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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-43- 6.74% |
$11K - $13.1K
|
595
$212K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-43- 35.54% |
$11K - $13.1K
|
78
$27.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-43- 1.47% |
$11K - $13.1K
|
2.88K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-44- 3.63% |
$11.2K - $13.4K
|
1.17K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-46- 3.91% |
$11.7K - $14K
|
1.13K
$403K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-46- 4.41% |
$11.7K - $14K
|
998
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-48- 2.38% |
$12.3K - $14.6K
|
1.97K
$701K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-49- 0.69% |
$12.5K - $14.9K
|
7.03K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-50- 2.87% |
$12.8K - $15.2K
|
1.7K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-50- 0.93% |
$12.8K - $15.2K
|
5.35K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-52- 3.54% |
$13.3K - $15.8K
|
1.42K
$506K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-52- 4.34% |
$13.3K - $15.8K
|
1.15K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53- 10.75% |
$13.5K - $16.1K
|
440
$157K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-53- 0.27% |
$13.5K - $16.1K
|
19.3K
$6.87M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-54- 3.65% |
$13.8K - $16.4K
|
1.43K
$508K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-56- 3.38% |
$14.3K - $17K
|
1.6K
$571K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-57- 2.91% |
$14.6K - $17.3K
|
1.9K
$677K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-57- 0.88% |
$14.6K - $17.3K
|
6.43K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-57- 1.41% |
$14.6K - $17.3K
|
4K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-60- 3.34% |
$15.3K - $18.2K
|
1.73K
$618K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-60- 6.14% |
$15.3K - $18.2K
|
917
$327K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-60- 0.46% |
$15.3K - $18.2K
|
13K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-61- 14.02% |
$15.6K - $18.5K
|
374
$133K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-61- 2.62% |
$15.6K - $18.5K
|
2.27K
$810K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-62- 3.67% |
$15.8K - $18.8K
|
1.63K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-63- 7.11% |
$16.1K - $19.1K
|
823
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-64- 0.4% |
$16.3K - $19.4K
|
15.8K
$5.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-64- 4.3% |
$16.3K - $19.4K
|
1.42K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-65- 5.53% |
$16.6K - $19.7K
|
1.11K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-66- 4.44% |
$16.8K - $20K
|
1.42K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-66- 2.76% |
$16.8K - $20K
|
2.33K
$830K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-66- 1.8% |
$16.8K - $20K
|
3.59K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-67- 0.55% |
$17.1K - $20.4K
|
12K
$4.29M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-67- 1.36% |
$17.1K - $20.4K
|
4.88K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-68- 7.39% |
$17.4K - $20.7K
|
852
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-68- 5.99% |
$17.4K - $20.7K
|
1.07K
$381K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-72- 8.17% |
$18.4K - $21.9K
|
809
$288K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-72- 1.04% |
$18.4K - $21.9K
|
6.88K
$2.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-73- 4.19% |
$18.6K - $22.2K
|
1.67K
$596K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-75- 4.26% |
$19.1K - $22.8K
|
1.68K
$600K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-75- 8.4% |
$19.1K - $22.8K
|
818
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
SELL
|
- |
-75- 6.0% |
$19.1K - $22.8K
|
1.18K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-75- 20.78% |
$19.1K - $22.8K
|
286
$102K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-78- 3.67% |
$19.9K - $23.7K
|
2.05K
$730K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-79- 1.01% |
$20.2K - $24K
|
7.72K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-80- 3.88% |
$20.4K - $24.3K
|
1.98K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-82- 2.41% |
$20.9K - $24.9K
|
3.33K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-83- 5.21% |
$21.2K - $25.2K
|
1.51K
$539K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-85- 4.16% |
$21.7K - $25.8K
|
1.96K
$698K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-85- 0.5% |
$21.7K - $25.8K
|
16.8K
$5.97M
|