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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
626+ 11.02% |
$166K - $190K
|
6.31K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
623New |
$165K - $189K
|
623
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
608+ 3.49% |
$161K - $184K
|
18K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
593+ 7.06% |
$157K - $180K
|
9K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
583+ 17.76% |
$154K - $177K
|
3.87K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
561+ 22.57% |
$148K - $170K
|
3.05K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
553New |
$146K - $168K
|
553
$188K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
552+ 3.12% |
$146K - $167K
|
18.2K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
547New |
$145K - $166K
|
547
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
540+ 3.71% |
$143K - $164K
|
15.1K
$5.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
535+ 17.38% |
$142K - $162K
|
3.61K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
533+ 2.07% |
$141K - $161K
|
26.3K
$8.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
530+ 1.77% |
$140K - $161K
|
30.5K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
530+ 2.12% |
$140K - $161K
|
25.5K
$8.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
512+ 18.47% |
$136K - $155K
|
3.28K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
505New |
$134K - $153K
|
505
$172K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
500+ 31.25% |
$132K - $151K
|
2.1K
$715K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
499+ 9.84% |
$132K - $151K
|
5.57K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
496+ 2.01% |
$131K - $150K
|
25.2K
$8.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
482+ 7.1% |
$128K - $146K
|
7.27K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
473+ 3.78% |
$125K - $143K
|
13K
$4.42M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
470+ 13.35% |
$124K - $142K
|
3.99K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
450New |
$119K - $136K
|
450
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
445+ 3.77% |
$118K - $135K
|
12.2K
$4.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
445+ 0.88% |
$118K - $135K
|
51.1K
$17.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
442New |
$117K - $134K
|
442
$150K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
435New |
$115K - $132K
|
435
$148K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
431New |
$114K - $131K
|
431
$147K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
429+ 17.65% |
$114K - $130K
|
2.86K
$973K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
409+ 50.87% |
$108K - $124K
|
1.21K
$413K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
404+ 9.98% |
$107K - $122K
|
4.45K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
404+ 1.9% |
$107K - $122K
|
21.7K
$7.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
394+ 9.77% |
$104K - $119K
|
4.43K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
382+ 33.42% |
$101K - $116K
|
1.53K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
382+ 17.15% |
$101K - $116K
|
2.61K
$888K
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
380+ 3.78% |
$101K - $115K
|
10.4K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
374+ 2.2% |
$99K - $113K
|
17.4K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
371+ 1.24% |
$98.2K - $112K
|
30.4K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
363+ 0.4% |
$96.1K - $110K
|
90.4K
$30.8M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
359New |
$95K - $109K
|
359
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
355+ 37.53% |
$94K - $108K
|
1.3K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
353New |
$93.4K - $107K
|
353
$120K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
347+ 17.35% |
$91.8K - $105K
|
2.35K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
343+ 34.33% |
$90.8K - $104K
|
1.34K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
340+ 3.32% |
$90K - $103K
|
10.6K
$3.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
333+ 3.41% |
$88.1K - $101K
|
10.1K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
330+ 20.93% |
$87.3K - $100K
|
1.91K
$649K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
324+ 3.4% |
$85.7K - $98.1K
|
9.84K
$3.35M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
316New |
$83.6K - $95.7K
|
316
$108K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
311New |
$82.3K - $94.2K
|
311
$106K
|