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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3New |
$116 - $187
|
3
$244
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$3.88K - $6.24K
|
100
$8.13K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
46New |
$1.78K - $2.87K
|
46
$3.74K
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
424+ 1.07% |
$16.5K - $26.5K
|
39.9K
$3.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-15- 62.5% |
$582 - $936
|
9
$732
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-29- 7.18% |
$1.13K - $1.81K
|
375
$30.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
200New |
$7.76K - $12.5K
|
200
$16.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.02KNew |
$78.3K - $126K
|
2.02K
$164K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.5KNew |
$252K - $406K
|
6.5K
$528K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.89K- 6.25% |
$73.2K - $118K
|
28.3K
$2.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.21K+ 73.31% |
$125K - $200K
|
7.6K
$617K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
175New |
$6.79K - $10.9K
|
175
$14.2K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
150New |
$5.82K - $9.36K
|
150
$12.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
71.7K+ 2172.73% |
$2.78M - $4.47M
|
75K
$6.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5Closed |
$194 - $312
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-136- 79.53% |
$5.28K - $8.49K
|
35
$2.85K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13+ 13.0% |
$504 - $811
|
113
$9.19K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
51New |
$1.98K - $3.18K
|
51
$4.15K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-76- 8.97% |
$2.95K - $4.74K
|
771
$62.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
40KNew |
$1.55M - $2.5M
|
40K
$3.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
50New |
$1.94K - $3.12K
|
50
$4.06K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
237New |
$9.2K - $14.8K
|
237
$19.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
130New |
$5.04K - $8.11K
|
130
$10.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.5K- 11.27% |
$213K - $343K
|
43.3K
$3.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.39KNew |
$53.7K - $86.4K
|
1.39K
$113K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
136New |
$5.28K - $8.49K
|
136
$11.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.88K - $6.24K
|
100
$8.13K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
32New |
$1.24K - $2K
|
32
$2.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-150- 25.34% |
$5.82K - $9.36K
|
442
$35.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
107New |
$4.15K - $6.68K
|
107
$8.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
109New |
$4.23K - $6.8K
|
109
$8.86K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
SELL
|
- |
-3- 0.24% |
$116 - $187
|
1.24K
$101K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-200- 66.67% |
$7.76K - $12.5K
|
100
$8.13K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.23K+ 82.68% |
$125K - $217K
|
4.92K
$400K
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
5KNew |
$282K - $488K
|
5K
$406K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3New |
$169 - $293
|
3
$244
|
|
|
Nov 14, 2022
Q3 2022
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
28KNew |
$1.58M - $2.73M
|
28K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.76K+ 15.37% |
$268K - $464K
|
35.7K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
9.8KNew |
$553K - $956K
|
9.8K
$797K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
PUT |
13.9KNew |
$784K - $1.36M
|
13.9K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
125KNew |
$7.05M - $12.2M
|
125K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14+ 2.52% |
$790 - $1.37K
|
569
$46.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
CALL |
-14K- 58.33% |
$790K - $1.37M
|
10K
$813K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
18New |
$1.02K - $1.76K
|
18
$1.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.05K+ 9.81% |
$59.2K - $102K
|
11.7K
$954K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
5New |
$282 - $488
|
5
$406
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
506+ 0.46% |
$28.5K - $49.4K
|
109K
$8.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-16.9K- 5.03% |
$955K - $1.65M
|
320K
$26M
|
|
|
Nov 14, 2022
Q3 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.23K- 25.34% |
$69.5K - $120K
|
3.63K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-58- 0.92% |
$3.27K - $5.66K
|
6.28K
$510K
|
|