Purchases and Sales Made in Q4 2022 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27+ 0.47% |
$6.04K - $7.39K
|
5.79K
$1.7M
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
27+ 1.29% |
$6.04K - $7.39K
|
2.12K
$623K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
26+ 1.83% |
$5.82K - $7.11K
|
1.44K
$424K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 45.45% |
$5.6K - $6.84K
|
80
$23.5K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25+ 0.08% |
$5.6K - $6.84K
|
29.9K
$8.77M
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25+ 1.78% |
$5.6K - $6.84K
|
1.43K
$419K
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
24+ 6.06% |
$5.37K - $6.56K
|
420
$123K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23New |
$5.15K - $6.29K
|
23
$6.75K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
23+ 0.87% |
$5.15K - $6.29K
|
2.66K
$780K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
22+ 1.6% |
$4.93K - $6.02K
|
1.4K
$410K
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 3.92% |
$4.48K - $5.47K
|
530
$156K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
20New |
$4.48K - $5.47K
|
20
$5.87K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18New |
$4.03K - $4.92K
|
18
$5.28K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17New |
$3.81K - $4.65K
|
17
$4.99K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 5.44% |
$3.58K - $4.38K
|
310
$91K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
16New |
$3.58K - $4.38K
|
16
$4.7K
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
16+ 1.81% |
$3.58K - $4.38K
|
900
$264K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14+ 1.75% |
$3.13K - $3.83K
|
816
$239K
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
14+ 0.2% |
$3.13K - $3.83K
|
6.88K
$2.02M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 0.48% |
$3.13K - $3.83K
|
2.91K
$854K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 24.07% |
$2.91K - $3.56K
|
67
$19.7K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
13+ 1.24% |
$2.91K - $3.56K
|
1.06K
$311K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12New |
$2.69K - $3.28K
|
12
$3.52K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11+ 1.03% |
$2.46K - $3.01K
|
1.08K
$316K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11+ 5.58% |
$2.46K - $3.01K
|
208
$61K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11+ 0.71% |
$2.46K - $3.01K
|
1.55K
$455K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 5.49% |
$2.24K - $2.74K
|
192
$56.4K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 8.47% |
$2.24K - $2.74K
|
128
$37.6K
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
10+ 12.5% |
$2.24K - $2.74K
|
90
$26.4K
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.44% |
$2.01K - $2.46K
|
2.06K
$603K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 88.89% |
$1.79K - $2.19K
|
17
$4.99K
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
8+ 0.47% |
$1.79K - $2.19K
|
1.7K
$499K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8+ 0.56% |
$1.79K - $2.19K
|
1.44K
$422K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$1.79K - $2.19K
|
8
$2.35K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.77% |
$1.79K - $2.19K
|
1.04K
$306K
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.51% |
$1.57K - $1.91K
|
1.39K
$406K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
7New |
$1.57K - $1.91K
|
7
$2.05K
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
7+ 0.42% |
$1.57K - $1.91K
|
1.66K
$486K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 100.0% |
$1.34K - $1.64K
|
12
$3.52K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6+ 0.38% |
$1.34K - $1.64K
|
1.61K
$471K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
6+ 0.04% |
$1.34K - $1.64K
|
14.2K
$4.18M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.26% |
$1.34K - $1.64K
|
2.28K
$669K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 120.0% |
$1.34K - $1.64K
|
11
$3.23K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$1.34K - $1.64K
|
6
$1.76K
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5+ 0.13% |
$1.12K - $1.37K
|
3.72K
$1.09M
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 9.62% |
$1.12K - $1.37K
|
57
$16.7K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.32% |
$1.12K - $1.37K
|
1.58K
$463K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5+ 0.47% |
$1.12K - $1.37K
|
1.06K
$312K
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5+ 0.44% |
$1.12K - $1.37K
|
1.14K
$335K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 62.5% |
$1.12K - $1.37K
|
13
$3.82K
|