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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 14.29% |
$657 - $717
|
16
$6.03K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-953- 35.88% |
$313K - $342K
|
1.7K
$642K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 1.39% |
$404K - $440K
|
86.9K
$32.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11- 1.51% |
$3.62K - $3.94K
|
719
$271K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
69+ 4.31% |
$22.7K - $24.7K
|
1.67K
$629K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.58K+ 4.16% |
$518K - $565K
|
39.5K
$14.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
425K+ 107.68% |
$140M - $152M
|
820K
$309M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
21+ 175.0% |
$6.9K - $7.53K
|
33
$12.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 24.64% |
$366K - $400K
|
5.64K
$2.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-13- 0.36% |
$4.27K - $4.66K
|
3.58K
$1.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
290+ 45.38% |
$95.3K - $104K
|
929
$350K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
33.4K+ 0.24% |
$11M - $12M
|
14.1M
$5.31B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
544+ 67.16% |
$179K - $195K
|
1.35K
$511K
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.17K+ 14.33% |
$1.7M - $1.85M
|
41.2K
$15.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.58K+ 10.61% |
$848K - $925K
|
26.9K
$10.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
678New |
$223K - $243K
|
678
$256K
|
|
|
Nov 07, 2025
Q3 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-4.88K- 20.78% |
$1.6M - $1.75M
|
18.6K
$7.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.04% |
$329 - $359
|
2.72K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65+ 5.69% |
$21.4K - $23.3K
|
1.21K
$455K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13+ 3.41% |
$4.27K - $4.66K
|
394
$149K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
112+ 15.22% |
$36.8K - $40.2K
|
848
$320K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
101+ 12.08% |
$33.2K - $36.2K
|
937
$353K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 1.22% |
$4.27K - $4.66K
|
1.08K
$407K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.99K+ 199.8% |
$981K - $1.07M
|
4.48K
$1.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
812New |
$267K - $291K
|
812
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4- 0.19% |
$1.31K - $1.43K
|
2.06K
$778K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
322+ 23.98% |
$106K - $115K
|
1.67K
$628K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
94+ 12.43% |
$30.9K - $33.7K
|
850
$321K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-232- 0.94% |
$76.3K - $83.2K
|
24.5K
$9.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-8.36K- 2.36% |
$2.75M - $3M
|
346K
$131M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
181+ 6.16% |
$59.5K - $64.9K
|
3.12K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
745New |
$245K - $267K
|
745
$281K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-371- 2.46% |
$122K - $133K
|
14.7K
$5.54M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.37K- 1.03% |
$1.11M - $1.21M
|
324K
$122M
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-7.4K- 7.42% |
$2.43M - $2.65M
|
92.3K
$34.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-21.4K- 14.17% |
$7.04M - $7.68M
|
130K
$48.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Broderick Brian C
|
SELL
|
- |
-2.03K- 5.32% |
$666K - $726K
|
36K
$13.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Dempze Nancy E
|
SELL
|
- |
-779- 6.33% |
$256K - $279K
|
11.5K
$4.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
SELL
|
- |
-1.62K- 6.41% |
$531K - $579K
|
23.6K
$8.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.4K- 8.16% |
$460K - $502K
|
15.8K
$5.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
SELL
|
- |
-924- 3.3% |
$304K - $331K
|
27K
$10.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
SELL
|
- |
-5.01K- 9.84% |
$1.65M - $1.8M
|
45.9K
$17.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
458+ 34.46% |
$151K - $164K
|
1.79K
$674K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-25- 0.91% |
$8.22K - $8.96K
|
2.73K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-2.43K- 11.63% |
$800K - $873K
|
18.5K
$6.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
787+ 6.79% |
$259K - $282K
|
12.4K
$4.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
277+ 6.55% |
$91K - $99.3K
|
4.51K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
676+ 8.87% |
$222K - $242K
|
8.29K
$3.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.22% |
$986 - $1.08K
|
1.39K
$522K
|
|
|
Nov 06, 2025
Q3 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-7.5K- 30.0% |
$2.47M - $2.69M
|
17.5K
$6.6M
|
|