Institutional Ownership Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK). We have compiled data on the 1,278 institutions that hold shares in the stock, with a total of 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
5,455
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
5,422
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 77.25%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
5,404
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.87%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
5,395
shares
|
$1.57 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
5,351
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.77%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
5,338
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 120.4%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
5,283
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,266
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 83.16%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2024 Q3 2024 |
5,150
shares
|
$1.5 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
5,147
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
5,141
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
5,140
shares
|
$1.5 Million
0.37% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,099
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
5,071
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,063
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.07%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
5,046
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,028
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
5,021
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
5,000
shares
|
$1.45 Million
1.65% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,989
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
4,975
shares
|
$1.45 Million
0.67% of portfolio
|
Q2 2020
Reduced 7.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,914
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
4,900
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
4,897
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,879
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Added 253.04%
|