Rockwell Automation Ownership 2024 | Who Owns Rockwell Automation Now?
Institutional Ownership
16.92%
Insider Ownership
0.22%
Retail Ownership
82.86%
Institutional Holders
691.00
Rockwell Automation Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 12.25% | 0.07% | 14,003,611 | -45,375 | -0.32% | 3,854,914,036 | Jun 30, 2024 |
BLACKROCK INC. | 7.93% | 0.06% | 9,064,783 | 77,188 | 0.86% | 2,495,353,362 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5.24% | 0.20% | 5,985,712 | 452,763 | 8.18% | 1,647,747,000 | Jun 30, 2024 |
STATE STREET CORP | 4.06% | 0.06% | 4,636,188 | 31,083 | 0.68% | 1,276,249,833,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.34% | 0.06% | 2,669,162 | 19,447 | 0.73% | 732,780,175 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 1.96% | 0.77% | 2,238,754 | 728,735 | 48.26% | 616,282,000 | Jun 30, 2024 |
UBS GROUP AG | 1.78% | 0.14% | 2,039,428 | -69,071 | -3.28% | 561,413,744 | Jun 30, 2024 |
MORGAN STANLEY | 1.77% | 0.04% | 2,022,884 | -246,665 | -10.87% | 556,860,090 | Jun 30, 2024 |
AMUNDI | 1.77% | 0.21% | 2,020,210 | 419,976 | 26.24% | 538,517,715 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.27% | 0.04% | 1,453,375 | -471,013 | -24.48% | 400,085,038 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.26% | 0.07% | 1,444,355 | 136,440 | 10.43% | 397,601,918 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.15% | 0.06% | 1,314,444 | -11,744 | -0.89% | 361,840,144,000 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.02% | 0.06% | 1,165,508 | 506,384 | 76.83% | 320,841,036 | Jun 30, 2024 |
ALECTA TJANSTEPENSION OMSESIDIGT | 0.96% | 1.68% | 1,093,175 | - | - | 300,743,374 | Jun 30, 2024 |
INVESCO LTD. | 0.95% | 0.06% | 1,089,101 | 244,621 | 28.97% | 299,807,617 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.93% | 0.08% | 1,061,127 | 278,038 | 35.51% | 292,107,040 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.89% | 0.06% | 1,012,443 | 5,634 | 0.56% | 278,704,584 | Jun 30, 2024 |
NORGES BANK | 0.88% | 0.04% | 1,007,983 | 1,007,983 | 100.00% | 277,477,560 | Jun 30, 2024 |
NINETY ONE UK LTD | 0.85% | 0.74% | 968,759 | -25,645 | -2.58% | 266,679,978 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.83% | 0.02% | 947,004 | -150,784 | -13.74% | 260,691,201 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CORE WEALTH PARTNERS LLC | 0.04% | 7.92% | 42,128 | 1 | 0.00% | 11,597,193 | Jun 30, 2024 |
DELANEY DENNIS R | 0.02% | 3.18% | 21,375 | 63 | 0.30% | 5,884,110 | Jun 30, 2024 |
REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC | 0.17% | 3.12% | 199,297 | 2,826 | 1.44% | 54,862,000 | Jun 30, 2024 |
BAKER CHAD R | 0.05% | 2.98% | 51,850 | -25 | -0.05% | 14,273,268 | Jun 30, 2024 |
LONDON & CAPITAL ASSET MANAGEMENT LTD | 0.11% | 2.91% | 125,155 | -15,632 | -11.10% | 34,452,668 | Jun 30, 2024 |
GARLAND CAPITAL MANAGEMENT INC | 0.01% | 2.91% | 14,935 | 448 | 3.09% | 4,111,307 | Jun 30, 2024 |
M. KRAUS & CO | 0.03% | 2.84% | 33,629 | -101 | -0.30% | 9,257,432 | Jun 30, 2024 |
KAMPMANN MELISSA S. | 0.01% | 2.71% | 13,468 | -139 | -1.02% | 3,707,471 | Jun 30, 2024 |
BIRCH HILL INVESTMENT ADVISORS LLC | 0.17% | 2.65% | 198,800 | 2,428 | 1.24% | 54,725,664 | Jun 30, 2024 |
SOMERVILLE KURT F | 0.05% | 2.64% | 56,821 | -23 | -0.04% | 15,641,684 | Jun 30, 2024 |
LIPE & DALTON | 0.02% | 2.60% | 17,563 | -545 | -3.01% | 4,835,000 | Jun 30, 2024 |
PUZO MICHAEL J | 0.03% | 2.54% | 33,257 | 79 | 0.24% | 9,154,987 | Jun 30, 2024 |
KIDDER STEPHEN W | 0.03% | 2.53% | 29,369 | 208 | 0.71% | 8,084,700 | Jun 30, 2024 |
HEMENWAY TRUST CO LLC | 0.09% | 2.51% | 106,553 | -54 | -0.05% | 29,331,794 | Jun 30, 2024 |
HERON BAY CAPITAL MANAGEMENT | 0.04% | 2.50% | 42,628 | 1,503 | 3.65% | 11,734,556 | Jun 30, 2024 |
VALUE STAR ASSET MANAGEMENT (HONG KONG) LTD | 0.02% | 2.47% | 24,200 | - | - | 6,661,776 | Jun 30, 2024 |
BRODERICK BRIAN C | 0.04% | 2.44% | 43,414 | 458 | 1.07% | 11,951,004 | Jun 30, 2024 |
WATERS PARKERSON & CO., LLC | 0.14% | 2.41% | 164,505 | -533 | -0.32% | 45,285,000 | Jun 30, 2024 |
DEMPZE NANCY E | 0.01% | 2.36% | 12,473 | 463 | 3.86% | 3,433,567 | Jun 30, 2024 |
NOTIS-MCCONARTY EDWARD | 0.02% | 2.28% | 21,044 | -335 | -1.57% | 5,792,993 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.88% | 0.04% | 1,007,983 | 1,007,983 | 100.00% | 277,477,560 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.68% | 0.51% | 781,991 | 781,991 | 100.00% | 215,185,840 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 1.96% | 0.77% | 2,238,754 | 728,735 | 48.26% | 616,282,000 | Jun 30, 2024 |
VAN ECK ASSOCIATES CORP | 0.67% | 0.30% | 763,351 | 700,745 | 1119.29% | 210,135,000 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.02% | 0.06% | 1,165,508 | 506,384 | 76.83% | 320,841,036 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5.24% | 0.20% | 5,985,712 | 452,763 | 8.18% | 1,647,747,000 | Jun 30, 2024 |
AMUNDI | 1.77% | 0.21% | 2,020,210 | 419,976 | 26.24% | 538,517,715 | Jun 30, 2024 |
INTERVAL PARTNERS, LP | 0.29% | 2.01% | 335,656 | 335,656 | 100.00% | 92,399,384 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.93% | 0.08% | 1,061,127 | 278,038 | 35.51% | 292,107,040 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.34% | 0.10% | 386,425 | 256,553 | 197.54% | 106,375,074 | Jun 30, 2024 |
INVESCO LTD. | 0.95% | 0.06% | 1,089,101 | 244,621 | 28.97% | 299,807,617 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.57% | 0.06% | 647,731 | 184,631 | 39.87% | 178,307,390 | Jun 30, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | 0.73% | 0.26% | 838,393 | 137,460 | 19.61% | 230,750,168 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.26% | 0.07% | 1,444,355 | 136,440 | 10.43% | 397,601,918 | Jun 30, 2024 |
THRIVENT FINANCIAL FOR LUTHERANS | 0.37% | 0.24% | 426,573 | 135,557 | 46.58% | 117,427,000 | Jun 30, 2024 |
DAVENPORT & CO LLC | 0.28% | 0.52% | 315,950 | 93,950 | 42.32% | 86,353,354 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.08% | 0.16% | 88,016 | 78,536 | 828.44% | 24,229,044 | Jun 30, 2024 |
BLACKROCK INC. | 7.93% | 0.06% | 9,064,783 | 77,188 | 0.86% | 2,495,353,362 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.70% | 0.06% | 794,739 | 74,442 | 10.33% | 218,749,066 | Jun 30, 2024 |
UNISUPER MANAGEMENT PTY LTD | 0.22% | 0.57% | 248,330 | 66,110 | 36.28% | 68,360,282 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VOYA INVESTMENT MANAGEMENT LLC | 0.53% | 0.19% | 601,714 | -818,917 | -57.64% | 165,639,832 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 0.01% | 0.00% | 14,819 | -798,375 | -98.18% | 4,076,929 | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.01% | 0.01% | 7,251 | -504,427 | -98.58% | 1,940,803 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.27% | 0.04% | 1,453,375 | -471,013 | -24.48% | 400,085,038 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.03% | 0.00% | 31,273 | -338,199 | -91.54% | 8,608,832 | Jun 30, 2024 |
MORGAN STANLEY | 1.77% | 0.04% | 2,022,884 | -246,665 | -10.87% | 556,860,090 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | 4 | -184,538 | -100.00% | 1,101 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.83% | 0.02% | 947,004 | -150,784 | -13.74% | 260,691,201 | Jun 30, 2024 |
INTECH INVESTMENT MANAGEMENT LLC | 0.02% | 0.07% | 19,552 | -127,376 | -86.69% | 5,382,275 | Jun 30, 2024 |
