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 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 5.81% |
$1.12K - $1.37K
|
91
$26.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
$896 - $1.09K
|
1.59K
$457K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
4New |
$896 - $1.09K
|
4
$1.15K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 50.0% |
$896 - $1.09K
|
12
$3.45K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.48% |
$896 - $1.09K
|
843
$243K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$896 - $1.09K
|
1.74K
$501K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4New |
$896 - $1.09K
|
4
$1.15K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4+ 0.43% |
$896 - $1.09K
|
943
$271K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
4+ 0.43% |
$896 - $1.09K
|
938
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
4+ 0.22% |
$896 - $1.09K
|
1.82K
$523K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.28% |
$672 - $821
|
1.06K
$305K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3+ 0.31% |
$672 - $821
|
981
$282K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
2+ 0.17% |
$448 - $547
|
1.19K
$342K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.78% |
$448 - $547
|
260
$74.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
2New |
$448 - $547
|
2
$575
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.17% |
$448 - $547
|
1.18K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 3.23% |
$448 - $547
|
64
$18.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.37% |
$448 - $547
|
544
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$448 - $547
|
2
$575
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.15% |
$448 - $547
|
1.3K
$375K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.53% |
$224 - $274
|
191
$54.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.2% |
$224 - $274
|
509
$146K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$224 - $274
|
1
$288
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1+ 2.86% |
$224 - $274
|
36
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.46% |
$224 - $274
|
217
$62.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$224 - $274
|
1.03K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 4.76% |
$224 - $274
|
20
$5.75K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1- 0.08% |
$224 - $274
|
1.23K
$352K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 1.37% |
$224 - $274
|
72
$20.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-3- 1.63% |
$672 - $821
|
181
$52.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 1.12% |
$672 - $821
|
264
$76K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-3- 0.15% |
$672 - $821
|
2.01K
$579K
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-4- 0.06% |
$896 - $1.09K
|
6.85K
$1.97M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4- 0.03% |
$896 - $1.09K
|
14.8K
$4.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-4- 0.19% |
$896 - $1.09K
|
2.05K
$590K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-5- 0.51% |
$1.12K - $1.37K
|
970
$279K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-5- 0.07% |
$1.12K - $1.37K
|
7.02K
$2.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5- 33.33% |
$1.12K - $1.37K
|
10
$2.88K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 37.5% |
$1.34K - $1.64K
|
10
$2.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-7- 0.28% |
$1.57K - $1.91K
|
2.47K
$711K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-7- 0.23% |
$1.57K - $1.91K
|
3.06K
$880K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8- 0.39% |
$1.79K - $2.19K
|
2.06K
$593K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9- 0.18% |
$2.01K - $2.46K
|
5.13K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
SELL
|
- |
-10- 0.03% |
$2.24K - $2.74K
|
39.3K
$11.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-10- 0.27% |
$2.24K - $2.74K
|
3.63K
$1.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 0.56% |
$2.24K - $2.74K
|
1.78K
$512K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-12- 1.08% |
$2.69K - $3.28K
|
1.1K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-14- 1.38% |
$3.13K - $3.83K
|
1K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-14- 0.97% |
$3.13K - $3.83K
|
1.42K
$409K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-14- 23.33% |
$3.13K - $3.83K
|
46
$13.2K
|