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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
55
shares
|
$15,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
54
shares
|
$14,763
0.0% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
54
shares
|
$14,763
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
53
shares
|
$14,490
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
51
shares
|
$13,943
0.01% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
50
shares
|
$13,669
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$13,669
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
49
shares
|
$13,396
0.01% of portfolio
|
Q3 2023
Added 32.43%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
47
shares
|
$12,849
0.0% of portfolio
|
Q3 2024
Added 51.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
47
shares
|
$12,849
0.01% of portfolio
|
Q2 2024
Reduced 27.69%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
45
shares
|
$12,302
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
44
shares
|
$12,029
0.0% of portfolio
|
Q2 2024
Added 29.41%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
43
shares
|
$11,756
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
42
shares
|
$11,482
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
40
shares
|
$10,936
0.0% of portfolio
|
Q4 2022
Added 300.0%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
39
shares
|
$10,662
0.0% of portfolio
|
Q1 2021
Added 178.57%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
38
shares
|
$10,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
35
shares
|
$9,569
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
32
shares
|
$8,748
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
32
shares
|
$8,748
0.0% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
31
shares
|
$8,475
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
31
shares
|
$8,475
0.0% of portfolio
|
Q3 2024
Added 47.62%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
31
shares
|
$8,475
0.02% of portfolio
|
Q3 2024
Added 287.5%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
30
shares
|
$8,202
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$8,202
0.0% of portfolio
|
Q2 2024
New holding
|