CAMBIAR INVESTORS LLC | 0.00% | 0.02% | 1,822 | -123,632 | -98.55% | 501,560 | Jun 30, 2024 |
WAFRA INC. | - | - | - | -108,523 | -100.00% | - | Jun 30, 2024 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 0.10% | 0.18% | 109,636 | -95,087 | -46.45% | 30,180,598 | Jun 30, 2024 |
HSBC HOLDINGS PLC | 0.16% | 0.03% | 183,314 | -86,612 | -32.09% | 50,407,946 | Jun 30, 2024 |
CEREDEX VALUE ADVISORS LLC | 0.13% | 0.78% | 149,325 | -83,175 | -35.77% | 41,106,186 | Jun 30, 2024 |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.04% | 0.01% | 46,384 | -79,641 | -63.19% | 12,768,588 | Jun 30, 2024 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | - | - | - | -76,265 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | 1.78% | 0.14% | 2,039,428 | -69,071 | -3.28% | 561,413,744 | Jun 30, 2024 |
DEPRINCE RACE & ZOLLO INC | - | - | - | -66,922 | -100.00% | - | Jun 30, 2024 |
ELECTRON CAPITAL PARTNERS, LLC | 0.00% | 0.07% | 5,437 | -65,120 | -92.29% | 1,496,697 | Jun 30, 2024 |
KODAI CAPITAL MANAGEMENT LP | - | - | - | -63,551 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.88% | 0.04% | 1,007,983 | 1,007,983 | 100.00% | 277,477,560 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.68% | 0.51% | 781,991 | 781,991 | 100.00% | 215,185,840 | Jun 30, 2024 |
INTERVAL PARTNERS, LP | 0.29% | 2.01% | 335,656 | 335,656 | 100.00% | 92,399,384 | Jun 30, 2024 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 0.04% | 0.23% | 40,000 | 40,000 | 100.00% | 11,011,200 | Jun 30, 2024 |
ORIBEL CAPITAL MANAGEMENT, LP | 0.03% | 0.05% | 38,900 | 38,900 | 100.00% | 369,550 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.05% | 31,333 | 31,333 | 100.00% | 8,625,348 | Jun 30, 2024 |
BELL ASSET MANAGEMENT LTD | 0.03% | 1.15% | 29,695 | 29,695 | 100.00% | 8,174,440 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.07% | 23,795 | 23,795 | 100.00% | 6,550,000 | Jun 30, 2024 |
TRADEWINDS, LLC. | 0.01% | 1.42% | 16,799 | 16,799 | 100.00% | 4,624,537 | Jun 30, 2024 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 0.01% | 1.18% | 12,666 | 12,666 | 100.00% | 3,486,696 | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | 0.01% | 0.11% | 11,900 | 11,900 | 100.00% | 3,275,832 | Jun 30, 2024 |
ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD | 0.01% | 0.39% | 11,850 | 11,850 | 100.00% | 3,262,068 | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | 0.01% | 0.09% | 10,200 | 10,200 | 100.00% | 2,807,856 | Jun 30, 2024 |
MANDATUM LIFE INSURANCE CO LTD | 0.01% | 0.92% | 10,000 | 10,000 | 100.00% | 2,752,800 | Jun 30, 2024 |
HITE HEDGE ASSET MANAGEMENT LLC | 0.01% | 0.25% | 9,272 | 9,272 | 100.00% | 2,552,396 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.05% | 8,794 | 8,794 | 100.00% | 2,420,812 | Jun 30, 2024 |
MBB PUBLIC MARKETS I LLC | 0.01% | 0.05% | 8,465 | 8,465 | 100.00% | 2,330,245 | Jun 30, 2024 |
LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.01% | 0.11% | 8,408 | 8,408 | 100.00% | 2,314,554 | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.05% | 7,600 | 7,600 | 100.00% | 2,092,128 | Jun 30, 2024 |
KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.01% | 0.21% | 6,950 | 6,950 | 100.00% | 1,913,196 | Jun 30, 2024 |
LAURION CAPITAL MANAGEMENT LP | 0.01% | 0.02% | 6,293 | 6,293 | 100.00% | 1,732,337 | Jun 30, 2024 |
BDF-GESTION | 0.01% | 0.16% | 6,176 | 6,176 | 100.00% | 1,700,129 | Jun 30, 2024 |
NUMERAI GP LLC | 0.01% | 0.60% | 5,970 | 5,970 | 100.00% | 1,643,422 | Jun 30, 2024 |
BELLWETHER ADVISORS, LLC | 0.00% | 0.30% | 5,202 | 5,202 | 100.00% | 1,431,973 | Jun 30, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.00% | 0.03% | 4,900 | 4,900 | 100.00% | 1,348,872 | Jun 30, 2024 |
CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.56% | 4,803 | 4,803 | 100.00% | 1,322,170 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.00% | 0.00% | 4,439 | 4,439 | 100.00% | 1,221,000 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 3,963 | 3,963 | 100.00% | 1,090,935 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.00% | 0.02% | 3,232 | 3,232 | 100.00% | 889,705 | Jun 30, 2024 |
SCIENCAST MANAGEMENT LP | 0.00% | 0.29% | 3,036 | 3,036 | 100.00% | 835,750 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.00% | 0.01% | 2,970 | 2,970 | 100.00% | 817,795 | Jun 30, 2024 |
STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.00% | 0.23% | 2,935 | 2,935 | 100.00% | 808,000 | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | 0.00% | 0.14% | 2,864 | 2,864 | 100.00% | 788,402 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.11% | 2,348 | 2,348 | 100.00% | 646,310 | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | 0.00% | 0.01% | 2,300 | 2,300 | 100.00% | 633,144 | Jun 30, 2024 |
BRASS TAX WEALTH MANAGEMENT, INC | 0.00% | 0.21% | 2,101 | 2,101 | 100.00% | 578,387 | Jun 30, 2024 |
INTERCHANGE CAPITAL PARTNERS, LLC | 0.00% | 0.21% | 2,058 | 2,058 | 100.00% | 566,387 | Jun 30, 2024 |
OCTAVIA WEALTH ADVISORS, LLC | 0.00% | 0.06% | 1,732 | 1,732 | 100.00% | 476,785 | Jun 30, 2024 |
GARDA CAPITAL PARTNERS LP | 0.00% | 0.02% | 1,628 | 1,628 | 100.00% | 448,156,000 | Jun 30, 2024 |
KRAFT ASSET MANAGEMENT, LLC | 0.00% | 0.34% | 1,448 | 1,448 | 100.00% | 398,605 | Jun 30, 2024 |
BUCKINGHAM STRATEGIC PARTNERS | 0.00% | 0.01% | 1,292 | 1,292 | 100.00% | 355,844 | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | 0.00% | 0.02% | 1,270 | 1,270 | 100.00% | 349,606 | Jun 30, 2024 |
0.00% | 0.21% | 1,170 | 1,170 | 100.00% | 322,078 | Jun 30, 2024 | |
TRADELINK CAPITAL LLC | 0.00% | 0.87% | 1,100 | 1,100 | 100.00% | 303,000 | Jun 30, 2024 |
FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 1,063 | 1,063 | 100.00% | 292,623 | Jun 30, 2024 |
BELMONT CAPITAL, LLC | 0.00% | 0.05% | 1,042 | 1,042 | 100.00% | 286,842 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.01% | 1,036 | 1,036 | 100.00% | 285,202 | Jun 30, 2024 |
KOOMAN & ASSOCIATES | 0.00% | 0.11% | 1,005 | 1,005 | 100.00% | 276,656 | Jun 30, 2024 |
FORVIS WEALTH ADVISORS, LLC | 0.00% | 0.01% | 967 | 967 | 100.00% | 266,196 | Jun 30, 2024 |
0.00% | 0.01% | 959 | 959 | 100.00% | 263,831 | Jun 30, 2024 | |
WAVERLY ADVISORS, LLC | 0.00% | 0.01% | 958 | 958 | 100.00% | 263,722 | Jun 30, 2024 |
ICON WEALTH ADVISORS, LLC | 0.00% | 0.02% | 783 | 783 | 100.00% | 218,211 | Jun 30, 2024 |
1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.14% | 654 | 654 | 100.00% | 180,033 | Jun 30, 2024 |
ORG PARTNERS LLC | 0.00% | 0.01% | 367 | 367 | 100.00% | 97,445,000 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.07% | 327 | 327 | 100.00% | 90,016 | Jun 30, 2024 |
0.00% | 0.05% | 315 | 315 | 100.00% | 86,713 | Jun 30, 2024 | |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.05% | 249 | 249 | 100.00% | 68,424 | Jun 30, 2024 |
CULTIVAR CAPITAL, INC. | 0.00% | 0.04% | 166 | 166 | 100.00% | 45,697 | Jun 30, 2024 |
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 27,528 | Jun 30, 2024 |
0.00% | 0.02% | 80 | 80 | 100.00% | 22,022 | Jun 30, 2024 | |
0.00% | 0.02% | 79 | 79 | 100.00% | 23,255 | Jun 30, 2024 | |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 65 | 65 | 100.00% | 17,893 | Jun 30, 2024 |
- | 0.00% | 50 | 50 | 100.00% | 13,764 | Jun 30, 2024 | |
HOBBS GROUP ADVISORS, LLC | - | 0.00% | 44 | 44 | 100.00% | 12,112 | Jun 30, 2024 |
SWS PARTNERS | - | 0.00% | 40 | 40 | 100.00% | 11,164 | Jun 30, 2024 |
UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 30 | 30 | 100.00% | 8,773 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 16 | 16 | 100.00% | 4,404 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | - | 0.00% | 13 | 13 | 100.00% | 3,441 | Jun 30, 2024 |
CASTLEVIEW PARTNERS, LLC | - | 0.00% | 12 | 12 | 100.00% | 3,303 | Jun 30, 2024 |
SLOCUM, GORDON & CO LLP | - | 0.00% | 10 | 10 | 100.00% | 2,752 | Jun 30, 2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 8 | 8 | 100.00% | 2,202 | Jun 30, 2024 |
PLANTE MORAN FINANCIAL ADVISORS, LLC | - | 0.00% | 6 | 6 | 100.00% | 1,652 | Jun 30, 2024 |
FAMILY FIRM, INC. | - | 0.00% | 6 | 6 | 100.00% | 1,561 | Jun 30, 2024 |
RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 4 | 4 | 100.00% | 1,101 | Jun 30, 2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | - | 0.00% | 3 | 3 | 100.00% | 826 | Jun 30, 2024 |
CORNERSTONE PLANNING GROUP LLC | - | 0.00% | 1 | 1 | 100.00% | 249 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WAFRA INC. | - | - | - | -108,523 | -100.00% | - | Jun 30, 2024 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | - | - | - | -76,265 | -100.00% | - | Jun 30, 2024 |
DEPRINCE RACE & ZOLLO INC | - | - | - | -66,922 | -100.00% | - | Jun 30, 2024 |
KODAI CAPITAL MANAGEMENT LP | - | - | - | -63,551 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -48,466 | -100.00% | - | Jun 30, 2024 |
FRANKLIN STREET ADVISORS INC /NC | - | - | - | -45,784 | -100.00% | - | Jun 30, 2024 |
LIONTRUST INVESTMENT PARTNERS LLP | - | - | - | -45,000 | -100.00% | - | Jun 30, 2024 |
TENERE CAPITAL LLC | - | - | - | -43,661 | -100.00% | - | Jun 30, 2024 |
FULLERTON FUND MANAGEMENT CO LTD. | - | - | - | -43,658 | -100.00% | - | Jun 30, 2024 |
ITAU UNIBANCO HOLDING S.A. | - | - | - | -31,582 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -31,475 | -100.00% | - | Jun 30, 2024 |
TAURUS ASSET MANAGEMENT, LLC | - | - | - | -29,612 | -100.00% | - | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -27,601 | -100.00% | - | Jun 30, 2024 |
DAVIS-REA LTD. | - | - | - | -23,379 | -100.00% | - | Jun 30, 2024 |
RHEOS CAPITAL WORKS INC. | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | - | - | - | -17,300 | -100.00% | - | Jun 30, 2024 |
CONCENTRIC CAPITAL STRATEGIES, LP | - | - | - | -16,400 | -100.00% | - | Jun 30, 2024 |
WEISS ASSET MANAGEMENT LP | - | - | - | -15,658 | -100.00% | - | Jun 30, 2024 |
TCW GROUP INC | - | - | - | -15,456 | -100.00% | - | Jun 30, 2024 |
STONERIDGE INVESTMENT PARTNERS LLC | - | - | - | -14,336 | -100.00% | - | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -14,280 | -100.00% | - | Jun 30, 2024 |
PDT PARTNERS, LLC | - | - | - | -13,151 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -11,966 | -100.00% | - | Jun 30, 2024 |
OPPENHEIMER ASSET MANAGEMENT INC. | - | - | - | -11,666 | -100.00% | - | Jun 30, 2024 |
ELO MUTUAL PENSION INSURANCE CO | - | - | - | -10,460 | -100.00% | - | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | - | - | - | -9,999 | -100.00% | - | Jun 30, 2024 |
MAGNETAR FINANCIAL LLC | - | - | - | -9,671 | -100.00% | - | Jun 30, 2024 |
ZACKS INVESTMENT MANAGEMENT | - | - | - | -9,612 | -100.00% | - | Jun 30, 2024 |
WEALTH ADVISORY SOLUTIONS, LLC | - | - | - | -9,239 | -100.00% | - | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -7,257 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -6,875 | -100.00% | - | Jun 30, 2024 |
WESTPAC BANKING CORP | - | - | - | -6,388 | -100.00% | - | Jun 30, 2024 |
TEMASEK HOLDINGS (PRIVATE) LTD | - | - | - | -6,161 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -6,143 | -100.00% | - | Jun 30, 2024 |
ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -5,619 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,621 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -4,506 | -100.00% | - | Jun 30, 2024 |
ROBBINS FARLEY | - | - | - | -4,488 | -100.00% | - | Jun 30, 2024 |
MONTE FINANCIAL GROUP, LLC | - | - | - | -4,464 | -100.00% | - | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | - | - | - | -4,461 | -100.00% | - | Jun 30, 2024 |
WBI INVESTMENTS, INC. | - | - | - | -4,333 | -100.00% | - | Jun 30, 2024 |
EVOKE WEALTH, LLC | - | - | - | -4,012 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -3,804 | -100.00% | - | Jun 30, 2024 |
INCEPTIONR LLC | - | - | - | -3,570 | -100.00% | - | Jun 30, 2024 |
ILLINOIS MUNICIPAL RETIREMENT FUND | - | - | - | -3,407 | -100.00% | - | Jun 30, 2024 |
QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -3,357 | -100.00% | - | Jun 30, 2024 |
PICTET NORTH AMERICA ADVISORS SA | - | - | - | -3,250 | -100.00% | - | Jun 30, 2024 |
CARRET ASSET MANAGEMENT, LLC | - | - | - | -3,150 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -3,131 | -100.00% | - | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | - | - | - | -3,046 | -100.00% | - | Jun 30, 2024 |
MARSHALL FINANCIAL GROUP LLC | - | - | - | -3,003 | -100.00% | - | Jun 30, 2024 |
HARTLINE INVESTMENT CORP/ | - | - | - | -2,908 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -2,707 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -2,685 | -100.00% | - | Jun 30, 2024 |
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
VIRTUS ETF ADVISERS LLC | - | - | - | -2,489 | -100.00% | - | Jun 30, 2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | - | - | - | -2,418 | -100.00% | - | Jun 30, 2024 |
MISSION CREEK CAPITAL PARTNERS, INC. | - | - | - | -2,282 | -100.00% | - | Jun 30, 2024 |
CAXTON ASSOCIATES LP | - | - | - | -2,250 | -100.00% | - | Jun 30, 2024 |
NEW ENGLAND RESEARCH & MANAGEMENT, INC. | - | - | - | -2,115 | -100.00% | - | Jun 30, 2024 |
WOLVERINE TRADING, LLC | - | - | - | -2,093 | -100.00% | - | Jun 30, 2024 |
QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -2,057 | -100.00% | - | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
STRATEGIC PLANNING GROUP, LLC | - | - | - | -1,989 | -100.00% | - | Jun 30, 2024 |
DONOGHUE FORLINES LLC | - | - | - | -1,810 | -100.00% | - | Jun 30, 2024 |
OVERSEA-CHINESE BANKING CORP LTD | - | - | - | -1,769 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -1,499 | -100.00% | - | Jun 30, 2024 |
EMFO, LLC | - | - | - | -1,451 | -100.00% | - | Jun 30, 2024 |
PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -1,358 | -100.00% | - | Jun 30, 2024 |
SEMUS WEALTH PARTNERS LLC | - | - | - | -1,349 | -100.00% | - | Jun 30, 2024 |
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | - | - | - | -1,330 | -100.00% | - | Jun 30, 2024 |
OLYMPIAD RESEARCH LP | - | - | - | -1,186 | -100.00% | - | Jun 30, 2024 |
CADENT CAPITAL ADVISORS, LLC | - | - | - | -1,140 | -100.00% | - | Jun 30, 2024 |
TEALWOOD ASSET MANAGEMENT INC | - | - | - | -1,120 | -100.00% | - | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -1,100 | -100.00% | - | Jun 30, 2024 |
TEAM HEWINS, LLC | - | - | - | -1,091 | -100.00% | - | Jun 30, 2024 |
FOUNDRY PARTNERS, LLC | - | - | - | -1,054 | -100.00% | - | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | - | - | - | -1,025 | -100.00% | - | Jun 30, 2024 |
BKM WEALTH MANAGEMENT, LLC | - | - | - | -1,012 | -100.00% | - | Jun 30, 2024 |
IPSWICH INVESTMENT MANAGEMENT CO., INC. | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
DCM ADVISORS, LLC | - | - | - | -980 | -100.00% | - | Jun 30, 2024 |
