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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 10.53% |
$438 - $664
|
21
$7.92K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-104- 9.29% |
$22.8K - $34.5K
|
1.02K
$383K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
70+ 9.76% |
$15.3K - $23.3K
|
787
$297K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.55K+ 59166.67% |
$777K - $1.18M
|
3.56K
$1.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.51KNew |
$550K - $834K
|
2.51K
$947K
|
|
|
Aug 01, 2025
Q2 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-8.73K- 74.8% |
$1.91M - $2.9M
|
2.94K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
3.95KNew |
$866K - $1.31M
|
3.95K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
664New |
$145K - $221K
|
664
$250K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-70- 38.46% |
$15.3K - $23.3K
|
112
$42.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
15+ 1.34% |
$3.28K - $4.98K
|
1.13K
$428K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-800- 88.59% |
$175K - $266K
|
103
$38.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
844+ 64.38% |
$185K - $280K
|
2.16K
$813K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
18+ 47.37% |
$3.94K - $5.98K
|
56
$21.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
635New |
$139K - $211K
|
635
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
728New |
$159K - $242K
|
728
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
16New |
$3.5K - $5.31K
|
16
$6.03K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-82- 80.39% |
$18K - $27.2K
|
20
$7.54K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-39.9K- 8.74% |
$8.75M - $13.3M
|
417K
$157M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$219 - $332
|
1
$377
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
666New |
$146K - $221K
|
666
$251K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
172+ 20.0% |
$37.7K - $57.1K
|
1.03K
$389K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
154New |
$33.7K - $51.2K
|
154
$58.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
760+ 6.96% |
$166K - $252K
|
11.7K
$4.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-8- 42.11% |
$1.75K - $2.66K
|
11
$4.15K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
225New |
$49.3K - $74.7K
|
225
$84.9K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-487- 30.14% |
$107K - $162K
|
1.13K
$426K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
613New |
$134K - $204K
|
613
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
3.08KNew |
$675K - $1.02M
|
3.08K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
206New |
$45.1K - $68.4K
|
206
$77.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
660New |
$145K - $219K
|
660
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2- 0.06% |
$438 - $664
|
3.42K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-7- 0.56% |
$1.53K - $2.33K
|
1.25K
$473K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
631New |
$138K - $210K
|
631
$238K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.09KNew |
$240K - $363K
|
1.09K
$413K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2New |
$438 - $664
|
2
$754
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-10- 10.0% |
$2.19K - $3.32K
|
90
$33.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.28K- 56.54% |
$1.16M - $1.76M
|
4.06K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
- |
436+ 8.47% |
$95.5K - $145K
|
5.59K
$2.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-31- 44.93% |
$6.79K - $10.3K
|
38
$14.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-20- 1.74% |
$4.38K - $6.64K
|
1.13K
$426K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-24- 2.55% |
$5.26K - $7.97K
|
917
$346K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
380New |
$83.2K - $126K
|
380
$143K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.6K+ 4.06% |
$350K - $531K
|
41K
$15.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 3.28% |
$43.8K - $66.4K
|
5.9K
$2.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-20- 3.36% |
$4.38K - $6.64K
|
575
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
625New |
$137K - $208K
|
625
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.01KNew |
$659K - $1M
|
3.01K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-10- 0.62% |
$2.19K - $3.32K
|
1.6K
$603K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
875New |
$192K - $291K
|
875
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.69KNew |
$371K - $563K
|
1.69K
$639K
|
|