
200
$71.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200New |
$52.9K - $60.6K
|
200
$71.3K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
200+ 4.17% |
$52.9K - $60.6K
|
5K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
200New |
$52.9K - $60.6K
|
200
$71.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
182+ 19.47% |
$48.2K - $55.1K
|
1.12K
$398K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
182+ 5.74% |
$48.2K - $55.1K
|
3.35K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
178+ 17.87% |
$47.1K - $53.9K
|
1.17K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
173New |
$45.8K - $52.4K
|
173
$61.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
165New |
$43.7K - $50K
|
165
$58.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
135+ 4.63% |
$35.7K - $40.9K
|
3.05K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
133New |
$35.2K - $40.3K
|
133
$47.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
125New |
$33.1K - $37.9K
|
125
$44.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
120New |
$31.8K - $36.4K
|
120
$42.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
120New |
$31.8K - $36.4K
|
120
$42.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
101+ 101.0% |
$26.7K - $30.6K
|
201
$71.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
80+ 5.0% |
$21.2K - $24.2K
|
1.68K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
57New |
$15.1K - $17.3K
|
57
$20.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 2.37% |
$14.6K - $16.7K
|
2.37K
$846K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
53+ 1.63% |
$14K - $16.1K
|
3.3K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
50New |
$13.2K - $15.1K
|
50
$17.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
42+ 144.83% |
$11.1K - $12.7K
|
71
$25.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
41+ 41.0% |
$10.9K - $12.4K
|
141
$50.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
39+ 2.97% |
$10.3K - $11.8K
|
1.35K
$482K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
34New |
$9K - $10.3K
|
34
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
32+ 3.32% |
$8.47K - $9.69K
|
995
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
30New |
$7.94K - $9.09K
|
30
$10.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
30+ 2.51% |
$7.94K - $9.09K
|
1.23K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
28New |
$7.41K - $8.48K
|
28
$9.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
24+ 2.39% |
$6.35K - $7.27K
|
1.03K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22New |
$5.82K - $6.66K
|
22
$7.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
21+ 0.68% |
$5.56K - $6.36K
|
3.1K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
18+ 16.82% |
$4.76K - $5.45K
|
125
$44.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$4.23K - $4.85K
|
16
$5.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 50.0% |
$3.97K - $4.54K
|
45
$16K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$2.65K - $3.03K
|
10
$3.56K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
10New |
$2.65K - $3.03K
|
10
$3.56K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.54% |
$2.65K - $3.03K
|
1.87K
$665K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
10+ 0.3% |
$2.65K - $3.03K
|
3.38K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9New |
$2.38K - $2.73K
|
9
$3.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8New |
$2.12K - $2.42K
|
8
$2.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 4.38% |
$1.85K - $2.12K
|
167
$59.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
7New |
$1.85K - $2.12K
|
7
$2.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$1.85K - $2.12K
|
7
$2.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$1.85K - $2.12K
|
7
$2.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6+ 0.3% |
$1.59K - $1.82K
|
2.03K
$722K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6+ 0.76% |
$1.59K - $1.82K
|
793
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5+ 0.19% |
$1.32K - $1.51K
|
2.61K
$931K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5New |
$1.32K - $1.51K
|
5
$1.78K
|