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 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75+ 468.75% |
$24.7K - $26.9K
|
91
$34.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
74+ 1.66% |
$24.3K - $26.5K
|
4.53K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
74+ 11.92% |
$24.3K - $26.5K
|
695
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
73+ 0.23% |
$24K - $26.2K
|
32.4K
$12.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
69+ 4.31% |
$22.7K - $24.7K
|
1.67K
$629K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
67+ 5.87% |
$22K - $24K
|
1.21K
$456K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
66+ 1.63% |
$21.7K - $23.7K
|
4.12K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
66+ 4.78% |
$21.7K - $23.7K
|
1.45K
$546K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65+ 5.69% |
$21.4K - $23.3K
|
1.21K
$455K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
65New |
$21.4K - $23.3K
|
65
$24.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
65+ 1.97% |
$21.4K - $23.3K
|
3.37K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
64+ 0.15% |
$21K - $22.9K
|
41.7K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
62+ 0.52% |
$20.4K - $22.2K
|
12.1K
$4.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
62+ 8.4% |
$20.4K - $22.2K
|
800
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
58+ 7.57% |
$19.1K - $20.8K
|
824
$311K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
58+ 1.71% |
$19.1K - $20.8K
|
3.44K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
54+ 3.31% |
$17.7K - $19.4K
|
1.69K
$635K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
54+ 7.54% |
$17.7K - $19.4K
|
770
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
52+ 0.65% |
$17.1K - $18.6K
|
8.03K
$3.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
50+ 100.0% |
$16.4K - $17.9K
|
100
$37.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
48+ 3.25% |
$15.8K - $17.2K
|
1.53K
$576K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
44+ 366.67% |
$14.5K - $15.8K
|
56
$21.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
42New |
$13.8K - $15.1K
|
42
$15.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42+ 6.87% |
$13.8K - $15.1K
|
653
$246K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
41+ 0.85% |
$13.5K - $14.7K
|
4.85K
$1.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
41+ 585.71% |
$13.5K - $14.7K
|
48
$18.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
40+ 0.16% |
$13.1K - $14.3K
|
25.1K
$9.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
40+ 3.53% |
$13.1K - $14.3K
|
1.17K
$442K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
40+ 5.36% |
$13.1K - $14.3K
|
786
$296K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
40+ 3.7% |
$13.1K - $14.3K
|
1.12K
$422K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
40+ 5.88% |
$13.1K - $14.3K
|
720
$272K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
40New |
$13.1K - $14.3K
|
40
$15.1K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
39New |
$12.8K - $14K
|
39
$14.7K
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
38+ 1.42% |
$12.5K - $13.6K
|
2.71K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
38+ 0.94% |
$12.5K - $13.6K
|
4.1K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
38+ 2.43% |
$12.5K - $13.6K
|
1.6K
$603K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
38New |
$12.5K - $13.6K
|
38
$14.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
38+ 3.45% |
$12.5K - $13.6K
|
1.14K
$430K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
35+ 0.23% |
$11.5K - $12.5K
|
14.9K
$5.63M
|
|
|
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 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
32New |
$10.5K - $11.5K
|
32
$12.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32+ 3.26% |
$10.5K - $11.5K
|
1.02K
$383K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 3.56% |
$10.2K - $11.1K
|
902
$340K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
30+ 2.22% |
$9.86K - $10.8K
|
1.38K
$522K
|
|
|
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
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
27+ 1.0% |
$8.87K - $9.68K
|
2.73K
$1.03M
|
|