Purchases and Sales Made in Q1 2025 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q1 2025. The information is specifically focused on institutions that hold shares of ROCKWELL AUTOMATION, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-13- 0.64% |
$3.32K - $3.95K
|
2.03K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-14- 1.02% |
$3.57K - $4.25K
|
1.36K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-15- 1.12% |
$3.83K - $4.56K
|
1.33K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 17.44% |
$3.83K - $4.56K
|
71
$25.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-16- 7.8% |
$4.08K - $4.86K
|
189
$67.4K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-16- 0.11% |
$4.08K - $4.86K
|
14.7K
$5.22M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-16- 7.34% |
$4.08K - $4.86K
|
202
$72K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17- 0.93% |
$4.34K - $5.16K
|
1.82K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-17- 0.07% |
$4.34K - $5.16K
|
24.9K
$8.86M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-18- 0.48% |
$4.6K - $5.47K
|
3.7K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-18- 1.31% |
$4.6K - $5.47K
|
1.35K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-18- 1.18% |
$4.6K - $5.47K
|
1.51K
$538K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-20- 1.05% |
$5.11K - $6.08K
|
1.88K
$669K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20- 0.35% |
$5.11K - $6.08K
|
5.65K
$2.01M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-20- 20.0% |
$5.11K - $6.08K
|
80
$28.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-21- 1.23% |
$5.36K - $6.38K
|
1.69K
$603K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22- 1.8% |
$5.62K - $6.68K
|
1.2K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-22- 2.98% |
$5.62K - $6.68K
|
717
$256K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-22- 2.35% |
$5.62K - $6.68K
|
915
$326K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-22- 2.56% |
$5.62K - $6.68K
|
837
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-24- 9.3% |
$6.13K - $7.29K
|
234
$83.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-24- 0.44% |
$6.13K - $7.29K
|
5.38K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-24- 35.29% |
$6.13K - $7.29K
|
44
$15.7K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-24- 1.96% |
$6.13K - $7.29K
|
1.2K
$428K
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-25- 0.12% |
$6.38K - $7.59K
|
21.7K
$7.73M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-30- 0.11% |
$7.66K - $9.11K
|
26.8K
$9.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30Closed |
$7.66K - $9.11K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-31- 0.22% |
$7.91K - $9.42K
|
13.9K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-32- 3.92% |
$8.17K - $9.72K
|
785
$280K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-33- 0.47% |
$8.42K - $10K
|
7.02K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33- 0.43% |
$8.42K - $10K
|
7.64K
$2.72M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-34- 1.78% |
$8.68K - $10.3K
|
1.87K
$668K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-36- 1.4% |
$9.19K - $10.9K
|
2.54K
$904K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-37- 1.92% |
$9.45K - $11.2K
|
1.89K
$675K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-37- 3.22% |
$9.45K - $11.2K
|
1.11K
$396K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-37- 50.0% |
$9.45K - $11.2K
|
37
$13.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-37- 2.59% |
$9.45K - $11.2K
|
1.39K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-38- 5.88% |
$9.7K - $11.5K
|
608
$217K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-38- 2.01% |
$9.7K - $11.5K
|
1.86K
$661K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-38- 3.56% |
$9.7K - $11.5K
|
1.03K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-38- 3.68% |
$9.7K - $11.5K
|
996
$355K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-39- 0.7% |
$9.96K - $11.8K
|
5.5K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-40- 2.95% |
$10.2K - $12.2K
|
1.31K
$468K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 95.24% |
$10.2K - $12.2K
|
2
$713
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-40- 17.39% |
$10.2K - $12.2K
|
190
$67.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-41- 1.72% |
$10.5K - $12.5K
|
2.34K
$835K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-41- 0.21% |
$10.5K - $12.5K
|
19.8K
$7.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-42- 0.92% |
$10.7K - $12.8K
|
4.51K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-42- 3.91% |
$10.7K - $12.8K
|
1.03K
$368K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-42- 19.81% |
$10.7K - $12.8K
|
170
$60.6K
|