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 |
---|---|---|---|---|---|---|---|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
597New |
$175K - $210K
|
597
$175K
|
|
Jan 26, 2022
Q4 2021
|
North Point Portfolio Managers Corp
|
BUY
|
- |
595New |
$174K - $209K
|
595
$175K
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
585New |
$171K - $206K
|
585
$172K
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
575New |
$168K - $202K
|
575
$169K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
574+ 43.22% |
$168K - $202K
|
1.9K
$558K
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
566+ 0.64% |
$166K - $199K
|
89.2K
$26.2M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
564+ 52.13% |
$165K - $198K
|
1.65K
$483K
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
550+ 6.71% |
$161K - $193K
|
8.75K
$2.57M
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
530+ 35.96% |
$155K - $186K
|
2K
$588K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
516+ 2.24% |
$151K - $181K
|
23.6K
$6.93M
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
496+ 3.12% |
$145K - $174K
|
16.4K
$4.82M
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
496+ 3.12% |
$145K - $174K
|
16.4K
$4.82M
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
493+ 83.0% |
$144K - $173K
|
1.09K
$319K
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
489+ 5.89% |
$143K - $172K
|
8.79K
$2.58M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
473+ 4.5% |
$138K - $166K
|
11K
$3.22M
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
447+ 10.77% |
$131K - $157K
|
4.6K
$1.35M
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
442+ 7.78% |
$129K - $155K
|
6.13K
$1.8M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
433+ 14.34% |
$127K - $152K
|
3.45K
$1.01M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
425+ 18.71% |
$124K - $149K
|
2.7K
$792K
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
409+ 26.07% |
$120K - $144K
|
1.98K
$581K
|
|
Feb 08, 2022
Q4 2021
|
Dempze Nancy E
|
BUY
|
- |
406+ 4.31% |
$119K - $143K
|
9.82K
$2.88M
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
403+ 503.75% |
$118K - $142K
|
483
$142K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
389New |
$114K - $137K
|
389
$114K
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
388+ 461.9% |
$114K - $136K
|
472
$139K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
383+ 8.53% |
$112K - $135K
|
4.88K
$1.43M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
368+ 7.41% |
$108K - $129K
|
5.34K
$1.57M
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
360New |
$105K - $126K
|
360
$106K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
360New |
$105K - $126K
|
360
$106K
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
355+ 0.61% |
$104K - $125K
|
59K
$17.3M
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
354New |
$104K - $124K
|
354
$104K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
350+ 23.03% |
$102K - $123K
|
1.87K
$549K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
341+ 4.35% |
$99.8K - $120K
|
8.19K
$2.4M
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
340+ 566.67% |
$99.5K - $119K
|
400
$117K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
320+ 9.87% |
$93.7K - $112K
|
3.56K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
316+ 25.55% |
$92.5K - $111K
|
1.55K
$456K
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
310New |
$90.8K - $109K
|
310
$91K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
309+ 792.31% |
$90.5K - $109K
|
348
$102K
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
307+ 29.49% |
$89.9K - $108K
|
1.35K
$396K
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
305+ 40.78% |
$89.3K - $107K
|
1.05K
$309K
|
|
May 16, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
303+ 10.49% |
$88.7K - $106K
|
3.19K
$937K
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
298+ 17.25% |
$87.2K - $105K
|
2.03K
$595K
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
296+ 12.7% |
$86.7K - $104K
|
2.63K
$771K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
296+ 35.88% |
$86.7K - $104K
|
1.12K
$329K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
292+ 2.23% |
$85.5K - $103K
|
13.4K
$3.93M
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
288+ 4.29% |
$84.3K - $101K
|
7K
$2.05M
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
283+ 5.12% |
$82.8K - $99.4K
|
5.81K
$1.71M
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
282+ 0.1% |
$82.6K - $99.1K
|
272K
$79.7M
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
277+ 24.28% |
$81.1K - $97.3K
|
1.42K
$416K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
266+ 1.61% |
$77.9K - $93.5K
|
16.8K
$4.92M
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
265New |
$77.6K - $93.1K
|
265
$77.8K
|