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ROCKWELL AUTOMATION INC
ROCKWELL AUTOMATION INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 598 Institutional holders with a total value of $11,234,223,560.
#
Manager Name
Shares
Value ($)
%
Options
Notes
551 SEARLE & CO. 320 35,000 0.00%
552 TCI Wealth Advisors, Inc. 259 29,000 0.00%
553 Shamrock Asset Management LLC 256 28,000 0.00%
554 Carroll Financial Associates, Inc. 254 28,000 0.00%
555 KINGS POINT CAPITAL MANAGEMENT 250 28,000 0.00%
556 VAN ECK ASSOCIATES CORP 247 27,000 0.00%
557 GLG Partners LP 228 25,000 0.00%
558 MOTCO 220 24,000 0.00%
559 ENTERPRISE FINANCIAL SERVICES CORP 196 22,000 0.00%
560 Oakworth Capital, Inc. 195 22,000 0.00%
561 ACUITY INVESTMENT MANAGEMENT INC 200 22,000 0.00%
562 PIERSHALE FINANCIAL GROUP, INC. 200 22,000 0.00%
563 Riggs Asset Managment Co. Inc. 200 22,000 0.00%
564 Stanford Investment Group, Inc. 172 19,000 0.00%
565 WHITTIER TRUST CO OF NEVADA INC 163 18,000 0.00%
566 MassMutual Private Wealth & Trust, FSB 158 17,570 0.00%
567 SECURITY NATIONAL TRUST CO 150 17,000 0.00%
568 First Horizon Advisors, Inc. 160 17,000 0.00%
569 Plante Moran Financial Advisors, LLC 150 17,000 0.00%
570 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 156 17,000 0.00%
571 MV CAPITAL MANAGEMENT, INC. 123 14,000 0.00%
572 Independent Portfolio Consultants, Inc. 120 13,000 0.00%
573 FIRST FINANCIAL CORP /IN/ 108 12,000 0.00%
574 JFS WEALTH ADVISORS, LLC 100 11,000 0.00%
575 UBS Group AG 100 11,000 0.00% Call
576 Cable Hill Partners, LLC 87 10,000 0.00%
577 THOMPSON DAVIS & CO., INC. 84 9,000 0.00%
578 HOWE & RUSLING INC 79 9,000 0.00%
579 Transamerica Financial Advisors, LLC 75 9,000 0.00%
580 Compagnie Lombard Odier SCmA 69 8,000 0.00%
581 RATIONAL ADVISORS, INC. 70 8,000 0.00%
582 Gemmer Asset Management LLC 76 8,000 0.00%
583 DELTA ASSET MANAGEMENT LLC/TN 50 6,000 0.00%
584 SIGNATUREFD, LLC 51 6,000 0.00%
585 Evercore Wealth Management, LLC 59 6,000 0.00%
586 PEOPLES FINANCIAL SERVICES CORP. 50 6,000 0.00%
587 AllSquare Wealth Management LLC 36 4,000 0.00%
588 D'Orazio & Associates, Inc. 36 4,000 0.00%
589 VALLEY NATIONAL ADVISERS INC 25 3,000 0.00%
590 Cornerstone Advisors, Inc. 27 3,000 0.00%
591 American Research & Management Co. 25 3,000 0.00%
592 REILLY FINANCIAL ADVISORS, LLC 29 3,000 0.00%
593 Simplicity Solutions, LLC 26 2,891 0.00%
594 West Oak Capital, LLC 18 2,002 0.00%
595 ENVESTNET ASSET MANAGEMENT INC 21 2,000 0.00%
596 Tarbox Family Office, Inc. 6 1,000 0.00%
597 Johnson Financial Group, Inc. 11 1,000 0.00%
598 QCI ASSET MANAGEMENT INC/NY 13 1,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.