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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15New |
$3.83K - $4.56K
|
15
$5.66K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 2.08% |
$3.57K - $4.25K
|
687
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10New |
$2.55K - $3.04K
|
10
$3.77K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9New |
$2.3K - $2.73K
|
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 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 112.5% |
$2.3K - $2.73K
|
17
$6.41K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6New |
$1.53K - $1.82K
|
6
$2.26K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3+ 0.13% |
$766 - $911
|
2.3K
$866K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$766 - $911
|
3
$1.13K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2New |
$511 - $608
|
2
$754
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$511 - $608
|
2
$754
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.08% |
$255 - $304
|
94
$35.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.07% |
$255 - $304
|
1.37K
$516K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
106KNew |
$28M - $32.1M
|
106K
$39.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
47.8KNew |
$12.7M - $14.5M
|
47.8K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
36.6KNew |
$9.69M - $11.1M
|
36.6K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
30KNew |
$7.94M - $9.09M
|
30K
$11.3M
|
|
|
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
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
25KNew |
$6.62M - $7.57M
|
25K
$9.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
24KNew |
$6.35M - $7.27M
|
24K
$9.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$2.76M - $3.16M
|
10.4K
$3.93M
|
|
|
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
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.78KNew |
$1.53M - $1.75M
|
5.78K
$2.18M
|
|
|
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
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
5.19KNew |
$1.37M - $1.57M
|
5.19K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
3.52KNew |
$931K - $1.07M
|
3.52K
$1.33M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
3.5K+ 350.0% |
$926K - $1.06M
|
4.5K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.35K+ 609.09% |
$887K - $1.01M
|
3.9K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
2.8KNew |
$741K - $848K
|
2.8K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.49K+ 25.65% |
$658K - $753K
|
12.2K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.91KNew |
$506K - $579K
|
1.91K
$721K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$397K - $454K
|
1.5K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
1.27K+ 3.79% |
$335K - $383K
|
34.6K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.2KNew |
$318K - $364K
|
1.2K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
1.05KNew |
$278K - $318K
|
1.05K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.02KNew |
$269K - $308K
|
1.02K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
900+ 6.38% |
$238K - $273K
|
15K
$5.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
830New |
$220K - $251K
|
830
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800+ 200.0% |
$212K - $242K
|
1.2K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
752New |
$199K - $228K
|
752
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
740New |
$196K - $224K
|
740
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
721New |
$191K - $218K
|
721
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
711New |
$188K - $215K
|
711
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
623New |
$165K - $189K
|
623
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
547New |
$145K - $166K
|
547
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
505New |
$134K - $153K
|
505
$190K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
500+ 31.25% |
$132K - $151K
|
2.1K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
450New |
$119K - $136K
|
450
$170K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
448+ 19.04% |
$119K - $136K
|
2.8K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
442New |
$117K - $134K
|
442
$167K
|
|