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
Dec 11, 2023 Q3 2023	Headinvest, LLC Portland, ME	BUY	-	594 New	$36.6K - $57.9K	594 $52.6K
Oct 13, 2023 Q3 2023	Hb Wealth Management, LLC	BUY	-	397 + 10.26%	$24.5K - $38.7K	4.27K $378K
Oct 11, 2023 Q3 2023	Armstrong Advisory Group, Inc Needham, MA	BUY	-	311 New	$19.2K - $30.3K	311 $27.6K
Oct 26, 2023 Q3 2023	Emerald Advisers, LLC	BUY	-	250 New	$15.4K - $24.4K	250 $22.2K
Nov 13, 2023 Q3 2023	Eagle Bay Advisors LLC New York, NY	BUY	-	175 + 250.0%	$10.8K - $17.1K	245 $21.7K
Oct 20, 2023 Q3 2023	Steward Financial Group LLC	BUY	-	87 New	$5.36K - $8.48K	87 $7.71K
Oct 11, 2023 Q3 2023	Rosenberg Matthew Hamilton	BUY	-	80 New	$4.93K - $7.8K	80 $7.09K
Nov 14, 2023 Q3 2023	Ancora Advisors, LLC Cleveland, OH	BUY	-	70 New	$4.31K - $6.82K	70 $6.2K
Nov 06, 2023 Q3 2023	Authentikos Wealth Advisory, LLC Morgan Hill, CA	BUY	-	37 New	$2.28K - $3.61K	37 $3.28K
Jan 05, 2024 Q3 2023	Jamison Private Wealth Management, Inc. Milton, GA	BUY	-	33 New	$2.03K - $3.22K	33 $2.92K
Oct 17, 2023 Q3 2023	Kozak & Associates, Inc. Highlands Ranch, CO	BUY	-	10 New	$616 - $975	10 $886
Nov 14, 2023 Q3 2023	Baker Avenue Asset Management, LP	BUY	-	5 + 55.56%	$308 - $487	14 $1.24K
Nov 02, 2023 Q3 2023	Your Advocates Ltd., LLP Houston, TX	BUY	-	5 New	$308 - $487	5 $443
Oct 10, 2023 Q3 2023	Dhjj Financial Advisors, Ltd.	BUY	-	2 New	$123 - $195	2 $177
Oct 18, 2023 Q3 2023	Iron Horse Wealth Management, LLC	BUY	-	1 New	$61.6 - $97.5	1 $88.6
Q2 2023
May 15, 2025 Q2 2023	Clear Street LLC	BUY	-	560K New	$29.2M - $41.2M	560K $49.6M
May 15, 2025 Q2 2023	Clear Street LLC	BUY	PUT	560K New	$29.2M - $41.2M	560K $49.6M
Aug 11, 2023 Q2 2023	Coatue Management LLC New York, NY	BUY	-	429K New	$22.4M - $31.6M	429K $38M
Aug 11, 2023 Q2 2023	Pfs Investments Inc. Duluth, GA	BUY	-	12.6K + 17.83%	$660K - $930K	83.5K $7.4M
Aug 11, 2023 Q2 2023	Vident Investment Advisory, LLC Alpharetta, GA	BUY	-	8.06K + 33.64%	$421K - $593K	32K $2.84M
Aug 14, 2023 Q2 2023	Royal Bank Of Canada Toronto, A6	BUY	PUT	4.8K New	$251K - $353K	4.8K $425K
Aug 14, 2023 Q2 2023	River & Mercantile Asset Management LLP London, X0	BUY	-	4.45K + 134.85%	$232K - $327K	7.75K $687K
Jul 27, 2023 Q2 2023	Ea Series Trust Havertown, PA	BUY	-	4.4K New	$230K - $323K	4.4K $390K
Aug 01, 2023 Q2 2023	Griffin Asset Management, Inc.	BUY	-	1.71K + 38.11%	$89.1K - $126K	6.18K $548K
Jul 28, 2023 Q2 2023	Lion Street Advisors, LLC	BUY	-	714 New	$37.3K - $52.5K	714 $63.3K
Aug 14, 2023 Q2 2023	Public Sector Pension Investment Board Montreal, A8	BUY	-	300 + 4.08%	$15.7K - $22.1K	7.65K $678K
Aug 01, 2023 Q2 2023	Rfp Financial Group LLC Atlanta, GA	BUY	-	200 New	$10.4K - $14.7K	200 $17.7K
