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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,149
shares
|
$338,897
0.01% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
1,144
shares
|
$337,422
0.24% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
1,144
shares
|
$337,422
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,143
shares
|
$337,127
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,138
shares
|
$335,653
0.02% of portfolio
|
Q3 2024
Added 34.52%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
1,138
shares
|
$335,653
0.05% of portfolio
|
Q3 2021
Added 12.74%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
1,132
shares
|
$333,883
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
1,130
shares
|
$333,293
0.03% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
1,125
shares
|
$331,818
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,122
shares
|
$330,933
0.05% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
1,120
shares
|
$330,344
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
1,119
shares
|
$330,049
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
1,116
shares
|
$329,164
0.07% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
1,115
shares
|
$328,869
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
1,110
shares
|
$327,394
0.02% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,100
shares
|
$324,445
0.26% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
1,097
shares
|
$323,560
0.02% of portfolio
|
Q1 2024
Reduced 77.33%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
1,095
shares
|
$322,970
0.01% of portfolio
|
Q3 2022
Reduced 7.98%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,092
shares
|
$322,085
0.02% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
1,090
shares
|
$321,495
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,088
shares
|
$320,905
0.01% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
1,083
shares
|
$319,430
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
1,078
shares
|
$317,956
0.22% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
1,072
shares
|
$316,186
0.02% of portfolio
|
Q2 2024
Reduced 5.3%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
1,068
shares
|
$315,006
0.13% of portfolio
|
Q3 2024
Reduced 6.89%
|