DEARBORN PARTNERS LLC | - | - | - | -975 | -100.00% | - | Jun 30, 2024 |
PARAGON PRIVATE WEALTH MANAGEMENT, LLC | - | - | - | -967 | -100.00% | - | Jun 30, 2024 |
SFMG, LLC | - | - | - | -901 | -100.00% | - | Jun 30, 2024 |
CAAS CAPITAL MANAGEMENT LP | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | - | - | - | -823 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
MAVERICK CAPITAL LTD | - | - | - | -782 | -100.00% | - | Jun 30, 2024 |
SHEAFF BROCK INVESTMENT ADVISORS, LLC | - | - | - | -769 | -100.00% | - | Jun 30, 2024 |
CAMPBELL WEALTH MANAGEMENT | - | - | - | -766 | -100.00% | - | Jun 30, 2024 |
NORTHROCK PARTNERS, LLC | - | - | - | -756 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | - | - | - | -753 | -100.00% | - | Jun 30, 2024 |
PEREGRINE ASSET ADVISERS, INC. | - | - | - | -750 | -100.00% | - | Jun 30, 2024 |
EQUITABLE HOLDINGS, INC. | - | - | - | -740 | -100.00% | - | Jun 30, 2024 |
CORNERSTONE WEALTH GROUP, LLC | - | - | - | -735 | -100.00% | - | Jun 30, 2024 |
RITHOLTZ WEALTH MANAGEMENT | - | - | - | -734 | -100.00% | - | Jun 30, 2024 |
GREAT WATERS WEALTH MANAGEMENT | - | - | - | -721 | -100.00% | - | Jun 30, 2024 |
ENTERPRISE BANK & TRUST CO | - | - | - | -716 | -100.00% | - | Jun 30, 2024 |
S&CO INC | - | - | - | -705 | -100.00% | - | Jun 30, 2024 |
Rockwell Automation Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
SCHRODER GLOBAL SERIES TRUST | 2.69% | 5,500 | - | - | Jan 31, 2021 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.73% | 600,000 | - | - | Dec 31, 2023 |
HIGHLAND FUNDS II | 0.68% | 10,000 | - | - | Dec 31, 2023 |
Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.55% | 63,236 | - | - | Jan 31, 2024 |
GABELLI GROWTH FUND | 0.49% | 28,000 | - | - | Dec 29, 2023 |
LKCM Funds | 0.38% | 1,440,000 | - | - | Mar 31, 2024 |
Tax-Managed Value Portfolio | 0.35% | 33,916 | - | - | Jan 31, 2024 |
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | 0.26% | 123,943 | - | - | Jan 31, 2024 |
LORD ABBETT MID CAP STOCK FUND INC | 0.24% | 65,200 | - | - | Mar 31, 2024 |
Voya VARIABLE PRODUCTS TRUST | 0.24% | 84,768 | 84,768 | - | Mar 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.22% | 75,812 | -6,900 | -8.34% | Mar 31, 2024 |
BNY Mellon Growth & Income Fund, Inc. | 0.22% | 42,223 | 42,223 | - | Oct 31, 2019 |
AGF Investments Trust | 0.21% | -3,939 | - | - | Mar 31, 2024 |
HIGHLAND FUNDS II | 0.20% | 3,000 | - | - | Dec 31, 2023 |
Engine No. 1 ETF Trust | 0.20% | 12,021 | -606 | -4.80% | Jan 31, 2024 |
T. Rowe Price Global Allocation Fund, Inc. | 0.19% | 330,000 | - | - | Jan 31, 2024 |
BNY Mellon Large Cap Securities Fund, Inc. | 0.18% | 76,689 | - | - | Mar 31, 2024 |
PIONEER SERIES TRUST XI | 0.18% | 91,027 | - | - | Mar 28, 2024 |
Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.18% | 18,973 | - | - | Mar 31, 2024 |
T. Rowe Price Value Fund, Inc. | 0.17% | 891,700 | 185,200 | 26.21% | Mar 31, 2024 |
Eaton Vance Enhanced Equity Income Fund | 0.17% | 21,666 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.15% | 79,644 | - | - | Mar 31, 2024 |
MFS SERIES TRUST II | 0.14% | 431,704 | -262,690 | -37.83% | Feb 29, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.13% | 50,722 | - | - | Mar 31, 2024 |
Voya VARIABLE FUNDS | 0.13% | 112,165 | 41,319 | 58.32% | Mar 31, 2024 |
PIONEER FUND /MA/ | 0.12% | 160,710 | -100,925 | -38.57% | Mar 28, 2024 |
FIDELITY MAGELLAN FUND | 0.12% | 944,420 | - | - | Mar 31, 2024 |
SIT MID CAP GROWTH FUND INC | 0.12% | 6,300 | - | - | Mar 28, 2024 |
PIONEER MID CAP VALUE FUND | 0.12% | 20,238 | - | - | Jan 31, 2024 |
AMANA MUTUAL FUNDS TRUST | 0.11% | 300,000 | - | - | Feb 29, 2024 |
NICHOLAS FUND, INC. | 0.10% | 170,000 | - | - | Dec 31, 2023 |
BNY MELLON RESEARCH GROWTH FUND, INC. | 0.10% | 62,628 | - | - | Aug 31, 2023 |
PIONEER SERIES TRUST XII | 0.09% | 66,974 | - | - | Feb 29, 2024 |
Siren ETF Trust | 0.09% | 3,178 | 144 | 4.75% | Mar 31, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.08% | 2,492 | - | - | Mar 31, 2024 |
COPLEY FUND INC /NV/ | 0.08% | 1,100 | - | - | Nov 30, 2022 |
Voya EQUITY TRUST | 0.08% | 117,669 | 116,187 | 7839.88% | Feb 29, 2024 |
MFS SERIES TRUST IV | 0.08% | 263,674 | -53,118 | -16.77% | Feb 29, 2024 |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.08% | 8,828 | - | - | Mar 31, 2024 |
Pioneer Series Trust III | 0.08% | 21,988 | - | - | Feb 29, 2024 |
PAX WORLD FUNDS SERIES TRUST I | 0.07% | 1,350,000 | - | - | Mar 31, 2024 |
GABELLI DIVIDEND GROWTH FUND | 0.06% | 600 | 600 | - | Dec 29, 2023 |
Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.06% | 7,632 | - | - | Mar 31, 2024 |
SARATOGA ADVANTAGE TRUST | 0.06% | 3,549 | - | - | Feb 29, 2024 |
T. Rowe Price Growth & Income Fund, Inc. | 0.06% | 55,065 | - | - | Dec 31, 2020 |
Gabelli ETFs Trust | 0.05% | 724 | -76 | -9.50% | Dec 29, 2023 |
T. Rowe Price U.S. Equity Research Fund, Inc. | 0.05% | 66,478 | 41,559 | 166.78% | Mar 31, 2024 |
STATE FARM ASSOCIATES FUNDS TRUSTS | 0.05% | 1,000,000 | - | - | May 31, 2021 |
Mairs & Power Funds Trust | 0.05% | 208,000 | 68,000 | 48.57% | Mar 31, 2022 |
DELAWARE GROUP INCOME FUNDS | 0.05% | 1,585,000 | - | - | Jan 31, 2024 |
LORD ABBETT SECURITIES TRUST | 0.05% | 223,620 | - | - | Jan 31, 2024 |
Impact Shares Trust I | 0.04% | 472 | -6 | -1.26% | Mar 31, 2024 |
REYNOLDS FUNDS INC | 0.04% | 500 | - | - | Mar 31, 2024 |
Gabelli ESG Fund, Inc. | 0.04% | 335 | 110 | 48.89% | Dec 29, 2023 |
TOCQUEVILLE TRUST | 0.04% | 5,700 | - | - | Jan 31, 2024 |
GABELLI EQUITY SERIES FUNDS INC | 0.04% | 31,900 | -800 | -2.45% | Dec 29, 2023 |
GABELLI DIVIDEND & INCOME TRUST | 0.04% | 67,500 | 500 | 0.75% | Dec 29, 2023 |
AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.04% | 792,893 | - | - | Mar 31, 2024 |
OSI ETF Trust | 0.04% | 6,482 | 357 | 5.83% | Mar 31, 2022 |
Tema ETF Trust | 0.04% | 1,628 | 44 | 2.78% | Feb 29, 2024 |
SPDR S&P 500 ETF TRUST | 0.04% | 1,395,109 | -29,716 | -2.09% | Mar 31, 2024 |
Voya Global Advantage & Premium Opportunity Fund | 0.04% | 2,210 | - | - | Feb 29, 2024 |
Index Funds | 0.04% | 297 | -7 | -2.30% | Mar 31, 2024 |
AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.03% | 346,615 | - | - | Jan 31, 2024 |
GABELLI ASSET FUND | 0.03% | 12,200 | -1,300 | -9.63% | Dec 29, 2023 |
Columbia Funds Variable Series Trust II | 0.03% | 1,100,000 | - | - | Mar 31, 2024 |
T. Rowe Price Dividend Growth Fund, Inc. | 0.03% | 284,600 | 247,000 | 656.91% | Mar 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.03% | 38,060 | - | - | Mar 28, 2024 |
Chesapeake Investment Trust | 0.03% | 1,690 | - | - | Jan 31, 2024 |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.03% | 6,564 | - | - | Feb 29, 2024 |
WASHINGTON MUTUAL INVESTORS FUND | 0.03% | 581,153 | -379,618 | -39.51% | Jan 31, 2024 |
MASTER ADVANTAGE SMID CAP LLC | 0.03% | 3,367 | 2,688 | 395.88% | Dec 31, 2020 |
GROWTH FUND OF AMERICA | 0.03% | 668,126 | - | - | Feb 29, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.03% | 823,586 | -12,465 | -1.49% | Mar 31, 2024 |
Total Fund Solution | 0.03% | 9,975 | - | - | Mar 31, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.03% | 2,472 | -500 | -16.82% | Feb 29, 2024 |
LAUDUS TRUST | 0.03% | 13,379 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.03% | 11,005,387 | 3,918 | 0.04% | Mar 31, 2024 |
