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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 50.0% |
$2.3K - $2.51K
|
21
$7.92K
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
7+ 0.13% |
$2.3K - $2.51K
|
5.46K
$2.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 1.13% |
$2.3K - $2.51K
|
628
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 0.88% |
$2.3K - $2.51K
|
801
$302K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7New |
$2.3K - $2.51K
|
7
$2.64K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 17.95% |
$2.3K - $2.51K
|
46
$17.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
7New |
$2.3K - $2.51K
|
7
$2.64K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7+ 0.86% |
$2.3K - $2.51K
|
824
$311K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7New |
$2.3K - $2.51K
|
7
$2.64K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
6New |
$1.97K - $2.15K
|
6
$2.26K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6New |
$1.97K - $2.15K
|
6
$2.26K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
6+ 0.31% |
$1.97K - $2.15K
|
1.95K
$735K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$1.97K - $2.15K
|
33.7K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 2.34% |
$1.64K - $1.79K
|
219
$82.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5+ 0.74% |
$1.64K - $1.79K
|
685
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
5+ 0.41% |
$1.64K - $1.79K
|
1.23K
$462K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
5+ 0.83% |
$1.64K - $1.79K
|
607
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 22.73% |
$1.64K - $1.79K
|
27
$10.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4New |
$1.31K - $1.43K
|
4
$1.51K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4New |
$1.31K - $1.43K
|
4
$1.51K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.34% |
$1.31K - $1.43K
|
1.17K
$443K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
4New |
$1.31K - $1.43K
|
4
$1.51K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
4New |
$1.31K - $1.43K
|
4
$1.51K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 1.86% |
$1.31K - $1.43K
|
219
$82.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4+ 0.37% |
$1.31K - $1.43K
|
1.08K
$406K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.51% |
$1.31K - $1.43K
|
789
$298K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
3+ 1.64% |
$986 - $1.08K
|
186
$70.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3+ 0.33% |
$986 - $1.08K
|
916
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3+ 0.49% |
$986 - $1.08K
|
621
$234K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3+ 0.21% |
$986 - $1.08K
|
1.43K
$537K
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
3+ 0.33% |
$986 - $1.08K
|
911
$344K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.22% |
$986 - $1.08K
|
1.39K
$522K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3+ 0.41% |
$986 - $1.08K
|
740
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.45% |
$986 - $1.08K
|
674
$254K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.38% |
$986 - $1.08K
|
803
$303K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3New |
$986 - $1.08K
|
3
$1.13K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.16% |
$657 - $717
|
1.28K
$482K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 20.0% |
$657 - $717
|
12
$4.53K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.12% |
$657 - $717
|
1.71K
$646K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 4.26% |
$657 - $717
|
49
$18.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.28% |
$657 - $717
|
715
$270K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 1.11% |
$657 - $717
|
182
$68.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2+ 11.11% |
$657 - $717
|
20
$7.54K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 14.29% |
$657 - $717
|
16
$6.03K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.11% |
$657 - $717
|
1.82K
$687K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 200.0% |
$657 - $717
|
3
$1.13K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 33.33% |
$657 - $717
|
8
$3.02K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1+ 0.15% |
$329 - $359
|
688
$259K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$329 - $359
|
3.33K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.08% |
$329 - $359
|
1.19K
$448K
|
|