Latest Institutional Transactions on Roku, Inc (ROKU)
This table provides information on the latest institutional transactions involving Roku, Inc (ROKU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1New |
$92 - $109
|
1
$99.8
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
751+ 13.74% |
$69.1K - $81.6K
|
6.22K
$620K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
1.2KNew |
$110K - $130K
|
1.2K
$120K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15+ 83.33% |
$1.38K - $1.63K
|
33
$3.29K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
38+ 42.7% |
$3.5K - $4.13K
|
127
$12.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.15K- 71.13% |
$566K - $669K
|
2.5K
$249K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.27KNew |
$209K - $246K
|
2.27K
$226K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
70+ 6.65% |
$6.44K - $7.6K
|
1.12K
$112K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-100- 6.25% |
$9.2K - $10.9K
|
1.5K
$150K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
204+ 680.0% |
$18.8K - $22.2K
|
234
$23.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-14- 0.15% |
$1.29K - $1.52K
|
9.15K
$913K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
150+ 5.72% |
$13.8K - $16.3K
|
2.77K
$276K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5- 45.45% |
$460 - $543
|
6
$599
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-129- 4.37% |
$11.9K - $14K
|
2.82K
$281K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-26.3K- 17.3% |
$2.42M - $2.85M
|
126K
$12.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4+ 0.8% |
$368 - $435
|
504
$50.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-798- 7.98% |
$73.4K - $86.7K
|
9.2K
$917K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
405+ 5.23% |
$37.3K - $44K
|
8.15K
$813K
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
62+ 0.49% |
$5.71K - $6.74K
|
12.7K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.95K- 47.49% |
$179K - $212K
|
2.15K
$215K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30New |
$2.76K - $3.26K
|
30
$2.99K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
3KNew |
$276K - $326K
|
3K
$299K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.02K+ 9.71% |
$94K - $111K
|
11.5K
$1.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-301- 37.96% |
$27.7K - $32.7K
|
492
$49.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2K+ 16.92% |
$184K - $217K
|
13.8K
$1.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$184 - $217
|
2
$200
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.0% |
$92 - $109
|
20.6K
$2.05M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
590K+ 172.92% |
$54.3M - $64.1M
|
932K
$93M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
93.9K+ 4633.05% |
$8.64M - $10.2M
|
95.9K
$9.57M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
309+ 5.21% |
$28.4K - $33.6K
|
6.24K
$622K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19- 0.05% |
$1.75K - $2.06K
|
40K
$3.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
91New |
$8.37K - $9.89K
|
91
$9.08K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
567+ 26.56% |
$52.2K - $61.6K
|
2.7K
$270K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
79+ 7.49% |
$7.27K - $8.58K
|
1.13K
$113K
|
|
|
Jan 08, 2026
Q4 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
252+ 4.04% |
$23.2K - $27.4K
|
6.49K
$647K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
57+ 316.67% |
$5.25K - $6.19K
|
75
$7.48K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.01KNew |
$185K - $219K
|
2.01K
$201K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-4.17KClosed |
$383K - $453K
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 14.29% |
$184 - $217
|
16
$1.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 3.95% |
$276 - $326
|
73
$7.28K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-987- 13.82% |
$90.8K - $107K
|
6.16K
$614K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
100New |
$9.2K - $10.9K
|
100
$9.98K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
515+ 254.95% |
$47.4K - $55.9K
|
717
$71.5K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
378+ 33.93% |
$34.8K - $41.1K
|
1.49K
$149K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.62K+ 85.88% |
$210K - $267K
|
5.67K
$566K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.01K+ 110.92% |
$161K - $205K
|
3.82K
$382K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.66K+ 77.88% |
$133K - $169K
|
3.8K
$379K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6New |
$480 - $611
|
6
$599
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-578- 25.87% |
$46.2K - $58.8K
|
1.66K
$165K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.65K+ 174.64% |
$612K - $779K
|
12K
$1.2M
|
|