Calvert Responsible Index Series, Inc. | 0.02% | 38,053 | -2,997 | -7.30% | Mar 31, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.02% | 56,000 | - | - | Mar 31, 2024 |
BlackRock ETF Trust | 0.02% | 19,595 | -7,540 | -27.79% | Jan 31, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.02% | 16,000 | - | - | Mar 31, 2024 |
AMERICAN CENTURY INVESTMENT TRUST | 0.02% | 2,831,000 | - | - | Mar 31, 2024 |
T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.02% | 33,687 | - | - | Mar 31, 2024 |
SCHWARTZ INVESTMENT TRUST | 0.02% | 110,000 | - | - | Mar 31, 2024 |
T. Rowe Price Mid-Cap Value Fund, Inc. | 0.02% | 207,361 | - | - | Mar 31, 2024 |
LORD ABBETT RESEARCH FUND INC | 0.02% | 17,749 | - | - | Feb 29, 2024 |
WILLIAMSBURG INVESTMENT TRUST | 0.02% | 54,711 | 53,611 | 4873.73% | Mar 31, 2024 |
CORNERSTONE STRATEGIC VALUE FUND INC | 0.02% | 7,900 | - | - | Mar 31, 2024 |
ALGER PORTFOLIOS | 0.02% | 6,507 | - | - | Dec 31, 2023 |
Voya Infrastructure, Industrials & Materials Fund | 0.02% | 4,224 | -79 | -1.84% | Feb 29, 2024 |
Ark ETF Trust | 0.02% | 132,364 | - | - | Jan 31, 2024 |
John Hancock Funds III | 0.02% | 246,097 | - | - | Mar 31, 2024 |
Guggenheim Enhanced Equity Income Fund | 0.02% | 2,692 | -240 | -8.19% | Sep 30, 2021 |
PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.02% | 7,871 | - | - | Jan 31, 2024 |
SCHWAB ANNUITY PORTFOLIOS | 0.02% | 5,698 | 264 | 4.86% | Mar 31, 2024 |
NEW PERSPECTIVE FUND | 0.01% | 451,000 | - | - | Mar 31, 2024 |
FIDELITY CAPITAL TRUST | 0.01% | 165,900 | - | - | Jan 31, 2024 |
Rockwell Automation Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 691 | -43.17% |
31 Mar, 24 | 1,216 | -1.06% |
31 Dec, 23 | 1,229 | 6.22% |
30 Sep, 23 | 1,157 | 0.26% |
30 Jun, 23 | 1,154 | 1.76% |
31 Mar, 23 | 1,134 | 5.10% |
31 Dec, 22 | 1,079 | 6.31% |
30 Sep, 22 | 1,015 | 2.63% |
30 Jun, 22 | 989 | -6.79% |
31 Mar, 22 | 1,061 | -7.50% |
31 Dec, 21 | 1,147 | 9.24% |
30 Sep, 21 | 1,050 | 4.06% |
30 Jun, 21 | 1,009 | 2.13% |
31 Mar, 21 | 988 | -0.90% |
31 Dec, 20 | 997 | 6.52% |
30 Sep, 20 | 936 | 0.75% |
30 Jun, 20 | 929 | 13.02% |
31 Mar, 20 | 822 | -8.16% |
31 Dec, 19 | 895 | 12.72% |
30 Sep, 19 | 794 | -5.14% |
30 Jun, 19 | 837 | -1.30% |
31 Mar, 19 | 848 | 0.36% |
31 Dec, 18 | 845 | 0.36% |
30 Sep, 18 | 842 | 2.18% |
30 Jun, 18 | 824 | 0.24% |
31 Mar, 18 | 822 | -1.20% |
31 Dec, 17 | 832 | 10.79% |
30 Sep, 17 | 751 | 1.76% |
30 Jun, 17 | 738 | 2.22% |
31 Mar, 17 | 722 | 5.25% |
31 Dec, 16 | 686 | 5.21% |
30 Sep, 16 | 652 | 1.56% |
30 Jun, 16 | 642 | -0.47% |
31 Mar, 16 | 645 | 3.53% |
31 Dec, 15 | 623 | -0.80% |
30 Sep, 15 | 628 | 0.64% |
30 Jun, 15 | 624 | 5.23% |
31 Mar, 15 | 593 | -0.50% |
31 Dec, 14 | 596 | 2.05% |
30 Sep, 14 | 584 | -2.83% |
30 Jun, 14 | 601 | -0.50% |
31 Mar, 14 | 604 | 1.51% |
31 Dec, 13 | 595 | 8.97% |
30 Sep, 13 | 546 | 6.64% |
30 Jun, 13 | 512 | 108.13% |
31 Mar, 13 | 246 | 3.80% |
31 Dec, 12 | 237 | 17.91% |
30 Sep, 12 | 201 | - |
30 Jun, 12 | 201 | -1.95% |
31 Mar, 12 | 205 | 13.89% |
31 Dec, 11 | 180 | 22.45% |
30 Sep, 11 | 147 | -3.92% |
30 Jun, 11 | 153 | -3.77% |
31 Mar, 11 | 159 | 25.20% |
31 Dec, 10 | 127 | 3.25% |
30 Sep, 10 | 123 | 4.24% |
30 Jun, 10 | 118 | 3.51% |
31 Mar, 10 | 114 | 14.00% |
31 Dec, 09 | 100 | -4.76% |
30 Sep, 09 | 105 | -1.87% |
30 Jun, 09 | 107 | 9.18% |
31 Mar, 09 | 98 | -4.85% |
31 Dec, 08 | 103 | 3.00% |
30 Sep, 08 | 100 | 1.01% |
30 Jun, 08 | 99 | -3.88% |
31 Mar, 08 | 103 | -11.97% |
31 Dec, 07 | 117 | 7.34% |
30 Sep, 07 | 109 | 15.96% |
30 Jun, 07 | 94 | -3.09% |
31 Mar, 07 | 97 | -3.96% |
31 Dec, 06 | 101 | 3.06% |
30 Sep, 06 | 98 | -2.00% |
30 Jun, 06 | 100 | -8.26% |
31 Mar, 06 | 109 | 19.78% |
31 Dec, 05 | 91 | 10.98% |
30 Sep, 05 | 82 | -11.83% |
30 Jun, 05 | 93 | 13.41% |
31 Mar, 05 | 82 | 2.50% |
31 Dec, 04 | 80 | 8.11% |
30 Sep, 04 | 74 | 8.82% |
30 Jun, 04 | 68 | -2.86% |
31 Mar, 04 | 70 | 22.81% |
31 Dec, 03 | 57 | - |
30 Sep, 03 | 57 | 39.02% |
30 Jun, 03 | 41 | -4.65% |
31 Mar, 03 | 43 | -2.27% |
31 Dec, 02 | 44 | 2.33% |
30 Sep, 02 | 43 | -6.52% |
30 Jun, 02 | 46 | 6.98% |
31 Mar, 02 | 43 | 22.86% |
31 Dec, 01 | 35 | -5.41% |
30 Sep, 01 | 37 | -22.92% |
30 Jun, 01 | 48 | -2.04% |
31 Mar, 01 | 49 | 44.12% |
31 Dec, 00 | 34 | -2.86% |
30 Sep, 00 | 35 | -22.22% |
30 Jun, 00 | 45 | 40.63% |
31 Mar, 00 | 32 | 3.23% |
31 Dec, 99 | 31 | -3.13% |
30 Sep, 99 | 32 | 6.67% |
30 Jun, 99 | 30 | - |
31 Mar, 99 | 30 | 1400.00% |
31 Dec, 98 | 2 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 19,343,325 | -78.68% |
31 Mar, 24 | 90,736,874 | 4.60% |
31 Dec, 23 | 86,750,199 | -4.98% |
30 Sep, 23 | 91,294,775 | -1.61% |
30 Jun, 23 | 92,793,133 | 0.95% |
31 Mar, 23 | 91,923,461 | 1.80% |
31 Dec, 22 | 90,296,058 | 0.12% |
30 Sep, 22 | 90,189,669 | -1.73% |
30 Jun, 22 | 91,778,117 | 0.65% |
31 Mar, 22 | 91,185,601 | 0.26% |
31 Dec, 21 | 90,947,180 | 0.23% |
30 Sep, 21 | 90,735,885 | -1.39% |
30 Jun, 21 | 92,014,796 | 3.90% |
31 Mar, 21 | 88,562,224 | -0.48% |
31 Dec, 20 | 88,991,309 | -0.91% |
30 Sep, 20 | 89,807,176 | 0.27% |
30 Jun, 20 | 89,568,760 | -0.71% |
31 Mar, 20 | 90,207,951 | 4.04% |
31 Dec, 19 | 86,704,705 | 1.01% |
30 Sep, 19 | 85,834,964 | -0.43% |
30 Jun, 19 | 86,209,517 | -3.55% |
31 Mar, 19 | 89,382,234 | -0.61% |
31 Dec, 18 | 89,926,332 | -1.61% |
30 Sep, 18 | 91,402,084 | -1.52% |
30 Jun, 18 | 92,811,211 | -0.78% |
31 Mar, 18 | 93,544,350 | -0.22% |
31 Dec, 17 | 93,746,569 | -1.70% |
30 Sep, 17 | 95,363,279 | -1.01% |
30 Jun, 17 | 96,333,589 | 0.51% |
31 Mar, 17 | 95,842,664 | 2.83% |
31 Dec, 16 | 93,204,454 | -2.18% |
30 Sep, 16 | 95,281,382 | -2.40% |
30 Jun, 16 | 97,621,198 | -6.23% |
31 Mar, 16 | 104,107,057 | 3.86% |
31 Dec, 15 | 100,236,158 | -1.95% |
30 Sep, 15 | 102,228,839 | -0.30% |
30 Jun, 15 | 102,540,047 | 0.84% |
31 Mar, 15 | 101,683,345 | 1.32% |
31 Dec, 14 | 100,360,543 | -0.14% |
30 Sep, 14 | 100,497,321 | -1.50% |
30 Jun, 14 | 102,030,656 | -1.82% |
31 Mar, 14 | 103,924,284 | 3.21% |
31 Dec, 13 | 100,696,623 | -1.62% |
30 Sep, 13 | 102,356,646 | 7.83% |
30 Jun, 13 | 94,927,208 | 166.99% |
31 Mar, 13 | 35,554,034 | -8.22% |
31 Dec, 12 | 38,739,398 | -0.54% |
30 Sep, 12 | 38,949,719 | -13.81% |
30 Jun, 12 | 45,190,489 | 69.67% |
31 Mar, 12 | 26,634,918 | -1.78% |
31 Dec, 11 | 27,117,241 | 0.42% |
30 Sep, 11 | 27,002,829 | -16.10% |
30 Jun, 11 | 32,185,410 | -25.50% |
31 Mar, 11 | 43,203,575 | 56.12% |
31 Dec, 10 | 27,673,932 | -1.65% |
30 Sep, 10 | 28,137,692 | 2.31% |
30 Jun, 10 | 27,501,723 | -1.93% |
31 Mar, 10 | 28,043,854 | 3.17% |
31 Dec, 09 | 27,183,318 | 14.22% |
30 Sep, 09 | 23,798,877 | 10.62% |
30 Jun, 09 | 21,514,223 | -3.91% |
31 Mar, 09 | 22,389,699 | -0.20% |
31 Dec, 08 | 22,435,154 | 27.66% |
30 Sep, 08 | 17,574,204 | 27.08% |
30 Jun, 08 | 13,828,817 | -0.47% |
31 Mar, 08 | 13,893,704 | -13.67% |
31 Dec, 07 | 16,093,637 | -4.75% |
30 Sep, 07 | 16,896,911 | 3.67% |
30 Jun, 07 | 16,298,714 | 46.10% |
31 Mar, 07 | 11,155,950 | -38.58% |
31 Dec, 06 | 18,164,781 | -6.42% |
30 Sep, 06 | 19,410,139 | -15.12% |
30 Jun, 06 | 22,866,697 | 17.40% |
31 Mar, 06 | 19,477,762 | 26.03% |
31 Dec, 05 | 15,454,406 | -26.71% |
30 Sep, 05 | 21,087,656 | -3.86% |
30 Jun, 05 | 21,934,145 | 16.11% |
31 Mar, 05 | 18,890,538 | -1.19% |
31 Dec, 04 | 19,118,329 | -11.54% |
30 Sep, 04 | 21,612,815 | 25.87% |
30 Jun, 04 | 17,170,143 | -14.49% |
31 Mar, 04 | 20,079,996 | 32.65% |
31 Dec, 03 | 15,137,653 | -8.96% |
