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 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$878 - $1.05K
|
3
$880
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$586 - $703
|
20K
$5.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2+ 0.19% |
$586 - $703
|
1.03K
$303K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.25% |
$586 - $703
|
807
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.08% |
$586 - $703
|
2.57K
$755K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.29% |
$586 - $703
|
699
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2+ 0.12% |
$586 - $703
|
1.63K
$479K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.91% |
$586 - $703
|
221
$64.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 2.6% |
$586 - $703
|
79
$23.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.29% |
$586 - $703
|
685
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$293 - $351
|
952
$279K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$293 - $351
|
1.75K
$514K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1New |
$293 - $351
|
1
$293
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$293 - $351
|
1
$293
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 4.0% |
$293 - $351
|
26
$7.63K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.65% |
$293 - $351
|
154
$45.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.77% |
$293 - $351
|
131
$38.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$293 - $351
|
2.5K
$734K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
$293 - $351
|
76
$22.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 2.94% |
$293 - $351
|
35
$10.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$293 - $351
|
1
$293
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-1- 0.08% |
$293 - $351
|
1.23K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1- 0.58% |
$293 - $351
|
171
$50.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-1- 0.08% |
$293 - $351
|
1.3K
$382K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2- 0.05% |
$586 - $703
|
3.7K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.93% |
$586 - $703
|
212
$62.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2- 2.94% |
$586 - $703
|
66
$19.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-3- 0.15% |
$878 - $1.05K
|
2.04K
$600K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$878 - $1.05K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.12% |
$878 - $1.05K
|
2.49K
$731K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-4- 0.29% |
$1.17K - $1.41K
|
1.36K
$400K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4Closed |
$1.17K - $1.41K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-5- 0.02% |
$1.46K - $1.76K
|
30.5K
$8.95M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-5- 0.65% |
$1.46K - $1.76K
|
768
$225K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5- 0.23% |
$1.46K - $1.76K
|
2.15K
$630K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5- 0.41% |
$1.46K - $1.76K
|
1.2K
$353K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7Closed |
$2.05K - $2.46K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7- 0.46% |
$2.05K - $2.46K
|
1.51K
$443K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-9- 1.01% |
$2.63K - $3.16K
|
880
$258K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10- 1.11% |
$2.93K - $3.51K
|
887
$260K
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-10- 0.06% |
$2.93K - $3.51K
|
16.8K
$4.93M
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-12Closed |
$3.51K - $4.22K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12- 0.08% |
$3.51K - $4.22K
|
14.1K
$4.14M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13- 0.5% |
$3.81K - $4.57K
|
2.59K
$760K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-14- 1.2% |
$4.1K - $4.92K
|
1.16K
$339K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-14- 8.19% |
$4.1K - $4.92K
|
157
$46.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-15- 0.38% |
$4.39K - $5.27K
|
3.94K
$1.16M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-15- 2.04% |
$4.39K - $5.27K
|
720
$211K
|