Latest Institutional Transactions on Rockwell Automation, Inc (ROK)
This table provides information on the latest institutional transactions involving Rockwell Automation, Inc (ROK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
222+ 17.83% |
$74.1K - $87.6K
|
1.47K
$553K
|
|
|
Jan 20, 2026
Q4 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
590+ 3.48% |
$197K - $233K
|
17.5K
$6.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-764- 37.47% |
$255K - $301K
|
1.28K
$481K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
339+ 372.53% |
$113K - $134K
|
430
$162K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.99% |
$3.34K - $3.95K
|
513
$193K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-6- 0.99% |
$2K - $2.37K
|
602
$227K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
834+ 5.56% |
$278K - $329K
|
15.8K
$5.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-265- 3.43% |
$88.4K - $105K
|
7.46K
$2.81M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
528New |
$176K - $208K
|
528
$199K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
623+ 10.98% |
$208K - $246K
|
6.3K
$2.38M
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
223New |
$74.4K - $88K
|
223
$84.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
66+ 5.63% |
$22K - $26K
|
1.24K
$467K
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
185+ 23.42% |
$61.7K - $73K
|
975
$368K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-464- 14.95% |
$155K - $183K
|
2.64K
$996K
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
627New |
$209K - $247K
|
627
$236K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
226+ 12.47% |
$75.4K - $89.2K
|
2.04K
$769K
|
|
|
Jan 20, 2026
Q4 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-757- 12.81% |
$253K - $299K
|
5.15K
$1.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
1New |
$334 - $395
|
1
$377
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-166- 21.93% |
$55.4K - $65.5K
|
591
$223K
|
|
|
Jan 20, 2026
Q4 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-40- 4.44% |
$13.4K - $15.8K
|
860
$324K
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
2.03KNew |
$678K - $802K
|
2.03K
$766K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
6+ 2.61% |
$2K - $2.37K
|
236
$89K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
123+ 11.18% |
$41.1K - $48.5K
|
1.22K
$461K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-914- 23.44% |
$305K - $361K
|
2.99K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-413- 1.37% |
$138K - $163K
|
29.8K
$11.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
SELL
|
- |
-82- 0.38% |
$27.4K - $32.4K
|
21.6K
$8.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.66K- 8.21% |
$888K - $1.05M
|
29.7K
$11.2M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
SELL
|
- |
-363- 31.08% |
$121K - $143K
|
805
$304K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-77- 6.33% |
$25.7K - $30.4K
|
1.14K
$430K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.21K+ 67.33% |
$404K - $477K
|
3.01K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
529New |
$177K - $209K
|
529
$200K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
21+ 123.53% |
$7.01K - $8.29K
|
38
$14.3K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-1.27K- 10.55% |
$424K - $501K
|
10.8K
$4.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 3.39% |
$66.8K - $78.9K
|
5.7K
$2.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-32- 0.65% |
$10.7K - $12.6K
|
4.88K
$1.84M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
3.06K+ 2.7% |
$1.02M - $1.21M
|
116K
$43.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
136+ 4.73% |
$45.4K - $53.7K
|
3.01K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
565+ 1.32% |
$189K - $223K
|
43.4K
$16.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
213+ 0.82% |
$71.1K - $84K
|
26.2K
$9.9M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.91K+ 137.72% |
$636K - $752K
|
3.29K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-9- 0.31% |
$3K - $3.55K
|
2.93K
$1.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
536New |
$179K - $211K
|
536
$202K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-101- 0.42% |
$33.7K - $39.8K
|
23.9K
$9.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.82K- 13.46% |
$940K - $1.11M
|
18.1K
$6.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
41+ 3.79% |
$13.7K - $16.2K
|
1.12K
$423K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
10+ 0.88% |
$3.34K - $3.95K
|
1.15K
$433K
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.65K- 2.29% |
$551K - $651K
|
70.3K
$26.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
609+ 11.28% |
$203K - $240K
|
6.01K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2New |
$668 - $789
|
2
$754
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
20+ 1.4% |
$6.68K - $7.89K
|
1.45K
$546K
|
|