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, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
25New |
$1.01K - $1.79K
|
25
$2.49K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.33KNew |
$216K - $382K
|
5.33K
$532K
|
|
| Q4 2022 | |||||||
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-826- 93.97% |
$32K - $51.5K
|
53
$5.29K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-11- 36.67% |
$427 - $686
|
19
$1.9K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
105New |
$4.07K - $6.55K
|
105
$10.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
63New |
$2.44K - $3.93K
|
63
$6.29K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
16.7K+ 209.22% |
$649K - $1.04M
|
24.7K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$3.88K - $6.24K
|
100
$9.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
50New |
$1.94K - $3.12K
|
50
$4.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
2.64K+ 64.4% |
$102K - $164K
|
6.73K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
3.73K+ 44.79% |
$145K - $233K
|
12.1K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
231KNew |
$8.95M - $14.4M
|
231K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-356K- 58.21% |
$13.8M - $22.2M
|
256K
$25.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
467KNew |
$18.1M - $29.2M
|
467K
$46.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 17.78% |
$310 - $499
|
53
$5.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
43.1KNew |
$1.67M - $2.69M
|
43.1K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
20.7KNew |
$802K - $1.29M
|
20.7K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
6KNew |
$233K - $374K
|
6K
$599K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
4.78K+ 189.19% |
$185K - $298K
|
7.3K
$729K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15New |
$582 - $936
|
15
$1.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6Closed |
$233 - $374
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
33+ 100.0% |
$1.28K - $2.06K
|
66
$6.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
61KNew |
$2.37M - $3.81M
|
61K
$6.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-304- 27.05% |
$11.8K - $19K
|
820
$81.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
20KNew |
$776K - $1.25M
|
20K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1- 0.31% |
$38.8 - $62.4
|
322
$32.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1KNew |
$38.8K - $62.4K
|
1K
$99.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3New |
$116 - $187
|
3
$299
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$3.88K - $6.24K
|
100
$9.98K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
46New |
$1.78K - $2.87K
|
46
$4.59K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-15- 62.5% |
$582 - $936
|
9
$898
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
200New |
$7.76K - $12.5K
|
200
$20K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.02KNew |
$78.3K - $126K
|
2.02K
$201K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.5KNew |
$252K - $406K
|
6.5K
$649K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.89K- 6.25% |
$73.2K - $118K
|
28.3K
$2.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.21K+ 73.31% |
$125K - $200K
|
7.6K
$758K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
175New |
$6.79K - $10.9K
|
175
$17.5K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
150New |
$5.82K - $9.36K
|
150
$15K
|
|
|
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
$3.49K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13+ 13.0% |
$504 - $811
|
113
$11.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
51New |
$1.98K - $3.18K
|
51
$5.09K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-76- 8.97% |
$2.95K - $4.74K
|
771
$76.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
50New |
$1.94K - $3.12K
|
50
$4.99K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
237New |
$9.2K - $14.8K
|
237
$23.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
130New |
$5.04K - $8.11K
|
130
$13K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.5K- 11.27% |
$213K - $343K
|
43.3K
$4.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.39KNew |
$53.7K - $86.4K
|
1.39K
$138K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.88K - $6.24K
|
100
$9.98K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
32New |
$1.24K - $2K
|
32
$3.19K
|
|