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 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
23+ 287.5% |
$5.71K - $6.77K
|
31
$7.24K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2New |
$497 - $589
|
2
$467
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-367- 56.12% |
$91.1K - $108K
|
287
$67K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-14- 0.05% |
$3.48K - $4.12K
|
25.6K
$5.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
533+ 14.55% |
$132K - $157K
|
4.2K
$980K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-610- 0.15% |
$151K - $180K
|
417K
$97.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.2KNew |
$298K - $353K
|
1.2K
$280K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.39% |
$745 - $883
|
774
$181K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-133- 4.19% |
$33K - $39.2K
|
3.05K
$711K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 47.62% |
$2.48K - $2.94K
|
31
$7.24K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
998New |
$248K - $294K
|
998
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-7.07K- 42.13% |
$1.75M - $2.08M
|
9.71K
$2.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
38New |
$9.43K - $11.2K
|
38
$8.87K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-130- 4.83% |
$32.3K - $38.3K
|
2.56K
$598K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
402+ 1.81% |
$99.8K - $118K
|
22.6K
$5.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
15K+ 150.0% |
$3.72M - $4.42M
|
25K
$5.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
990New |
$246K - $291K
|
990
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
78+ 0.59% |
$19.4K - $23K
|
13.3K
$3.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
6KNew |
$1.49M - $1.77M
|
6K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.4K- 7.88% |
$1.09M - $1.29M
|
51.4K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.02K+ 8.17% |
$749K - $888K
|
39.9K
$9.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.29% |
$248 - $294
|
343
$80.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-26- 1.51% |
$6.46K - $7.65K
|
1.7K
$397K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5- 0.51% |
$1.24K - $1.47K
|
966
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.04K- 17.07% |
$259K - $307K
|
5.06K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2.36K- 96.08% |
$585K - $694K
|
96
$22.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
100New |
$24.8K - $29.4K
|
100
$23.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-145- 14.33% |
$36K - $42.7K
|
867
$202K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
63+ 4.68% |
$15.6K - $18.5K
|
1.41K
$329K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3- 0.06% |
$745 - $883
|
4.72K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
152+ 8.78% |
$37.7K - $44.7K
|
1.88K
$440K
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-15.2K- 85.5% |
$3.77M - $4.47M
|
2.58K
$601K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57- 20.14% |
$14.2K - $16.8K
|
226
$52.8K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
504+ 23.34% |
$125K - $148K
|
2.66K
$622K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.32% |
$248 - $294
|
77
$18K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.12KNew |
$278K - $330K
|
1.12K
$261K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-288- 5.01% |
$71.5K - $84.8K
|
5.46K
$1.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 4.35% |
$248 - $294
|
22
$5.14K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
8.4K+ 4.93% |
$2.14M - $2.42M
|
179K
$41.7M
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
23.7K+ 145.93% |
$6.02M - $6.83M
|
39.9K
$9.31M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4- 3.01% |
$1.02K - $1.15K
|
129
$30.1K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 2.22% |
$509 - $577
|
92
$21.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
4.9KNew |
$1.25M - $1.41M
|
4.9K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
7.6KNew |
$1.93M - $2.19M
|
7.6K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
8.41KNew |
$2.14M - $2.43M
|
8.41K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6+ 0.79% |
$1.53K - $1.73K
|
764
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-20- 16.67% |
$5.09K - $5.77K
|
100
$23.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
38.9KNew |
$9.9M - $11.2M
|
38.9K
$9.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
336KNew |
$85.4M - $96.8M
|
336K
$78.3M
|
|