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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
123KNew |
$31.4M - $37.4M
|
123K
$28.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9- 0.91% |
$2.3K - $2.73K
|
976
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 23.15% |
$51.1K - $60.8K
|
664
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-181- 16.02% |
$46.2K - $55K
|
949
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.66K+ 104.73% |
$678K - $806K
|
5.19K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
59+ 1.91% |
$15.1K - $17.9K
|
3.15K
$732K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-119- 7.27% |
$30.4K - $36.1K
|
1.52K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-9.61K- 12.26% |
$2.45M - $2.92M
|
68.8K
$16M
|
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
262+ 4.73% |
$66.9K - $79.6K
|
5.81K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-27.3K- 73.44% |
$6.98M - $8.31M
|
9.89K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 5.62% |
$1.28K - $1.52K
|
94
$21.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
625New |
$160K - $190K
|
625
$145K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
22+ 1.11% |
$5.62K - $6.68K
|
2.01K
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-165- 8.39% |
$42.1K - $50.1K
|
1.8K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-37- 50.0% |
$9.45K - $11.2K
|
37
$8.59K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 9.21% |
$1.79K - $2.13K
|
69
$16K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 17.44% |
$3.83K - $4.56K
|
71
$16.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
423+ 8.46% |
$108K - $128K
|
5.42K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-200- 9.15% |
$51.1K - $60.8K
|
1.99K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
46+ 4.38% |
$11.7K - $14K
|
1.1K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1+ 0.1% |
$255 - $304
|
1.01K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
100+ 12.5% |
$25.5K - $30.4K
|
900
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
55+ 1.76% |
$14K - $16.7K
|
3.17K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-103- 2.1% |
$26.3K - $31.3K
|
4.81K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-830- 13.16% |
$212K - $252K
|
5.48K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
142+ 7.35% |
$36.3K - $43.1K
|
2.07K
$482K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
51+ 2.37% |
$13K - $15.5K
|
2.2K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
279+ 4.67% |
$71.2K - $84.7K
|
6.25K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-42- 0.92% |
$10.7K - $12.8K
|
4.51K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
9+ 33.33% |
$2.3K - $2.73K
|
36
$8.36K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
98+ 3.75% |
$25K - $29.8K
|
2.71K
$629K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
898New |
$229K - $273K
|
898
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 122.64% |
$322K - $383K
|
2.29K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.07% |
$255 - $304
|
1.37K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
37+ 0.26% |
$9.45K - $11.2K
|
14.3K
$3.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-11- 13.25% |
$2.81K - $3.34K
|
72
$16.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
882New |
$225K - $268K
|
882
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-700K- 99.61% |
$179M - $213M
|
2.72K
$632K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
13+ 0.76% |
$3.32K - $3.95K
|
1.72K
$400K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
12+ 1.39% |
$3.06K - $3.65K
|
876
$203K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
70+ 5.38% |
$17.9K - $21.3K
|
1.37K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
1+ 0.04% |
$255 - $304
|
2.7K
$628K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-139- 1.23% |
$35.5K - $42.2K
|
11.2K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 33.33% |
$255 - $304
|
4
$929
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$766 - $911
|
3
$697
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-10- 0.2% |
$2.55K - $3.04K
|
4.97K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
10.3K+ 25.63% |
$2.62M - $3.12M
|
50.4K
$11.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
961New |
$245K - $292K
|
961
$223K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9- 23.08% |
$2.3K - $2.73K
|
30
$6.97K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-8.72K- 75.52% |
$2.23M - $2.65M
|
2.83K
$657K
|