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
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
38+ 3.51% |
$9.7K - $11.5K
|
1.12K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
37+ 0.26% |
$9.45K - $11.2K
|
14.3K
$4.9M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
37+ 4.89% |
$9.45K - $11.2K
|
794
$272K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
36+ 3.41% |
$9.19K - $10.9K
|
1.09K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36+ 6.3% |
$9.19K - $10.9K
|
607
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
35+ 1.09% |
$8.94K - $10.6K
|
3.24K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
32New |
$8.17K - $9.72K
|
32
$11K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
30New |
$7.66K - $9.11K
|
30
$10.3K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
30+ 0.19% |
$7.66K - $9.11K
|
16.2K
$5.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 1.49% |
$7.15K - $8.51K
|
1.91K
$656K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
26+ 2.24% |
$6.64K - $7.9K
|
1.19K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
25+ 1.07% |
$6.38K - $7.59K
|
2.37K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
25+ 2.19% |
$6.38K - $7.59K
|
1.17K
$400K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
22New |
$5.62K - $6.68K
|
22
$7.55K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
22+ 1.11% |
$5.62K - $6.68K
|
2.01K
$690K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
21New |
$5.36K - $6.38K
|
21
$7.21K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
20+ 100.0% |
$5.11K - $6.08K
|
40
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
20+ 40.0% |
$5.11K - $6.08K
|
70
$24K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
20+ 2.0% |
$5.11K - $6.08K
|
1.02K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
19+ 65.52% |
$4.85K - $5.77K
|
48
$16.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
18+ 1.71% |
$4.6K - $5.47K
|
1.07K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
17New |
$4.34K - $5.16K
|
17
$5.83K
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
17+ 0.58% |
$4.34K - $5.16K
|
2.96K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
17+ 1700.0% |
$4.34K - $5.16K
|
18
$6.18K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
17+ 1.46% |
$4.34K - $5.16K
|
1.18K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17+ 80.95% |
$4.34K - $5.16K
|
38
$13K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
17+ 0.97% |
$4.34K - $5.16K
|
1.77K
$608K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
15+ 6.67% |
$3.83K - $4.56K
|
240
$82.4K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15New |
$3.83K - $4.56K
|
15
$5.15K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15+ 34.09% |
$3.83K - $4.56K
|
59
$20.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 2.08% |
$3.57K - $4.25K
|
687
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
13+ 0.68% |
$3.32K - $3.95K
|
1.91K
$656K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13+ 1.49% |
$3.32K - $3.95K
|
886
$304K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
13+ 0.76% |
$3.32K - $3.95K
|
1.72K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.33% |
$3.06K - $3.65K
|
3.6K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
12+ 1.39% |
$3.06K - $3.65K
|
876
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.82% |
$3.06K - $3.65K
|
1.48K
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.1% |
$2.55K - $3.04K
|
9.69K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 0.59% |
$2.55K - $3.04K
|
1.71K
$587K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$2.55K - $3.04K
|
10
$3.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.47% |
$2.55K - $3.04K
|
2.13K
$731K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10New |
$2.55K - $3.04K
|
10
$3.43K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
10+ 0.63% |
$2.55K - $3.04K
|
1.61K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
9+ 0.89% |
$2.3K - $2.73K
|
1.02K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 90.0% |
$2.3K - $2.73K
|
19
$6.52K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9New |
$2.3K - $2.73K
|
9
$3.09K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 112.5% |
$2.3K - $2.73K
|
17
$5.83K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
9+ 33.33% |
$2.3K - $2.73K
|
36
$12.4K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 14.81% |
$2.04K - $2.43K
|
62
$21.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
8+ 0.47% |
$2.04K - $2.43K
|
1.72K
$589K
|