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 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 50.0% |
$1.59K - $1.82K
|
6
$1.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 1.37% |
$1.59K - $1.82K
|
431
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 1.89% |
$1.85K - $2.12K
|
363
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8- 0.08% |
$2.12K - $2.42K
|
9.68K
$2.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 17.02% |
$2.12K - $2.42K
|
39
$11.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9- 0.54% |
$2.38K - $2.73K
|
1.66K
$503K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9- 0.35% |
$2.38K - $2.73K
|
2.57K
$781K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-10- 0.57% |
$2.65K - $3.03K
|
1.76K
$534K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 3.29% |
$2.65K - $3.03K
|
294
$89.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-10- 0.96% |
$2.65K - $3.03K
|
1.03K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10- 0.48% |
$2.65K - $3.03K
|
2.08K
$633K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11- 1.12% |
$2.91K - $3.33K
|
974
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-12- 0.33% |
$3.18K - $3.64K
|
3.58K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12- 0.84% |
$3.18K - $3.64K
|
1.42K
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12- 1.61% |
$3.18K - $3.64K
|
733
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-13- 1.57% |
$3.44K - $3.94K
|
817
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 25.93% |
$3.71K - $4.24K
|
40
$12.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-16- 18.6% |
$4.23K - $4.85K
|
70
$21.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-16- 0.72% |
$4.23K - $4.85K
|
2.22K
$673K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-17- 0.11% |
$4.5K - $5.15K
|
14.9K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17- 0.31% |
$4.5K - $5.15K
|
5.41K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 1.21% |
$4.76K - $5.45K
|
1.47K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-18- 1.51% |
$4.76K - $5.45K
|
1.18K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-19- 1.4% |
$5.03K - $5.76K
|
1.34K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-19- 1.28% |
$5.03K - $5.76K
|
1.47K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20- 0.51% |
$5.29K - $6.06K
|
3.9K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-20- 1.69% |
$5.29K - $6.06K
|
1.16K
$353K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-20- 13.33% |
$5.29K - $6.06K
|
130
$39.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-23- 2.21% |
$6.09K - $6.97K
|
1.02K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-24- 1.49% |
$6.35K - $7.27K
|
1.58K
$481K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-24- 32.0% |
$6.35K - $7.27K
|
51
$15.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-24- 1.91% |
$6.35K - $7.27K
|
1.23K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 37.31% |
$6.62K - $7.57K
|
42
$12.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-26- 2.8% |
$6.88K - $7.88K
|
901
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-26- 1.27% |
$6.88K - $7.88K
|
2.02K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 3.72% |
$6.88K - $7.88K
|
673
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 1.01% |
$7.94K - $9.09K
|
2.95K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-30- 11.76% |
$7.94K - $9.09K
|
225
$68.3K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-34- 0.2% |
$9K - $10.3K
|
16.8K
$5.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-35- 1.94% |
$9.26K - $10.6K
|
1.77K
$536K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-36- 1.29% |
$9.53K - $10.9K
|
2.75K
$837K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-37- 18.88% |
$9.79K - $11.2K
|
159
$48.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-39- 1.84% |
$10.3K - $11.8K
|
2.08K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-40- 1.47% |
$10.6K - $12.1K
|
2.68K
$814K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-42- 0.1% |
$11.1K - $12.7K
|
43.7K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-43- 4.63% |
$11.4K - $13K
|
886
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-44- 1.11% |
$11.6K - $13.3K
|
3.92K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44- 37.29% |
$11.6K - $13.3K
|
74
$22.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-44- 11.99% |
$11.6K - $13.3K
|
323
$98.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-45- 0.89% |
$11.9K - $13.6K
|
5K
$1.52M
|