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 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
14+ 0.2% |
$3.71K - $4.24K
|
7.08K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 37.5% |
$3.18K - $3.64K
|
44
$11.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12New |
$3.18K - $3.64K
|
12
$3.22K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
10+ 0.3% |
$2.65K - $3.03K
|
3.38K
$907K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10+ 0.74% |
$2.65K - $3.03K
|
1.37K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.54% |
$2.65K - $3.03K
|
1.87K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.86% |
$2.38K - $2.73K
|
1.05K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 1.02% |
$2.38K - $2.73K
|
889
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8+ 200.0% |
$2.12K - $2.42K
|
12
$3.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$1.85K - $2.12K
|
7
$1.88K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
7New |
$1.85K - $2.12K
|
7
$1.88K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.31% |
$1.85K - $2.12K
|
2.25K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$1.85K - $2.12K
|
7
$1.88K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6+ 0.76% |
$1.59K - $1.82K
|
793
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 8.57% |
$1.59K - $1.82K
|
76
$20.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5New |
$1.32K - $1.51K
|
5
$1.34K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5+ 0.44% |
$1.32K - $1.51K
|
1.15K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
5+ 0.25% |
$1.32K - $1.51K
|
1.99K
$535K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5+ 0.19% |
$1.32K - $1.51K
|
2.61K
$702K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
5+ 0.36% |
$1.32K - $1.51K
|
1.38K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 33.33% |
$1.06K - $1.21K
|
16
$4.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
4+ 0.45% |
$1.06K - $1.21K
|
900
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4+ 0.57% |
$1.06K - $1.21K
|
711
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 100.0% |
$1.06K - $1.21K
|
8
$2.15K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 100.0% |
$1.06K - $1.21K
|
8
$2.15K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4+ 0.35% |
$1.06K - $1.21K
|
1.14K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.51% |
$1.06K - $1.21K
|
787
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4+ 0.48% |
$1.06K - $1.21K
|
841
$226K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4New |
$1.06K - $1.21K
|
4
$1.07K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
4+ 0.28% |
$1.06K - $1.21K
|
1.46K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.41% |
$1.06K - $1.21K
|
972
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 3.39% |
$1.06K - $1.21K
|
122
$32.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2+ 0.2% |
$529 - $606
|
1K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2New |
$529 - $606
|
2
$537
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.22% |
$265 - $303
|
460
$124K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.22% |
$265 - $303
|
460
$124K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$265 - $303
|
800
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$265 - $303
|
2.7K
$724K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 6.25% |
$265 - $303
|
17
$4.57K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1+ 0.11% |
$265 - $303
|
873
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$265 - $303
|
1
$269
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1+ 0.5% |
$265 - $303
|
201
$54K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1+ 0.1% |
$265 - $303
|
1.01K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.53% |
$265 - $303
|
191
$51.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.08% |
$265 - $303
|
1.2K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$265 - $303
|
910
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$265 - $303
|
1
$269
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1- 0.12% |
$265 - $303
|
839
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1- 0.1% |
$265 - $303
|
1K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.13% |
$265 - $303
|
781
$210K
|