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 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-173- 12.35% |
$56.9K - $62K
|
1.23K
$463K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-64- 3.56% |
$21K - $22.9K
|
1.73K
$654K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 0.88% |
$2.3K - $2.51K
|
801
$302K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.7KNew |
$558K - $609K
|
1.7K
$641K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 0.86% |
$329 - $359
|
117
$44.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
933New |
$307K - $334K
|
933
$352K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
686New |
$225K - $246K
|
686
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-296- 3.32% |
$97.3K - $106K
|
8.63K
$3.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.11% |
$657 - $717
|
1.82K
$687K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
695+ 60.54% |
$228K - $249K
|
1.84K
$695K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
30+ 2.22% |
$9.86K - $10.8K
|
1.38K
$522K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.2K- 4.63% |
$2.04M - $2.22M
|
128K
$48.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
43K+ 126.03% |
$14.1M - $15.4M
|
77.1K
$29.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-401- 13.73% |
$132K - $144K
|
2.52K
$950K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-19.6K- 13.37% |
$6.45M - $7.03M
|
127K
$47.9M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.16K- 1.71% |
$382K - $416K
|
66.9K
$25.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
143+ 8.33% |
$47K - $51.3K
|
1.86K
$701K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
103+ 4.52% |
$33.9K - $36.9K
|
2.38K
$899K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
29+ 7.06% |
$9.53K - $10.4K
|
440
$166K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
215+ 2.89% |
$70.7K - $77.1K
|
7.65K
$2.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-4- 0.59% |
$1.31K - $1.43K
|
678
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 200.0% |
$657 - $717
|
3
$1.13K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 0.79% |
$741K - $808K
|
282K
$106M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
13+ 1.33% |
$4.27K - $4.66K
|
993
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-20- 0.99% |
$6.57K - $7.17K
|
2.01K
$757K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
1.86K+ 52.83% |
$610K - $665K
|
5.37K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
629+ 46.45% |
$207K - $226K
|
1.98K
$748K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
5KNew |
$1.64M - $1.79M
|
5K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
16New |
$5.26K - $5.74K
|
16
$6.03K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-108- 1.54% |
$35.5K - $38.7K
|
6.93K
$2.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
65New |
$21.4K - $23.3K
|
65
$24.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
177+ 25.21% |
$58.2K - $63.5K
|
879
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
21+ 1.07% |
$6.9K - $7.53K
|
1.98K
$747K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-219- 17.34% |
$72K - $78.5K
|
1.04K
$394K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
196+ 0.59% |
$64.4K - $70.3K
|
33.2K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.25K+ 55.69% |
$411K - $449K
|
3.5K
$1.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
608New |
$200K - $218K
|
608
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
1.17K+ 0.73% |
$385K - $419K
|
161K
$60.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
64+ 0.15% |
$21K - $22.9K
|
41.7K
$15.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
10+ 0.46% |
$3.29K - $3.59K
|
2.19K
$827K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
4New |
$1.31K - $1.43K
|
4
$1.51K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-13.4K- 20.25% |
$4.39M - $4.79M
|
52.7K
$19.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.49K+ 0.9% |
$489K - $534K
|
168K
$63.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-1.86K- 4.81% |
$611K - $666K
|
36.8K
$13.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.6KNew |
$3.49M - $3.81M
|
10.6K
$4.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.2K+ 4.09% |
$724K - $789K
|
56K
$21.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
800+ 1.9% |
$263K - $287K
|
42.8K
$16.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.3K- 44.32% |
$427K - $465K
|
1.63K
$615K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-367- 10.91% |
$121K - $132K
|
3K
$1.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
236+ 25.88% |
$77.6K - $84.6K
|
1.15K
$433K
|
|