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 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
86+ 3.42% |
$22.8K - $26.1K
|
2.6K
$699K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
82+ 455.56% |
$21.7K - $24.8K
|
100
$26.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
82+ 1.81% |
$21.7K - $24.8K
|
4.61K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
80+ 5.0% |
$21.2K - $24.2K
|
1.68K
$451K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
80+ 9.52% |
$21.2K - $24.2K
|
920
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
76+ 6.59% |
$20.1K - $23K
|
1.23K
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
71+ 7.08% |
$18.8K - $21.5K
|
1.07K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 12.07% |
$17.5K - $20K
|
613
$165K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
65+ 1.81% |
$17.2K - $19.7K
|
3.66K
$984K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63+ 6.42% |
$16.7K - $19.1K
|
1.04K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
57+ 1.56% |
$15.1K - $17.3K
|
3.72K
$999K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
57New |
$15.1K - $17.3K
|
57
$15.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 2.37% |
$14.6K - $16.7K
|
2.37K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
54New |
$14.3K - $16.4K
|
54
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
53+ 1.63% |
$14K - $16.1K
|
3.3K
$885K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
50New |
$13.2K - $15.1K
|
50
$13.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 22.86% |
$12.7K - $14.5K
|
258
$69.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
47+ 0.22% |
$12.4K - $14.2K
|
21.4K
$5.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45+ 0.47% |
$11.9K - $13.6K
|
9.69K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
42+ 144.83% |
$11.1K - $12.7K
|
71
$19.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
40+ 3.84% |
$10.6K - $12.1K
|
1.08K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
39+ 2.97% |
$10.3K - $11.8K
|
1.35K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
38+ 0.91% |
$10.1K - $11.5K
|
4.2K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
35+ 0.07% |
$9.26K - $10.6K
|
49K
$13.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
35+ 3.72% |
$9.26K - $10.6K
|
977
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
34+ 0.85% |
$9K - $10.3K
|
4.05K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
31New |
$8.2K - $9.39K
|
31
$8.33K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
30New |
$7.94K - $9.09K
|
30
$8.06K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
30+ 2.51% |
$7.94K - $9.09K
|
1.23K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
27New |
$7.15K - $8.18K
|
27
$7.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 15.12% |
$6.88K - $7.88K
|
198
$53.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
25+ 0.81% |
$6.62K - $7.57K
|
3.12K
$838K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
24+ 1.42% |
$6.35K - $7.27K
|
1.71K
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
24+ 0.32% |
$6.35K - $7.27K
|
7.45K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23+ 1.09% |
$6.09K - $6.97K
|
2.13K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23+ 1.67% |
$6.09K - $6.97K
|
1.4K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22New |
$5.82K - $6.66K
|
22
$5.91K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
22+ 12.43% |
$5.82K - $6.66K
|
199
$53.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21New |
$5.56K - $6.36K
|
21
$5.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
21+ 0.68% |
$5.56K - $6.36K
|
3.1K
$832K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
20+ 0.81% |
$5.29K - $6.06K
|
2.48K
$665K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
19+ 29.23% |
$5.03K - $5.76K
|
84
$22.6K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.95% |
$4.76K - $5.45K
|
1.92K
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 24.0% |
$4.76K - $5.45K
|
93
$25K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
18+ 16.82% |
$4.76K - $5.45K
|
125
$33.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
18+ 9.0% |
$4.76K - $5.45K
|
218
$58.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
17+ 0.27% |
$4.5K - $5.15K
|
6.32K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 100.0% |
$4.5K - $5.15K
|
34
$9.14K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16+ 8.16% |
$4.23K - $4.85K
|
212
$57K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 50.0% |
$3.97K - $4.54K
|
45
$12.1K
|