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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
1,058
shares
|
$307,729
0.02% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,055
shares
|
$306,857
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,048
shares
|
$304,821
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
1,048
shares
|
$304,821
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
1,044
shares
|
$303,657
0.02% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,044
shares
|
$303,657
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
1,042
shares
|
$303,076
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
1,042
shares
|
$303,076
0.18% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
1,041
shares
|
$302,785
0.05% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
1,041
shares
|
$302,785
0.02% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
1,039
shares
|
$302,203
0.07% of portfolio
|
Q1 2024
Reduced 10.04%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,028
shares
|
$299,004
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,026
shares
|
$298,422
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,024
shares
|
$297,840
0.07% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
1,024
shares
|
$297,840
0.02% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
1,017
shares
|
$295,804
0.02% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,015
shares
|
$295,222
0.02% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
1,012
shares
|
$294,350
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,011
shares
|
$294,059
0.03% of portfolio
|
Q4 2023
Added 5.53%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
1,005
shares
|
$292,314
0.06% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
1,005
shares
|
$292,314
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,005
shares
|
$292,314
0.04% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,003
shares
|
$291,732
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,003
shares
|
$291,732
0.02% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
1,002
shares
|
$291,441
0.15% of portfolio
|
Q3 2024
Added 0.1%
|