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 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
|
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
|
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
|
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
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.51% |
$1.31K - $1.43K
|
789
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-15- 0.48% |
$4.93K - $5.38K
|
3.13K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.56K+ 29.34% |
$514K - $561K
|
6.9K
$2.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
86+ 6.2% |
$28.3K - $30.8K
|
1.47K
$556K
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-190- 1.11% |
$62.4K - $68.1K
|
16.9K
$6.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2+ 0.14% |
$657 - $717
|
1.43K
$539K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.72K+ 7.03% |
$1.22M - $1.33M
|
56.7K
$21.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1- 0.02% |
$329 - $359
|
4.68K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
M. Kraus & CO
|
SELL
|
- |
-252- 0.77% |
$82.8K - $90.3K
|
32.3K
$12.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$1.97K - $2.15K
|
33.7K
$12.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
188+ 8.0% |
$61.8K - $67.4K
|
2.54K
$958K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
3+ 0.17% |
$986 - $1.08K
|
1.8K
$678K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-819- 5.82% |
$269K - $294K
|
13.2K
$5M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-263- 13.04% |
$86.4K - $94.3K
|
1.75K
$661K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
85+ 12.3% |
$27.9K - $30.5K
|
776
$293K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9+ 0.82% |
$2.96K - $3.23K
|
1.1K
$415K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-125- 8.39% |
$41.1K - $44.8K
|
1.37K
$515K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 20.0% |
$329 - $359
|
6
$2.26K
|
|