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 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-71- 5.06% |
$18K - $21.8K
|
1.33K
$502K
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.3K- 27.6% |
$329K - $399K
|
3.41K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
226New |
$57.2K - $69.4K
|
226
$85.2K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-8- 0.59% |
$2.03K - $2.46K
|
1.35K
$509K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-65- 6.73% |
$16.5K - $20K
|
901
$340K
|
|
|
May 07, 2024
Q1 2024
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
24.2KNew |
$6.13M - $7.43M
|
24.2K
$9.13M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
11.3K+ 366.51% |
$2.85M - $3.46M
|
14.3K
$5.41M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.02KNew |
$511K - $620K
|
2.02K
$761K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
684New |
$173K - $210K
|
684
$258K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.49K- 11.29% |
$376K - $456K
|
11.7K
$4.4M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.25KNew |
$823K - $998K
|
3.25K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
1.45KNew |
$368K - $446K
|
1.45K
$547K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
21+ 1.96% |
$5.32K - $6.45K
|
1.09K
$411K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-31- 4.21% |
$7.85K - $9.52K
|
705
$266K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-20- 2.93% |
$5.07K - $6.14K
|
662
$250K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
42New |
$10.6K - $12.9K
|
42
$15.8K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11+ 1.35% |
$2.79K - $3.38K
|
823
$310K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-737- 99.06% |
$187K - $226K
|
7
$2.64K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.64% |
$5.07K - $6.14K
|
3.13K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
507New |
$128K - $156K
|
507
$191K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-75- 12.34% |
$19K - $23K
|
533
$201K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.91KNew |
$737K - $893K
|
2.91K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-645- 6.05% |
$163K - $198K
|
10K
$3.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
292+ 7.0% |
$74K - $89.7K
|
4.46K
$1.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-56- 69.14% |
$14.2K - $17.2K
|
25
$9.43K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
900New |
$228K - $276K
|
900
$339K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
53New |
$13.4K - $16.3K
|
53
$20K
|
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
1.35K+ 113.41% |
$343K - $416K
|
2.55K
$960K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
100New |
$25.3K - $30.7K
|
100
$37.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
1K+ 25.0% |
$253K - $307K
|
5K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.24KNew |
$2.34M - $2.84M
|
9.24K
$3.48M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-146- 66.06% |
$37K - $44.9K
|
75
$28.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$3.04K - $3.69K
|
12
$4.53K
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-16- 1.38% |
$4.05K - $4.92K
|
1.14K
$431K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.88KNew |
$1.74M - $2.11M
|
6.88K
$2.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
338+ 12.68% |
$85.6K - $104K
|
3K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-20- 2.23% |
$5.07K - $6.14K
|
875
$330K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.04K- 49.11% |
$770K - $934K
|
3.15K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
53New |
$13.4K - $16.3K
|
53
$20K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.05K+ 98.59% |
$266K - $323K
|
2.12K
$798K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-266- 5.6% |
$67.4K - $81.7K
|
4.49K
$1.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-16- 72.73% |
$4.05K - $4.92K
|
6
$2.26K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16- 21.62% |
$4.05K - $4.92K
|
58
$21.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-16.9K- 26.91% |
$4.27M - $5.18M
|
45.8K
$17.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$253 - $307
|
2
$754
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
207+ 11.62% |
$52.4K - $63.6K
|
1.99K
$750K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-97- 7.84% |
$24.6K - $29.8K
|
1.14K
$430K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1New |
$253 - $307
|
1
$377
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
704New |
$181K - $219K
|
704
$265K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
76.8KNew |
$19.7M - $23.9M
|
76.8K
$29M
|
|