30 Sep, 03 | 16,627,491 | 25.84% |
30 Jun, 03 | 13,213,653 | -8.03% |
31 Mar, 03 | 14,367,328 | -3.29% |
31 Dec, 02 | 14,855,545 | 35.32% |
30 Sep, 02 | 10,978,001 | -31.24% |
30 Jun, 02 | 15,966,606 | -41.56% |
31 Mar, 02 | 27,323,411 | 122.84% |
31 Dec, 01 | 12,261,568 | -8.88% |
30 Sep, 01 | 13,456,781 | -25.18% |
30 Jun, 01 | 17,985,039 | -5.57% |
31 Mar, 01 | 19,045,164 | 1.83% |
31 Dec, 00 | 18,703,058 | 3.19% |
30 Sep, 00 | 18,125,746 | -4.69% |
30 Jun, 00 | 19,017,173 | 109.05% |
31 Mar, 00 | 9,097,158 | 17.54% |
31 Dec, 99 | 7,739,438 | -31.89% |
30 Sep, 99 | 11,363,187 | -36.30% |
30 Jun, 99 | 17,839,659 | -91.39% |
31 Mar, 99 | 207,296,005 | 491285.78% |
31 Dec, 98 | 42,186 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 16.92% | 0.27% |
31 Mar, 24 | 79.38% | 1.39% |
31 Dec, 23 | 75.70% | 1.20% |
30 Sep, 23 | 79.53% | 1.22% |
30 Jun, 23 | 80.83% | 1.26% |
31 Mar, 23 | 80.07% | 1.29% |
31 Dec, 22 | 78.66% | 1.30% |
30 Sep, 22 | 77.82% | 1.24% |
30 Jun, 22 | 79.12% | 1.28% |
31 Mar, 22 | 78.47% | 1.28% |
31 Dec, 21 | 78.40% | 1.28% |
30 Sep, 21 | 78.22% | 1.24% |
30 Jun, 21 | 79.32% | 1.36% |
31 Mar, 21 | 76.28% | 1.30% |
31 Dec, 20 | 76.65% | 1.28% |
30 Sep, 20 | 77.29% | 1.29% |
30 Jun, 20 | 77.41% | 1.28% |
31 Mar, 20 | 77.77% | 1.38% |
31 Dec, 19 | 74.94% | 1.42% |
30 Sep, 19 | 72.56% | 1.34% |
30 Jun, 19 | 73.68% | 1.29% |
31 Mar, 19 | 75.52% | 1.33% |
31 Dec, 18 | 75.22% | 1.32% |
30 Sep, 18 | 75.48% | 1.33% |
30 Jun, 18 | 75.36% | 1.36% |
31 Mar, 18 | 74.49% | 1.38% |
31 Dec, 17 | 73.36% | 1.33% |
30 Sep, 17 | 74.27% | 1.32% |
30 Jun, 17 | 75.05% | 1.36% |
31 Mar, 17 | 74.39% | 1.42% |
31 Dec, 16 | 72.48% | 1.32% |
30 Sep, 16 | 74.15% | 1.30% |
30 Jun, 16 | 75.44% | 1.18% |
31 Mar, 16 | 79.92% | 1.37% |
31 Dec, 15 | 76.27% | 1.28% |
30 Sep, 15 | 77.21% | 1.32% |
30 Jun, 15 | 76.46% | 1.34% |
31 Mar, 15 | 75.56% | 1.38% |
31 Dec, 14 | 74.10% | 1.37% |
30 Sep, 14 | 73.52% | 1.34% |
30 Jun, 14 | 74.00% | 1.31% |
31 Mar, 14 | 75.06% | 1.43% |
31 Dec, 13 | 72.56% | 1.34% |
30 Sep, 13 | 73.69% | 1.57% |
30 Jun, 13 | 68.46% | 10.56% |
31 Mar, 13 | 25.46% | 3.32% |
31 Dec, 12 | 27.71% | 3.57% |
30 Sep, 12 | 27.86% | 2.72% |
30 Jun, 12 | 32.02% | 9.19% |
31 Mar, 12 | 18.66% | 5.15% |
31 Dec, 11 | 19.04% | 5.26% |
30 Sep, 11 | 19.03% | 3.77% |
30 Jun, 11 | 22.47% | 2.51% |
31 Mar, 11 | 29.94% | 7.92% |
31 Dec, 10 | 19.44% | 4.93% |
30 Sep, 10 | 19.86% | 5.31% |
30 Jun, 10 | 19.34% | 4.96% |
31 Mar, 10 | 19.75% | 5.43% |
31 Dec, 09 | 19.06% | 6.75% |
30 Sep, 09 | 16.81% | 7.27% |
30 Jun, 09 | 15.20% | 6.07% |
31 Mar, 09 | 15.82% | 6.30% |
31 Dec, 08 | 15.84% | 10.29% |
30 Sep, 08 | 12.41% | 13.89% |
30 Jun, 08 | 9.45% | 10.57% |
31 Mar, 08 | 9.46% | 8.07% |
31 Dec, 07 | 10.82% | 9.55% |
30 Sep, 07 | 10.65% | 9.51% |
30 Jun, 07 | 10.58% | 22.10% |
31 Mar, 07 | 6.92% | 5.96% |
31 Dec, 06 | 10.77% | 8.92% |
30 Sep, 06 | 10.99% | 6.56% |
30 Jun, 06 | 12.95% | 10.72% |
31 Mar, 06 | 10.99% | 14.70% |
31 Dec, 05 | 8.65% | 6.21% |
30 Sep, 05 | 11.80% | 8.19% |
30 Jun, 05 | 12.01% | 11.45% |
31 Mar, 05 | 10.24% | 9.54% |
31 Dec, 04 | 10.36% | 7.67% |
30 Sep, 04 | 11.62% | 13.49% |
30 Jun, 04 | 9.28% | 8.02% |
31 Mar, 04 | 10.76% | 16.29% |
31 Dec, 03 | 8.13% | 10.10% |
30 Sep, 03 | 8.97% | 17.58% |
30 Jun, 03 | 7.14% | 11.92% |
31 Mar, 03 | 7.74% | 12.08% |
31 Dec, 02 | 8.00% | 22.71% |
30 Sep, 02 | 5.94% | 8.01% |
30 Jun, 02 | 8.61% | 3.92% |
31 Mar, 02 | 14.81% | 33.31% |
31 Dec, 01 | 6.67% | 12.28% |
30 Sep, 01 | 7.37% | 7.64% |
30 Jun, 01 | 9.82% | 9.01% |
31 Mar, 01 | 10.44% | 9.94% |
31 Dec, 00 | 10.25% | 11.13% |
30 Sep, 00 | 9.60% | 9.30% |
30 Jun, 00 | 10.16% | 44.08% |
31 Mar, 00 | 4.80% | 28.93% |
31 Dec, 99 | 4.07% | 11.39% |
30 Sep, 99 | 5.98% | 6.84% |
30 Jun, 99 | 9.35% | 0.08% |
31 Mar, 99 | 108.72% | 22057101.35% |
31 Dec, 98 | 0.02% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 260 | -53.15% |
31 Mar, 24 | 555 | -3.48% |
31 Dec, 23 | 575 | 8.49% |
30 Sep, 23 | 530 | 1.73% |
30 Jun, 23 | 521 | 4.83% |
31 Mar, 23 | 497 | -2.74% |
31 Dec, 22 | 511 | 13.56% |
30 Sep, 22 | 450 | -3.02% |
30 Jun, 22 | 464 | 9.43% |
31 Mar, 22 | 424 | -26.00% |
31 Dec, 21 | 573 | 23.49% |
30 Sep, 21 | 464 | 4.50% |
30 Jun, 21 | 444 | 1.37% |
31 Mar, 21 | 438 | -8.37% |
31 Dec, 20 | 478 | 16.87% |
30 Sep, 20 | 409 | -7.26% |
30 Jun, 20 | 441 | 31.25% |
31 Mar, 20 | 336 | -19.04% |
31 Dec, 19 | 415 | 33.44% |
30 Sep, 19 | 311 | -14.56% |
30 Jun, 19 | 364 | -6.91% |
31 Mar, 19 | 391 | 12.36% |
31 Dec, 18 | 348 | -1.97% |
30 Sep, 18 | 355 | 8.90% |
30 Jun, 18 | 326 | -4.40% |
31 Mar, 18 | 341 | -8.33% |
31 Dec, 17 | 372 | 17.35% |
30 Sep, 17 | 317 | -4.23% |
30 Jun, 17 | 331 | -1.19% |
31 Mar, 17 | 335 | 20.94% |
31 Dec, 16 | 277 | 4.53% |
30 Sep, 16 | 265 | 1.15% |
30 Jun, 16 | 262 | -9.97% |
31 Mar, 16 | 291 | 21.76% |
31 Dec, 15 | 239 | -14.95% |
30 Sep, 15 | 281 | 2.93% |
30 Jun, 15 | 273 | 12.81% |
31 Mar, 15 | 242 | -9.02% |
31 Dec, 14 | 266 | 10.37% |
30 Sep, 14 | 241 | 6.17% |
30 Jun, 14 | 227 | -14.98% |
31 Mar, 14 | 267 | 0.75% |
31 Dec, 13 | 265 | 6.43% |
30 Sep, 13 | 249 | -30.45% |
30 Jun, 13 | 358 | 193.44% |
31 Mar, 13 | 122 | - |
31 Dec, 12 | 122 | 15.09% |
30 Sep, 12 | 106 | -7.02% |
30 Jun, 12 | 114 | 6.54% |
31 Mar, 12 | 107 | 10.31% |
31 Dec, 11 | 97 | 21.25% |
30 Sep, 11 | 80 | -1.23% |
30 Jun, 11 | 81 | -6.90% |
31 Mar, 11 | 87 | 42.62% |
31 Dec, 10 | 61 | 8.93% |
30 Sep, 10 | 56 | -6.67% |
30 Jun, 10 | 60 | -3.23% |
31 Mar, 10 | 62 | 24.00% |
31 Dec, 09 | 50 | 11.11% |
30 Sep, 09 | 45 | -2.17% |
30 Jun, 09 | 46 | -14.81% |
31 Mar, 09 | 54 | -3.57% |
31 Dec, 08 | 56 | 14.29% |
30 Sep, 08 | 49 | 4.26% |
30 Jun, 08 | 47 | -2.08% |
31 Mar, 08 | 48 | -23.81% |
31 Dec, 07 | 63 | 10.53% |
30 Sep, 07 | 57 | 29.55% |
30 Jun, 07 | 44 | -8.33% |
31 Mar, 07 | 48 | -2.04% |
31 Dec, 06 | 49 | 16.67% |
30 Sep, 06 | 42 | -10.64% |
30 Jun, 06 | 47 | -18.97% |
31 Mar, 06 | 58 | 1.75% |
31 Dec, 05 | 57 | 29.55% |
30 Sep, 05 | 44 | -10.20% |
30 Jun, 05 | 49 | 25.64% |
31 Mar, 05 | 39 | - |
31 Dec, 04 | 39 | - |
30 Sep, 04 | 39 | 11.43% |
30 Jun, 04 | 35 | -10.26% |
31 Mar, 04 | 39 | 21.88% |
31 Dec, 03 | 32 | -5.88% |
30 Sep, 03 | 34 | 54.55% |
30 Jun, 03 | 22 | 4.76% |
31 Mar, 03 | 21 | - |
31 Dec, 02 | 21 | -19.23% |
30 Sep, 02 | 26 | - |
30 Jun, 02 | 26 | -10.34% |
31 Mar, 02 | 29 | 31.82% |
31 Dec, 01 | 22 | 15.79% |
30 Sep, 01 | 19 | -29.63% |
30 Jun, 01 | 27 | -15.63% |
31 Mar, 01 | 32 | 60.00% |
31 Dec, 00 | 20 | 33.33% |
30 Sep, 00 | 15 | -50.00% |
30 Jun, 00 | 30 | 76.47% |
31 Mar, 00 | 17 | 21.43% |
31 Dec, 99 | 14 | -6.67% |
30 Sep, 99 | 15 | -21.05% |
30 Jun, 99 | 19 | -32.14% |
31 Mar, 99 | 28 | 1300.00% |
31 Dec, 98 | 2 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 262 | -35.63% |
31 Mar, 24 | 407 | 2.78% |
31 Dec, 23 | 396 | 9.70% |
30 Sep, 23 | 361 | 0.84% |
30 Jun, 23 | 358 | -5.54% |
31 Mar, 23 | 379 | 19.18% |
31 Dec, 22 | 318 | -5.07% |
30 Sep, 22 | 335 | 0.90% |
30 Jun, 22 | 332 | -15.52% |
31 Mar, 22 | 393 | 13.91% |
31 Dec, 21 | 345 | 1.17% |
30 Sep, 21 | 341 | 10.36% |
30 Jun, 21 | 309 | -8.31% |
31 Mar, 21 | 337 | 8.71% |
31 Dec, 20 | 310 | 0.32% |
30 Sep, 20 | 309 | -0.32% |
30 Jun, 20 | 310 | 1.31% |
31 Mar, 20 | 306 | 10.87% |
31 Dec, 19 | 276 | -0.72% |
30 Sep, 19 | 278 | 1.09% |
30 Jun, 19 | 275 | 0.36% |
31 Mar, 19 | 274 | -13.84% |
