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 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
596New |
$196K - $214K
|
596
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.88% |
$2.63K - $2.87K
|
912
$344K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
99+ 0.61% |
$32.5K - $35.5K
|
16.2K
$6.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$329 - $359
|
914
$345K
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-661- 1.09% |
$217K - $237K
|
60.2K
$22.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
3.51KNew |
$1.15M - $1.26M
|
3.51K
$1.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.3K- 15.49% |
$427K - $466K
|
7.09K
$2.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-45- 8.27% |
$14.8K - $16.1K
|
499
$188K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 11.76% |
$657 - $717
|
19
$7.17K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7+ 4.22% |
$2.3K - $2.51K
|
173
$65.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
108+ 900.0% |
$35.5K - $38.7K
|
120
$45.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 1.86% |
$1.31K - $1.43K
|
219
$82.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
6+ 0.31% |
$1.97K - $2.15K
|
1.95K
$735K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
54+ 7.54% |
$17.7K - $19.4K
|
770
$290K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
3.15K+ 3.64% |
$1.04M - $1.13M
|
89.7K
$33.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
2.8K+ 10.2% |
$920K - $1M
|
30.2K
$11.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
17New |
$5.59K - $6.09K
|
17
$6.41K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.76K- 10.76% |
$906K - $988K
|
22.9K
$8.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-372- 22.05% |
$122K - $133K
|
1.32K
$496K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1+ 0.15% |
$329 - $359
|
656
$247K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
215+ 30.58% |
$70.7K - $77.1K
|
918
$346K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
10.1K+ 67486.67% |
$3.33M - $3.63M
|
10.1K
$3.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-9- 6.43% |
$2.96K - $3.23K
|
131
$49.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
622+ 91.61% |
$204K - $223K
|
1.3K
$491K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4+ 0.37% |
$1.31K - $1.43K
|
1.08K
$406K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-54Closed |
$17.7K - $19.4K
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-2.56K- 56.81% |
$843K - $919K
|
1.95K
$735K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-319- 5.48% |
$105K - $114K
|
5.5K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1New |
$329 - $359
|
1
$377
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-181- 9.27% |
$59.5K - $64.9K
|
1.77K
$668K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-27- 0.5% |
$8.87K - $9.68K
|
5.42K
$2.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
40+ 5.88% |
$13.1K - $14.3K
|
720
$272K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-8- 0.99% |
$2.63K - $2.87K
|
800
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.07KNew |
$350K - $382K
|
1.07K
$402K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.44K+ 48.81% |
$473K - $516K
|
4.39K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.26K+ 221.79% |
$2.06M - $2.24M
|
9.08K
$3.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
757New |
$249K - $271K
|
757
$285K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.6K- 0.81% |
$525K - $573K
|
196K
$73.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
422+ 9.2% |
$139K - $151K
|
5.01K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-29- 4.76% |
$9.53K - $10.4K
|
580
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.22KNew |
$730K - $797K
|
2.22K
$838K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
135New |
$44.4K - $48.4K
|
135
$50.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
8+ 0.45% |
$2.63K - $2.87K
|
1.78K
$671K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-214- 0.75% |
$70.3K - $76.7K
|
28.3K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
91+ 4.15% |
$29.9K - $32.6K
|
2.28K
$861K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-660- 5.21% |
$217K - $237K
|
12K
$4.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.08K+ 31.73% |
$1.01M - $1.1M
|
12.8K
$4.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-60- 4.94% |
$19.7K - $21.5K
|
1.16K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
91+ 6.96% |
$29.9K - $32.6K
|
1.4K
$527K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-35- 2.35% |
$11.5K - $12.5K
|
1.45K
$548K
|
|