Purchases and Sales Made in Q1 2022 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
53+ 2.02% |
$13.6K - $18.2K
|
2.68K
$733K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
53+ 2.37% |
$13.6K - $18.2K
|
2.29K
$627K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
49+ 3.23% |
$12.6K - $16.8K
|
1.57K
$428K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
48+ 960.0% |
$12.3K - $16.5K
|
53
$14.5K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
47+ 0.15% |
$12K - $16.1K
|
31.8K
$8.7M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
45+ 0.34% |
$11.5K - $15.4K
|
13.4K
$3.68M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
45+ 4.99% |
$11.5K - $15.4K
|
946
$259K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
43New |
$11K - $14.8K
|
43
$11.8K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
42+ 2.99% |
$10.8K - $14.4K
|
1.45K
$395K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42+ 0.95% |
$10.8K - $14.4K
|
4.45K
$1.22M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
41+ 5.11% |
$10.5K - $14.1K
|
843
$230K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 22.22% |
$10.3K - $13.7K
|
220
$60.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
39+ 1.64% |
$10K - $13.4K
|
2.41K
$660K
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
BUY
|
- |
38+ 10.08% |
$9.74K - $13K
|
415
$113K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
37+ 0.17% |
$9.48K - $12.7K
|
21.2K
$5.81M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37+ 2.25% |
$9.48K - $12.7K
|
1.68K
$460K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
35+ 4.6% |
$8.97K - $12K
|
796
$218K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
33+ 6.36% |
$8.46K - $11.3K
|
552
$151K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
32New |
$8.2K - $11K
|
32
$8.75K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
30+ 3.9% |
$7.69K - $10.3K
|
800
$219K
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
BUY
|
- |
28+ 1.1% |
$7.18K - $9.61K
|
2.57K
$702K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
26+ 2.64% |
$6.67K - $8.92K
|
1.01K
$276K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
25New |
$6.41K - $8.58K
|
25
$6.83K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 38.46% |
$6.41K - $8.58K
|
90
$24.6K
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
23+ 1.93% |
$5.9K - $7.89K
|
1.22K
$332K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
23+ 1.23% |
$5.9K - $7.89K
|
1.89K
$518K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 3.95% |
$5.38K - $7.21K
|
553
$151K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
20+ 1.37% |
$5.13K - $6.86K
|
1.48K
$404K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20+ 2.77% |
$5.13K - $6.86K
|
741
$203K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19New |
$4.87K - $6.52K
|
19
$5.19K
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
19+ 2.09% |
$4.87K - $6.52K
|
926
$253K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 2.24% |
$4.36K - $5.83K
|
775
$212K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
15New |
$3.85K - $5.15K
|
15
$4.1K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15+ 1.14% |
$3.85K - $5.15K
|
1.33K
$365K
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
14+ 0.01% |
$3.59K - $4.8K
|
126K
$34.5M
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
13+ 0.04% |
$3.33K - $4.46K
|
30.1K
$8.22M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$3.33K - $4.46K
|
6.37K
$1.74M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
12+ 15.38% |
$3.08K - $4.12K
|
90
$24.6K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12+ 3.63% |
$3.08K - $4.12K
|
343
$93.8K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 13.92% |
$2.82K - $3.77K
|
90
$24.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11New |
$2.82K - $3.77K
|
11
$3.01K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$2.56K - $3.43K
|
10
$2.73K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10+ 0.06% |
$2.56K - $3.43K
|
16.2K
$4.42M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 4.52% |
$2.56K - $3.43K
|
231
$63.2K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10New |
$2.56K - $3.43K
|
10
$2.73K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
10+ 2.6% |
$2.56K - $3.43K
|
394
$108K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
9New |
$2.31K - $3.09K
|
9
$2.46K
|
|
|
May 16, 2022
Q1 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
9+ 0.02% |
$2.31K - $3.09K
|
57.4K
$15.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
8+ 2.3% |
$2.05K - $2.74K
|
356
$97.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8+ 0.39% |
$2.05K - $2.74K
|
2.05K
$559K
|