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 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-88- 0.63% |
$22.5K - $26.7K
|
13.8K
$4.91M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-88- 1.57% |
$22.5K - $26.7K
|
5.51K
$1.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-92- 0.2% |
$23.5K - $27.9K
|
44.9K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-93- 5.96% |
$23.7K - $28.2K
|
1.47K
$523K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-94- 9.94% |
$24K - $28.6K
|
852
$304K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-98- 22.95% |
$25K - $29.8K
|
329
$117K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-100- 10.25% |
$25.5K - $30.4K
|
876
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 1.86% |
$25.5K - $30.4K
|
5.28K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 6.91% |
$25.5K - $30.4K
|
1.35K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 11.53% |
$25.5K - $30.4K
|
767
$273K
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-100- 1.46% |
$25.5K - $30.4K
|
6.74K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100- 2.12% |
$25.5K - $30.4K
|
4.62K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-102- 1.88% |
$26K - $31K
|
5.31K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-103- 2.1% |
$26.3K - $31.3K
|
4.81K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-108- 3.75% |
$27.6K - $32.8K
|
2.77K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-112- 33.53% |
$28.6K - $34K
|
222
$79.1K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-113- 9.3% |
$28.8K - $34.3K
|
1.1K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-113- 9.82% |
$28.8K - $34.3K
|
1.04K
$370K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-115- 11.87% |
$29.4K - $34.9K
|
854
$304K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-115- 7.78% |
$29.4K - $34.9K
|
1.36K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-116- 6.27% |
$29.6K - $35.2K
|
1.73K
$618K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-117- 1.77% |
$29.9K - $35.5K
|
6.49K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-118- 5.24% |
$30.1K - $35.8K
|
2.13K
$761K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-119- 7.27% |
$30.4K - $36.1K
|
1.52K
$541K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-121- 5.03% |
$30.9K - $36.8K
|
2.29K
$815K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-125- 6.88% |
$31.9K - $38K
|
1.69K
$604K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-127- 3.82% |
$32.4K - $38.6K
|
3.2K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-127- 9.07% |
$32.4K - $38.6K
|
1.27K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-130- 0.59% |
$33.2K - $39.5K
|
21.9K
$7.8M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-136- 0.28% |
$34.7K - $41.3K
|
47.7K
$17M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-137- 5.59% |
$35K - $41.6K
|
2.31K
$825K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-138- 13.58% |
$35.2K - $41.9K
|
878
$313K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-139- 1.23% |
$35.5K - $42.2K
|
11.2K
$3.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-144- 0.59% |
$36.8K - $43.7K
|
24.3K
$8.66M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-145- 3.73% |
$37K - $44K
|
3.74K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-149- 3.69% |
$38K - $45.3K
|
3.89K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 6.33% |
$38.3K - $45.6K
|
2.22K
$792K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-158- 55.44% |
$40.3K - $48K
|
127
$45.3K
|
|
|
May 15, 2025
Q1 2025
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-160- 1.86% |
$40.8K - $48.6K
|
8.43K
$3.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-164- 0.49% |
$41.9K - $49.8K
|
33.4K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-165- 8.39% |
$42.1K - $50.1K
|
1.8K
$642K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-168- 0.1% |
$42.9K - $51K
|
170K
$60.7M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-169- 2.87% |
$43.1K - $51.3K
|
5.73K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-172- 9.22% |
$43.9K - $52.2K
|
1.69K
$604K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-176- 0.52% |
$44.9K - $53.5K
|
33.4K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-181- 16.02% |
$46.2K - $55K
|
949
$338K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-182- 20.43% |
$46.5K - $55.3K
|
709
$253K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-186- 7.15% |
$47.5K - $56.5K
|
2.42K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-186- 17.5% |
$47.5K - $56.5K
|
877
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-187- 13.2% |
$47.7K - $56.8K
|
1.23K
$438K
|