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 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
100New |
$22.4K - $27.4K
|
100
$29.3K
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
100+ 10.2% |
$22.4K - $27.4K
|
1.08K
$317K
|
|
Feb 08, 2023
Q4 2022
|
Page Arthur B
|
BUY
|
- |
98+ 0.78% |
$21.9K - $26.8K
|
12.6K
$3.7M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
97+ 0.13% |
$21.7K - $26.5K
|
77.1K
$22.6M
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
97+ 215.56% |
$21.7K - $26.5K
|
142
$41.7K
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
93+ 2.17% |
$20.8K - $25.4K
|
4.37K
$1.28M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
93+ 3.0% |
$20.8K - $25.4K
|
3.19K
$937K
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
BUY
|
- |
92+ 0.37% |
$20.6K - $25.2K
|
25.1K
$7.36M
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
90+ 0.17% |
$20.1K - $24.6K
|
51.5K
$15.1M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
89New |
$19.9K - $24.3K
|
89
$26.1K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
87+ 5.98% |
$19.5K - $23.8K
|
1.54K
$453K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
85+ 42.29% |
$19K - $23.3K
|
286
$83.9K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
85New |
$19K - $23.3K
|
85
$24.9K
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
80+ 3.19% |
$17.9K - $21.9K
|
2.59K
$759K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
79+ 4.2% |
$17.7K - $21.6K
|
1.96K
$576K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
76+ 4.09% |
$17K - $20.8K
|
1.93K
$567K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
75+ 5.23% |
$16.8K - $20.5K
|
1.51K
$443K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
75+ 150.0% |
$16.8K - $20.5K
|
125
$36.7K
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
75+ 0.51% |
$16.8K - $20.5K
|
14.8K
$4.35M
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
73+ 6.58% |
$16.3K - $20K
|
1.18K
$347K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
72New |
$16.1K - $19.7K
|
72
$21.1K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
70New |
$15.7K - $19.1K
|
70
$20.5K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
70+ 5.15% |
$15.7K - $19.1K
|
1.43K
$419K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66+ 4.65% |
$14.8K - $18.1K
|
1.49K
$436K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
65New |
$14.6K - $17.8K
|
65
$19.1K
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
62+ 5.74% |
$13.9K - $17K
|
1.14K
$335K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
62+ 0.77% |
$13.9K - $17K
|
8.08K
$2.37M
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 0.56% |
$13.4K - $16.4K
|
10.8K
$3.16M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
56+ 1.22% |
$12.5K - $15.3K
|
4.63K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
53+ 2.21% |
$11.9K - $14.5K
|
2.45K
$719K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
52+ 12.18% |
$11.6K - $14.2K
|
479
$141K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
51+ 9.17% |
$11.4K - $14K
|
607
$178K
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
50+ 5.12% |
$11.2K - $13.7K
|
1.03K
$301K
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
50+ 0.91% |
$11.2K - $13.7K
|
5.56K
$1.63M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
50New |
$11.2K - $13.7K
|
50
$14.7K
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
50+ 3.17% |
$11.2K - $13.7K
|
1.63K
$477K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
50+ 4.87% |
$11.2K - $13.7K
|
1.08K
$316K
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50+ 0.3% |
$11.2K - $13.7K
|
16.6K
$4.88M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
48+ 3.87% |
$10.7K - $13.1K
|
1.29K
$378K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
41+ 0.18% |
$9.18K - $11.2K
|
23.1K
$6.79M
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
40+ 0.44% |
$8.96K - $10.9K
|
9.08K
$2.66M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
39New |
$8.73K - $10.7K
|
39
$11.4K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
37New |
$8.28K - $10.1K
|
37
$10.9K
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
33+ 2.49% |
$7.39K - $9.03K
|
1.36K
$399K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
32+ 35.56% |
$7.16K - $8.75K
|
122
$35.8K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30+ 1.46% |
$6.72K - $8.21K
|
2.09K
$613K
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
30New |
$6.72K - $8.21K
|
30
$8.8K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30+ 300.0% |
$6.72K - $8.21K
|
40
$11.7K
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
28+ 0.21% |
$6.27K - $7.66K
|
13.4K
$3.95M
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
28+ 0.99% |
$6.27K - $7.66K
|
2.87K
$841K
|