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 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-90- 5.34% |
$19.7K - $29.9K
|
1.59K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-97- 6.84% |
$21.2K - $32.2K
|
1.32K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-112- 12.9% |
$24.5K - $37.2K
|
756
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-125- 0.72% |
$27.4K - $41.5K
|
17.1K
$6.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-132- 13.91% |
$28.9K - $43.8K
|
817
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-156- 8.33% |
$34.2K - $51.8K
|
1.72K
$612K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-158- 18.54% |
$34.6K - $52.5K
|
694
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-159- 5.01% |
$34.8K - $52.8K
|
3.02K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-168- 18.71% |
$36.8K - $55.8K
|
730
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-174- 8.86% |
$38.1K - $57.8K
|
1.79K
$638K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-175- 5.28% |
$38.3K - $58.1K
|
3.14K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-179- 5.83% |
$39.2K - $59.5K
|
2.89K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-211- 29.76% |
$46.2K - $70.1K
|
498
$178K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-274- 9.04% |
$60K - $91K
|
2.76K
$983K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-307- 32.59% |
$67.2K - $102K
|
635
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-362- 6.73% |
$79.3K - $120K
|
5.02K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-373- 1.14% |
$81.7K - $124K
|
32.3K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-430- 1.31% |
$94.2K - $143K
|
32.4K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-450- 4.53% |
$98.5K - $149K
|
9.48K
$3.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-557- 23.36% |
$122K - $185K
|
1.83K
$651K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-575- 4.34% |
$126K - $191K
|
12.7K
$4.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-653- 14.41% |
$143K - $217K
|
3.88K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-727- 19.98% |
$159K - $241K
|
2.91K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-899- 16.57% |
$197K - $299K
|
4.53K
$1.61M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-923- 2.95% |
$202K - $307K
|
30.4K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.1K- 48.22% |
$240K - $364K
|
1.18K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.09K- 11.46% |
$457K - $694K
|
16.1K
$5.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.19K- 45.52% |
$479K - $726K
|
2.62K
$933K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.59K- 8.88% |
$567K - $860K
|
26.6K
$9.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-2.69K- 62.51% |
$588K - $892K
|
1.61K
$574K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.81K- 48.81% |
$616K - $934K
|
2.95K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.5K- 19.05% |
$2.73M - $4.14M
|
52.9K
$18.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-18K- 76.12% |
$3.93M - $5.97M
|
5.64K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-110K- 10.96% |
$24M - $36.4M
|
891K
$318M
|