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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12New |
$3.18K - $3.64K
|
12
$2.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-2.41K- 75.23% |
$639K - $731K
|
795
$186K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.73KNew |
$458K - $524K
|
1.73K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-399- 3.15% |
$106K - $121K
|
12.3K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 4.69% |
$79.4K - $90.9K
|
6.1K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-185- 2.59% |
$49K - $56K
|
6.95K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23+ 1.67% |
$6.09K - $6.97K
|
1.4K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-20- 1.69% |
$5.29K - $6.06K
|
1.16K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-240- 4.1% |
$63.5K - $72.7K
|
5.61K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 33.33% |
$1.06K - $1.21K
|
16
$3.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-756K- 96.49% |
$200M - $229M
|
27.5K
$6.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.49K+ 25.65% |
$658K - $753K
|
12.2K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
22+ 12.43% |
$5.82K - $6.66K
|
199
$46.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-235- 30.09% |
$62.2K - $71.2K
|
546
$127K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
505New |
$134K - $153K
|
505
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$265 - $303
|
910
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-23- 2.21% |
$6.09K - $6.97K
|
1.02K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 100.0% |
$4.5K - $5.15K
|
34
$7.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.28K- 10.64% |
$602K - $689K
|
19.1K
$4.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.97K+ 14.22% |
$520K - $595K
|
15.8K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-6.76K- 19.11% |
$1.79M - $2.05M
|
28.6K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
21.4K+ 2.16% |
$5.65M - $6.47M
|
1.01M
$235M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.86% |
$2.38K - $2.73K
|
1.05K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-3- 8.57% |
$794 - $909
|
32
$7.47K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.38K- 35.5% |
$364K - $417K
|
2.5K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-26- 2.8% |
$6.88K - $7.88K
|
901
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-913- 42.88% |
$242K - $277K
|
1.22K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23+ 1.09% |
$6.09K - $6.97K
|
2.13K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Robocap Asset Management LTD
London, X0 |
SELL
|
- |
-12.9KClosed |
$3.41M - $3.9M
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-94- 2.1% |
$24.9K - $28.5K
|
4.38K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
535+ 17.38% |
$142K - $162K
|
3.61K
$843K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
163+ 9.42% |
$43.1K - $49.4K
|
1.89K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-44- 1.11% |
$11.6K - $13.3K
|
3.92K
$916K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-3.93K- 56.62% |
$1.04M - $1.19M
|
3.01K
$703K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-335- 0.17% |
$88.7K - $101K
|
198K
$46.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
14+ 0.2% |
$3.71K - $4.24K
|
7.08K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-553- 7.72% |
$146K - $168K
|
6.61K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
530+ 2.12% |
$140K - $161K
|
25.5K
$5.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-2.64K- 1.45% |
$698K - $799K
|
180K
$41.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.25KNew |
$331K - $379K
|
1.25K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.31% |
$1.85K - $2.12K
|
2.25K
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
30New |
$7.94K - $9.09K
|
30
$7K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$265 - $303
|
1
$233
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2New |
$529 - $606
|
2
$467
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.61K+ 119.72% |
$956K - $1.09M
|
6.63K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 25.93% |
$3.71K - $4.24K
|
40
$9.34K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
200+ 4.17% |
$52.9K - $60.6K
|
5K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
1.27K+ 3.79% |
$335K - $383K
|
34.6K
$8.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-141K- 19.7% |
$37.2M - $42.6M
|
573K
$134M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-240- 1.45% |
$63.5K - $72.7K
|
16.3K
$3.81M
|