Latest Institutional Purchases of Rockwell Automation, Inc (ROK)
This list provides information on the latest institutional transactions involving Rockwell Automation, Inc (ROK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
83+ 0.28% |
$22K - $25.1K
|
29.5K
$6.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
82+ 3.63% |
$21.7K - $24.8K
|
2.34K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
82+ 1.81% |
$21.7K - $24.8K
|
4.61K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
81+ 3.35% |
$21.4K - $24.5K
|
2.5K
$584K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
80+ 5.0% |
$21.2K - $24.2K
|
1.68K
$392K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
80+ 9.52% |
$21.2K - $24.2K
|
920
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
78+ 0.15% |
$20.6K - $23.6K
|
51.4K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
77+ 5.46% |
$20.4K - $23.3K
|
1.49K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
74+ 1.35% |
$19.6K - $22.4K
|
5.56K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
71+ 7.08% |
$18.8K - $21.5K
|
1.07K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
69+ 2.95% |
$18.3K - $20.9K
|
2.41K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
67+ 1.36% |
$17.7K - $20.3K
|
4.98K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 12.07% |
$17.5K - $20K
|
613
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
65+ 1.81% |
$17.2K - $19.7K
|
3.66K
$854K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
64+ 6.71% |
$16.9K - $19.4K
|
1.02K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
63+ 14.65% |
$16.7K - $19.1K
|
493
$115K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63+ 6.42% |
$16.7K - $19.1K
|
1.04K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
60+ 0.7% |
$15.9K - $18.2K
|
8.59K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
58+ 7.24% |
$15.3K - $17.6K
|
859
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
57New |
$15.1K - $17.3K
|
57
$13.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
57+ 1.56% |
$15.1K - $17.3K
|
3.72K
$868K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
55+ 1.64% |
$14.6K - $16.7K
|
3.41K
$795K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 2.37% |
$14.6K - $16.7K
|
2.37K
$554K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
54New |
$14.3K - $16.4K
|
54
$12.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
53+ 1.63% |
$14K - $16.1K
|
3.3K
$769K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
50New |
$13.2K - $15.1K
|
50
$11.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
50New |
$13.2K - $15.1K
|
50
$11.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
48+ 0.12% |
$12.7K - $14.5K
|
41.7K
$9.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 22.86% |
$12.7K - $14.5K
|
258
$60.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
47+ 0.22% |
$12.4K - $14.2K
|
21.4K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
46+ 209.09% |
$12.2K - $13.9K
|
68
$15.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
45+ 1.68% |
$11.9K - $13.6K
|
2.72K
$635K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45+ 0.47% |
$11.9K - $13.6K
|
9.69K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
42+ 144.83% |
$11.1K - $12.7K
|
71
$16.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
41+ 41.0% |
$10.9K - $12.4K
|
141
$32.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
40+ 3.84% |
$10.6K - $12.1K
|
1.08K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
39+ 0.2% |
$10.3K - $11.8K
|
19.3K
$4.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
39+ 2.97% |
$10.3K - $11.8K
|
1.35K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
38+ 0.91% |
$10.1K - $11.5K
|
4.2K
$979K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
36+ 0.11% |
$9.53K - $10.9K
|
32.4K
$7.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
35+ 1.88% |
$9.26K - $10.6K
|
1.9K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
35+ 0.07% |
$9.26K - $10.6K
|
49K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
35+ 3.72% |
$9.26K - $10.6K
|
977
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
34New |
$9K - $10.3K
|
34
$7.94K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
34+ 0.85% |
$9K - $10.3K
|
4.05K
$946K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
33+ 0.88% |
$8.73K - $10K
|
3.78K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
32+ 3.32% |
$8.47K - $9.69K
|
995
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
32+ 2.21% |
$8.47K - $9.69K
|
1.48K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
31New |
$8.2K - $9.39K
|
31
$7.24K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
30New |
$7.94K - $9.09K
|
30
$7K
|