United Capital Financial Advisers, LLC Rockwell Automation, Inc Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,663 shares of ROK stock, worth $1.46 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,663
Previous 4,981 6.38%
Holding current value
$1.46 Million
Previous $1.42 Million 15.39%
% of portfolio
0.01%
Previous 0.01%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$255.29 - $303.75 $81,182 - $96,592
-318 Reduced 6.38%
4,663 $1.2 Million
Q4 2024

Feb 13, 2025
BUY
$264.65 - $302.92 $17,731 - $20,295
67 Added 1.36%
4,981 $1.42 Million
Q3 2024

Nov 12, 2024
SELL
$248.27 - $294.37 $54,867 - $65,055
-221 Reduced 4.3%
4,914 $1.32 Million
Q2 2024

Aug 14, 2024
BUY
$254.39 - $288.52 $6,868 - $7,790
27 Added 0.53%
5,135 $1.41 Million
Q1 2024

May 15, 2024
BUY
$253.28 - $307.22 $774,276 - $939,171
3,057 Added 149.05%
5,108 $1.49 Million
Q4 2023

Feb 14, 2024
BUY
$257.02 - $311.22 $147,529 - $178,640
574 Added 38.86%
2,051 $636,000
Q3 2023

Nov 14, 2023
SELL
$278.94 - $346.89 $77,824 - $96,782
-279 Reduced 15.89%
1,477 $422,000
Q2 2023

Aug 14, 2023
SELL
$269.98 - $329.45 $341,254 - $416,424
-1,264 Reduced 41.85%
1,756 $578,000
Q1 2023

Aug 14, 2023
BUY
$258.56 - $305.56 $326,819 - $386,227
1,264 Added 71.98%
3,020 $886,000
Q1 2023

May 15, 2023
BUY
$258.56 - $305.56 $147,637 - $174,474
571 Added 23.32%
3,020 $886,000
Q4 2022

Feb 14, 2023
BUY
$223.88 - $273.53 $11,865 - $14,497
53 Added 2.21%
2,449 $630,000
Q3 2022

Nov 14, 2022
BUY
$197.95 - $259.44 $184,885 - $242,316
934 Added 63.89%
2,396 $515,000
Q2 2022

Aug 11, 2022
BUY
$191.09 - $284.48 $3,057 - $4,551
16 Added 1.11%
1,462 $291,000
Q1 2022

May 16, 2022
BUY
$256.35 - $343.1 $10,766 - $14,410
42 Added 2.99%
1,446 $405,000
Q4 2021

Feb 14, 2022
BUY
$292.75 - $351.35 $25,469 - $30,567
87 Added 6.61%
1,404 $490,000
Q3 2021

Nov 15, 2021
SELL
$284.0 - $327.14 $91,448 - $105,339
-322 Reduced 19.65%
1,317 $387,000
Q2 2021

Aug 13, 2021
BUY
$258.35 - $286.02 $53,220 - $58,920
206 Added 14.38%
1,639 $469,000
Q1 2021

May 14, 2021
SELL
$241.05 - $273.55 $43,389 - $49,239
-180 Reduced 11.16%
1,433 $380,000
Q4 2020

Feb 17, 2021
SELL
$219.52 - $256.81 $78,588 - $91,937
-358 Reduced 18.16%
1,613 $405,000
Q3 2020

Nov 13, 2020
SELL
$209.08 - $237.3 $12,962 - $14,712
-62 Reduced 3.05%
1,971 $435,000
Q2 2020

Aug 13, 2020
SELL
$143.68 - $227.39 $169,111 - $267,638
-1,177 Reduced 36.67%
2,033 $433,000
Q1 2020

May 15, 2020
SELL
$120.68 - $209.37 $126,593 - $219,629
-1,049 Reduced 24.63%
3,210 $484,000
Q4 2019

Feb 14, 2020
BUY
$153.28 - $205.47 $60,852 - $81,571
397 Added 10.28%
4,259 $863,000
Q3 2019

Feb 14, 2020
BUY
$144.55 - $168.88 $558,252 - $652,214
3,862 New
3,862 $636,000
Q3 2019

Nov 14, 2019
SELL
$144.55 - $168.88 $637,176 - $744,423
-4,408 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
$148.85 - $189.92 $34,384 - $43,871
231 Added 5.53%
4,408 $722,000
Q1 2019

May 14, 2019
SELL
$145.54 - $181.4 $16,300 - $20,316
-112 Reduced 2.61%
4,177 $733,000
Q4 2018

Feb 14, 2019
BUY
$141.77 - $189.89 $109,588 - $146,784
773 Added 21.99%
4,289 $645,000
Q3 2018

Nov 14, 2018
BUY
$167.12 - $196.95 $31,585 - $37,223
189 Added 5.68%
3,516 $659,000
Q2 2018

Aug 14, 2018
SELL
$162.01 - $183.67 $102,066 - $115,712
-630 Reduced 15.92%
3,327 $553,000
Q1 2018

May 15, 2018
SELL
$171.01 - $207.92 $86,702 - $105,415
-507 Reduced 11.36%
3,957 $689,000
Q4 2017

Feb 13, 2018
SELL
$180.7 - $200.83 $27,647 - $30,726
-153 Reduced 3.31%
4,464 $882,000
Q3 2017

Nov 14, 2017
SELL
$159.57 - $178.21 $468,178 - $522,868
-2,934 Reduced 38.86%
4,617 $823,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,551
7,551 $1.22 Million

Others Institutions Holding ROK

# of Institutions
1,317
Shares Held
92.8M
Call Options Held
643K
Put Options Held
302K
View Full List

About ROCKWELL AUTOMATION, INC

ROK Quotes by TradingView
  • Ticker ROK
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 115,435,000
  • Market Cap $36.1B
  • Description
  • Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in the United States and internationally. The company operates in three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products, and services. The Intelligent Devices segment of...
More about ROK
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