Purchases and Sales Made in Q4 2021 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
55+ 5.02% |
$16.1K - $19.3K
|
1.15K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
55New |
$16.1K - $19.3K
|
55
$16.1K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
54+ 0.8% |
$15.8K - $19K
|
6.77K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
54+ 2.33% |
$15.8K - $19K
|
2.38K
$697K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
54+ 0.67% |
$15.8K - $19K
|
8.15K
$2.39M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
54New |
$15.8K - $19K
|
54
$15.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Heron Bay Capital Management
|
BUY
|
- |
52+ 0.22% |
$15.2K - $18.3K
|
23.3K
$6.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
52+ 3.7% |
$15.2K - $18.3K
|
1.46K
$428K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
51New |
$14.9K - $17.9K
|
51
$15K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 2.39% |
$14.9K - $17.9K
|
2.19K
$642K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
50+ 3.76% |
$14.6K - $17.6K
|
1.38K
$405K
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
48+ 5.85% |
$14.1K - $16.9K
|
868
$255K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 13.68% |
$14.1K - $16.9K
|
399
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
48+ 0.23% |
$14.1K - $16.9K
|
21K
$6.17M
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
46+ 4.04% |
$13.5K - $16.2K
|
1.18K
$347K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
42+ 0.66% |
$12.3K - $14.8K
|
6.37K
$1.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
42+ 466.67% |
$12.3K - $14.8K
|
51
$15K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
42+ 11.8% |
$12.3K - $14.8K
|
398
$117K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
42+ 4.72% |
$12.3K - $14.8K
|
932
$274K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
41New |
$12K - $14.4K
|
41
$12K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
41+ 1.86% |
$12K - $14.4K
|
2.24K
$658K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38+ 5.56% |
$11.1K - $13.4K
|
721
$212K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38+ 4.9% |
$11.1K - $13.4K
|
814
$239K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
37+ 0.87% |
$10.8K - $13K
|
4.29K
$1.26M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
36+ 64.29% |
$10.5K - $12.6K
|
92
$27K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
35+ 43.75% |
$10.2K - $12.3K
|
115
$33.8K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35+ 875.0% |
$10.2K - $12.3K
|
39
$11.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34+ 1.68% |
$9.95K - $11.9K
|
2.06K
$605K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
33+ 1.19% |
$9.66K - $11.6K
|
2.81K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
31+ 2.1% |
$9.08K - $10.9K
|
1.51K
$443K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
30New |
$8.78K - $10.5K
|
30
$8.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30+ 22.22% |
$8.78K - $10.5K
|
165
$48.4K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
30+ 0.82% |
$8.78K - $10.5K
|
3.7K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
29+ 3.94% |
$8.49K - $10.2K
|
765
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
28+ 400.0% |
$8.2K - $9.84K
|
35
$10.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
27+ 3.0% |
$7.9K - $9.49K
|
928
$272K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
27+ 9.57% |
$7.9K - $9.49K
|
309
$90.7K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26+ 2.2% |
$7.61K - $9.14K
|
1.21K
$354K
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
26+ 0.61% |
$7.61K - $9.14K
|
4.26K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26New |
$7.61K - $9.14K
|
26
$7.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
24+ 11.43% |
$7.03K - $8.43K
|
234
$68.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
24+ 0.11% |
$7.03K - $8.43K
|
22.7K
$6.65M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22+ 1.33% |
$6.44K - $7.73K
|
1.68K
$493K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
22+ 2.13% |
$6.44K - $7.73K
|
1.06K
$310K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
22New |
$6.44K - $7.73K
|
22
$6.46K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21+ 2.95% |
$6.15K - $7.38K
|
733
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$6.15K - $7.38K
|
21
$6.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
20+ 8.4% |
$5.86K - $7.03K
|
258
$75.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
20New |
$5.86K - $7.03K
|
20
$5.87K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
20+ 0.85% |
$5.86K - $7.03K
|
2.37K
$696K
|