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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
393New |
$100K - $119K
|
393
$148K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-38- 5.88% |
$9.7K - $11.5K
|
608
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1- 0.09% |
$255 - $304
|
1.15K
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.97K- 42.53% |
$1.27M - $1.51M
|
6.72K
$2.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.66KNew |
$425K - $505K
|
1.66K
$628K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 10.0% |
$255 - $304
|
9
$3.39K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9New |
$2.3K - $2.73K
|
9
$3.39K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 23.15% |
$51.1K - $60.8K
|
664
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-37- 50.0% |
$9.45K - $11.2K
|
37
$14K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.07% |
$255 - $304
|
1.37K
$516K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-60- 3.34% |
$15.3K - $18.2K
|
1.73K
$654K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-3- 4.17% |
$766 - $911
|
69
$26K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
44+ 231.58% |
$11.2K - $13.4K
|
63
$23.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 112.5% |
$2.3K - $2.73K
|
17
$6.41K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.58K+ 58.23% |
$402K - $478K
|
4.28K
$1.61M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
3.5K+ 350.0% |
$926K - $1.06M
|
4.5K
$1.7M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
448+ 19.04% |
$119K - $136K
|
2.8K
$1.06M
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
42+ 66.67% |
$11.1K - $12.7K
|
105
$39.6K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.33% |
$265 - $303
|
44
$16.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1New |
$265 - $303
|
1
$377
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-55- 6.83% |
$14.6K - $16.7K
|
750
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-59.4K- 19.36% |
$15.7M - $18M
|
247K
$93.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
5.19KNew |
$1.37M - $1.57M
|
5.19K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
24+ 2.39% |
$6.35K - $7.27K
|
1.03K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
450New |
$119K - $136K
|
450
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-73- 76.84% |
$19.3K - $22.1K
|
22
$8.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
24KNew |
$6.35M - $7.27M
|
24K
$9.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-117K- 15.76% |
$31.1M - $35.5M
|
627K
$236M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
120New |
$31.8K - $36.4K
|
120
$45.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
547New |
$145K - $166K
|
547
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
25KNew |
$6.62M - $7.57M
|
25K
$9.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-2.6K- 65.0% |
$688K - $788K
|
1.4K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-15.3K- 46.04% |
$4.04M - $4.63M
|
17.9K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
106KNew |
$28M - $32.1M
|
106K
$39.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$2.76M - $3.16M
|
10.4K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.91KNew |
$506K - $579K
|
1.91K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$1.46M - $1.67M
|
5.5K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.25K- 57.06% |
$331K - $379K
|
942
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-4K- 65.07% |
$1.06M - $1.21M
|
2.15K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Paradoxiom Capital L.P.
Stamford, CT |
BUY
|
- |
25.1KNew |
$6.64M - $7.6M
|
25.1K
$9.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
125New |
$33.1K - $37.9K
|
125
$47.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
353New |
$93.4K - $107K
|
353
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
36.6KNew |
$9.69M - $11.1M
|
36.6K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.08K- 42.74% |
$549K - $629K
|
2.78K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
6.81K+ 280.89% |
$1.8M - $2.06M
|
9.23K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$4.23K - $4.85K
|
16
$6.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-2.51K- 5.28% |
$663K - $759K
|
45K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
721New |
$191K - $218K
|
721
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-117- 38.61% |
$31K - $35.4K
|
186
$70.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
178+ 17.87% |
$47.1K - $53.9K
|
1.17K
$443K
|
|