Latest Institutional Purchases of Roku, Inc (ROKU)
This list provides information on the latest institutional transactions involving Roku, Inc (ROKU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
235New |
$9.12K - $14.7K
|
235
$19.4K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
200New |
$7.76K - $12.5K
|
200
$16.6K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
175New |
$6.79K - $10.9K
|
175
$14.5K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
150New |
$5.82K - $9.36K
|
150
$12.4K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
136New |
$5.28K - $8.49K
|
136
$11.3K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
130New |
$5.04K - $8.11K
|
130
$10.8K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
109New |
$4.23K - $6.8K
|
109
$9.02K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
107New |
$4.15K - $6.68K
|
107
$8.86K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
105New |
$4.07K - $6.55K
|
105
$8.69K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$3.88K - $6.24K
|
100
$8.28K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$3.88K - $6.24K
|
100
$8.28K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
100New |
$3.88K - $6.24K
|
100
$8.28K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
63New |
$2.44K - $3.93K
|
63
$5.21K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
51New |
$1.98K - $3.18K
|
51
$4.22K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
50New |
$1.94K - $3.12K
|
50
$4.14K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
50New |
$1.94K - $3.12K
|
50
$4.14K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
46New |
$1.78K - $2.87K
|
46
$3.81K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
33+ 100.0% |
$1.28K - $2.06K
|
66
$5.46K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
32New |
$1.24K - $2K
|
32
$2.65K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15New |
$582 - $936
|
15
$1.24K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13+ 13.0% |
$504 - $811
|
113
$9.35K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10New |
$388 - $624
|
10
$828
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 17.78% |
$310 - $499
|
53
$4.39K
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3New |
$116 - $187
|
3
$248
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
264K+ 33.53% |
$14.9M - $25.7M
|
1.05M
$87M
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
125KNew |
$7.05M - $12.2M
|
125K
$10.3M
|
|
Nov 14, 2022
Q3 2022
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
28KNew |
$1.58M - $2.73M
|
28K
$2.32M
|
|
Nov 08, 2022
Q3 2022
|
Proem Advisors LLC
|
BUY
|
- |
17KNew |
$959K - $1.66M
|
17K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
14.5K+ 61.7% |
$818K - $1.41M
|
38K
$3.14M
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
PUT |
13.9KNew |
$784K - $1.36M
|
13.9K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
9.8KNew |
$553K - $956K
|
9.8K
$811K
|
|
Nov 03, 2022
Q3 2022
|
Act Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.9K+ 141.07% |
$446K - $770K
|
13.5K
$1.12M
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
7.81KNew |
$441K - $762K
|
7.81K
$647K
|
|
Nov 09, 2022
Q3 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
5.93K+ 88.78% |
$335K - $579K
|
12.6K
$1.04M
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
5KNew |
$282K - $488K
|
5K
$414K
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.76K+ 15.37% |
$268K - $464K
|
35.7K
$2.95M
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.64KNew |
$205K - $355K
|
3.64K
$301K
|
|
Nov 10, 2022
Q3 2022
|
United Maritime Capital LLC
New York, NY |
BUY
|
- |
3.5K+ 108.12% |
$197K - $341K
|
6.74K
$558K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.23K+ 82.68% |
$125K - $217K
|
4.92K
$407K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.03K+ 8.83% |
$114K - $198K
|
25K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.05K+ 9.81% |
$59.2K - $102K
|
11.7K
$971K
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
965+ 10.74% |
$54.4K - $94.1K
|
9.95K
$824K
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
840+ 12.55% |
$47.4K - $81.9K
|
7.53K
$623K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
744New |
$42K - $72.6K
|
744
$61.6K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
715New |
$40.3K - $69.7K
|
715
$59.2K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
506+ 0.46% |
$28.5K - $49.4K
|
109K
$9.05M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
365New |
$20.6K - $35.6K
|
365
$30.2K
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
238+ 6.82% |
$13.4K - $23.2K
|
3.73K
$308K
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
170New |
$9.59K - $16.6K
|
170
$14.1K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
138New |
$7.78K - $13.5K
|
138
$11.4K
|