Purchases and Sales Made in Q2 2022 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 13.16% |
$955 - $1.42K
|
43
$12.4K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.59% |
$764 - $1.14K
|
682
$196K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4+ 2.17% |
$764 - $1.14K
|
188
$54.1K
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4+ 5.88% |
$764 - $1.14K
|
72
$20.7K
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
4+ 0.23% |
$764 - $1.14K
|
1.76K
$505K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3+ 2.34% |
$573 - $853
|
131
$37.7K
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.12% |
$573 - $853
|
2.58K
$741K
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.15% |
$382 - $569
|
1.36K
$392K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 3.23% |
$382 - $569
|
64
$18.4K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 3.92% |
$382 - $569
|
53
$15.2K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$191 - $284
|
1.68K
$482K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.09% |
$191 - $284
|
1.07K
$307K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.65% |
$191 - $284
|
156
$44.9K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1+ 0.11% |
$191 - $284
|
913
$263K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.08% |
$191 - $284
|
1.21K
$349K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$191 - $284
|
954
$274K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.06% |
$191 - $284
|
1.6K
$461K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.53% |
$191 - $284
|
190
$54.7K
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 16.67% |
$191 - $284
|
7
$2.01K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.11% |
$191 - $284
|
882
$254K
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 1.11% |
$191 - $284
|
91
$26.2K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.21% |
$191 - $284
|
482
$139K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
$191 - $284
|
76
$21.9K
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$191 - $284
|
2.5K
$720K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 0.07% |
$191 - $284
|
1.51K
$434K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2Closed |
$382 - $569
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 7.14% |
$382 - $569
|
26
$7.48K
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-3- 0.23% |
$573 - $853
|
1.31K
$376K
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 1.14% |
$573 - $853
|
261
$75.1K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4- 2.14% |
$764 - $1.14K
|
183
$52.6K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5- 0.07% |
$955 - $1.42K
|
6.68K
$1.92M
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-5- 0.33% |
$955 - $1.42K
|
1.53K
$441K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-5- 0.14% |
$955 - $1.42K
|
3.65K
$1.05M
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 11.63% |
$955 - $1.42K
|
38
$10.9K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-6- 1.52% |
$1.15K - $1.71K
|
388
$112K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-7- 36.84% |
$1.34K - $1.99K
|
12
$3.45K
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7- 0.19% |
$1.34K - $1.99K
|
3.75K
$1.08M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 72.73% |
$1.53K - $2.28K
|
3
$863
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-9Closed |
$1.72K - $2.56K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9- 12.5% |
$1.72K - $2.56K
|
63
$18.1K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10- 1.81% |
$1.91K - $2.84K
|
542
$156K
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10- 0.97% |
$1.91K - $2.84K
|
1.02K
$294K
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-10- 28.57% |
$1.91K - $2.84K
|
25
$7.19K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 10.2% |
$1.91K - $2.84K
|
88
$25.3K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-11- 4.6% |
$2.1K - $3.13K
|
228
$65.6K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12- 85.71% |
$2.29K - $3.41K
|
2
$575
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 25.0% |
$2.68K - $3.98K
|
42
$12.1K
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 0.32% |
$2.68K - $3.98K
|
4.38K
$1.26M
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-14- 1.18% |
$2.68K - $3.98K
|
1.17K
$337K
|