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 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
276+ 10.0% |
$70.5K - $83.8K
|
3.04K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
275+ 2.33% |
$70.2K - $83.5K
|
12.1K
$4.14M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
268+ 1.12% |
$68.4K - $81.4K
|
24.1K
$8.29M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
267+ 360.81% |
$68.2K - $81.1K
|
341
$117K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
262New |
$66.9K - $79.6K
|
262
$89.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
262+ 4.73% |
$66.9K - $79.6K
|
5.81K
$1.99M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
262+ 4.71% |
$66.9K - $79.6K
|
5.82K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
260+ 0.5% |
$66.4K - $79K
|
52.1K
$17.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
258+ 5.52% |
$65.9K - $78.4K
|
4.94K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
256+ 1.23% |
$65.4K - $77.8K
|
21.1K
$7.25M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
255+ 1.87% |
$65.1K - $77.5K
|
13.9K
$4.77M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
254+ 31.59% |
$64.8K - $77.2K
|
1.06K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
248+ 2.65% |
$63.3K - $75.3K
|
9.59K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
231+ 32.49% |
$59K - $70.2K
|
942
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
224+ 28.87% |
$57.2K - $68K
|
1K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
222New |
$56.7K - $67.4K
|
222
$76.2K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
219+ 29.4% |
$55.9K - $66.5K
|
964
$331K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
214New |
$54.6K - $65K
|
214
$73.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
212+ 9.84% |
$54.1K - $64.4K
|
2.37K
$812K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
211+ 6.42% |
$53.9K - $64.1K
|
3.5K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
210New |
$53.6K - $63.8K
|
210
$72.1K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
209+ 2.45% |
$53.4K - $63.5K
|
8.73K
$3M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
205+ 3.0% |
$52.3K - $62.3K
|
7.05K
$2.42M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
201+ 6.14% |
$51.3K - $61.1K
|
3.48K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
194+ 54.04% |
$49.5K - $58.9K
|
553
$190K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
192+ 0.97% |
$49K - $58.3K
|
20K
$6.88M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
183+ 7.32% |
$46.7K - $55.6K
|
2.68K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
169+ 85.35% |
$43.1K - $51.3K
|
367
$126K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
155+ 6.95% |
$39.6K - $47.1K
|
2.39K
$819K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
149+ 4.89% |
$38K - $45.3K
|
3.2K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
147+ 0.25% |
$37.5K - $44.7K
|
59.9K
$20.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
142+ 7.35% |
$36.3K - $43.1K
|
2.07K
$711K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
142+ 0.82% |
$36.3K - $43.1K
|
17.5K
$6.02M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
141+ 9.61% |
$36K - $42.8K
|
1.61K
$552K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
141+ 1.09% |
$36K - $42.8K
|
13.1K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
133+ 0.29% |
$34K - $40.4K
|
46.4K
$15.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
130New |
$33.2K - $39.5K
|
130
$44.6K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
130New |
$33.2K - $39.5K
|
130
$44.6K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
124New |
$31.7K - $37.7K
|
124
$42.6K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
122+ 4.4% |
$31.1K - $37.1K
|
2.89K
$993K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
120New |
$30.6K - $36.5K
|
120
$41.2K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
110+ 0.6% |
$28.1K - $33.4K
|
18.5K
$6.36M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
110+ 2.8% |
$28.1K - $33.4K
|
4.03K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
108+ 14.21% |
$27.6K - $32.8K
|
868
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
100+ 6.64% |
$25.5K - $30.4K
|
1.61K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
100+ 12.5% |
$25.5K - $30.4K
|
900
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.33% |
$25.5K - $30.4K
|
30.7K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
100New |
$25.5K - $30.4K
|
100
$34.3K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
99+ 13.13% |
$25.3K - $30.1K
|
853
$293K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
99+ 7.71% |
$25.3K - $30.1K
|
1.38K
$475K
|