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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,142
shares
|
$913,882
0.02% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,139
shares
|
$913,009
0.01% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,125
shares
|
$908,937
0.02% of portfolio
|
Q3 2024
Added 201.64%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
3,115
shares
|
$906,028
0.35% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
3,094
shares
|
$899,920
0.05% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
3,094
shares
|
$899,920
0.0% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,078
shares
|
$895,267
0.02% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
3,076
shares
|
$894,685
0.97% of portfolio
|
Q2 2023
Added 5.92%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
3,072
shares
|
$893,521
0.06% of portfolio
|
Q2 2022
Reduced 1.13%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,069
shares
|
$892,649
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Oct 24, 2024 Q3 2024 |
3,045
shares
|
$885,668
0.72% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,027
shares
|
$880,433
0.04% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
3,018
shares
|
$877,815
0.01% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,014
shares
|
$876,652
0.01% of portfolio
|
Q3 2024
Reduced 30.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,012
shares
|
$876,070
0.0% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$872,580
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
2,983
shares
|
$867,635
0.0% of portfolio
|
Q3 2024
Added 23.52%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
2,981
shares
|
$867,053
0.02% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,976
shares
|
$865,599
0.01% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
2,964
shares
|
$862,109
0.1% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,960
shares
|
$860,945
0.02% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,917
shares
|
$848,438
0.03% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
2,900
shares
|
$843,494
0.31% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,872
shares
|
$835,349
0.02% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,870
shares
|
$834,768
0.04% of portfolio
|
Q3 2024
Added 3.46%
|