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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
142+ 0.82% |
$36.3K - $43.1K
|
17.5K
$5.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
142+ 7.35% |
$36.3K - $43.1K
|
2.07K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
141+ 9.61% |
$36K - $42.8K
|
1.61K
$547K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
141+ 1.09% |
$36K - $42.8K
|
13.1K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
133+ 0.29% |
$34K - $40.4K
|
46.4K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
130New |
$33.2K - $39.5K
|
130
$44.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
130New |
$33.2K - $39.5K
|
130
$44.2K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
124New |
$31.7K - $37.7K
|
124
$42.2K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
122+ 4.4% |
$31.1K - $37.1K
|
2.89K
$984K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
120New |
$30.6K - $36.5K
|
120
$40.8K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
110+ 2.8% |
$28.1K - $33.4K
|
4.03K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
110+ 0.6% |
$28.1K - $33.4K
|
18.5K
$6.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
108+ 14.21% |
$27.6K - $32.8K
|
868
$295K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100+ 100.0% |
$25.5K - $30.4K
|
200
$68.1K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.33% |
$25.5K - $30.4K
|
30.7K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
100New |
$25.5K - $30.4K
|
100
$34K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
100+ 6.64% |
$25.5K - $30.4K
|
1.61K
$547K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
100+ 12.5% |
$25.5K - $30.4K
|
900
$306K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
99+ 13.13% |
$25.3K - $30.1K
|
853
$290K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
99+ 7.71% |
$25.3K - $30.1K
|
1.38K
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
98+ 3.75% |
$25K - $29.8K
|
2.71K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
95+ 1.16% |
$24.3K - $28.9K
|
8.27K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
94+ 2.15% |
$24K - $28.6K
|
4.47K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
91+ 2.33% |
$23.2K - $27.6K
|
3.99K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
89+ 3.07% |
$22.7K - $27K
|
2.99K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
89+ 11.54% |
$22.7K - $27K
|
860
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
85+ 1.45% |
$21.7K - $25.8K
|
5.96K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
84+ 3.7% |
$21.4K - $25.5K
|
2.35K
$801K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
83New |
$21.2K - $25.2K
|
83
$28.2K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
83+ 3.18% |
$21.2K - $25.2K
|
2.7K
$917K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
83+ 1.79% |
$21.2K - $25.2K
|
4.73K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
80+ 6.51% |
$20.4K - $24.3K
|
1.31K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
78+ 4.35% |
$19.9K - $23.7K
|
1.87K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
77+ 7.1% |
$19.7K - $23.4K
|
1.16K
$395K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
71+ 6.72% |
$18.1K - $21.6K
|
1.13K
$383K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
71New |
$18.1K - $21.6K
|
71
$24.2K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
70+ 4.51% |
$17.9K - $21.3K
|
1.62K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
69+ 0.28% |
$17.6K - $21K
|
25.1K
$8.54M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
64New |
$16.3K - $19.4K
|
64
$21.8K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 10.28% |
$16.1K - $19.1K
|
676
$230K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
62+ 59.62% |
$15.8K - $18.8K
|
166
$56.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
62+ 200.0% |
$15.8K - $18.8K
|
93
$31.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
59+ 1.91% |
$15.1K - $17.9K
|
3.15K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
51+ 2.37% |
$13K - $15.5K
|
2.2K
$749K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
50+ 3.16% |
$12.8K - $15.2K
|
1.63K
$556K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
50+ 0.03% |
$12.8K - $15.2K
|
198K
$67.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
50+ 5.96% |
$12.8K - $15.2K
|
889
$302K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49+ 2450.0% |
$12.5K - $14.9K
|
51
$17.4K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49+ 0.77% |
$12.5K - $14.9K
|
6.44K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
48+ 8.87% |
$12.3K - $14.6K
|
589
$200K
|