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 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.14% |
$329 - $359
|
702
$265K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
926+ 78.74% |
$304K - $332K
|
2.1K
$793K
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
86+ 57.33% |
$28.3K - $30.8K
|
236
$89K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
552+ 39.74% |
$181K - $198K
|
1.94K
$732K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-3- 0.35% |
$986 - $1.08K
|
866
$327K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-72- 2.71% |
$23.7K - $25.8K
|
2.58K
$973K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-87- 6.86% |
$28.6K - $31.2K
|
1.18K
$445K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-259- 1.33% |
$85.1K - $92.9K
|
19.3K
$7.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-41.8K- 21.19% |
$13.7M - $15M
|
155K
$58.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
667New |
$219K - $239K
|
667
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-29- 0.59% |
$9.53K - $10.4K
|
4.91K
$1.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.33K- 6.23% |
$1.09M - $1.19M
|
50.2K
$18.9M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-479- 2.83% |
$157K - $172K
|
16.4K
$6.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.52K- 3.6% |
$498K - $543K
|
40.5K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
54+ 3.31% |
$17.7K - $19.4K
|
1.69K
$635K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.1K- 2.2% |
$3.3M - $3.6M
|
448K
$169M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
25+ 3.9% |
$8.22K - $8.96K
|
666
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
5+ 0.83% |
$1.64K - $1.79K
|
607
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
103+ 1.36% |
$33.9K - $36.9K
|
7.65K
$2.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.45% |
$1.97K - $2.15K
|
1.33K
$502K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 0.88% |
$7.56K - $8.25K
|
2.6K
$979K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
82+ 3.73% |
$27K - $29.4K
|
2.28K
$859K
|
|
|
Nov 04, 2025
Q3 2025
|
Terra Alpha Investments LLC
Washington, DC |
SELL
|
- |
-56- 0.98% |
$18.4K - $20.1K
|
5.67K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 7.04% |
$6.57K - $7.17K
|
304
$115K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-85K- 33.99% |
$27.9M - $30.5M
|
165K
$62.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-146- 16.82% |
$48K - $52.3K
|
722
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
831New |
$273K - $298K
|
831
$313K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.75K+ 18.3% |
$574K - $626K
|
11.3K
$4.26M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-647- 55.97% |
$213K - $232K
|
509
$192K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 22.73% |
$1.64K - $1.79K
|
27
$10.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.38K+ 29.97% |
$1.11M - $1.21M
|
14.6K
$5.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 4.76% |
$329 - $359
|
22
$8.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$3.29K - $3.59K
|
10
$3.77K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
608New |
$200K - $218K
|
608
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
53.5K+ 930.76% |
$17.6M - $19.2M
|
59.2K
$22.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-270- 13.18% |
$88.7K - $96.8K
|
1.78K
$671K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
41+ 585.71% |
$13.5K - $14.7K
|
48
$18.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 188.89% |
$5.59K - $6.09K
|
26
$9.81K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-222- 3.26% |
$73K - $79.6K
|
6.59K
$2.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.94K+ 354.27% |
$968K - $1.06M
|
3.78K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 1.13% |
$2.3K - $2.51K
|
628
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
38+ 2.43% |
$12.5K - $13.6K
|
1.6K
$603K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
188+ 0.94% |
$61.8K - $67.4K
|
20.2K
$7.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
74+ 11.92% |
$24.3K - $26.5K
|
695
$262K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-134- 2.19% |
$44K - $48K
|
5.97K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
44+ 366.67% |
$14.5K - $15.8K
|
56
$21.1K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.31% |
$4.6K - $5.02K
|
4.56K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.4K- 6.33% |
$4.73M - $5.16M
|
213K
$80.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.78K- 38.57% |
$913K - $996K
|
4.42K
$1.67M
|
|