Sep 07, 2023 Q2 2023	St Germain D J CO Inc Springfield, MA	BUY	-	100 New	$5.22K - $7.36K	100 $8.86K
Aug 03, 2023 Q2 2023	New Square Capital LLC	BUY	-	65 New	$3.39K - $4.78K	65 $5.76K
Aug 08, 2023 Q2 2023	Financial Gravity Asset Management, Inc.	BUY	-	64 New	$3.34K - $4.71K	64 $5.67K
Sep 12, 2023 Q2 2023	Cgc Financial Services, LLC Lake Oswego, OR	BUY	-	20 New	$1.04K - $1.47K	20 $1.77K
Aug 14, 2023 Q2 2023	Bollard Group LLC Boston, MA	BUY	-	10 New	$522 - $736	10 $886
Aug 07, 2023 Q2 2023	Clearview Wealth Advisors LLC	BUY	-	10 New	$522 - $736	10 $886
Jul 18, 2023 Q2 2023	Fiduciary Alliance LLC Greenville, SC	BUY	-	9 New	$470 - $662	9 $798
Jul 10, 2023 Q2 2023	Disciplined Investments, LLC Tulsa, OK	BUY	-	3 + 150.0%	$157 - $221	5 $443
Aug 04, 2023 Q2 2023	Motco	BUY	-	2 New	$104 - $147	2 $177
Nov 26, 2024 Q2 2023	Erste Asset Management Gmb H Vienna, C4	BUY	-	0 New	$0 - $0	0 $0
Q1 2023
May 15, 2023 Q1 2023	Contour Asset Management LLC New York, NY	BUY	-	89K New	$3.61M - $6.37M	89K $7.89M
May 12, 2023 Q1 2023	Eisler Capital (Us) LLC New York, NY	BUY	PUT	86.5K New	$3.51M - $6.19M	86.5K $7.67M
May 08, 2023 Q1 2023	Clari Vest Asset Management LLC San Diego, CA	BUY	-	18.7K New	$757K - $1.34M	18.7K $1.65M
May 05, 2023 Q1 2023	Premier Fund Managers LTD	BUY	-	16.8K New	$680K - $1.2M	16.8K $1.49M
May 15, 2023 Q1 2023	Ionic Capital Management LLC New York, NY	BUY	-	7.82K New	$317K - $560K	7.82K $693K
Apr 10, 2023 Q1 2023	Dynamic Advisor Solutions LLC	BUY	-	5.33K New	$216K - $382K	5.33K $473K
Jan 10, 2025 Q1 2023	Nomura Asset Management CO LTD Tokyo, M0	BUY	-	3.75K + 14.45%	$152K - $268K	29.7K $2.63M
Sep 25, 2023 Q1 2023	Brookfield Asset Management Inc. Toronto, A6	BUY	-	3.54K New	$144K - $254K	3.54K $314K
May 11, 2023 Q1 2023	Pro Share Advisors LLC	BUY	-	3.45K + 31.16%	$140K - $247K	14.5K $1.29M
May 15, 2023 Q1 2023	Alberta Investment Management Corp Edmonton, A0	BUY	-	3.4K New	$138K - $243K	3.4K $301K
Apr 20, 2023 Q1 2023	Kovack Advisors, Inc.	BUY	-	3.2K New	$130K - $229K	3.2K $284K
May 12, 2023 Q1 2023	Capital Asset Advisory Services LLC Haslett, MI	BUY	-	3.18K New	$129K - $227K	3.18K $281K
May 05, 2023 Q1 2023	Phoenix Wealth Advisors	BUY	-	3.17K New	$129K - $227K	3.17K $281K

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Latest Institutional Purchases of Roku, Inc (ROKU)

594

397

311

250

175

87

80

70

37

33

10

5

5

2

1

560K

560K

429K

12.6K

8.06K

4.8K

4.45K

4.4K

1.71K

714

300

200

100

65

64

20

10

10

9

3

2

0

89K

86.5K

18.7K

16.8K

7.82K

5.33K

3.75K

3.54K

3.45K

3.4K

3.2K

3.18K

3.17K

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