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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
431New |
$114K - $131K
|
431
$163K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
429+ 17.65% |
$114K - $130K
|
2.86K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
353New |
$93.4K - $107K
|
353
$133K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
316New |
$83.6K - $95.7K
|
316
$119K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
250+ 11.11% |
$66.2K - $75.7K
|
2.5K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
200New |
$52.9K - $60.6K
|
200
$75.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200New |
$52.9K - $60.6K
|
200
$75.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
200New |
$52.9K - $60.6K
|
200
$75.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
182+ 5.74% |
$48.2K - $55.1K
|
3.35K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
178+ 17.87% |
$47.1K - $53.9K
|
1.17K
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
173New |
$45.8K - $52.4K
|
173
$65.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
133New |
$35.2K - $40.3K
|
133
$50.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
125New |
$33.1K - $37.9K
|
125
$47.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
120New |
$31.8K - $36.4K
|
120
$45.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
80+ 5.0% |
$21.2K - $24.2K
|
1.68K
$634K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
57New |
$15.1K - $17.3K
|
57
$21.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
50New |
$13.2K - $15.1K
|
50
$18.9K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
42+ 66.67% |
$11.1K - $12.7K
|
105
$39.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
42+ 144.83% |
$11.1K - $12.7K
|
71
$26.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
41+ 41.0% |
$10.9K - $12.4K
|
141
$53.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
39+ 2.97% |
$10.3K - $11.8K
|
1.35K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
34New |
$9K - $10.3K
|
34
$12.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
30New |
$7.94K - $9.09K
|
30
$11.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
30+ 2.51% |
$7.94K - $9.09K
|
1.23K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
28New |
$7.41K - $8.48K
|
28
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
24+ 2.39% |
$6.35K - $7.27K
|
1.03K
$387K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22New |
$5.82K - $6.66K
|
22
$8.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
21+ 0.68% |
$5.56K - $6.36K
|
3.1K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
18+ 16.82% |
$4.76K - $5.45K
|
125
$47.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$4.23K - $4.85K
|
16
$6.03K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 50.0% |
$3.97K - $4.54K
|
45
$17K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
10New |
$2.65K - $3.03K
|
10
$3.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9New |
$2.38K - $2.73K
|
9
$3.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8New |
$2.12K - $2.42K
|
8
$3.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 4.38% |
$1.85K - $2.12K
|
167
$63K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
7New |
$1.85K - $2.12K
|
7
$2.64K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$1.85K - $2.12K
|
7
$2.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$1.85K - $2.12K
|
7
$2.64K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6+ 0.76% |
$1.59K - $1.82K
|
793
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5+ 0.19% |
$1.32K - $1.51K
|
2.61K
$985K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
4+ 0.28% |
$1.06K - $1.21K
|
1.46K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3+ 25.0% |
$794 - $909
|
15
$5.66K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.33% |
$265 - $303
|
44
$16.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1New |
$265 - $303
|
1
$377
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 7.69% |
$265 - $303
|
14
$5.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1+ 0.5% |
$265 - $303
|
201
$75.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.22% |
$265 - $303
|
460
$173K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$265 - $303
|
1
$377
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
113KNew |
$27.9M - $33.1M
|
113K
$42.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
32.7KNew |
$8.11M - $9.62M
|
32.7K
$12.3M
|
|