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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
5.93K+ 88.78% |
$335K - $579K
|
12.6K
$999K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
365New |
$20.6K - $35.6K
|
365
$28.9K
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-14.6K- 79.3% |
$825K - $1.43M
|
3.82K
$303K
|
|
Nov 08, 2022
Q3 2022
|
Proem Advisors LLC
|
BUY
|
- |
17KNew |
$959K - $1.66M
|
17K
$1.35M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.03K+ 8.83% |
$114K - $198K
|
25K
$1.98M
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
25New |
$1.41K - $2.44K
|
25
$1.98K
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.64KNew |
$205K - $355K
|
3.64K
$288K
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-200- 99.01% |
$11.3K - $19.5K
|
2
$158
|
|
Nov 03, 2022
Q3 2022
|
Act Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.9K+ 141.07% |
$446K - $770K
|
13.5K
$1.07M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.8K- 25.88% |
$102K - $176K
|
5.16K
$409K
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
170New |
$9.59K - $16.6K
|
170
$13.5K
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-3.72K- 68.3% |
$210K - $362K
|
1.72K
$137K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-163- 23.45% |
$9.19K - $15.9K
|
532
$42.1K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
1+ 0.02% |
$56.4 - $97.5
|
4.29K
$339K
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
238+ 6.82% |
$13.4K - $23.2K
|
3.73K
$295K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
35New |
$1.97K - $3.41K
|
35
$2.77K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
8New |
$451 - $780
|
8
$634
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-12- 6.67% |
$677 - $1.17K
|
168
$13.3K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100New |
$5.64K - $9.75K
|
100
$7.92K
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-4.39K- 53.68% |
$247K - $428K
|
3.79K
$300K
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 5.88% |
$56.4 - $97.5
|
16
$1.27K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
744New |
$42K - $72.6K
|
744
$58.9K
|
|
Oct 24, 2022
Q3 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.02K- 16.4% |
$57.5K - $99.5K
|
5.2K
$412K
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
965+ 10.74% |
$54.4K - $94.1K
|
9.95K
$788K
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-75- 65.22% |
$4.23K - $7.31K
|
40
$3.17K
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
7.81KNew |
$441K - $762K
|
7.81K
$619K
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-400- 98.77% |
$22.6K - $39K
|
5
$396
|
|
Oct 19, 2022
Q3 2022
|
Aquila Investment Management LLC
|
SELL
|
- |
-8K- 47.06% |
$451K - $780K
|
9K
$713K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
715New |
$40.3K - $69.7K
|
715
$56.6K
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
840+ 12.55% |
$47.4K - $81.9K
|
7.53K
$596K
|
|
Oct 18, 2022
Q3 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-42- 0.02% |
$2.37K - $4.1K
|
270K
$21.3M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
80New |
$4.51K - $7.8K
|
80
$6.34K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.2KNew |
$67.7K - $117K
|
1.2K
$95K
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.17% |
$338 - $585
|
3.55K
$281K
|
|
Q2 2022 | |||||||
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.61KClosed |
$118K - $216K
|
0
$0
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20New |
$1.47K - $2.69K
|
20
$1.58K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-385- 79.38% |
$28.2K - $51.8K
|
100
$7.92K
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.09K+ 26.68% |
$80.1K - $147K
|
5.19K
$411K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
175New |
$12.8K - $23.6K
|
175
$13.9K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1Closed |
$73.3 - $135
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.7KNew |
$198K - $364K
|
2.7K
$214K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10Closed |
$733 - $1.35K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
50+ 100.0% |
$3.66K - $6.73K
|
100
$7.92K
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-62.8KClosed |
$4.6M - $8.45M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
48New |
$3.52K - $6.46K
|
48
$3.8K
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
13.7KNew |
$1M - $1.84M
|
13.7K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-30Closed |
$2.2K - $4.04K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.61KClosed |
$118K - $217K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.57KNew |
$481K - $885K
|
6.57K
$521K
|
|
Aug 15, 2022
Q2 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-9.75KClosed |
$714K - $1.31M
|
0
$0
|