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
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
54New |
$14.3K - $16.4K
|
54
$18.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
53+ 1.63% |
$14K - $16.1K
|
3.3K
$1.13M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
50New |
$13.2K - $15.1K
|
50
$17.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
50New |
$13.2K - $15.1K
|
50
$17.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
48+ 0.12% |
$12.7K - $14.5K
|
41.7K
$14.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 22.86% |
$12.7K - $14.5K
|
258
$88.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
47+ 0.22% |
$12.4K - $14.2K
|
21.4K
$7.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
46+ 209.09% |
$12.2K - $13.9K
|
68
$23.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45+ 0.47% |
$11.9K - $13.6K
|
9.69K
$3.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
45+ 1.68% |
$11.9K - $13.6K
|
2.72K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
42+ 144.83% |
$11.1K - $12.7K
|
71
$24.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
41+ 41.0% |
$10.9K - $12.4K
|
141
$48.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
40+ 3.84% |
$10.6K - $12.1K
|
1.08K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
39+ 2.97% |
$10.3K - $11.8K
|
1.35K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
39+ 0.2% |
$10.3K - $11.8K
|
19.3K
$6.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
38+ 0.91% |
$10.1K - $11.5K
|
4.2K
$1.44M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
36+ 0.11% |
$9.53K - $10.9K
|
32.4K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
35+ 0.07% |
$9.26K - $10.6K
|
49K
$16.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
35+ 1.88% |
$9.26K - $10.6K
|
1.9K
$651K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
35+ 3.72% |
$9.26K - $10.6K
|
977
$335K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
34New |
$9K - $10.3K
|
34
$11.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
34+ 0.85% |
$9K - $10.3K
|
4.05K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
33+ 0.88% |
$8.73K - $10K
|
3.78K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
32+ 2.21% |
$8.47K - $9.69K
|
1.48K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
32+ 3.32% |
$8.47K - $9.69K
|
995
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
31New |
$8.2K - $9.39K
|
31
$10.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
30New |
$7.94K - $9.09K
|
30
$10.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
30+ 2.51% |
$7.94K - $9.09K
|
1.23K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29+ 5.66% |
$7.67K - $8.78K
|
541
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
29New |
$7.67K - $8.78K
|
29
$9.95K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
28New |
$7.41K - $8.48K
|
28
$9.61K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
27New |
$7.15K - $8.18K
|
27
$9.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 15.12% |
$6.88K - $7.88K
|
198
$67.9K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
26New |
$6.88K - $7.88K
|
26
$8.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
25+ 0.81% |
$6.62K - $7.57K
|
3.12K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
24+ 1.42% |
$6.35K - $7.27K
|
1.71K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
24+ 2.39% |
$6.35K - $7.27K
|
1.03K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
24+ 0.32% |
$6.35K - $7.27K
|
7.45K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23+ 1.67% |
$6.09K - $6.97K
|
1.4K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23+ 1.09% |
$6.09K - $6.97K
|
2.13K
$730K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
22+ 12.43% |
$5.82K - $6.66K
|
199
$68.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22New |
$5.82K - $6.66K
|
22
$7.55K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21New |
$5.56K - $6.36K
|
21
$7.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
21+ 2.04% |
$5.56K - $6.36K
|
1.05K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
21+ 0.68% |
$5.56K - $6.36K
|
3.1K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
20New |
$5.29K - $6.06K
|
20
$6.86K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
20+ 0.81% |
$5.29K - $6.06K
|
2.48K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
19+ 29.23% |
$5.03K - $5.76K
|
84
$28.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
19+ 0.69% |
$5.03K - $5.76K
|
2.76K
$947K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
18+ 9.0% |
$4.76K - $5.45K
|
218
$74.8K
|