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 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
426New |
$95.4K - $117K
|
426
$125K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
422+ 27.56% |
$94.5K - $115K
|
1.95K
$573K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
420+ 41.38% |
$94K - $115K
|
1.44K
$421K
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
414+ 1.36% |
$92.7K - $113K
|
30.9K
$9.06M
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
413+ 0.86% |
$92.5K - $113K
|
48.6K
$14.3M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
412New |
$92.2K - $113K
|
412
$121K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
410+ 24.73% |
$91.8K - $112K
|
2.07K
$607K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
409+ 37.63% |
$91.6K - $112K
|
1.5K
$439K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
395+ 29.3% |
$88.4K - $108K
|
1.74K
$512K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
395+ 28.48% |
$88.4K - $108K
|
1.78K
$523K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
390New |
$87.3K - $107K
|
390
$114K
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
383+ 2.86% |
$85.7K - $105K
|
13.8K
$4.04M
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
382+ 3.35% |
$85.5K - $104K
|
11.8K
$3.46M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
373+ 24.6% |
$83.5K - $102K
|
1.89K
$554K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
372+ 34.83% |
$83.3K - $102K
|
1.44K
$423K
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
360+ 1.1% |
$80.6K - $98.5K
|
33.1K
$9.71M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
355+ 23.95% |
$79.5K - $97.1K
|
1.84K
$539K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
354New |
$79.3K - $96.8K
|
354
$104K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
336+ 18.11% |
$75.2K - $91.9K
|
2.19K
$643K
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
330+ 1.08% |
$73.9K - $90.3K
|
30.8K
$9.04M
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
326New |
$73K - $89.2K
|
326
$95.7K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
325+ 15.55% |
$72.8K - $88.9K
|
2.42K
$709K
|
|
Feb 09, 2023
Q4 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
324+ 1.3% |
$72.5K - $88.6K
|
25.3K
$7.43M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
319+ 9.32% |
$71.4K - $87.3K
|
3.74K
$1.1M
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
309+ 23.95% |
$69.2K - $84.5K
|
1.6K
$469K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$67.2K - $82.1K
|
300
$88K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
293+ 16.1% |
$65.6K - $80.1K
|
2.11K
$620K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
292+ 0.4% |
$65.4K - $79.9K
|
73.2K
$21.5M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
283+ 2.98% |
$63.4K - $77.4K
|
9.77K
$2.87M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
282+ 0.56% |
$63.1K - $77.1K
|
50.9K
$14.9M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
261New |
$58.4K - $71.4K
|
261
$76.6K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
261New |
$58.4K - $71.4K
|
261
$76.6K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
254New |
$56.9K - $69.5K
|
254
$74.5K
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
250+ 4.81% |
$56K - $68.4K
|
5.45K
$1.6M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
250New |
$56K - $68.4K
|
250
$73.4K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
249+ 6.93% |
$55.7K - $68.1K
|
3.84K
$1.13M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
247+ 0.68% |
$55.3K - $67.6K
|
36.8K
$10.8M
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
243+ 8.56% |
$54.4K - $66.5K
|
3.08K
$905K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
239+ 9.84% |
$53.5K - $65.4K
|
2.67K
$783K
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
236+ 0.71% |
$52.8K - $64.6K
|
33.3K
$9.76M
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
236+ 1.13% |
$52.8K - $64.6K
|
21.1K
$6.2M
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
235+ 7.79% |
$52.6K - $64.3K
|
3.25K
$954K
|
|
Feb 28, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
233+ 0.31% |
$52.2K - $63.7K
|
76.1K
$22.3M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
229+ 3.37% |
$51.3K - $62.6K
|
7.03K
$2.06M
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
224+ 21.31% |
$50.1K - $61.3K
|
1.28K
$374K
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
216+ 7.84% |
$48.4K - $59.1K
|
2.97K
$872K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
212New |
$47.5K - $58K
|
212
$62.2K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
212+ 8.18% |
$47.5K - $58K
|
2.8K
$823K
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
210New |
$47K - $57.4K
|
210
$61.6K
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
BUY
|
- |
210+ 1.5% |
$47K - $57.4K
|
14.3K
$4.18M
|