Purchases and Sales Made in Q4 2024 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q4 2024. The information is specifically focused on institutions that hold shares of ROCKWELL AUTOMATION, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.05K+ 2.34% |
$277K - $317K
|
45.7K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.03K+ 45.13% |
$273K - $313K
|
3.32K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.02KNew |
$270K - $309K
|
1.02K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.02KNew |
$269K - $308K
|
1.02K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
983New |
$260K - $298K
|
983
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
976New |
$258K - $296K
|
976
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
966New |
$256K - $293K
|
966
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
939+ 17.21% |
$249K - $284K
|
6.39K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
937+ 51.63% |
$248K - $284K
|
2.75K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
921+ 0.43% |
$244K - $279K
|
216K
$81.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
913+ 2.01% |
$242K - $277K
|
46.3K
$17.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
900+ 6.38% |
$238K - $273K
|
15K
$5.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
889New |
$235K - $269K
|
889
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
884New |
$234K - $268K
|
884
$333K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
883New |
$234K - $267K
|
883
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
878+ 43.14% |
$232K - $266K
|
2.91K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
874+ 67.8% |
$231K - $265K
|
2.16K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
868New |
$230K - $263K
|
868
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
864New |
$229K - $262K
|
864
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
861New |
$228K - $261K
|
861
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
860+ 0.78% |
$228K - $261K
|
111K
$41.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
850+ 11.13% |
$225K - $257K
|
8.49K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
846New |
$224K - $256K
|
846
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
845New |
$224K - $256K
|
845
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
843New |
$223K - $255K
|
843
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
832+ 131.02% |
$220K - $252K
|
1.47K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
830New |
$220K - $251K
|
830
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
821+ 9.21% |
$217K - $249K
|
9.74K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
816New |
$216K - $247K
|
816
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
803New |
$213K - $243K
|
803
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800+ 200.0% |
$212K - $242K
|
1.2K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
782+ 7.46% |
$207K - $237K
|
11.3K
$4.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
776New |
$205K - $235K
|
776
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
771New |
$204K - $234K
|
771
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
760New |
$201K - $230K
|
760
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
754New |
$200K - $228K
|
754
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
752New |
$199K - $228K
|
752
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
745New |
$197K - $226K
|
745
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
745+ 3.9% |
$197K - $226K
|
19.8K
$7.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
743New |
$197K - $225K
|
743
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
741+ 23.58% |
$196K - $224K
|
3.88K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
740New |
$196K - $224K
|
740
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
739New |
$196K - $224K
|
739
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
734New |
$194K - $222K
|
734
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
728+ 14.59% |
$193K - $221K
|
5.72K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
721New |
$191K - $218K
|
721
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
721+ 0.64% |
$191K - $218K
|
113K
$42.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
721New |
$191K - $218K
|
721
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
720New |
$191K - $218K
|
720
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
711New |
$188K - $215K
|
711
$268K
|
|