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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2- 0.19% |
$529 - $606
|
1.06K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2- 0.03% |
$529 - $606
|
6.01K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2- 0.16% |
$529 - $606
|
1.26K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.13% |
$529 - $606
|
1.51K
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 6.25% |
$529 - $606
|
30
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 33.33% |
$529 - $606
|
4
$1.37K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-3- 8.57% |
$794 - $909
|
32
$11K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3- 0.16% |
$794 - $909
|
1.82K
$624K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 4.62% |
$794 - $909
|
62
$21.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3- 0.16% |
$794 - $909
|
1.93K
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 15.79% |
$794 - $909
|
16
$5.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 33.33% |
$794 - $909
|
6
$2.06K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-3- 0.05% |
$794 - $909
|
6.18K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-3- 0.2% |
$794 - $909
|
1.49K
$511K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.3% |
$794 - $909
|
1.01K
$346K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3- 0.37% |
$794 - $909
|
800
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4- 0.4% |
$1.06K - $1.21K
|
1.01K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.37% |
$1.06K - $1.21K
|
1.08K
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-5- 0.25% |
$1.32K - $1.51K
|
1.96K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 7.35% |
$1.32K - $1.51K
|
63
$21.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 29.41% |
$1.32K - $1.51K
|
12
$4.12K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5- 0.14% |
$1.32K - $1.51K
|
3.63K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6- 0.27% |
$1.59K - $1.82K
|
2.21K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6- 0.15% |
$1.59K - $1.82K
|
4.03K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 50.0% |
$1.59K - $1.82K
|
6
$2.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 1.37% |
$1.59K - $1.82K
|
431
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 1.89% |
$1.85K - $2.12K
|
363
$125K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 17.02% |
$2.12K - $2.42K
|
39
$13.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8- 0.08% |
$2.12K - $2.42K
|
9.68K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9- 0.54% |
$2.38K - $2.73K
|
1.66K
$568K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9- 0.35% |
$2.38K - $2.73K
|
2.57K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-10- 1.17% |
$2.65K - $3.03K
|
843
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10- 0.48% |
$2.65K - $3.03K
|
2.08K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-10- 0.96% |
$2.65K - $3.03K
|
1.03K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-10- 0.57% |
$2.65K - $3.03K
|
1.76K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 3.29% |
$2.65K - $3.03K
|
294
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11- 1.12% |
$2.91K - $3.33K
|
974
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12- 0.84% |
$3.18K - $3.64K
|
1.42K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-12- 0.25% |
$3.18K - $3.64K
|
4.72K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-12- 0.33% |
$3.18K - $3.64K
|
3.58K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12- 1.61% |
$3.18K - $3.64K
|
733
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-13- 1.57% |
$3.44K - $3.94K
|
817
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 25.93% |
$3.71K - $4.24K
|
40
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-15- 68.18% |
$3.97K - $4.54K
|
7
$2.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-16- 18.6% |
$4.23K - $4.85K
|
70
$24K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-16- 0.72% |
$4.23K - $4.85K
|
2.22K
$760K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-17- 0.11% |
$4.5K - $5.15K
|
14.9K
$5.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17- 0.31% |
$4.5K - $5.15K
|
5.41K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-17- 0.18% |
$4.5K - $5.15K
|
9.33K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 1.21% |
$4.76K - $5.45K
|
1.47K
$504K
|