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
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$625K - $744K
|
2.45K
$840K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.42K+ 96.83% |
$617K - $734K
|
4.91K
$1.68M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.36K+ 44.1% |
$601K - $716K
|
7.7K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.34K+ 52.19% |
$597K - $711K
|
6.82K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.33K+ 13.34% |
$595K - $708K
|
19.8K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.32KNew |
$591K - $703K
|
2.32K
$794K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.23KNew |
$569K - $677K
|
2.23K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.22KNew |
$567K - $675K
|
2.22K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
2.2K+ 9.48% |
$562K - $668K
|
25.4K
$8.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.19K+ 10.68% |
$558K - $664K
|
22.6K
$7.77M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.16K+ 13.58% |
$550K - $655K
|
18K
$6.19M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
2.14KNew |
$545K - $649K
|
2.14K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.13KNew |
$544K - $647K
|
2.13K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.11K+ 142.85% |
$538K - $640K
|
3.58K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.1K+ 35.01% |
$537K - $639K
|
8.11K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.02K+ 8.91% |
$515K - $612K
|
24.6K
$8.46M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.94K+ 37.45% |
$495K - $589K
|
7.11K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.94KNew |
$494K - $588K
|
1.94K
$664K
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
1.92K+ 5.52% |
$491K - $584K
|
36.8K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
1.92K+ 27.91% |
$489K - $582K
|
8.78K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.85K+ 7.72% |
$473K - $563K
|
25.9K
$8.87M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.85K+ 27.25% |
$472K - $562K
|
8.63K
$2.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
1.77K+ 6.46% |
$452K - $537K
|
29.2K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.74KNew |
$444K - $528K
|
1.74K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.71KNew |
$436K - $519K
|
1.71K
$586K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 30.31% |
$426K - $506K
|
7.17K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.66KNew |
$425K - $505K
|
1.66K
$571K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.66K+ 3.59% |
$423K - $503K
|
47.8K
$16.4M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.65K+ 15.96% |
$421K - $501K
|
12K
$4.11M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1.61KNew |
$411K - $489K
|
1.61K
$553K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.61K+ 1.85% |
$410K - $488K
|
88.6K
$30.4M
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.6KNew |
$408K - $486K
|
1.6K
$549K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.58K+ 58.23% |
$402K - $478K
|
4.28K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
1.57KNew |
$400K - $476K
|
1.57K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.56K+ 5.59% |
$397K - $472K
|
29.4K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.53K+ 3.14% |
$391K - $465K
|
50.3K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$383K - $456K
|
1.5K
$515K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.49K+ 6.1% |
$381K - $453K
|
26K
$8.91M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.47K+ 1.65% |
$376K - $447K
|
90.5K
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.46KNew |
$374K - $445K
|
1.46K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.45KNew |
$370K - $440K
|
1.45K
$497K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.44K+ 14.3% |
$369K - $439K
|
11.5K
$3.96M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.43K+ 48.95% |
$364K - $433K
|
4.34K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.42KNew |
$363K - $432K
|
1.42K
$488K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.36K+ 37.72% |
$348K - $414K
|
4.98K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.35K+ 21.75% |
$345K - $411K
|
7.57K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 4.83% |
$344K - $409K
|
29.2K
$10M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.34K+ 77.67% |
$343K - $408K
|
3.07K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.34K+ 30.15% |
$341K - $406K
|
5.76K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.33K+ 36.76% |
$339K - $403K
|
4.94K
$1.7M
|