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 1,328 institutions that hold shares in the stock, with a total of 94.7 Million shares, which have been reported (via 13F filing form) to have a value of $27.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,500
shares
|
$736,000
0.03% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$736,000
0.02% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
2,500
shares
|
$736,000
0.73% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,500
shares
|
$736,000
0.11% of portfolio
|
Q4 2024
Reduced 35.5%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,494
shares
|
$734,233
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,492
shares
|
$733,644
0.01% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
2,476
shares
|
$728,934
0.03% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
2,450
shares
|
$721,280
0.04% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,445
shares
|
$719,808
0.01% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
2,421
shares
|
$712,742
0.09% of portfolio
|
Q4 2024
Added 197.06%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
2,413
shares
|
$710,387
0.08% of portfolio
|
Q3 2022
Reduced 14.86%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
2,411
shares
|
$709,798
0.02% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,406
shares
|
$708,326
0.11% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,403
shares
|
$707,443
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
2,398
shares
|
$705,971
0.01% of portfolio
|
Q4 2024
Added 158.68%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,397
shares
|
$705,676
0.05% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
2,394
shares
|
$704,793
0.07% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,383
shares
|
$701,555
0.04% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
2,372
shares
|
$698,316
0.06% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,371
shares
|
$698,022
0.01% of portfolio
|
Q4 2024
Reduced 24.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,347
shares
|
$690,956
0.06% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,344
shares
|
$690,073
0.02% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
2,343
shares
|
$689,779
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,339
shares
|
$688,601
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,332
shares
|
$686,540
0.05% of portfolio
|
Q4 2024
Added 95.8%
|