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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
38New |
$12.5K - $13.6K
|
38
$14.3K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
33+ 2.85% |
$10.8K - $11.8K
|
1.19K
$450K
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
32+ 0.9% |
$10.5K - $11.5K
|
3.61K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
32+ 1.32% |
$10.5K - $11.5K
|
2.45K
$923K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32+ 3.26% |
$10.5K - $11.5K
|
1.02K
$383K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
29+ 1.13% |
$9.53K - $10.4K
|
2.6K
$980K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
29New |
$9.53K - $10.4K
|
29
$10.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
29+ 7.06% |
$9.53K - $10.4K
|
440
$166K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
26+ 0.78% |
$8.55K - $9.32K
|
3.36K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
25+ 3.9% |
$8.22K - $8.96K
|
666
$251K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
21+ 175.0% |
$6.9K - $7.53K
|
33
$12.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
21+ 1.07% |
$6.9K - $7.53K
|
1.98K
$747K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21+ 1.66% |
$6.9K - $7.53K
|
1.29K
$485K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
20New |
$6.57K - $7.17K
|
20
$7.54K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
20+ 0.63% |
$6.57K - $7.17K
|
3.18K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 7.04% |
$6.57K - $7.17K
|
304
$115K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19+ 1.6% |
$6.24K - $6.81K
|
1.21K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
19New |
$6.24K - $6.81K
|
19
$7.17K
|
|
|
Nov 14, 2025
Q3 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
18+ 0.58% |
$5.92K - $6.45K
|
3.1K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Dillon & Associates Inc
|
BUY
|
- |
18+ 1.86% |
$5.92K - $6.45K
|
984
$371K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
17+ 1.05% |
$5.59K - $6.09K
|
1.63K
$616K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 188.89% |
$5.59K - $6.09K
|
26
$9.81K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
17+ 2.41% |
$5.59K - $6.09K
|
722
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16New |
$5.26K - $5.74K
|
16
$6.03K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
16New |
$5.26K - $5.74K
|
16
$6.03K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
16New |
$5.26K - $5.74K
|
16
$6.03K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
14+ 2.1% |
$4.6K - $5.02K
|
682
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
14+ 5.71% |
$4.6K - $5.02K
|
259
$97.7K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.31% |
$4.6K - $5.02K
|
4.56K
$1.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
14+ 0.47% |
$4.6K - $5.02K
|
2.97K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
13+ 0.38% |
$4.27K - $4.66K
|
3.48K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13+ 3.41% |
$4.27K - $4.66K
|
394
$149K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 1.22% |
$4.27K - $4.66K
|
1.08K
$407K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
13+ 1.33% |
$4.27K - $4.66K
|
993
$374K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11+ 1.81% |
$3.62K - $3.94K
|
618
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11+ 550.0% |
$3.62K - $3.94K
|
13
$4.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 0.46% |
$3.62K - $3.94K
|
2.41K
$908K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 3.52% |
$3.29K - $3.59K
|
294
$111K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 3.32% |
$3.29K - $3.59K
|
311
$117K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$3.29K - $3.59K
|
10
$3.77K
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
10+ 0.46% |
$3.29K - $3.59K
|
2.19K
$827K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
10+ 6.21% |
$3.29K - $3.59K
|
171
$64.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.47% |
$2.96K - $3.23K
|
1.91K
$720K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9New |
$2.96K - $3.23K
|
9
$3.39K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8+ 0.48% |
$2.63K - $2.87K
|
1.69K
$637K
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
8+ 0.37% |
$2.63K - $2.87K
|
2.15K
$810K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8+ 80.0% |
$2.63K - $2.87K
|
18
$6.79K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
8+ 0.45% |
$2.63K - $2.87K
|
1.78K
$671K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8New |
$2.63K - $2.87K
|
8
$3.02K
|
|
|
Nov 14, 2025
Q3 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
7New |
$2.3K - $2.51K
|
7
$2.64K
|
|