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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
25
shares
|
$7,271
0.0% of portfolio
|
Q3 2024
Reduced 97.06%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
24
shares
|
$6,980
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
23
shares
|
$6,689
0.0% of portfolio
|
Q2 2024
Reduced 84.67%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
23
shares
|
$6,689
0.0% of portfolio
|
Q3 2024
Reduced 62.9%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
22
shares
|
$6,398
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
22
shares
|
$6,398
0.0% of portfolio
|
Q3 2024
Reduced 69.44%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
22
shares
|
$6,398
0.0% of portfolio
|
Q3 2024
Added 214.29%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$5,817
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
19
shares
|
$5,526
0.0% of portfolio
|
Q3 2023
Added 26.67%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
19
shares
|
$5,526
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
19
shares
|
$5,526
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
18
shares
|
$5,235
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
17
shares
|
$4,944
0.0% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
17
shares
|
$4,944
0.0% of portfolio
|
Q4 2022
Added 88.89%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
17
shares
|
$4,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
17
shares
|
$4,944
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
16
shares
|
$4,653
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
16
shares
|
$4,653
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
16
shares
|
$4,653
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
13
shares
|
$3,781
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
13
shares
|
$3,781
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
12
shares
|
$3,490
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
12
shares
|
$3,490
0.0% of portfolio
|
Q2 2022
Reduced 36.84%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$3,490
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$3,490
0.0% of portfolio
|
Q3 2024
New holding
|