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 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
600New |
$197K - $215K
|
600
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-350- 0.71% |
$115K - $125K
|
49.1K
$18.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.19K- 7.44% |
$2.36M - $2.58M
|
89.5K
$33.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
65+ 1.97% |
$21.4K - $23.3K
|
3.37K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.76K- 55.12% |
$578K - $631K
|
1.43K
$540K
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.2KNew |
$393K - $428K
|
1.2K
$451K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
125+ 12.02% |
$41.1K - $44.8K
|
1.17K
$439K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-837- 3.34% |
$275K - $300K
|
24.2K
$9.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
66.1K+ 16.56% |
$21.7M - $23.7M
|
465K
$176M
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
773New |
$254K - $277K
|
773
$292K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
702New |
$231K - $252K
|
702
$265K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-362- 28.44% |
$119K - $130K
|
911
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23- 92.0% |
$7.56K - $8.25K
|
2
$754
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.67K+ 73.06% |
$1.21M - $1.31M
|
8.69K
$3.28M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$329 - $359
|
2.4K
$904K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-148- 21.05% |
$48.6K - $53.1K
|
555
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
599New |
$197K - $215K
|
599
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 0.65% |
$5.92K - $6.45K
|
2.78K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-26.5K- 26.92% |
$8.71M - $9.5M
|
72K
$27.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.34K- 4.33% |
$441K - $481K
|
29.7K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-59- 3.44% |
$19.4K - $21.2K
|
1.66K
$625K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
908+ 11.77% |
$298K - $326K
|
8.62K
$3.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
73+ 0.23% |
$24K - $26.2K
|
32.4K
$12.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
5.41KNew |
$1.78M - $1.94M
|
5.41K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
19+ 0.49% |
$6.24K - $6.81K
|
3.9K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
2.71K+ 29.0% |
$890K - $971K
|
12K
$4.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-20- 3.28% |
$6.57K - $7.17K
|
589
$222K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 14.29% |
$329 - $359
|
6
$2.26K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.34% |
$986 - $1.08K
|
883
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 1.28% |
$7.56K - $8.25K
|
1.81K
$684K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-60- 6.24% |
$19.7K - $21.5K
|
902
$340K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
117K+ 9978.87% |
$38.3M - $41.8M
|
118K
$44.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$329 - $359
|
1
$377
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
922+ 6.96% |
$303K - $331K
|
14.2K
$5.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
483+ 18.7% |
$159K - $173K
|
3.07K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
946+ 8.48% |
$311K - $339K
|
12.1K
$4.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-128- 0.81% |
$42.1K - $45.9K
|
15.7K
$5.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-90- 2.01% |
$29.6K - $32.3K
|
4.4K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
76+ 6.49% |
$25K - $27.2K
|
1.25K
$470K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-475- 15.9% |
$156K - $170K
|
2.51K
$948K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
19New |
$6.24K - $6.81K
|
19
$7.17K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
1.63K+ 32.53% |
$535K - $584K
|
6.64K
$2.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Fcf Advisors LLC
|
BUY
|
- |
22.8KNew |
$7.5M - $8.19M
|
22.8K
$8.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-287- 22.62% |
$94.3K - $103K
|
982
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-260- 1.22% |
$85.5K - $93.2K
|
21.1K
$7.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
827+ 17.06% |
$272K - $296K
|
5.68K
$2.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3+ 0.41% |
$986 - $1.08K
|
740
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-9.42K- 4.9% |
$3.1M - $3.38M
|
183K
$68.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-138- 2.49% |
$45.4K - $49.5K
|
5.4K
$2.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-200- 10.08% |
$65.7K - $71.7K
|
1.79K
$673K
|
|