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 |
|---|---|---|---|---|---|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,111
shares
|
$614,005
0.19% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,104
shares
|
$611,969
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
2,104
shares
|
$611,969
0.01% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
2,101
shares
|
$611,096
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
2,100
shares
|
$610,806
0.04% of portfolio
|
Q2 2024
Reduced 48.28%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Aug 28, 2024 Q2 2024 |
2,100
shares
|
$610,806
0.23% of portfolio
|
Q4 2020
Reduced 26.32%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
2,094
shares
|
$609,060
0.2% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
2,083
shares
|
$605,861
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,080
shares
|
$604,988
0.21% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
2,071
shares
|
$602,371
0.04% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,067
shares
|
$601,207
0.03% of portfolio
|
Q3 2022
Added 2.58%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,060
shares
|
$599,171
0.02% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,045
shares
|
$594,808
0.01% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
2,043
shares
|
$594,226
0.22% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
2,036
shares
|
$592,190
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
2,035
shares
|
$591,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,023
shares
|
$588,409
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,020
shares
|
$587,537
0.06% of portfolio
|
Q3 2024
Added 4197.87%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,016
shares
|
$586,373
0.11% of portfolio
|
Q3 2023
Added 9.51%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,012
shares
|
$585,210
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
2,000
shares
|
$581,720
0.05% of portfolio
|
Q3 2024
Added 31.41%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,999
shares
|
$581,429
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
1,985
shares
|
$577,357
0.1% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
1,962
shares
|
$570,667
0.18% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
1,934
shares
|
$562,523
0.02% of portfolio
|
Q1 2024
Reduced 19.55%
|