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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-12- 0.95% |
$2.63K - $3.99K
|
1.25K
$470K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-1- 0.3% |
$219 - $332
|
328
$124K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
SELL
|
- |
-400- 34.04% |
$87.6K - $133K
|
775
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-50- 26.46% |
$10.9K - $16.6K
|
139
$52.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-85- 19.63% |
$18.6K - $28.2K
|
348
$131K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10- 4.17% |
$2.19K - $3.32K
|
230
$86.7K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-727- 19.98% |
$159K - $241K
|
2.91K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
608New |
$133K - $202K
|
608
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-14- 0.87% |
$3.07K - $4.65K
|
1.59K
$601K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.3% |
$219 - $332
|
329
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-2- 0.2% |
$438 - $664
|
1K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.44KNew |
$971K - $1.47M
|
4.44K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
117New |
$25.6K - $38.9K
|
117
$44.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-97- 6.84% |
$21.2K - $32.2K
|
1.32K
$498K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
256+ 4266.67% |
$56.1K - $85K
|
262
$98.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-2.69K- 62.51% |
$588K - $892K
|
1.61K
$607K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
886New |
$194K - $294K
|
886
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
632New |
$138K - $210K
|
632
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1- 0.1% |
$219 - $332
|
1.01K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-1- 0.03% |
$219 - $332
|
3.94K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$657 - $997
|
3
$1.13K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-90- 5.34% |
$19.7K - $29.9K
|
1.59K
$601K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-7- 0.82% |
$1.53K - $2.33K
|
845
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-34- 3.01% |
$7.44K - $11.3K
|
1.1K
$413K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-8- 0.42% |
$1.75K - $2.66K
|
1.89K
$711K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17+ 2.81% |
$3.72K - $5.65K
|
621
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.01KNew |
$222K - $337K
|
1.01K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 35.48% |
$2.41K - $3.65K
|
42
$15.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
634New |
$139K - $211K
|
634
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-25- 4.62% |
$5.47K - $8.3K
|
516
$195K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$657 - $997
|
3
$1.13K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
10+ 11.9% |
$2.19K - $3.32K
|
94
$35.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-20- 1.71% |
$4.38K - $6.64K
|
1.15K
$434K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
10New |
$2.19K - $3.32K
|
10
$3.77K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
609New |
$133K - $202K
|
609
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
700New |
$153K - $233K
|
700
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-158- 18.54% |
$34.6K - $52.5K
|
694
$262K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-79- 9.43% |
$17.3K - $26.2K
|
759
$286K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-44- 97.78% |
$9.63K - $14.6K
|
1
$377
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
721New |
$158K - $239K
|
721
$272K
|
|
| Q1 2025 | |||||||
|
Oct 29, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
370New |
$94.5K - $112K
|
370
$140K
|
|
|
Aug 14, 2025
Q1 2025
|
Q Fund Management (Hong Kong) LTD
Hong Kong, |
SELL
|
- |
-1.3KClosed |
$332K - $395K
|
0
$0
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9New |
$2.3K - $2.73K
|
9
$3.39K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-4Closed |
$1.02K - $1.22K
|
0
$0
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
4.85KNew |
$1.24M - $1.47M
|
4.85K
$1.83M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-20- 20.0% |
$5.11K - $6.08K
|
80
$30.2K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
293New |
$74.8K - $89K
|
293
$110K
|
|