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 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-1- 0.03% |
$265 - $303
|
3.95K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2- 0.19% |
$529 - $606
|
1.06K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 6.25% |
$529 - $606
|
30
$8.06K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2- 0.16% |
$529 - $606
|
1.26K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-3- 0.05% |
$794 - $909
|
6.18K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-3- 8.57% |
$794 - $909
|
32
$8.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 15.79% |
$794 - $909
|
16
$4.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3- 0.37% |
$794 - $909
|
800
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.3% |
$794 - $909
|
1.01K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3- 4.62% |
$794 - $909
|
62
$16.7K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-3- 0.2% |
$794 - $909
|
1.49K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4- 0.4% |
$1.06K - $1.21K
|
1.01K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-5- 0.25% |
$1.32K - $1.51K
|
1.96K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5- 0.14% |
$1.32K - $1.51K
|
3.63K
$976K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 29.41% |
$1.32K - $1.51K
|
12
$3.22K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 1.37% |
$1.59K - $1.82K
|
431
$116K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 1.89% |
$1.85K - $2.12K
|
363
$97.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8- 0.08% |
$2.12K - $2.42K
|
9.68K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 17.02% |
$2.12K - $2.42K
|
39
$10.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9- 0.54% |
$2.38K - $2.73K
|
1.66K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9- 0.35% |
$2.38K - $2.73K
|
2.57K
$691K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-10- 0.57% |
$2.65K - $3.03K
|
1.76K
$473K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-10- 0.96% |
$2.65K - $3.03K
|
1.03K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11- 1.12% |
$2.91K - $3.33K
|
974
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12- 1.61% |
$3.18K - $3.64K
|
733
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12- 0.84% |
$3.18K - $3.64K
|
1.42K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-13- 1.57% |
$3.44K - $3.94K
|
817
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 25.93% |
$3.71K - $4.24K
|
40
$10.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-16- 18.6% |
$4.23K - $4.85K
|
70
$18.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-16- 0.72% |
$4.23K - $4.85K
|
2.22K
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17- 0.31% |
$4.5K - $5.15K
|
5.41K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-17- 0.11% |
$4.5K - $5.15K
|
14.9K
$4.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-18- 1.51% |
$4.76K - $5.45K
|
1.18K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 1.21% |
$4.76K - $5.45K
|
1.47K
$394K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-19- 1.28% |
$5.03K - $5.76K
|
1.47K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-19- 1.4% |
$5.03K - $5.76K
|
1.34K
$360K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-20- 13.33% |
$5.29K - $6.06K
|
130
$34.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20- 0.51% |
$5.29K - $6.06K
|
3.9K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-20- 1.69% |
$5.29K - $6.06K
|
1.16K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-23- 2.21% |
$6.09K - $6.97K
|
1.02K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-24- 1.91% |
$6.35K - $7.27K
|
1.23K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-24- 1.49% |
$6.35K - $7.27K
|
1.58K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-24- 32.0% |
$6.35K - $7.27K
|
51
$13.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 37.31% |
$6.62K - $7.57K
|
42
$11.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-26- 2.8% |
$6.88K - $7.88K
|
901
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-26- 1.27% |
$6.88K - $7.88K
|
2.02K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 3.72% |
$6.88K - $7.88K
|
673
$181K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 1.01% |
$7.94K - $9.09K
|
2.95K
$793K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-30- 11.76% |
$7.94K - $9.09K
|
225
$60.5K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-34- 0.2% |
$9K - $10.3K
|
16.8K
$4.53M
|