Purchases and Sales Made in Q4 2021 in Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.25% |
$878 - $1.05K
|
1.22K
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$878 - $1.05K
|
3
$805
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
3+ 0.31% |
$878 - $1.05K
|
962
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2+ 0.12% |
$586 - $703
|
1.63K
$438K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.91% |
$586 - $703
|
221
$59.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.29% |
$586 - $703
|
685
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2+ 0.19% |
$586 - $703
|
1.03K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 2.6% |
$586 - $703
|
79
$21.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.08% |
$586 - $703
|
2.57K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.29% |
$586 - $703
|
699
$188K
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$586 - $703
|
20K
$5.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.25% |
$586 - $703
|
807
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$293 - $351
|
952
$256K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$293 - $351
|
1
$268
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 2.94% |
$293 - $351
|
35
$9.39K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1New |
$293 - $351
|
1
$268
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
$293 - $351
|
76
$20.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 4.0% |
$293 - $351
|
26
$6.98K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.65% |
$293 - $351
|
154
$41.3K
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$293 - $351
|
1
$268
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.77% |
$293 - $351
|
131
$35.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$293 - $351
|
2.5K
$671K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$293 - $351
|
1.75K
$470K
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1- 0.58% |
$293 - $351
|
171
$45.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-1- 0.08% |
$293 - $351
|
1.23K
$330K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-1- 0.08% |
$293 - $351
|
1.3K
$349K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.93% |
$586 - $703
|
212
$56.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2- 2.94% |
$586 - $703
|
66
$17.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2- 0.05% |
$586 - $703
|
3.7K
$993K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.12% |
$878 - $1.05K
|
2.49K
$669K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-3- 0.15% |
$878 - $1.05K
|
2.04K
$549K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$878 - $1.05K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4Closed |
$1.17K - $1.41K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-4- 0.29% |
$1.17K - $1.41K
|
1.36K
$366K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5- 0.41% |
$1.46K - $1.76K
|
1.2K
$323K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-5- 0.65% |
$1.46K - $1.76K
|
768
$206K
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-5- 0.02% |
$1.46K - $1.76K
|
30.5K
$8.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5- 0.23% |
$1.46K - $1.76K
|
2.15K
$576K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7Closed |
$2.05K - $2.46K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7- 0.46% |
$2.05K - $2.46K
|
1.51K
$405K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-9- 1.01% |
$2.63K - $3.16K
|
880
$236K
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-10- 0.06% |
$2.93K - $3.51K
|
16.8K
$4.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-10- 1.11% |
$2.93K - $3.51K
|
887
$238K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-12Closed |
$3.51K - $4.22K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12- 0.08% |
$3.51K - $4.22K
|
14.1K
$3.79M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13- 0.5% |
$3.81K - $4.57K
|
2.59K
$695K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-14- 1.2% |
$4.1K - $4.92K
|
1.16K
$310K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-14- 8.19% |
$4.1K - $4.92K
|
157
$42.1K
|