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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$625K - $744K
|
2.45K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-115- 11.87% |
$29.4K - $34.9K
|
854
$322K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-110K- 83.08% |
$28.1M - $33.4M
|
22.4K
$8.45M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.79KNew |
$1.48M - $1.76M
|
5.79K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
10.3K+ 93.91% |
$2.64M - $3.14M
|
21.4K
$8.05M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100+ 100.0% |
$25.5K - $30.4K
|
200
$75.4K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
210New |
$53.6K - $63.8K
|
210
$79.2K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
300New |
$76.6K - $91.1K
|
300
$113K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
46New |
$11.7K - $14K
|
46
$17.3K
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.6KNew |
$408K - $486K
|
1.6K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-125- 6.88% |
$31.9K - $38K
|
1.69K
$638K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2.6K- 21.62% |
$664K - $790K
|
9.43K
$3.55M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
64New |
$16.3K - $19.4K
|
64
$24.1K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.8K- 44.28% |
$714K - $850K
|
3.52K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
2+ 100.0% |
$511 - $608
|
4
$1.51K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-75- 8.4% |
$19.1K - $22.8K
|
818
$308K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.48KNew |
$1.91M - $2.27M
|
7.48K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Wim Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
11.6K+ 28.91% |
$2.95M - $3.51M
|
51.5K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
21New |
$5.36K - $6.38K
|
21
$7.92K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-244- 15.04% |
$62.3K - $74.1K
|
1.38K
$520K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2- 11.11% |
$511 - $608
|
16
$6.03K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
20+ 2.0% |
$5.11K - $6.08K
|
1.02K
$384K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 2.08% |
$3.57K - $4.25K
|
687
$259K
|
|
|
May 02, 2025
Q1 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
17.3K+ 8.9% |
$4.42M - $5.26M
|
212K
$79.9M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
194+ 54.04% |
$49.5K - $58.9K
|
553
$209K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$511 - $608
|
2
$754
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.23KNew |
$569K - $677K
|
2.23K
$841K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
254+ 31.59% |
$64.8K - $77.2K
|
1.06K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-490K- 85.61% |
$125M - $149M
|
82.4K
$31.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
120New |
$30.6K - $36.5K
|
120
$45.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
593+ 34.06% |
$151K - $180K
|
2.33K
$880K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
1.92K+ 27.91% |
$489K - $582K
|
8.78K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 33.33% |
$1.02K - $1.22K
|
8
$3.02K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10New |
$2.55K - $3.04K
|
10
$3.77K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.08% |
$255 - $304
|
94
$35.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-37- 3.22% |
$9.45K - $11.2K
|
1.11K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-50- 0.93% |
$12.8K - $15.2K
|
5.35K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-11- 91.67% |
$2.81K - $3.34K
|
1
$377
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-187- 13.2% |
$47.7K - $56.8K
|
1.23K
$464K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
100New |
$25.5K - $30.4K
|
100
$37.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.18K- 87.88% |
$556K - $661K
|
300
$113K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.66K- 50.59% |
$679K - $807K
|
2.6K
$979K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1- 0.08% |
$255 - $304
|
1.2K
$453K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1K- 51.26% |
$255K - $304K
|
951
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
4KNew |
$1.02M - $1.22M
|
4K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-61- 14.02% |
$15.6K - $18.5K
|
374
$141K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 11.53% |
$25.5K - $30.4K
|
767
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
289+ 32.51% |
$73.8K - $87.8K
|
1.18K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$766 - $911
|
3
$1.13K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-40- 17.39% |
$10.2K - $12.2K
|
190
$71.7K
|
|