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 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.81% |
$35.2K - $38.4K
|
13.1K
$4.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40New |
$13.1K - $14.3K
|
40
$15.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15+ 2.36% |
$4.93K - $5.38K
|
650
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.74K+ 10.4% |
$571K - $623K
|
18.4K
$6.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.49K+ 126.5% |
$491K - $536K
|
2.68K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
93+ 3.34% |
$30.6K - $33.3K
|
2.88K
$1.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.18KNew |
$387K - $422K
|
1.18K
$444K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17+ 2.41% |
$5.59K - $6.09K
|
722
$272K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-166- 36.17% |
$54.6K - $59.5K
|
293
$110K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
148+ 4.89% |
$48.6K - $53.1K
|
3.18K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-43- 27.92% |
$14.1K - $15.4K
|
111
$41.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
374+ 1.46% |
$123K - $134K
|
26K
$9.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.85K+ 237.58% |
$937K - $1.02M
|
4.05K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
48+ 3.25% |
$15.8K - $17.2K
|
1.53K
$576K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-124- 0.81% |
$40.8K - $44.5K
|
15.1K
$5.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
83+ 4.89% |
$27.3K - $29.8K
|
1.78K
$672K
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
BUY
|
- |
1.6K+ 2.47% |
$526K - $574K
|
66.3K
$25M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.25% |
$986 - $1.08K
|
1.22K
$459K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14- 0.38% |
$4.6K - $5.02K
|
3.69K
$1.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.18% |
$657 - $717
|
1.08K
$408K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
171+ 14.72% |
$56.2K - $61.3K
|
1.33K
$503K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 27.4% |
$65.7K - $71.7K
|
530
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-182- 1.96% |
$59.8K - $65.3K
|
9.13K
$3.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8New |
$2.63K - $2.87K
|
8
$3.02K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-155- 1.31% |
$50.9K - $55.6K
|
11.7K
$4.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-50- 0.1% |
$16.4K - $17.9K
|
52.1K
$19.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
19+ 3.02% |
$6.24K - $6.81K
|
649
$245K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
38New |
$12.5K - $13.6K
|
38
$14.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.4K- 14.94% |
$3.43M - $3.74M
|
59.3K
$22.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$329 - $359
|
1.02K
$383K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-159- 12.12% |
$52.3K - $57K
|
1.15K
$435K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
275+ 2.0% |
$90.4K - $98.6K
|
14K
$5.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.92K+ 235.13% |
$2.93M - $3.2M
|
12.7K
$4.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-2- 0.19% |
$657 - $717
|
1.04K
$393K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.41K- 1.04% |
$1.45M - $1.58M
|
419K
$158M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-824- 7.47% |
$271K - $295K
|
10.2K
$3.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
149+ 5.22% |
$49K - $53.4K
|
3.01K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-557- 1.05% |
$183K - $200K
|
52.3K
$19.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-9- 0.18% |
$2.96K - $3.23K
|
4.94K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-178- 5.6% |
$58.5K - $63.8K
|
3K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-158- 11.93% |
$51.9K - $56.6K
|
1.17K
$440K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
38+ 3.45% |
$12.5K - $13.6K
|
1.14K
$430K
|
|
|
Oct 15, 2025
Q3 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-228- 24.0% |
$74.9K - $81.7K
|
722
$272K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
93+ 0.92% |
$30.6K - $33.3K
|
10.2K
$3.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.45% |
$986 - $1.08K
|
674
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
35+ 0.23% |
$11.5K - $12.5K
|
14.9K
$5.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.64K- 22.19% |
$867K - $945K
|
9.25K
$3.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
166+ 22.46% |
$54.6K - $59.5K
|
905
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 17.95% |
$2.3K - $2.51K
|
46
$17.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
309+ 11.18% |
$102K - $111K
|
3.07K
$1.16M
|
|