31 Dec, 18 | 318 | 17.34% |
30 Sep, 18 | 271 | -10.56% |
30 Jun, 18 | 303 | 6.32% |
31 Mar, 18 | 285 | 0.71% |
31 Dec, 17 | 283 | 9.69% |
30 Sep, 17 | 258 | 8.86% |
30 Jun, 17 | 237 | -1.66% |
31 Mar, 17 | 241 | -6.59% |
31 Dec, 16 | 258 | 20.00% |
30 Sep, 16 | 215 | 6.97% |
30 Jun, 16 | 201 | -7.37% |
31 Mar, 16 | 217 | -8.82% |
31 Dec, 15 | 238 | 13.88% |
30 Sep, 15 | 209 | -2.79% |
30 Jun, 15 | 215 | 3.37% |
31 Mar, 15 | 208 | 1.96% |
31 Dec, 14 | 204 | -5.56% |
30 Sep, 14 | 216 | -8.86% |
30 Jun, 14 | 237 | 19.70% |
31 Mar, 14 | 198 | -5.71% |
31 Dec, 13 | 210 | 8.81% |
30 Sep, 13 | 193 | 114.44% |
30 Jun, 13 | 90 | 11.11% |
31 Mar, 13 | 81 | 12.50% |
31 Dec, 12 | 72 | 18.03% |
30 Sep, 12 | 61 | 3.39% |
30 Jun, 12 | 59 | 3.51% |
31 Mar, 12 | 57 | -6.56% |
31 Dec, 11 | 61 | 52.50% |
30 Sep, 11 | 40 | -16.67% |
30 Jun, 11 | 48 | 4.35% |
31 Mar, 11 | 46 | -2.13% |
31 Dec, 10 | 47 | 6.82% |
30 Sep, 10 | 44 | 22.22% |
30 Jun, 10 | 36 | 9.09% |
31 Mar, 10 | 33 | 43.48% |
31 Dec, 09 | 23 | -28.13% |
30 Sep, 09 | 32 | -15.79% |
30 Jun, 09 | 38 | 65.22% |
31 Mar, 09 | 23 | -14.81% |
31 Dec, 08 | 27 | -6.90% |
30 Sep, 08 | 29 | -19.44% |
30 Jun, 08 | 36 | -5.26% |
31 Mar, 08 | 38 | 18.75% |
31 Dec, 07 | 32 | -8.57% |
30 Sep, 07 | 35 | 6.06% |
30 Jun, 07 | 33 | 3.13% |
31 Mar, 07 | 32 | -20.00% |
31 Dec, 06 | 40 | 11.11% |
30 Sep, 06 | 36 | 2.86% |
30 Jun, 06 | 35 | 9.38% |
31 Mar, 06 | 32 | 33.33% |
31 Dec, 05 | 24 | -7.69% |
30 Sep, 05 | 26 | -16.13% |
30 Jun, 05 | 31 | -3.13% |
31 Mar, 05 | 32 | 18.52% |
31 Dec, 04 | 27 | 22.73% |
30 Sep, 04 | 22 | -8.33% |
30 Jun, 04 | 24 | -4.00% |
31 Mar, 04 | 25 | 19.05% |
31 Dec, 03 | 21 | 40.00% |
30 Sep, 03 | 15 | 25.00% |
30 Jun, 03 | 12 | 20.00% |
31 Mar, 03 | 10 | -23.08% |
31 Dec, 02 | 13 | 116.67% |
30 Sep, 02 | 6 | -40.00% |
30 Jun, 02 | 10 | 42.86% |
31 Mar, 02 | 7 | -12.50% |
31 Dec, 01 | 8 | -20.00% |
30 Sep, 01 | 10 | -33.33% |
30 Jun, 01 | 15 | 15.38% |
31 Mar, 01 | 13 | 8.33% |
31 Dec, 00 | 12 | -20.00% |
30 Sep, 00 | 15 | 66.67% |
30 Jun, 00 | 9 | 12.50% |
31 Mar, 00 | 8 | -33.33% |
31 Dec, 99 | 12 | 20.00% |
30 Sep, 99 | 10 | 150.00% |
30 Jun, 99 | 4 | 100.00% |
31 Mar, 99 | 2 | - |
31 Dec, 98 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 691 | -43.17% | 19,343,325 | -78.68% | 16.92% | 0.27% | 260 | -53.15% | 262 | -35.63% |
31 Mar, 24 | 1,216 | -1.06% | 90,736,874 | 4.60% | 79.38% | 1.39% | 555 | -3.48% | 407 | 2.78% |
31 Dec, 23 | 1,229 | 6.22% | 86,750,199 | -4.98% | 75.70% | 1.20% | 575 | 8.49% | 396 | 9.70% |
30 Sep, 23 | 1,157 | 0.26% | 91,294,775 | -1.61% | 79.53% | 1.22% | 530 | 1.73% | 361 | 0.84% |
30 Jun, 23 | 1,154 | 1.76% | 92,793,133 | 0.95% | 80.83% | 1.26% | 521 | 4.83% | 358 | -5.54% |
31 Mar, 23 | 1,134 | 5.10% | 91,923,461 | 1.80% | 80.07% | 1.29% | 497 | -2.74% | 379 | 19.18% |
31 Dec, 22 | 1,079 | 6.31% | 90,296,058 | 0.12% | 78.66% | 1.30% | 511 | 13.56% | 318 | -5.07% |
30 Sep, 22 | 1,015 | 2.63% | 90,189,669 | -1.73% | 77.82% | 1.24% | 450 | -3.02% | 335 | 0.90% |
30 Jun, 22 | 989 | -6.79% | 91,778,117 | 0.65% | 79.12% | 1.28% | 464 | 9.43% | 332 | -15.52% |
31 Mar, 22 | 1,061 | -7.50% | 91,185,601 | 0.26% | 78.47% | 1.28% | 424 | -26.00% | 393 | 13.91% |
31 Dec, 21 | 1,147 | 9.24% | 90,947,180 | 0.23% | 78.40% | 1.28% | 573 | 23.49% | 345 | 1.17% |
30 Sep, 21 | 1,050 | 4.06% | 90,735,885 | -1.39% | 78.22% | 1.24% | 464 | 4.50% | 341 | 10.36% |
30 Jun, 21 | 1,009 | 2.13% | 92,014,796 | 3.90% | 79.32% | 1.36% | 444 | 1.37% | 309 | -8.31% |
31 Mar, 21 | 988 | -0.90% | 88,562,224 | -0.48% | 76.28% | 1.30% | 438 | -8.37% | 337 | 8.71% |
31 Dec, 20 | 997 | 6.52% | 88,991,309 | -0.91% | 76.65% | 1.28% | 478 | 16.87% | 310 | 0.32% |
30 Sep, 20 | 936 | 0.75% | 89,807,176 | 0.27% | 77.29% | 1.29% | 409 | -7.26% | 309 | -0.32% |
30 Jun, 20 | 929 | 13.02% | 89,568,760 | -0.71% | 77.41% | 1.28% | 441 | 31.25% | 310 | 1.31% |
31 Mar, 20 | 822 | -8.16% | 90,207,951 | 4.04% | 77.77% | 1.38% | 336 | -19.04% | 306 | 10.87% |
31 Dec, 19 | 895 | 12.72% | 86,704,705 | 1.01% | 74.94% | 1.42% | 415 | 33.44% | 276 | -0.72% |
30 Sep, 19 | 794 | -5.14% | 85,834,964 | -0.43% | 72.56% | 1.34% | 311 | -14.56% | 278 | 1.09% |
30 Jun, 19 | 837 | -1.30% | 86,209,517 | -3.55% | 73.68% | 1.29% | 364 | -6.91% | 275 | 0.36% |
31 Mar, 19 | 848 | 0.36% | 89,382,234 | -0.61% | 75.52% | 1.33% | 391 | 12.36% | 274 | -13.84% |
31 Dec, 18 | 845 | 0.36% | 89,926,332 | -1.61% | 75.22% | 1.32% | 348 | -1.97% | 318 | 17.34% |
30 Sep, 18 | 842 | 2.18% | 91,402,084 | -1.52% | 75.48% | 1.33% | 355 | 8.90% | 271 | -10.56% |
30 Jun, 18 | 824 | 0.24% | 92,811,211 | -0.78% | 75.36% | 1.36% | 326 | -4.40% | 303 | 6.32% |
31 Mar, 18 | 822 | -1.20% | 93,544,350 | -0.22% | 74.49% | 1.38% | 341 | -8.33% | 285 | 0.71% |
31 Dec, 17 | 832 | 10.79% | 93,746,569 | -1.70% | 73.36% | 1.33% | 372 | 17.35% | 283 | 9.69% |
30 Sep, 17 | 751 | 1.76% | 95,363,279 | -1.01% | 74.27% | 1.32% | 317 | -4.23% | 258 | 8.86% |
30 Jun, 17 | 738 | 2.22% | 96,333,589 | 0.51% | 75.05% | 1.36% | 331 | -1.19% | 237 | -1.66% |
31 Mar, 17 | 722 | 5.25% | 95,842,664 | 2.83% | 74.39% | 1.42% | 335 | 20.94% | 241 | -6.59% |
31 Dec, 16 | 686 | 5.21% | 93,204,454 | -2.18% | 72.48% | 1.32% | 277 | 4.53% | 258 | 20.00% |
30 Sep, 16 | 652 | 1.56% | 95,281,382 | -2.40% | 74.15% | 1.30% | 265 | 1.15% | 215 | 6.97% |
30 Jun, 16 | 642 | -0.47% | 97,621,198 | -6.23% | 75.44% | 1.18% | 262 | -9.97% | 201 | -7.37% |
31 Mar, 16 | 645 | 3.53% | 104,107,057 | 3.86% | 79.92% | 1.37% | 291 | 21.76% | 217 | -8.82% |
31 Dec, 15 | 623 | -0.80% | 100,236,158 | -1.95% | 76.27% | 1.28% | 239 | -14.95% | 238 | 13.88% |
30 Sep, 15 | 628 | 0.64% | 102,228,839 | -0.30% | 77.21% | 1.32% | 281 | 2.93% | 209 | -2.79% |
30 Jun, 15 | 624 | 5.23% | 102,540,047 | 0.84% | 76.46% | 1.34% | 273 | 12.81% | 215 | 3.37% |
31 Mar, 15 | 593 | -0.50% | 101,683,345 | 1.32% | 75.56% | 1.38% | 242 | -9.02% | 208 | 1.96% |
31 Dec, 14 | 596 | 2.05% | 100,360,543 | -0.14% | 74.10% | 1.37% | 266 | 10.37% | 204 | -5.56% |
30 Sep, 14 | 584 | -2.83% | 100,497,321 | -1.50% | 73.52% | 1.34% | 241 | 6.17% | 216 | -8.86% |
30 Jun, 14 | 601 | -0.50% | 102,030,656 | -1.82% | 74.00% | 1.31% | 227 | -14.98% | 237 | 19.70% |
31 Mar, 14 | 604 | 1.51% | 103,924,284 | 3.21% | 75.06% | 1.43% | 267 | 0.75% | 198 | -5.71% |
31 Dec, 13 | 595 | 8.97% | 100,696,623 | -1.62% | 72.56% | 1.34% | 265 | 6.43% | 210 | 8.81% |
30 Sep, 13 | 546 | 6.64% | 102,356,646 | 7.83% | 73.69% | 1.57% | 249 | -30.45% | 193 | 114.44% |
30 Jun, 13 | 512 | 108.13% | 94,927,208 | 166.99% | 68.46% | 10.56% | 358 | 193.44% | 90 | 11.11% |
31 Mar, 13 | 246 | 3.80% | 35,554,034 | -8.22% | 25.46% | 3.32% | 122 | - | 81 | 12.50% |
31 Dec, 12 | 237 | 17.91% | 38,739,398 | -0.54% | 27.71% | 3.57% | 122 | 15.09% | 72 | 18.03% |
30 Sep, 12 | 201 | - | 38,949,719 | -13.81% | 27.86% | 2.72% | 106 | -7.02% | 61 | 3.39% |
30 Jun, 12 | 201 | -1.95% | 45,190,489 | 69.67% | 32.02% | 9.19% | 114 | 6.54% | 59 | 3.51% |
31 Mar, 12 | 205 | 13.89% | 26,634,918 | -1.78% | 18.66% | 5.15% | 107 | 10.31% | 57 | -6.56% |
31 Dec, 11 | 180 | 22.45% | 27,117,241 | 0.42% | 19.04% | 5.26% | 97 | 21.25% | 61 | 52.50% |
30 Sep, 11 | 147 | -3.92% | 27,002,829 | -16.10% | 19.03% | 3.77% | 80 | -1.23% | 40 | -16.67% |
30 Jun, 11 | 153 | -3.77% | 32,185,410 | -25.50% | 22.47% | 2.51% | 81 | -6.90% | 48 | 4.35% |
