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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
8+ 0.42% |
$2.05K - $2.74K
|
1.9K
$519K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 22.86% |
$2.05K - $2.74K
|
43
$11.8K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 266.67% |
$2.05K - $2.74K
|
11
$3.01K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
7+ 0.34% |
$1.79K - $2.4K
|
2.06K
$564K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.29% |
$1.79K - $2.4K
|
2.41K
$659K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
7New |
$1.79K - $2.4K
|
7
$1.91K
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
7New |
$1.79K - $2.4K
|
7
$1.91K
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
7+ 0.42% |
$1.79K - $2.4K
|
1.68K
$458K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
6+ 9.09% |
$1.54K - $2.06K
|
72
$19.7K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
6+ 13.64% |
$1.54K - $2.06K
|
50
$13.7K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4+ 0.1% |
$1.03K - $1.37K
|
4.12K
$1.13M
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4+ 0.43% |
$1.03K - $1.37K
|
930
$254K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 8.57% |
$769 - $1.03K
|
38
$10.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
BUY
|
- |
3+ 0.41% |
$769 - $1.03K
|
727
$199K
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.4% |
$769 - $1.03K
|
745
$204K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
3+ 0.09% |
$769 - $1.03K
|
3.51K
$959K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.14% |
$513 - $686
|
1.43K
$391K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 3.7% |
$513 - $686
|
56
$15.3K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$513 - $686
|
2
$547
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1+ 0.08% |
$256 - $343
|
1.19K
$325K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.53% |
$256 - $343
|
189
$51.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.19% |
$256 - $343
|
536
$147K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.65% |
$256 - $343
|
155
$42.4K
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1+ 0.04% |
$256 - $343
|
2.57K
$703K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$256 - $343
|
953
$261K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$256 - $343
|
881
$241K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
1+ 0.05% |
$256 - $343
|
1.98K
$541K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1+ 0.35% |
$256 - $343
|
284
$77.6K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.04% |
$256 - $343
|
2.49K
$682K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.5% |
$256 - $343
|
201
$55K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1- 0.1% |
$256 - $343
|
1.03K
$282K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.41% |
$256 - $343
|
244
$66.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 1.32% |
$256 - $343
|
75
$20.5K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1- 0.12% |
$256 - $343
|
867
$237K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 3.85% |
$256 - $343
|
25
$6.83K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1Closed |
$256 - $343
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1Closed |
$256 - $343
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2- 2.56% |
$513 - $686
|
76
$20.8K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2- 1.37% |
$513 - $686
|
144
$39.4K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 25.0% |
$513 - $686
|
6
$1.64K
|
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-2- 0.04% |
$513 - $686
|
4.63K
$1.27M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2- 0.11% |
$513 - $686
|
1.75K
$478K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-2- 0.25% |
$513 - $686
|
805
$220K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-2- 20.0% |
$513 - $686
|
8
$2.19K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-3- 0.33% |
$769 - $1.03K
|
916
$250K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 1.12% |
$769 - $1.03K
|
264
$72.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-3- 0.24% |
$769 - $1.03K
|
1.24K
$338K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4- 5.56% |
$1.03K - $1.37K
|
68
$18.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5Closed |
$1.28K - $1.72K
|
0
$0
|