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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 50.0% |
$674 - $991
|
30
$1.79K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-150- 61.98% |
$10.1K - $14.9K
|
92
$5.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
447+ 14.32% |
$30.1K - $44.3K
|
3.57K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-18- 81.82% |
$1.21K - $1.78K
|
4
$238
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
8.69KNew |
$585K - $861K
|
8.69K
$517K
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
14.3KNew |
$963K - $1.42M
|
14.3K
$851K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.52K+ 72.64% |
$305K - $448K
|
10.7K
$639K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 27.27% |
$1.01K - $1.49K
|
70
$4.17K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-308- 6.62% |
$20.7K - $30.5K
|
4.35K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-506- 10.42% |
$34.1K - $50.1K
|
4.35K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
88.4K+ 2537.71% |
$5.95M - $8.75M
|
91.8K
$5.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-5.42K- 11.51% |
$365K - $537K
|
41.7K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
32.5KNew |
$2.19M - $3.22M
|
32.5K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$67.4 - $99.1
|
4
$238
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.99KNew |
$202K - $297K
|
2.99K
$178K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3New |
$202 - $297
|
3
$179
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.42KNew |
$230K - $339K
|
3.42K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 9.57% |
$4.04K - $5.94K
|
567
$33.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-52.1K- 48.73% |
$3.51M - $5.16M
|
54.8K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-66.6K- 98.58% |
$4.49M - $6.6M
|
959
$57.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
974+ 7.14% |
$65.6K - $96.5K
|
14.6K
$870K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
500New |
$33.7K - $49.5K
|
500
$29.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.96KNew |
$603K - $887K
|
8.96K
$533K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$337 - $495
|
5
$298
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-814- 18.66% |
$54.8K - $80.6K
|
3.55K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14+ 6.01% |
$943 - $1.39K
|
247
$14.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
8.85K+ 99.58% |
$596K - $876K
|
17.7K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.07K+ 27.54% |
$72.2K - $106K
|
4.97K
$295K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.49K+ 17.24% |
$100K - $147K
|
10.1K
$602K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-760- 0.54% |
$51.2K - $75.3K
|
141K
$8.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 9.43% |
$674 - $991
|
96
$5.71K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25K+ 140.02% |
$84.1K - $124K
|
2.14K
$127K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
54+ 3.91% |
$3.64K - $5.35K
|
1.44K
$85.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.66KNew |
$449K - $660K
|
6.66K
$396K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.69K+ 283.18% |
$181K - $267K
|
3.64K
$217K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66+ 366.67% |
$4.45K - $6.54K
|
84
$5K
|
|
| Q4 2024 | |||||||
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
5.44KNew |
$349K - $458K
|
5.44K
$324K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
4.5KNew |
$288K - $378K
|
4.5K
$268K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.16KNew |
$331K - $434K
|
5.16K
$307K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
160New |
$10.3K - $13.5K
|
160
$9.52K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
50+ 1.28% |
$3.2K - $4.21K
|
3.97K
$236K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
45New |
$2.88K - $3.79K
|
45
$2.68K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
14.6K+ 222.89% |
$935K - $1.23M
|
21.1K
$1.26M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
50New |
$3.2K - $4.21K
|
50
$2.98K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
130+ 0.91% |
$8.33K - $10.9K
|
14.4K
$859K
|
|
|
Feb 21, 2025
Q4 2024
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-50K- 33.33% |
$3.2M - $4.21M
|
100K
$5.95M
|
|
|
Feb 21, 2025
Q4 2024
|
Empirical Capital Management, LLC
Hendersonville, TN |
BUY
|
- |
1.3K+ 0.46% |
$83.3K - $109K
|
285K
$16.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-30K- 64.32% |
$1.92M - $2.52M
|
16.6K
$990K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
30KNew |
$1.92M - $2.52M
|
30K
$1.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
550New |
$35.2K - $46.3K
|
550
$32.7K
|
|