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 |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
343
shares
|
$99,764
0.0% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
325
shares
|
$94,529
0.07% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
310
shares
|
$90,166
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
304
shares
|
$88,421
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
303
shares
|
$88,130
0.01% of portfolio
|
Q1 2024
Reduced 11.14%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
287
shares
|
$83,476
0.06% of portfolio
|
Q3 2024
Reduced 56.12%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
287
shares
|
$83,476
0.0% of portfolio
|
Q3 2024
Reduced 69.69%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
278
shares
|
$80,859
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
277
shares
|
$80,568
0.07% of portfolio
|
Q1 2023
Reduced 10.65%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
268
shares
|
$77,950
0.0% of portfolio
|
Q3 2024
Reduced 56.14%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
267
shares
|
$77,659
0.0% of portfolio
|
Q2 2024
Added 9.43%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
262
shares
|
$76,205
0.02% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
262
shares
|
$76,205
0.0% of portfolio
|
Q1 2024
Reduced 45.64%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
261
shares
|
$75,914
0.02% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
255
shares
|
$74,169
0.0% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
250
shares
|
$72,715
0.01% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
250
shares
|
$72,715
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
249
shares
|
$72,424
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
248
shares
|
$72,133
0.03% of portfolio
|
Q2 2020
Reduced 1.98%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
247
shares
|
$71,842
0.01% of portfolio
|
Q2 2023
Reduced 0.8%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
240
shares
|
$69,806
0.01% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
235
shares
|
$68,352
0.01% of portfolio
|
Q3 2024
Added 1707.69%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
230
shares
|
$66,897
0.01% of portfolio
|
Q3 2024
Added 114.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
226
shares
|
$65,734
0.0% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
226
shares
|
$65,734
0.03% of portfolio
|
Q1 2024
New holding
|