ROK

Rockwell Automation Inc

Latest period2024 - Q4Total superinvestors159

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 159 superinvestors own shares of Rockwell Automation Inc (ROK), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Rockwell Automation Inc (ROK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Rockwell Automation Inc (ROK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Rockwell Automation Inc (ROK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 1.64%
0.04%
$941,678
3,295 shares@ 285.79 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
Increased 18.48%
0.36%
$938,645
3,284 shares@ 285.83 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 0.81%
0.05%
$852,727
3,119 shares@ 273.4 avg price
Matthew Keyes@Heritage Wealth Partners, Llc
Recent Activity
Increased 0.69%
1.12%
$885,092
3,097 shares@ 285.8 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 51.63%
0.02%
$786,615
2,752 shares@ 285.84 avg price
Gidget Furness@Moss Adams Wealth Advisors Llc
Recent Activity
Increased 17.15%
0.08%
$745,782
2,610 shares@ 285.75 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 17.35%
0.06%
$670,749
2,347 shares@ 285.79 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Increased 95.81%
0.05%
$666,573
2,332 shares@ 285.84 avg price
Michele Pawlak@Ellenbecker Investment Group
Recent Activity
Increased 0.26%
0.11%
$568,991
1,990 shares@ 285.93 avg price
Troy Winegarner@Strong Tower Advisory Services
Recent Activity
Increased 6.57%
0.15%
$566,280
1,981 shares@ 285.86 avg price