Purchases and Sales Made in Q4 2024 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
213KNew |
$56.5M - $64.7M
|
213K
$57.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
199KNew |
$52.7M - $60.3M
|
199K
$53.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
150KNew |
$39.7M - $45.4M
|
150K
$40.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
114KNew |
$30.1M - $34.5M
|
114K
$30.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
89K+ 27.86% |
$23.5M - $26.9M
|
408K
$110M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
71.3K+ 229.52% |
$18.9M - $21.6M
|
102K
$27.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
40.1KNew |
$10.6M - $12.2M
|
40.1K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
39.6K+ 23.76% |
$10.5M - $12M
|
206K
$55.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
31.9K+ 7.11% |
$8.45M - $9.68M
|
481K
$129M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
31.6K+ 2229.43% |
$8.36M - $9.57M
|
33K
$8.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.5KNew |
$8.07M - $9.23M
|
30.5K
$8.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
29.1K+ 357.82% |
$7.7M - $8.82M
|
37.2K
$10M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
25.9K+ 5.93% |
$6.85M - $7.84M
|
463K
$124M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
21.4K+ 2.16% |
$5.65M - $6.47M
|
1.01M
$271M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19.9K+ 2.97% |
$5.27M - $6.03M
|
690K
$185M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
19.8K+ 6.35% |
$5.24M - $6M
|
332K
$89.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
16.8K+ 9.43% |
$4.44M - $5.08M
|
195K
$52.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.7K+ 0.88% |
$3.64M - $4.16M
|
1.57M
$422M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.7KNew |
$3.09M - $3.54M
|
11.7K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
6.89KNew |
$1.82M - $2.09M
|
6.89K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.78KNew |
$1.53M - $1.75M
|
5.78K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
5KNew |
$1.32M - $1.51M
|
5K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
4.68K+ 102.52% |
$1.24M - $1.42M
|
9.24K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.61K+ 119.72% |
$956K - $1.09M
|
6.63K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.51KNew |
$929K - $1.06M
|
3.51K
$944K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.35K+ 609.09% |
$887K - $1.01M
|
3.9K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.71KNew |
$716K - $819K
|
2.71K
$727K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.58K+ 99.12% |
$683K - $782K
|
5.19K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.49KNew |
$660K - $755K
|
2.49K
$670K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.49K+ 25.65% |
$658K - $753K
|
12.2K
$3.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.47K+ 27.39% |
$654K - $749K
|
11.5K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.26K+ 4.85% |
$598K - $684K
|
48.8K
$13.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.06KNew |
$546K - $625K
|
2.06K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.02K+ 4.41% |
$535K - $613K
|
47.8K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.97K+ 188.98% |
$522K - $598K
|
3.02K
$811K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.97K+ 14.22% |
$520K - $595K
|
15.8K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.93KNew |
$511K - $585K
|
1.93K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.85K+ 39.75% |
$488K - $559K
|
6.49K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.77K+ 4.13% |
$467K - $535K
|
44.6K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.74KNew |
$461K - $527K
|
1.74K
$468K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.73KNew |
$458K - $524K
|
1.73K
$465K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.65K+ 50.6% |
$436K - $499K
|
4.9K
$1.32M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.59K+ 17.05% |
$421K - $482K
|
10.9K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.55K+ 46.2% |
$411K - $470K
|
4.91K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.54K+ 33.85% |
$407K - $466K
|
6.08K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$397K - $454K
|
1.5K
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.49KNew |
$394K - $451K
|
1.49K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.48KNew |
$390K - $447K
|
1.48K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.37K+ 5.91% |
$361K - $413K
|
24.5K
$6.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.35K+ 181.59% |
$358K - $409K
|
2.1K
$563K
|