31 Mar, 11 | 159 | 25.20% | 43,203,575 | 56.12% | 29.94% | 7.92% | 87 | 42.62% | 46 | -2.13% |
31 Dec, 10 | 127 | 3.25% | 27,673,932 | -1.65% | 19.44% | 4.93% | 61 | 8.93% | 47 | 6.82% |
30 Sep, 10 | 123 | 4.24% | 28,137,692 | 2.31% | 19.86% | 5.31% | 56 | -6.67% | 44 | 22.22% |
30 Jun, 10 | 118 | 3.51% | 27,501,723 | -1.93% | 19.34% | 4.96% | 60 | -3.23% | 36 | 9.09% |
31 Mar, 10 | 114 | 14.00% | 28,043,854 | 3.17% | 19.75% | 5.43% | 62 | 24.00% | 33 | 43.48% |
31 Dec, 09 | 100 | -4.76% | 27,183,318 | 14.22% | 19.06% | 6.75% | 50 | 11.11% | 23 | -28.13% |
30 Sep, 09 | 105 | -1.87% | 23,798,877 | 10.62% | 16.81% | 7.27% | 45 | -2.17% | 32 | -15.79% |
30 Jun, 09 | 107 | 9.18% | 21,514,223 | -3.91% | 15.20% | 6.07% | 46 | -14.81% | 38 | 65.22% |
31 Mar, 09 | 98 | -4.85% | 22,389,699 | -0.20% | 15.82% | 6.30% | 54 | -3.57% | 23 | -14.81% |
31 Dec, 08 | 103 | 3.00% | 22,435,154 | 27.66% | 15.84% | 10.29% | 56 | 14.29% | 27 | -6.90% |
30 Sep, 08 | 100 | 1.01% | 17,574,204 | 27.08% | 12.41% | 13.89% | 49 | 4.26% | 29 | -19.44% |
30 Jun, 08 | 99 | -3.88% | 13,828,817 | -0.47% | 9.45% | 10.57% | 47 | -2.08% | 36 | -5.26% |
31 Mar, 08 | 103 | -11.97% | 13,893,704 | -13.67% | 9.46% | 8.07% | 48 | -23.81% | 38 | 18.75% |
31 Dec, 07 | 117 | 7.34% | 16,093,637 | -4.75% | 10.82% | 9.55% | 63 | 10.53% | 32 | -8.57% |
30 Sep, 07 | 109 | 15.96% | 16,896,911 | 3.67% | 10.65% | 9.51% | 57 | 29.55% | 35 | 6.06% |
30 Jun, 07 | 94 | -3.09% | 16,298,714 | 46.10% | 10.58% | 22.10% | 44 | -8.33% | 33 | 3.13% |
31 Mar, 07 | 97 | -3.96% | 11,155,950 | -38.58% | 6.92% | 5.96% | 48 | -2.04% | 32 | -20.00% |
31 Dec, 06 | 101 | 3.06% | 18,164,781 | -6.42% | 10.77% | 8.92% | 49 | 16.67% | 40 | 11.11% |
30 Sep, 06 | 98 | -2.00% | 19,410,139 | -15.12% | 10.99% | 6.56% | 42 | -10.64% | 36 | 2.86% |
30 Jun, 06 | 100 | -8.26% | 22,866,697 | 17.40% | 12.95% | 10.72% | 47 | -18.97% | 35 | 9.38% |
31 Mar, 06 | 109 | 19.78% | 19,477,762 | 26.03% | 10.99% | 14.70% | 58 | 1.75% | 32 | 33.33% |
31 Dec, 05 | 91 | 10.98% | 15,454,406 | -26.71% | 8.65% | 6.21% | 57 | 29.55% | 24 | -7.69% |
30 Sep, 05 | 82 | -11.83% | 21,087,656 | -3.86% | 11.80% | 8.19% | 44 | -10.20% | 26 | -16.13% |
30 Jun, 05 | 93 | 13.41% | 21,934,145 | 16.11% | 12.01% | 11.45% | 49 | 25.64% | 31 | -3.13% |
31 Mar, 05 | 82 | 2.50% | 18,890,538 | -1.19% | 10.24% | 9.54% | 39 | - | 32 | 18.52% |
31 Dec, 04 | 80 | 8.11% | 19,118,329 | -11.54% | 10.36% | 7.67% | 39 | - | 27 | 22.73% |
30 Sep, 04 | 74 | 8.82% | 21,612,815 | 25.87% | 11.62% | 13.49% | 39 | 11.43% | 22 | -8.33% |
30 Jun, 04 | 68 | -2.86% | 17,170,143 | -14.49% | 9.28% | 8.02% | 35 | -10.26% | 24 | -4.00% |
31 Mar, 04 | 70 | 22.81% | 20,079,996 | 32.65% | 10.76% | 16.29% | 39 | 21.88% | 25 | 19.05% |
31 Dec, 03 | 57 | - | 15,137,653 | -8.96% | 8.13% | 10.10% | 32 | -5.88% | 21 | 40.00% |
30 Sep, 03 | 57 | 39.02% | 16,627,491 | 25.84% | 8.97% | 17.58% | 34 | 54.55% | 15 | 25.00% |
30 Jun, 03 | 41 | -4.65% | 13,213,653 | -8.03% | 7.14% | 11.92% | 22 | 4.76% | 12 | 20.00% |
31 Mar, 03 | 43 | -2.27% | 14,367,328 | -3.29% | 7.74% | 12.08% | 21 | - | 10 | -23.08% |
31 Dec, 02 | 44 | 2.33% | 14,855,545 | 35.32% | 8.00% | 22.71% | 21 | -19.23% | 13 | 116.67% |
30 Sep, 02 | 43 | -6.52% | 10,978,001 | -31.24% | 5.94% | 8.01% | 26 | - | 6 | -40.00% |
30 Jun, 02 | 46 | 6.98% | 15,966,606 | -41.56% | 8.61% | 3.92% | 26 | -10.34% | 10 | 42.86% |
31 Mar, 02 | 43 | 22.86% | 27,323,411 | 122.84% | 14.81% | 33.31% | 29 | 31.82% | 7 | -12.50% |
31 Dec, 01 | 35 | -5.41% | 12,261,568 | -8.88% | 6.67% | 12.28% | 22 | 15.79% | 8 | -20.00% |
30 Sep, 01 | 37 | -22.92% | 13,456,781 | -25.18% | 7.37% | 7.64% | 19 | -29.63% | 10 | -33.33% |
30 Jun, 01 | 48 | -2.04% | 17,985,039 | -5.57% | 9.82% | 9.01% | 27 | -15.63% | 15 | 15.38% |
31 Mar, 01 | 49 | 44.12% | 19,045,164 | 1.83% | 10.44% | 9.94% | 32 | 60.00% | 13 | 8.33% |
31 Dec, 00 | 34 | -2.86% | 18,703,058 | 3.19% | 10.25% | 11.13% | 20 | 33.33% | 12 | -20.00% |
30 Sep, 00 | 35 | -22.22% | 18,125,746 | -4.69% | 9.60% | 9.30% | 15 | -50.00% | 15 | 66.67% |
30 Jun, 00 | 45 | 40.63% | 19,017,173 | 109.05% | 10.16% | 44.08% | 30 | 76.47% | 9 | 12.50% |
31 Mar, 00 | 32 | 3.23% | 9,097,158 | 17.54% | 4.80% | 28.93% | 17 | 21.43% | 8 | -33.33% |
31 Dec, 99 | 31 | -3.13% | 7,739,438 | -31.89% | 4.07% | 11.39% | 14 | -6.67% | 12 | 20.00% |
30 Sep, 99 | 32 | 6.67% | 11,363,187 | -36.30% | 5.98% | 6.84% | 15 | -21.05% | 10 | 150.00% |
30 Jun, 99 | 30 | - | 17,839,659 | -91.39% | 9.35% | 0.08% | 19 | -32.14% | 4 | 100.00% |
31 Mar, 99 | 30 | 1400.00% | 207,296,005 | 491285.78% | 108.72% | 22057101.35% | 28 | 1300.00% | 2 | - |
31 Dec, 98 | 2 | - | 42,186 | - | 0.02% | - | 2 | - | - | - |
Rockwell Automation Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Rockwell Automation Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2026 | - | 1 | - |
Q4 2025 | - | 2 | - |
Q4 2024 | - | 2 | - |
Q3 2024 | 3 | - | - |
Q2 2024 | 13 | 28 | 46.43% |
Q1 2024 | 10 | 22 | 45.45% |
Q4 2023 | 99 | 119 | 83.19% |
Q3 2023 | 3 | 4 | 75.00% |
Q2 2023 | 14 | 30 | 46.67% |
Q1 2023 | 12 | 20 | 60.00% |
Q4 2022 | 80 | 109 | 73.39% |
Q3 2022 | 3 | 1 | 300.00% |
Q2 2022 | 6 | 6 | 100.00% |
Q1 2022 | 10 | 13 | 76.92% |
Q4 2021 | 77 | 99 | 77.78% |
Q3 2021 | 8 | 16 | 50.00% |
Q2 2021 | 13 | 25 | 52.00% |
Q1 2021 | 27 | 21 | 128.57% |
Q4 2020 | 82 | 77 | 106.49% |
Q3 2020 | 11 | 22 | 50.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q4 2026 | - | - | - |
Q4 2025 | - | - | - |
Q4 2024 | - | - | - |
Q3 2024 | - | - | - |
Q2 2024 | - | 18 | - |
Q1 2024 | 1 | 15 | 6.67% |
Q4 2023 | - | 64 | - |
Q3 2023 | - | 2 | - |
Q2 2023 | - | 17 | - |
Q1 2023 | - | 11 | - |
Q4 2022 | - | 67 | - |
Q3 2022 | - | 1 | - |
Q2 2022 | 1 | 1 | 100.00% |
Q1 2022 | - | 6 | - |
Q4 2021 | - | 69 | - |
Q3 2021 | - | 8 | - |
Q2 2021 | 1 | 14 | 7.14% |
Q1 2021 | - | 6 | - |
Q4 2020 | - | 45 | - |
Q3 2020 | - | 12 | - |
ROK Ownership FAQ
Who Owns Rockwell Automation?
Rockwell Automation is owned by institutional shareholders (16.92%), insiders (0.22%), and public (82.86%). The largest institutional shareholder of Rockwell Automation is VANGUARD GROUP INC (12.25% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (2.69% of total shares).
Who are the major institutional shareholders of Rockwell Automation?
Rockwell Automation's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., PRICE T ROWE ASSOCIATES INC /MD/, STATE STREET CORP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 31.81% of the company's share outstanding.
How many Rockwell Automation shareholders are there?
As of Jun 2024, there are 691 institutional shareholders of Rockwell Automation.
What percentage of Rockwell Automation is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 14M shares of Rockwell Automation, representing 12.25% of the company's total shares outstanding, valued at $3.85B (as of Jun 2024).
What percentage of Rockwell Automation is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 9.06M shares of Rockwell Automation (ROK), compromising 7.93% of the company, valued at $2.5B.
What percentage of Rockwell Automation is owned by PRICE T ROWE ASSOCIATES INC /MD/?
PRICE T ROWE ASSOCIATES INC /MD/ is the third largest holder of Rockwell Automation. The company owns 5.99M of the company's shares outstanding (worth $1.65B).