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 1,280 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 $26.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
1,475
shares
|
$435,051
0.04% of portfolio
|
Q2 2024
Added 5.36%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
1,458
shares
|
$430,037
0.08% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,452
shares
|
$428,267
0.32% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,447
shares
|
$426,792
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,429
shares
|
$421,483
0.05% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
1,428
shares
|
$421,188
0.03% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,424
shares
|
$420,008
0.05% of portfolio
|
Q3 2024
Reduced 38.75%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
1,417
shares
|
$417,944
0.02% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
1,410
shares
|
$415,879
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
1,410
shares
|
$415,879
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,409
shares
|
$415,584
0.07% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
1,402
shares
|
$413,519
0.02% of portfolio
|
Q3 2024
Reduced 76.57%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$412,930
0.25% of portfolio
|
Q4 2018
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,385
shares
|
$408,505
0.01% of portfolio
|
Q3 2024
Reduced 37.92%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,383
shares
|
$407,915
0.01% of portfolio
|
Q1 2023
Reduced 0.22%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,380
shares
|
$407,031
0.01% of portfolio
|
Q3 2024
Reduced 25.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
1,377
shares
|
$406,146
0.02% of portfolio
|
Q3 2024
Added 33.17%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,377
shares
|
$406,146
0.01% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
1,371
shares
|
$404,376
0.12% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,369
shares
|
$403,786
0.01% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
1,366
shares
|
$402,901
0.27% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
1,359
shares
|
$400,837
0.03% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
1,359
shares
|
$400,837
0.06% of portfolio
|
Q2 2024
Reduced 53.27%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
1,359
shares
|
$400,837
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
1,354
shares
|
$399,362
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|