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 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2+ 1.63% |
$135 - $198
|
125
$10.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-415- 99.76% |
$28K - $41.1K
|
1
$84.3
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-166- 1.61% |
$11.2K - $16.4K
|
10.2K
$857K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$337 - $495
|
5
$422
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 66.67% |
$1.35K - $1.98K
|
10
$843
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
11New |
$741 - $1.09K
|
11
$928
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24+ 4.63% |
$1.62K - $2.38K
|
542
$45.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
160K+ 4720.07% |
$10.8M - $15.9M
|
164K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-247- 55.63% |
$16.6K - $24.5K
|
197
$16.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6.63KNew |
$446K - $657K
|
6.63K
$559K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-450- 81.82% |
$30.3K - $44.6K
|
100
$8.43K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-286- 6.6% |
$19.3K - $28.3K
|
4.05K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
17New |
$1.15K - $1.68K
|
17
$1.43K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-320- 6.79% |
$21.6K - $31.7K
|
4.39K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
500New |
$33.7K - $49.5K
|
500
$42.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.24K+ 45.82% |
$83.5K - $123K
|
3.95K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
68New |
$4.58K - $6.74K
|
68
$5.73K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6New |
$404 - $594
|
6
$506
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
114New |
$7.68K - $11.3K
|
114
$9.61K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 50.0% |
$674 - $991
|
30
$2.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-150- 61.98% |
$10.1K - $14.9K
|
92
$7.76K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-18- 81.82% |
$1.21K - $1.78K
|
4
$337
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
88.4K+ 2537.71% |
$5.95M - $8.75M
|
91.8K
$7.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-5.42K- 11.51% |
$365K - $537K
|
41.7K
$3.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-52.1K- 48.73% |
$3.51M - $5.16M
|
54.8K
$4.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
500New |
$33.7K - $49.5K
|
500
$42.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.96KNew |
$603K - $887K
|
8.96K
$755K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14+ 6.01% |
$943 - $1.39K
|
247
$20.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
54+ 3.91% |
$3.64K - $5.35K
|
1.44K
$121K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.66KNew |
$449K - $660K
|
6.66K
$562K
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.4KNew |
$665K - $874K
|
10.4K
$876K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
310+ 8.54% |
$19.9K - $26.1K
|
3.94K
$332K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
22New |
$1.41K - $1.85K
|
22
$1.86K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
5.44KNew |
$349K - $458K
|
5.44K
$459K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
160New |
$10.3K - $13.5K
|
160
$13.5K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
45New |
$2.88K - $3.79K
|
45
$3.79K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
50New |
$3.2K - $4.21K
|
50
$4.22K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
130+ 0.91% |
$8.33K - $10.9K
|
14.4K
$1.22M
|
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
300New |
$19.2K - $25.2K
|
300
$25.3K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
30KNew |
$1.92M - $2.52M
|
30K
$2.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
9.67K+ 2903.0% |
$619K - $813K
|
10K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-36.9K- 10.77% |
$2.37M - $3.11M
|
306K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
52KNew |
$3.33M - $4.37M
|
52K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
42New |
$2.69K - $3.53K
|
42
$3.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-318- 67.09% |
$20.4K - $26.8K
|
156
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
635New |
$40.7K - $53.4K
|
635
$53.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
100New |
$6.41K - $8.41K
|
100
$8.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-9.07K- 55.57% |
$581K - $763K
|
7.25K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
757+ 1.31% |
$48.5K - $63.7K
|
58.5K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.37KNew |
$216K - $283K
|
3.37K
$284K
|
|