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 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
264+ 192.7% |
$77.3K - $92.8K
|
401
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
252+ 6.52% |
$73.8K - $88.5K
|
4.12K
$1.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Hoertkorn Richard Charles
|
BUY
|
- |
250+ 100.0% |
$73.2K - $87.8K
|
500
$147K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
250+ 5.48% |
$73.2K - $87.8K
|
4.81K
$1.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
250+ 27.26% |
$73.2K - $87.8K
|
1.17K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
245+ 47.76% |
$71.7K - $86.1K
|
758
$222K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
245New |
$71.7K - $86.1K
|
245
$71.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
240+ 23.28% |
$70.3K - $84.3K
|
1.27K
$373K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
235+ 3.96% |
$68.8K - $82.6K
|
6.17K
$1.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
227+ 18.5% |
$66.5K - $79.8K
|
1.45K
$427K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
225New |
$65.9K - $79.1K
|
225
$66K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
225+ 9.51% |
$65.9K - $79.1K
|
2.59K
$760K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
222+ 31.09% |
$65K - $78K
|
936
$275K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
220+ 16.21% |
$64.4K - $77.3K
|
1.58K
$463K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
218New |
$63.8K - $76.6K
|
218
$64K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
218+ 3.59% |
$63.8K - $76.6K
|
6.29K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
217+ 1.83% |
$63.5K - $76.2K
|
12.1K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
216+ 1.26% |
$63.2K - $75.9K
|
17.4K
$5.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
215+ 45.65% |
$62.9K - $75.5K
|
686
$201K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
214+ 1.02% |
$62.6K - $75.2K
|
21.2K
$6.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
214+ 1.46% |
$62.6K - $75.2K
|
14.9K
$4.38M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
213New |
$62.4K - $74.8K
|
213
$62.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
206+ 38.36% |
$60.3K - $72.4K
|
743
$218K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200New |
$58.6K - $70.3K
|
200
$58.7K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200New |
$58.6K - $70.3K
|
200
$58.7K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
200+ 75.47% |
$58.6K - $70.3K
|
465
$136K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
198+ 12.73% |
$58K - $69.6K
|
1.75K
$514K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
196+ 7.5% |
$57.4K - $68.9K
|
2.81K
$825K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
196+ 1.43% |
$57.4K - $68.9K
|
13.9K
$4.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
190+ 10.17% |
$55.6K - $66.8K
|
2.06K
$604K
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
186+ 97.38% |
$54.5K - $65.4K
|
377
$111K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
184+ 22.38% |
$53.9K - $64.6K
|
1.01K
$295K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
183+ 25.28% |
$53.6K - $64.3K
|
907
$266K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
179New |
$52.4K - $62.9K
|
179
$52.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Puzo Michael J
|
BUY
|
- |
178+ 0.67% |
$52.1K - $62.5K
|
26.6K
$7.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
173+ 103.59% |
$50.6K - $60.8K
|
340
$99.8K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
172+ 5.73% |
$50.4K - $60.4K
|
3.18K
$932K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
170New |
$49.8K - $59.7K
|
170
$49.9K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
164+ 3.86% |
$48K - $57.6K
|
4.41K
$1.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
163New |
$47.7K - $57.3K
|
163
$47.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
160+ 0.37% |
$46.8K - $56.2K
|
43.7K
$12.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
159+ 8.29% |
$46.5K - $55.9K
|
2.08K
$610K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
157+ 13.51% |
$46K - $55.2K
|
1.32K
$387K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
150+ 12.2% |
$43.9K - $52.7K
|
1.38K
$405K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
146New |
$42.7K - $51.3K
|
146
$42.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
145+ 14.46% |
$42.4K - $50.9K
|
1.15K
$337K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
134+ 19.14% |
$39.2K - $47.1K
|
834
$245K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
133+ 241.82% |
$38.9K - $46.7K
|
188
$55.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
132+ 2.48% |
$38.6K - $46.4K
|
5.45K
$1.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
130+ 65.0% |
$38.1K - $45.7K
|
330
$96.9K
|