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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
590+ 1.64% |
$194K - $212K
|
36.6K
$13.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4.03KNew |
$1.33M - $1.45M
|
4.03K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.66KNew |
$873K - $952K
|
2.66K
$1M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
988New |
$325K - $354K
|
988
$373K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 7.32% |
$986 - $1.08K
|
38
$14.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42+ 6.87% |
$13.8K - $15.1K
|
653
$246K
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
BUY
|
- |
4.75KNew |
$1.56M - $1.7M
|
4.75K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-81- 58.7% |
$26.6K - $29K
|
57
$21.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
183New |
$60.1K - $65.6K
|
183
$69K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7New |
$2.3K - $2.51K
|
7
$2.64K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
62+ 8.4% |
$20.4K - $22.2K
|
800
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.76K- 22.9% |
$1.24M - $1.35M
|
12.7K
$4.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8+ 80.0% |
$2.63K - $2.87K
|
18
$6.79K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.6K- 9.93% |
$855K - $932K
|
23.6K
$8.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
212+ 11.6% |
$69.7K - $76K
|
2.04K
$769K
|
|
|
Oct 28, 2025
Q3 2025
|
Dillon & Associates Inc
|
BUY
|
- |
18+ 1.86% |
$5.92K - $6.45K
|
984
$371K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-45- 88.24% |
$14.8K - $16.1K
|
6
$2.26K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
682New |
$224K - $245K
|
682
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
14+ 1.77% |
$4.6K - $5.02K
|
805
$304K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-15- 1.49% |
$4.93K - $5.38K
|
994
$375K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-174- 0.66% |
$57.2K - $62.4K
|
26.1K
$9.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.07% |
$329 - $359
|
1.42K
$535K
|
|
|
Oct 28, 2025
Q3 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-2.58K- 27.15% |
$846K - $923K
|
6.91K
$2.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-6.51K- 3.78% |
$2.14M - $2.33M
|
165K
$62.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-50- 0.85% |
$16.4K - $17.9K
|
5.84K
$2.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19+ 1.6% |
$6.24K - $6.81K
|
1.21K
$455K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-501- 0.29% |
$165K - $180K
|
169K
$63.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.07K- 29.85% |
$350K - $382K
|
2.51K
$945K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
27+ 1.0% |
$8.87K - $9.68K
|
2.73K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-69- 1.58% |
$22.7K - $24.7K
|
4.31K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6KNew |
$1.97M - $2.15M
|
6K
$2.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
144+ 2.62% |
$47.3K - $51.6K
|
5.64K
$2.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-336- 0.8% |
$110K - $120K
|
41.6K
$15.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.39K- 0.93% |
$3.08M - $3.36M
|
997K
$376M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
167+ 4.38% |
$54.9K - $59.9K
|
3.98K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
3.94K+ 35.96% |
$1.29M - $1.41M
|
14.9K
$5.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.42K- 56.06% |
$466K - $509K
|
1.11K
$419K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-391- 0.87% |
$129K - $140K
|
44.7K
$16.8M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-148- 10.66% |
$48.6K - $53.1K
|
1.24K
$468K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
158K+ 34.3% |
$51.8M - $56.5M
|
617K
$233M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
220New |
$72.3K - $78.9K
|
220
$83K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 2.86% |
$329 - $359
|
36
$13.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-17- 0.9% |
$5.59K - $6.09K
|
1.88K
$709K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-181- 9.41% |
$59.5K - $64.9K
|
1.74K
$657K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
131+ 5.87% |
$43.1K - $47K
|
2.36K
$891K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-25- 2.61% |
$8.22K - $8.96K
|
934
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-3.59K- 70.36% |
$1.18M - $1.29M
|
1.51K
$569K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.37% |
$329 - $359
|
270
$102K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-3.5K- 13.36% |
$1.15M - $1.26M
|
22.7K
$8.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
194+ 11.77% |
$63.8K - $69.6K
|
1.84K
$695K
|
|