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 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.35K+ 6.23% |
$444K - $484K
|
23K
$8.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29- 2.68% |
$9.53K - $10.4K
|
1.05K
$397K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.38% |
$986 - $1.08K
|
803
$303K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-380- 14.06% |
$125K - $136K
|
2.32K
$876K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
7New |
$2.3K - $2.51K
|
7
$2.64K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-54- 2.54% |
$17.7K - $19.4K
|
2.07K
$780K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-390- 94.2% |
$128K - $140K
|
24
$9.05K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.59KNew |
$524K - $571K
|
1.59K
$601K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.41% |
$1.31K - $1.43K
|
990
$373K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-539- 40.01% |
$177K - $193K
|
808
$305K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
790New |
$260K - $283K
|
790
$298K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3New |
$986 - $1.08K
|
3
$1.13K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32+ 3.26% |
$10.5K - $11.5K
|
1.02K
$383K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.26K- 19.35% |
$743K - $811K
|
9.42K
$3.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 33.33% |
$657 - $717
|
8
$3.02K
|
|
|
Oct 09, 2025
Q3 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-10- 0.08% |
$3.29K - $3.59K
|
11.9K
$4.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
250K+ 94.76% |
$82.3M - $89.7M
|
514K
$194M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
104+ 11.11% |
$34.2K - $37.3K
|
1.04K
$392K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-72- 4.61% |
$23.7K - $25.8K
|
1.49K
$562K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1.2K+ 5.72% |
$395K - $431K
|
22.2K
$8.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 1.0% |
$1.64K - $1.79K
|
503
$190K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.19K- 3.81% |
$391K - $426K
|
30K
$11.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
286+ 1.34% |
$94K - $103K
|
21.7K
$8.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21+ 1.66% |
$6.9K - $7.53K
|
1.29K
$485K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.39% |
$329 - $359
|
73
$27.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.36K+ 7.9% |
$776K - $847K
|
32.3K
$12.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7+ 0.86% |
$2.3K - $2.51K
|
824
$311K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75+ 468.75% |
$24.7K - $26.9K
|
91
$34.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
103+ 4.49% |
$33.9K - $36.9K
|
2.4K
$904K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-85- 12.32% |
$27.9K - $30.5K
|
605
$228K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
317+ 5.62% |
$104K - $114K
|
5.95K
$2.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7New |
$2.3K - $2.51K
|
7
$2.64K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
719New |
$236K - $258K
|
719
$271K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.83% |
$329 - $359
|
122
$46K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1- 12.5% |
$329 - $359
|
7
$2.64K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
608New |
$200K - $218K
|
608
$229K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.98KNew |
$979K - $1.07M
|
2.98K
$1.12M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
600New |
$197K - $215K
|
600
$226K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
29+ 0.05% |
$6.35K - $9.63K
|
64K
$24.1M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.4K+ 28.28% |
$15M - $22.7M
|
310K
$117M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
59+ 7.47% |
$12.9K - $19.6K
|
849
$320K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50+ 2.41% |
$10.9K - $16.6K
|
2.12K
$800K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6New |
$1.31K - $1.99K
|
6
$2.26K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
657+ 4.05% |
$144K - $218K
|
16.9K
$6.37M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
17New |
$3.72K - $5.65K
|
17
$6.41K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28New |
$6.13K - $9.3K
|
28
$10.6K
|
|
|
Aug 22, 2025
Q2 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
7.84KNew |
$1.72M - $2.6M
|
7.84K
$2.96M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$2.19K - $3.32K
|
10
$3.77K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4New |
$876 - $1.33K
|
4
$1.51K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-30- 42.25% |
$6.57K - $9.97K
|
41
$15.5K
|
|