Purchases and Sales Made in Q3 2021 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
28+ 0.56% |
$7.95K - $9.16K
|
5.07K
$1.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28+ 1.58% |
$7.95K - $9.16K
|
1.8K
$527K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
26+ 1.59% |
$7.38K - $8.51K
|
1.66K
$485K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
25+ 1.25% |
$7.1K - $8.18K
|
2.02K
$590K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
25New |
$7.1K - $8.18K
|
25
$7.31K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
24New |
$6.82K - $7.85K
|
24
$7.01K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
24+ 1.57% |
$6.82K - $7.85K
|
1.56K
$454K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
23+ 2.27% |
$6.53K - $7.52K
|
1.04K
$302K
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
20+ 0.07% |
$5.68K - $6.54K
|
30.5K
$8.92M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
20+ 1.36% |
$5.68K - $6.54K
|
1.49K
$436K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20New |
$5.68K - $6.54K
|
20
$5.84K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
18+ 0.95% |
$5.11K - $5.89K
|
1.92K
$560K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 5.09% |
$4.83K - $5.56K
|
351
$103K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 10.0% |
$4.54K - $5.23K
|
176
$51.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
16+ 1.6% |
$4.54K - $5.23K
|
1.02K
$297K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15+ 4.79% |
$4.26K - $4.91K
|
328
$95.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
15+ 0.17% |
$4.26K - $4.91K
|
8.6K
$2.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 5.36% |
$3.98K - $4.58K
|
275
$80.4K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
13+ 0.4% |
$3.69K - $4.25K
|
3.29K
$960K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 65.0% |
$3.69K - $4.25K
|
33
$9.64K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11+ 0.91% |
$3.12K - $3.6K
|
1.22K
$356K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11+ 0.35% |
$3.12K - $3.6K
|
3.14K
$918K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
11+ 0.87% |
$3.12K - $3.6K
|
1.27K
$372K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 14.93% |
$2.84K - $3.27K
|
77
$22.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
10+ 0.94% |
$2.84K - $3.27K
|
1.07K
$314K
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
10+ 0.52% |
$2.84K - $3.27K
|
1.93K
$565K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 0.64% |
$2.84K - $3.27K
|
1.58K
$461K
|
|
|
Nov 15, 2021
Q3 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
10+ 0.14% |
$2.84K - $3.27K
|
7.05K
$2.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 40.0% |
$2.84K - $3.27K
|
35
$10.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 7.03% |
$2.56K - $2.94K
|
137
$40K
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
BUY
|
- |
9+ 0.54% |
$2.56K - $2.94K
|
1.67K
$487K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8+ 0.8% |
$2.27K - $2.62K
|
1K
$293K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
6+ 0.2% |
$1.7K - $1.96K
|
2.94K
$859K
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.29% |
$1.7K - $1.96K
|
2.05K
$598K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
6+ 0.49% |
$1.7K - $1.96K
|
1.23K
$358K
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.03% |
$1.7K - $1.96K
|
23.3K
$6.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5+ 0.23% |
$1.42K - $1.64K
|
2.15K
$628K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5+ 0.26% |
$1.42K - $1.64K
|
1.91K
$557K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.2% |
$1.42K - $1.64K
|
2.5K
$729K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
5+ 0.69% |
$1.42K - $1.64K
|
733
$214K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 2.34% |
$1.42K - $1.64K
|
219
$64K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4New |
$1.14K - $1.31K
|
4
$1.17K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 1.25% |
$1.14K - $1.31K
|
323
$94.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
3+ 0.23% |
$852 - $981
|
1.3K
$381K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 5.66% |
$852 - $981
|
56
$16.4K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.39% |
$852 - $981
|
776
$227K
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.33% |
$852 - $981
|
923
$270K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 0.08% |
$852 - $981
|
3.67K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
3+ 0.23% |
$852 - $981
|
1.3K
$381K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$852 - $981
|
3
$877
|