Purchases and Sales Made in Q2 2025 in Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU) during Q2 2025. The information is specifically focused on institutions that hold shares of ROKU, INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
2.9K+ 20.28% |
$160K - $255K
|
17.2K
$1.69M
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.9KNew |
$160K - $255K
|
2.9K
$285K
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.84KNew |
$156K - $250K
|
2.84K
$279K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.79KNew |
$154K - $245K
|
2.79K
$274K
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.79KNew |
$153K - $245K
|
2.79K
$274K
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.72KNew |
$150K - $239K
|
2.72K
$268K
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.67KNew |
$147K - $235K
|
2.67K
$263K
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.64K+ 21.27% |
$146K - $232K
|
15.1K
$1.48M
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$145K - $231K
|
2.63K
$258K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.52KNew |
$139K - $222K
|
2.52K
$248K
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
2.51K+ 76.12% |
$138K - $220K
|
5.8K
$571K
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
2.5K+ 4.16% |
$138K - $220K
|
62.7K
$6.16M
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
2.5KNew |
$138K - $220K
|
2.5K
$246K
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.48K+ 2.56% |
$137K - $218K
|
99.6K
$9.8M
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.42KNew |
$133K - $213K
|
2.42K
$238K
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.4K+ 60.19% |
$132K - $211K
|
6.4K
$629K
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.38K+ 4.12% |
$131K - $210K
|
60.2K
$5.92M
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.38KNew |
$131K - $209K
|
2.38K
$234K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.36K+ 69.13% |
$130K - $208K
|
5.78K
$569K
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.35KNew |
$130K - $207K
|
2.35K
$231K
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.24K+ 24.05% |
$123K - $197K
|
11.6K
$1.14M
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.23K+ 62.51% |
$123K - $196K
|
5.8K
$570K
|
|
Aug 04, 2025
Q2 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
2.21K+ 44.54% |
$122K - $194K
|
7.17K
$705K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.99K+ 1354.42% |
$110K - $175K
|
2.14K
$210K
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.83KNew |
$101K - $161K
|
1.83K
$180K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.81K+ 109.44% |
$99.7K - $159K
|
3.46K
$340K
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.77K+ 11.6% |
$97.4K - $155K
|
17K
$1.67M
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.68K+ 27.83% |
$92.5K - $148K
|
7.71K
$758K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.61K+ 26.2% |
$88.5K - $141K
|
7.74K
$761K
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.58K+ 12.71% |
$86.8K - $138K
|
14K
$1.37M
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.56KNew |
$86.1K - $137K
|
1.56K
$154K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.41K+ 196.39% |
$77.9K - $124K
|
2.13K
$210K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.41K+ 398.58% |
$77.5K - $124K
|
1.76K
$173K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.4K+ 32.22% |
$77.2K - $123K
|
5.75K
$565K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 227.16% |
$71K - $113K
|
1.86K
$182K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 40.44% |
$70.7K - $113K
|
4.46K
$438K
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.28K+ 7.37% |
$70.7K - $113K
|
18.7K
$1.84M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.16K+ 5.54% |
$64K - $102K
|
22.1K
$2.18M
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.16K+ 23.26% |
$63.6K - $102K
|
6.12K
$602K
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
1.12K+ 5.88% |
$61.6K - $98.3K
|
20.1K
$1.98M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.06K+ 36.66% |
$58.6K - $93.4K
|
3.96K
$390K
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.02K+ 8.24% |
$56.1K - $89.6K
|
13.4K
$1.32M
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.01K+ 17.96% |
$55.8K - $88.9K
|
6.65K
$654K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
880New |
$48.5K - $77.3K
|
880
$86.5K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
879+ 5.14% |
$48.4K - $77.3K
|
18K
$1.77M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
826+ 145.42% |
$45.5K - $72.6K
|
1.39K
$137K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
764+ 17.94% |
$42.1K - $67.1K
|
5.02K
$494K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
759+ 11.29% |
$41.8K - $66.7K
|
7.48K
$736K
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
756+ 13.37% |
$41.7K - $66.4K
|
6.41K
$630K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
736+ 23.31% |
$40.6K - $64.7K
|
3.89K
$383K
|