Institutional Ownership Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK). We have compiled data on the 1,280 institutions that hold shares in the stock, with a total of 90.2 Million shares, which have been reported (via 13F filing form) to have a value of $24.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
128
shares
|
$34,995
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
124
shares
|
$33,901
0.01% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
124
shares
|
$33,901
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
120
shares
|
$32,808
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
118
shares
|
$32,261
0.03% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
118
shares
|
$32,261
0.01% of portfolio
|
Q3 2024
Added 321.43%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
112
shares
|
$30,620
0.01% of portfolio
|
Q2 2021
Reduced 99.62%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
107
shares
|
$29,253
0.01% of portfolio
|
Q4 2023
Reduced 22.46%
|
|
|
West Oak Capital, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$27,339
0.0% of portfolio
|
Q4 2024
Added 455.56%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$27,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$27,339
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
100
shares
|
$27,339
0.0% of portfolio
|
Q3 2023
Reduced 87.88%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
100
shares
|
$27,339
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
100
shares
|
$27,339
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
100
shares
|
$27,339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
100
shares
|
$27,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
96
shares
|
$26,246
0.01% of portfolio
|
Q3 2024
Reduced 96.08%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
96
shares
|
$26,246
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
95
shares
|
$25,972
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
95
shares
|
$25,972
0.0% of portfolio
|
Q3 2024
Added 30.14%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
95
shares
|
$25,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
92
shares
|
$25,152
0.01% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
87
shares
|
$23,785
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
86
shares
|
$23,512
0.0% of portfolio
|
Q1 2024
Reduced 14.85%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
86
shares
|
$23,512
0.01% of portfolio
|
Q1 2024
Added 68.63%
|