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
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
24+ 0.21% |
$4.75K - $6.23K
|
11.3K
$3.83M
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
24+ 2.35% |
$4.75K - $6.23K
|
1.05K
$356K
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
23New |
$4.55K - $5.97K
|
23
$7.83K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 9.43% |
$4.55K - $5.97K
|
267
$90.8K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 32.31% |
$4.16K - $5.45K
|
86
$29.3K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
21+ 0.74% |
$4.16K - $5.45K
|
2.87K
$977K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20+ 1.92% |
$3.96K - $5.19K
|
1.06K
$362K
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
BUY
|
- |
20+ 0.14% |
$3.96K - $5.19K
|
14K
$4.78M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
19+ 0.17% |
$3.76K - $4.93K
|
10.9K
$3.71M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19+ 0.53% |
$3.76K - $4.93K
|
3.59K
$1.22M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19+ 0.31% |
$3.76K - $4.93K
|
6.06K
$2.06M
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 78.26% |
$3.56K - $4.67K
|
41
$14K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
18+ 1.22% |
$3.56K - $4.67K
|
1.5K
$510K
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
17New |
$3.37K - $4.41K
|
17
$5.78K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$3.17K - $4.15K
|
16
$5.44K
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
16+ 1.55% |
$3.17K - $4.15K
|
1.05K
$358K
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
15+ 0.09% |
$2.97K - $3.89K
|
16.6K
$5.64M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
14+ 15.56% |
$2.77K - $3.63K
|
104
$35.4K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.27% |
$2.77K - $3.63K
|
5.14K
$1.75M
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
14+ 0.22% |
$2.77K - $3.63K
|
6.34K
$2.16M
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
14+ 1.03% |
$2.77K - $3.63K
|
1.38K
$469K
|
|
Nov 14, 2022
Q3 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
14+ 0.07% |
$2.77K - $3.63K
|
20.1K
$6.84M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14+ 2.58% |
$2.77K - $3.63K
|
556
$189K
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
13+ 7.93% |
$2.57K - $3.37K
|
177
$60.2K
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
13+ 1.04% |
$2.57K - $3.37K
|
1.27K
$430K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 30.95% |
$2.57K - $3.37K
|
55
$18.7K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
12+ 1.18% |
$2.38K - $3.11K
|
1.03K
$349K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 25.58% |
$2.18K - $2.85K
|
54
$18.4K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
10+ 0.65% |
$1.98K - $2.59K
|
1.54K
$525K
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.44% |
$1.78K - $2.33K
|
2.05K
$697K
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
9+ 0.97% |
$1.78K - $2.33K
|
939
$320K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$1.78K - $2.33K
|
9
$3.06K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8New |
$1.58K - $2.08K
|
8
$2.72K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
8+ 29.63% |
$1.58K - $2.08K
|
35
$11.9K
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8+ 0.68% |
$1.58K - $2.08K
|
1.19K
$406K
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
7+ 0.42% |
$1.39K - $1.82K
|
1.69K
$575K
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.3% |
$1.19K - $1.56K
|
2.01K
$685K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 10.34% |
$1.19K - $1.56K
|
64
$21.8K
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.26% |
$1.19K - $1.56K
|
2.27K
$773K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.58% |
$1.19K - $1.56K
|
1.03K
$351K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5New |
$990 - $1.3K
|
5
$1.7K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 166.67% |
$990 - $1.3K
|
8
$2.72K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 10.64% |
$990 - $1.3K
|
52
$17.7K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 2.07% |
$792 - $1.04K
|
197
$67K
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
4+ 0.16% |
$792 - $1.04K
|
2.51K
$853K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 2.94% |
$792 - $1.04K
|
140
$47.6K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
4+ 0.2% |
$792 - $1.04K
|
2.05K
$699K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.28% |
$594 - $778
|
1.07K
$363K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 1.03% |
$594 - $778
|
294
$100K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 6.52% |
$594 - $778
|
49
$16.7K
|