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 $27.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$3,565
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$3,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
12
shares
|
$3,565
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
12
shares
|
$3,565
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
12
shares
|
$3,565
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
11
shares
|
$3,268
0.0% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
10
shares
|
$2,971
0.0% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10
shares
|
$2,971
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10
shares
|
$2,971
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
10
shares
|
$2,971
0.0% of portfolio
|
Q1 2023
Reduced 95.12%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
10
shares
|
$2,971
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
9
shares
|
$2,674
0.0% of portfolio
|
Q3 2022
Reduced 82.35%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$2,674
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
9
shares
|
$2,674
0.0% of portfolio
|
Q1 2024
Reduced 59.09%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
8
shares
|
$2,376
0.0% of portfolio
|
Q4 2023
Reduced 76.47%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
8
shares
|
$2,376
0.0% of portfolio
|
Q1 2024
Reduced 80.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
7
shares
|
$2,079
0.0% of portfolio
|
Q1 2024
Reduced 99.06%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
7
shares
|
$2,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
6
shares
|
$1,782
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
6
shares
|
$1,782
0.0% of portfolio
|
Q1 2024
Reduced 72.73%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
6
shares
|
$1,782
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
6
shares
|
$1,782
0.0% of portfolio
|
Q3 2024
Reduced 99.71%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$1,485
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
5
shares
|
$1,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
5
shares
|
$1,485
0.0% of portfolio
|
Q3 2024
New holding
|