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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-48- 0.29% |
$12.7K - $14.5K
|
16.7K
$4.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
670+ 17.29% |
$177K - $203K
|
4.54K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
16.8K+ 9.43% |
$4.44M - $5.08M
|
195K
$52.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-142K- 64.41% |
$37.5M - $43M
|
78.4K
$21.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-10- 0.57% |
$2.65K - $3.03K
|
1.76K
$477K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-36- 1.29% |
$9.53K - $10.9K
|
2.75K
$746K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 100.0% |
$1.06K - $1.21K
|
8
$2.17K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11- 1.12% |
$2.91K - $3.33K
|
974
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-44- 11.99% |
$11.6K - $13.3K
|
323
$87.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-108- 1.37% |
$28.6K - $32.7K
|
7.8K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-78.8K- 86.03% |
$20.8M - $23.9M
|
12.8K
$3.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-114- 6.32% |
$30.2K - $34.5K
|
1.69K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.35K+ 609.09% |
$887K - $1.01M
|
3.9K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
18+ 16.82% |
$4.76K - $5.45K
|
125
$33.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 24.0% |
$4.76K - $5.45K
|
93
$25.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20- 0.51% |
$5.29K - $6.06K
|
3.9K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
743New |
$197K - $225K
|
743
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.02K+ 4.41% |
$535K - $613K
|
47.8K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
86+ 3.42% |
$22.8K - $26.1K
|
2.6K
$706K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
106+ 4.02% |
$28.1K - $32.1K
|
2.75K
$744K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1+ 0.1% |
$265 - $303
|
1.01K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
213KNew |
$56.5M - $64.7M
|
213K
$57.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 1.89% |
$1.85K - $2.12K
|
363
$98.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
250+ 11.11% |
$66.2K - $75.7K
|
2.5K
$678K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-279- 2.11% |
$73.8K - $84.5K
|
12.9K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-24- 32.0% |
$6.35K - $7.27K
|
51
$13.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
71.3K+ 229.52% |
$18.9M - $21.6M
|
102K
$27.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
745+ 3.9% |
$197K - $226K
|
19.8K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-163- 17.21% |
$43.1K - $49.4K
|
784
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
663+ 3.02% |
$175K - $201K
|
22.6K
$6.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 1.77% |
$13.2K - $15.1K
|
2.77K
$750K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45+ 0.47% |
$11.9K - $13.6K
|
9.69K
$2.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-632- 6.76% |
$167K - $191K
|
8.71K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-31.1K- 84.74% |
$8.23M - $9.42M
|
5.6K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
42+ 144.83% |
$11.1K - $12.7K
|
71
$19.2K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.02KNew |
$270K - $309K
|
1.02K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.55K+ 46.2% |
$411K - $470K
|
4.91K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
54New |
$14.3K - $16.4K
|
54
$14.6K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.13K- 5.58% |
$1.09M - $1.25M
|
69.8K
$18.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
24+ 0.32% |
$6.35K - $7.27K
|
7.45K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
120New |
$31.8K - $36.4K
|
120
$32.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
237+ 2.24% |
$62.7K - $71.8K
|
10.8K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
281+ 23.75% |
$74.4K - $85.1K
|
1.46K
$397K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$265 - $303
|
2.7K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
324+ 3.4% |
$85.7K - $98.1K
|
9.84K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-3.95K- 66.37% |
$1.05M - $1.2M
|
2K
$543K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.05K+ 2.34% |
$277K - $317K
|
45.7K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-69- 0.21% |
$18.3K - $20.9K
|
32.2K
$8.74M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5- 0.14% |
$1.32K - $1.51K
|
3.63K
$984K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
711New |
$188K - $215K
|
711
$193K
|