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 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$30.3K - $48K
|
100
$8.43K
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.11KClosed |
$335K - $530K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-735Closed |
$223K - $352K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-50- 3.23% |
$15.1K - $24K
|
1.5K
$126K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-515Closed |
$156K - $247K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-496Closed |
$150K - $238K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
86New |
$26.1K - $41.2K
|
86
$7.25K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.55KClosed |
$771K - $1.22M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-2.68KClosed |
$812K - $1.29M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-6.13KClosed |
$1.86M - $2.94M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4KClosed |
$424K - $671K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
225New |
$68.2K - $108K
|
225
$19K
|
|
|
Nov 10, 2021
Q3 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-569Closed |
$172K - $273K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.74KClosed |
$830K - $1.31M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
CALL |
5.2KNew |
$1.58M - $2.49M
|
5.2K
$438K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-25Closed |
$7.57K - $12K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-642Closed |
$194K - $308K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
250+ 27.78% |
$75.7K - $120K
|
1.15K
$97K
|
|
|
Nov 09, 2021
Q3 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-1.43KClosed |
$432K - $683K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-1.23KClosed |
$372K - $588K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-6.01KClosed |
$1.82M - $2.88M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-500Closed |
$151K - $240K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-500Closed |
$151K - $240K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
SELL
|
- |
-1.13KClosed |
$344K - $544K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-880Closed |
$267K - $422K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-583Closed |
$177K - $280K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
788KNew |
$239M - $378M
|
788K
$66.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8Closed |
$2.42K - $3.84K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.49KClosed |
$450K - $713K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-568Closed |
$172K - $272K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-490Closed |
$148K - $235K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
PUT |
-3.2K- 94.12% |
$969K - $1.53M
|
200
$16.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-500Closed |
$151K - $240K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.4KClosed |
$725K - $1.15M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-16.9KClosed |
$5.12M - $8.1M
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-443Closed |
$134K - $212K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-625Closed |
$189K - $300K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-450Closed |
$136K - $216K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-116Closed |
$35.1K - $55.6K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-600Closed |
$182K - $288K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-540Closed |
$164K - $259K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-929Closed |
$281K - $445K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-616Closed |
$187K - $295K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-600Closed |
$182K - $288K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-743Closed |
$225K - $356K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-600Closed |
$182K - $288K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
725New |
$220K - $348K
|
725
$61.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.33KNew |
$401K - $635K
|
1.33K
$112K
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-500Closed |
$151K - $240K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-500Closed |
$151K - $240K
|
0
$0
|