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 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
98+ 3.75% |
$25K - $29.8K
|
2.71K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
95+ 1.16% |
$24.3K - $28.9K
|
8.27K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
94+ 2.15% |
$24K - $28.6K
|
4.47K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
91+ 2.33% |
$23.2K - $27.6K
|
3.99K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
89+ 3.07% |
$22.7K - $27K
|
2.99K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
89+ 11.54% |
$22.7K - $27K
|
860
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
85+ 1.45% |
$21.7K - $25.8K
|
5.96K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
84+ 3.7% |
$21.4K - $25.5K
|
2.35K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
83+ 3.18% |
$21.2K - $25.2K
|
2.7K
$925K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
83+ 1.79% |
$21.2K - $25.2K
|
4.73K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
83New |
$21.2K - $25.2K
|
83
$28.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
80+ 6.51% |
$20.4K - $24.3K
|
1.31K
$449K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
80+ 2.71% |
$20.4K - $24.3K
|
3.03K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
78+ 4.35% |
$19.9K - $23.7K
|
1.87K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
77+ 7.1% |
$19.7K - $23.4K
|
1.16K
$398K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
71+ 6.72% |
$18.1K - $21.6K
|
1.13K
$387K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
71New |
$18.1K - $21.6K
|
71
$24.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
70+ 5.38% |
$17.9K - $21.3K
|
1.37K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
70+ 4.51% |
$17.9K - $21.3K
|
1.62K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
69+ 0.28% |
$17.6K - $21K
|
25.1K
$8.62M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
64New |
$16.3K - $19.4K
|
64
$22K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 10.28% |
$16.1K - $19.1K
|
676
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
62+ 200.0% |
$15.8K - $18.8K
|
93
$31.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
62+ 59.62% |
$15.8K - $18.8K
|
166
$57K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
59+ 1.91% |
$15.1K - $17.9K
|
3.15K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
55+ 1.76% |
$14K - $16.7K
|
3.17K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
51+ 2.37% |
$13K - $15.5K
|
2.2K
$755K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
50+ 5.96% |
$12.8K - $15.2K
|
889
$305K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
50+ 0.03% |
$12.8K - $15.2K
|
198K
$67.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
50+ 3.16% |
$12.8K - $15.2K
|
1.63K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49+ 0.77% |
$12.5K - $14.9K
|
6.44K
$2.21M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49+ 2450.0% |
$12.5K - $14.9K
|
51
$17.5K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
48+ 8.87% |
$12.3K - $14.6K
|
589
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
46+ 1.14% |
$11.7K - $14K
|
4.1K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
46+ 4.38% |
$11.7K - $14K
|
1.1K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
46New |
$11.7K - $14K
|
46
$15.8K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
46+ 7.86% |
$11.7K - $14K
|
631
$217K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
46+ 1.69% |
$11.7K - $14K
|
2.77K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
45+ 1.06% |
$11.5K - $13.7K
|
4.31K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
44New |
$11.2K - $13.4K
|
44
$15.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
44+ 231.58% |
$11.2K - $13.4K
|
63
$21.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
43+ 0.77% |
$11K - $13.1K
|
5.65K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
43+ 0.56% |
$11K - $13.1K
|
7.71K
$2.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
40+ 4.44% |
$10.2K - $12.2K
|
941
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
40+ 1.93% |
$10.2K - $12.2K
|
2.12K
$726K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
40+ 0.27% |
$10.2K - $12.2K
|
15K
$5.13M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$9.96K - $11.8K
|
39
$13.4K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
39+ 4.63% |
$9.96K - $11.8K
|
882
$303K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
39+ 0.97% |
$9.96K - $11.8K
|
4.07K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
38+ 4.73% |
$9.7K - $11.5K
|
841
$289K
|