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 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
300New |
$16.9K - $32.1K
|
300
$26.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
194+ 4.28% |
$10.9K - $20.7K
|
4.73K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
150New |
$8.45K - $16K
|
150
$13.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
150New |
$8.45K - $16K
|
150
$13.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
150New |
$8.45K - $16K
|
150
$13.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
140New |
$7.89K - $15K
|
140
$12.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
100New |
$5.64K - $10.7K
|
100
$8.86K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
94New |
$5.3K - $10K
|
94
$8.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
75New |
$4.23K - $8.02K
|
75
$6.65K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
72New |
$4.06K - $7.69K
|
72
$6.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
70New |
$3.94K - $7.48K
|
70
$6.2K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$3.66K - $6.95K
|
65
$5.76K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
60New |
$3.38K - $6.41K
|
60
$5.32K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
53New |
$2.99K - $5.66K
|
53
$4.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50New |
$2.82K - $5.34K
|
50
$4.43K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
49+ 9.63% |
$2.76K - $5.24K
|
558
$49.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
31+ 0.49% |
$1.75K - $3.31K
|
6.36K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
30New |
$1.69K - $3.21K
|
30
$2.66K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
29+ 263.64% |
$1.63K - $3.1K
|
40
$3.55K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 104.0% |
$1.47K - $2.78K
|
51
$4.52K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$1.41K - $2.67K
|
25
$2.22K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24New |
$1.35K - $2.56K
|
24
$2.13K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
20New |
$1.13K - $2.14K
|
20
$1.77K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
19New |
$1.07K - $2.03K
|
19
$1.68K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
11+ 1.36% |
$620 - $1.18K
|
822
$72.9K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$564 - $1.07K
|
10
$886
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$564 - $1.07K
|
10
$886
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9New |
$507 - $962
|
9
$798
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5New |
$282 - $534
|
5
$443
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3New |
$169 - $321
|
3
$266
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2New |
$113 - $214
|
2
$177
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
76.2KNew |
$4.69M - $7.43M
|
76.2K
$6.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
43.4KNew |
$2.67M - $4.23M
|
43.4K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
41.9KNew |
$2.58M - $4.08M
|
41.9K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
35.6KNew |
$2.19M - $3.47M
|
35.6K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
33KNew |
$2.03M - $3.22M
|
33K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.63M - $2.58M
|
26.4K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
23.7KNew |
$1.46M - $2.31M
|
23.7K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
14KNew |
$862K - $1.36M
|
14K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.9KNew |
$858K - $1.36M
|
13.9K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
10.5KNew |
$647K - $1.02M
|
10.5K
$931K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.69KNew |
$412K - $653K
|
6.69K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5.8KNew |
$357K - $565K
|
5.8K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
4.49KNew |
$277K - $438K
|
4.49K
$398K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
4.04KNew |
$249K - $394K
|
4.04K
$358K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.85KNew |
$237K - $375K
|
3.85K
$341K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.46KNew |
$213K - $338K
|
3.46K
$307K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$204K - $323K
|
3.32K
$294K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.1KNew |
$191K - $302K
|
3.1K
$275K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.55KNew |
$157K - $249K
|
2.55K
$226K
|
|