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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,343
shares
|
$390,624
0.02% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
1,333
shares
|
$387,716
0.0% of portfolio
|
Q3 2024
Reduced 88.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,332
shares
|
$387,425
0.01% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
1,331
shares
|
$387,134
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,325
shares
|
$385,389
0.01% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,315
shares
|
$382,480
0.01% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
1,314
shares
|
$382,190
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
1,312
shares
|
$381,608
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,305
shares
|
$379,572
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
1,300
shares
|
$378,118
0.02% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
1,300
shares
|
$378,118
0.25% of portfolio
|
Q4 2020
New holding
|
|
|
Donoghue Forlines LLC
|
Nov 13, 2024 Q3 2024 |
1,289
shares
|
$374,918
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
1,289
shares
|
$374,918
0.0% of portfolio
|
Q3 2024
Reduced 56.6%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,288
shares
|
$374,627
0.04% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
1,282
shares
|
$372,882
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
1,276
shares
|
$371,137
0.02% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,259
shares
|
$366,192
0.03% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
1,256
shares
|
$365,320
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
1,254
shares
|
$364,738
0.01% of portfolio
|
Q3 2024
Added 2222.22%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,250
shares
|
$363,575
0.12% of portfolio
|
Q3 2021
Reduced 16.67%
|
|
|
Sicart Associates LLC
|
Oct 25, 2024 Q3 2024 |
1,250
shares
|
$363,575
0.12% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,243
shares
|
$361,538
0.01% of portfolio
|
Q2 2020
Reduced 6.07%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,239
shares
|
$360,375
0.05% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,226
shares
|
$356,594
0.01% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,225
shares
|
$356,303
0.03% of portfolio
|
Q3 2023
Added 4.79%
|