Purchases and Sales Made in Q2 2025 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
193K+ 1950.43% |
$42.2M - $64.1M
|
203K
$72.3M
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
5.89K+ 10.01% |
$1.29M - $1.96M
|
64.7K
$23.1M
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.44KNew |
$971K - $1.47M
|
4.44K
$1.58M
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.07K+ 6.16% |
$671K - $1.02M
|
52.8K
$18.8M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.98K+ 7.07% |
$652K - $989K
|
45.1K
$16.1M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.19KNew |
$480K - $728K
|
2.19K
$781K
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.58K+ 6.08% |
$346K - $525K
|
27.6K
$9.82M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.2K+ 31.42% |
$262K - $398K
|
5.01K
$1.78M
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.2K+ 5.84% |
$262K - $397K
|
21.7K
$7.72M
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.04KNew |
$228K - $345K
|
1.04K
$371K
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.01KNew |
$222K - $337K
|
1.01K
$361K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.01KNew |
$222K - $336K
|
1.01K
$361K
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
886New |
$194K - $294K
|
886
$316K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
830+ 13.28% |
$182K - $276K
|
7.08K
$2.52M
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
721New |
$158K - $239K
|
721
$257K
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
705New |
$154K - $234K
|
705
$251K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
700New |
$153K - $233K
|
700
$250K
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
691New |
$151K - $230K
|
691
$246K
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
672New |
$147K - $223K
|
672
$240K
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
639New |
$140K - $212K
|
639
$228K
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
634New |
$139K - $211K
|
634
$226K
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
632New |
$138K - $210K
|
632
$225K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
630New |
$138K - $209K
|
630
$225K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
609New |
$133K - $202K
|
609
$217K
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
608New |
$133K - $202K
|
608
$217K
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
600+ 1.45% |
$131K - $199K
|
42K
$15M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
539+ 14.07% |
$118K - $179K
|
4.37K
$1.56M
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
520+ 2.07% |
$114K - $173K
|
25.7K
$9.15M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
493+ 3.34% |
$108K - $164K
|
15.2K
$5.44M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
449+ 1.26% |
$98.3K - $149K
|
36K
$12.8M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
380+ 42.89% |
$83.2K - $126K
|
1.27K
$451K
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
284+ 1.34% |
$62.2K - $94.3K
|
21.4K
$7.63M
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
280+ 10.34% |
$61.3K - $93K
|
2.99K
$1.07M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
256+ 4266.67% |
$56.1K - $85K
|
262
$93.4K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
220+ 22.89% |
$48.2K - $73.1K
|
1.18K
$421K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
200+ 16.26% |
$43.8K - $66.4K
|
1.43K
$510K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
183+ 29.28% |
$40.1K - $60.8K
|
808
$288K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
156+ 11.38% |
$34.2K - $51.8K
|
1.53K
$544K
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
138+ 862.5% |
$30.2K - $45.8K
|
154
$54.9K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
137+ 15.41% |
$30K - $45.5K
|
1.03K
$366K
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
117New |
$25.6K - $38.9K
|
117
$41.7K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
113+ 0.32% |
$24.7K - $37.5K
|
35.7K
$12.7M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
112+ 4.12% |
$24.5K - $37.2K
|
2.83K
$1.01M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 2.62% |
$13.1K - $19.9K
|
2.35K
$838K
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 6.37% |
$3.72K - $5.65K
|
284
$101K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17+ 2.81% |
$3.72K - $5.65K
|
621
$221K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.54% |
$3.28K - $4.98K
|
2.78K
$992K
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12+ 0.24% |
$2.63K - $3.99K
|
4.94K
$1.76M
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 35.48% |
$2.41K - $3.65K
|
42
$15K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
10+ 11.9% |
$2.19K - $3.32K
|
94
$33.5K
|