Purchases and Sales Made in Q3 2022 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
969New |
$192K - $251K
|
969
$265K
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
950New |
$188K - $246K
|
950
$260K
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
946New |
$187K - $245K
|
946
$259K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
945New |
$187K - $245K
|
945
$258K
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
BUY
|
- |
934New |
$185K - $242K
|
934
$255K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
934+ 63.89% |
$185K - $242K
|
2.4K
$655K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
900+ 58.9% |
$178K - $233K
|
2.43K
$664K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
893+ 0.34% |
$177K - $232K
|
264K
$72.1M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
869+ 17.58% |
$172K - $225K
|
5.81K
$1.59M
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
866+ 2.82% |
$171K - $225K
|
31.6K
$8.63M
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
838+ 0.95% |
$166K - $217K
|
88.6K
$24.2M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
827New |
$164K - $215K
|
827
$226K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
819+ 117.5% |
$162K - $212K
|
1.52K
$414K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
795+ 49.59% |
$157K - $206K
|
2.4K
$656K
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
783+ 4.59% |
$155K - $203K
|
17.8K
$4.88M
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
776+ 83.8% |
$154K - $201K
|
1.7K
$465K
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
750New |
$148K - $195K
|
750
$205K
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
732+ 39.02% |
$145K - $190K
|
2.61K
$713K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
728+ 8.13% |
$144K - $189K
|
9.69K
$2.65M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
719+ 6.94% |
$142K - $187K
|
11.1K
$3.03M
|
|
Oct 25, 2022
Q3 2022
|
Renaissance Investment Group LLC
|
BUY
|
- |
719+ 4.53% |
$142K - $187K
|
16.6K
$4.54M
|
|
Nov 14, 2022
Q3 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
679+ 9.09% |
$134K - $176K
|
8.15K
$2.23M
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
646+ 20.49% |
$128K - $168K
|
3.8K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
631New |
$125K - $164K
|
631
$173K
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
630+ 1.24% |
$125K - $163K
|
51.4K
$14.1M
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
626+ 0.37% |
$124K - $162K
|
171K
$46.8M
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
626New |
$124K - $162K
|
626
$171K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
607+ 57.75% |
$120K - $157K
|
1.66K
$453K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
600New |
$119K - $156K
|
600
$164K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
590+ 2.5% |
$117K - $153K
|
24.2K
$6.61M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
577+ 28.22% |
$114K - $150K
|
2.62K
$717K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
575+ 5.86% |
$114K - $149K
|
10.4K
$2.84M
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
567+ 24.96% |
$112K - $147K
|
2.84K
$776K
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
562+ 49.0% |
$111K - $146K
|
1.71K
$467K
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
547+ 2.23% |
$108K - $142K
|
25.1K
$6.87M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
542New |
$107K - $141K
|
542
$148K
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
541+ 2.66% |
$107K - $140K
|
20.9K
$5.71M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
533New |
$106K - $138K
|
533
$146K
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
530+ 5.26% |
$105K - $138K
|
10.6K
$2.9M
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
516+ 5.87% |
$102K - $134K
|
9.3K
$2.54M
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
498+ 1.68% |
$98.6K - $129K
|
30.2K
$8.26M
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
493+ 3.59% |
$97.6K - $128K
|
14.2K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
492+ 1.6% |
$97.4K - $128K
|
31.2K
$8.52M
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
487New |
$96.4K - $126K
|
487
$133K
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
486+ 6.7% |
$96.2K - $126K
|
7.75K
$2.12M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
483+ 2.42% |
$95.6K - $125K
|
20.4K
$5.58M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
480+ 20.8% |
$95K - $125K
|
2.79K
$762K
|
|
Nov 14, 2022
Q3 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
474+ 7.85% |
$93.8K - $123K
|
6.51K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
472+ 4.13% |
$93.4K - $122K
|
11.9K
$3.25M
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
468+ 19.73% |
$92.6K - $121K
|
2.84K
$776K
|