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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
1,621
shares
|
$471,484
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
1,619
shares
|
$470,902
0.17% of portfolio
|
Q4 2023
Added 32.06%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,608
shares
|
$467,702
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 08, 2024 Q3 2024 |
1,600
shares
|
$465,376
0.14% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
1,600
shares
|
$465,376
0.01% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
1,600
shares
|
$465,376
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Lansdowne Partners (Uk) LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
1,578
shares
|
$458,977
0.06% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
1,577
shares
|
$458,686
0.01% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,556
shares
|
$452,578
0.05% of portfolio
|
Q4 2023
Reduced 36.98%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,539
shares
|
$447,633
0.01% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
1,528
shares
|
$444,434
0.06% of portfolio
|
Q3 2024
Added 511.2%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
1,525
shares
|
$443,561
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,523
shares
|
$442,979
0.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,516
shares
|
$440,943
0.09% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,512
shares
|
$439,780
0.06% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,511
shares
|
$439,489
0.01% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
1,507
shares
|
$438,326
0.04% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,500
shares
|
$436,290
0.09% of portfolio
|
Q4 2018
Reduced 8.42%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$436,290
0.02% of portfolio
|
Q1 2022
Reduced 25.0%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$436,290
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,491
shares
|
$433,672
0.05% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,489
shares
|
$433,090
0.23% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
1,486
shares
|
$432,217
0.02% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
1,475
shares
|
$429,018
0.04% of portfolio
|
Q2 2024
Added 5.36%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
1,458
shares
|
$424,073
0.08% of portfolio
|
Q3 2024
Reduced 6.06%
|