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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63+ 6.42% |
$16.7K - $19.1K
|
1.04K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.7K+ 0.88% |
$3.64M - $4.16M
|
1.57M
$366M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
878+ 43.14% |
$232K - $266K
|
2.91K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.2K- 6.7% |
$582K - $666K
|
30.6K
$7.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
35+ 0.07% |
$9.26K - $10.6K
|
49K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-515- 1.14% |
$136K - $156K
|
44.7K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
50New |
$13.2K - $15.1K
|
50
$11.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-3- 0.05% |
$794 - $909
|
6.18K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
561+ 22.57% |
$148K - $170K
|
3.05K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-193- 0.95% |
$51.1K - $58.5K
|
20.1K
$4.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
874+ 67.8% |
$231K - $265K
|
2.16K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
296+ 0.91% |
$78.3K - $89.7K
|
33K
$7.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
265+ 5.15% |
$70.1K - $80.3K
|
5.41K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
114KNew |
$30.1M - $34.5M
|
114K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
7New |
$1.85K - $2.12K
|
7
$1.63K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.48KNew |
$390K - $447K
|
1.48K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
482+ 7.1% |
$128K - $146K
|
7.27K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 3.72% |
$6.88K - $7.88K
|
673
$157K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-302- 24.37% |
$79.9K - $91.5K
|
937
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
850+ 11.13% |
$225K - $257K
|
8.49K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
843New |
$223K - $255K
|
843
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
39.6K+ 23.76% |
$10.5M - $12M
|
206K
$48.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10+ 0.74% |
$2.65K - $3.03K
|
1.37K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.32KNew |
$349K - $400K
|
1.32K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
861New |
$228K - $261K
|
861
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-88- 0.97% |
$23.3K - $26.7K
|
8.98K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
199KNew |
$52.7M - $60.3M
|
199K
$46.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-60.9K- 5.57% |
$16.1M - $18.4M
|
1.03M
$241M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 12.07% |
$17.5K - $20K
|
613
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4+ 0.41% |
$1.06K - $1.21K
|
972
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 2.37% |
$14.6K - $16.7K
|
2.37K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-928- 22.46% |
$246K - $281K
|
3.2K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-449- 3.21% |
$119K - $136K
|
13.5K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.51KNew |
$929K - $1.06M
|
3.51K
$820K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-239- 7.93% |
$63.3K - $72.4K
|
2.78K
$648K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-82- 9.82% |
$21.7K - $24.8K
|
753
$176K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
333+ 3.41% |
$88.1K - $101K
|
10.1K
$2.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22New |
$5.82K - $6.66K
|
22
$5.14K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
429+ 17.65% |
$114K - $130K
|
2.86K
$668K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.65K- 4.3% |
$965K - $1.1M
|
81.2K
$18.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19.9K+ 2.97% |
$5.27M - $6.03M
|
690K
$161M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-100- 6.78% |
$26.5K - $30.3K
|
1.38K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-94- 1.32% |
$24.9K - $28.5K
|
7.05K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2- 0.19% |
$529 - $606
|
1.06K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
202+ 16.08% |
$53.5K - $61.2K
|
1.46K
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 15.12% |
$6.88K - $7.88K
|
198
$46.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
832+ 131.02% |
$220K - $252K
|
1.47K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
442New |
$117K - $134K
|
442
$103K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-35- 1.94% |
$9.26K - $10.6K
|
1.77K
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
35+ 3.72% |
$9.26K - $10.6K
|
977
$228K
|