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 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
999+ 1.81% |
$224K - $273K
|
56.3K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
981New |
$220K - $268K
|
981
$288K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
978+ 6.02% |
$219K - $268K
|
17.2K
$5.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
966New |
$216K - $264K
|
966
$284K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
963New |
$216K - $263K
|
963
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
955New |
$214K - $261K
|
955
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
951New |
$213K - $260K
|
951
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
941New |
$211K - $257K
|
941
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
933+ 12.49% |
$209K - $255K
|
8.4K
$2.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
925+ 27.22% |
$207K - $253K
|
4.32K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
923New |
$207K - $252K
|
923
$271K
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
918New |
$206K - $251K
|
918
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
914New |
$205K - $250K
|
914
$268K
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
907New |
$203K - $248K
|
907
$266K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
901+ 26.78% |
$202K - $246K
|
4.27K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
900New |
$201K - $246K
|
900
$264K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
900New |
$201K - $246K
|
900
$264K
|
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
895New |
$200K - $245K
|
895
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
891New |
$199K - $244K
|
891
$261K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
888New |
$199K - $243K
|
888
$261K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
881New |
$197K - $241K
|
881
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
875+ 9.41% |
$196K - $239K
|
10.2K
$2.99M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
874New |
$196K - $239K
|
874
$257K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
870New |
$195K - $238K
|
870
$255K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
867New |
$194K - $237K
|
867
$254K
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
866New |
$194K - $237K
|
866
$254K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
861+ 1.01% |
$193K - $236K
|
86.5K
$25.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
856New |
$192K - $234K
|
856
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
855New |
$191K - $234K
|
855
$251K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
850New |
$190K - $233K
|
850
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
850New |
$190K - $233K
|
850
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
837New |
$187K - $229K
|
837
$246K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
835+ 22.27% |
$187K - $228K
|
4.59K
$1.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
834New |
$187K - $228K
|
834
$245K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
830New |
$186K - $227K
|
830
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
822New |
$184K - $225K
|
822
$241K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
820New |
$184K - $224K
|
820
$241K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
817+ 8.44% |
$183K - $223K
|
10.5K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
815New |
$182K - $223K
|
815
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
810+ 25.08% |
$181K - $222K
|
4.04K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
809+ 4.71% |
$181K - $221K
|
18K
$5.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
809+ 2.07% |
$181K - $221K
|
40K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
807New |
$181K - $221K
|
807
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
802New |
$180K - $219K
|
802
$235K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
800New |
$179K - $219K
|
800
$235K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
800New |
$179K - $219K
|
800
$235K
|
|
|
Jan 10, 2023
Q4 2022
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
800New |
$179K - $219K
|
800
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
800New |
$179K - $219K
|
800
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
800New |
$179K - $219K
|
800
$235K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
800New |
$179K - $219K
|
800
$235K
|