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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
141New |
$28.8K - $48.6K
|
141
$9.69K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$20.4K - $34.4K
|
100
$6.87K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
100+ 10.0% |
$20.4K - $34.4K
|
1.1K
$75.6K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
81New |
$16.5K - $27.9K
|
81
$5.57K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
20New |
$4.08K - $6.89K
|
20
$1.37K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 100.0% |
$1.22K - $2.07K
|
12
$825
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$612 - $1.03K
|
3
$206
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
788KNew |
$239M - $378M
|
788K
$54.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
20KNew |
$6.06M - $9.59M
|
20K
$1.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
PUT |
20KNew |
$6.06M - $9.59M
|
20K
$1.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
CALL |
5.2KNew |
$1.58M - $2.49M
|
5.2K
$357K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.33KNew |
$401K - $635K
|
1.33K
$91K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.25K+ 27.53% |
$379K - $599K
|
5.79K
$398K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
824+ 105.91% |
$250K - $395K
|
1.6K
$110K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
725New |
$220K - $348K
|
725
$49.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
250+ 27.78% |
$75.7K - $120K
|
1.15K
$79K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
225New |
$68.2K - $108K
|
225
$15.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Trust Investment Advisors
|
BUY
|
- |
224+ 16.62% |
$67.9K - $107K
|
1.57K
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$30.3K - $48K
|
100
$6.87K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
86New |
$26.1K - $41.2K
|
86
$5.91K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
30+ 4.12% |
$9.09K - $14.4K
|
759
$52.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30+ 23.08% |
$9.09K - $14.4K
|
160
$11K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23New |
$6.97K - $11K
|
23
$1.58K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.72KNew |
$487K - $788K
|
1.72K
$118K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1.19KNew |
$337K - $544K
|
1.19K
$81.4K
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
CALL |
500New |
$142K - $230K
|
500
$34.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Means Investment Co., Inc.
|
BUY
|
CALL |
100New |
$28.4K - $45.9K
|
100
$6.87K
|
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$28.4K - $45.9K
|
100
$6.87K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
5New |
$1.42K - $2.3K
|
5
$344
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
3New |
$902 - $1.41K
|
3
$206
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$2M - $3.61M
|
10K
$687K
|
|
|
Feb 24, 2021
Q4 2020
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1KNew |
$200K - $361K
|
1K
$68.7K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
154New |
$30.8K - $55.5K
|
154
$10.6K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
150New |
$30K - $54.1K
|
150
$10.3K
|
|
|
Feb 17, 2021
Q4 2020
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
CALL |
100New |
$20K - $36.1K
|
100
$6.87K
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
26New |
$5.2K - $9.37K
|
26
$1.79K
|
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
7New |
$1.4K - $2.52K
|
7
$481
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Ogborne Capital Management, LLC
San Francisco, CA |
BUY
|
CALL |
268K+ 2140.0% |
$34.3M - $51.8M
|
280K
$19.2M
|
|
|
Nov 16, 2020
Q3 2020
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
5.87KNew |
$753K - $1.14M
|
5.87K
$403K
|
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
CALL |
200New |
$25.7K - $38.8K
|
200
$13.7K
|
|
| Q2 2020 | |||||||
|
Sep 15, 2020
Q2 2020
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
15KNew |
$1.22M - $2.06M
|
15K
$1.03M
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
100New |
$8.15K - $13.8K
|
100
$6.87K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
200New |
$12.8K - $28.7K
|
200
$13.7K
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
2New |
$128 - $287
|
2
$137
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Atlas Venture Advisors, Inc.
Boston, MA |
BUY
|
- |
57.7KNew |
$5.91M - $9.48M
|
57.7K
$3.97M
|
|
|
Feb 14, 2020
Q4 2019
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
2.5K+ 8.33% |
$256K - $411K
|
32.5K
$2.23M
|
|
|
Feb 14, 2020
Q4 2019
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
800+ 25.0% |
$81.9K - $131K
|
4K
$275K
|
|
|
Feb 07, 2020
Q4 2019
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
45New |
$4.61K - $7.39K
|
45
$3.09K
|
|
| Q3 2019 | |||||||
|
Nov 06, 2019
Q3 2019
|
Cypress Funds LLC
|
BUY
|
CALL |
66KNew |
$6.03M - $11.2M
|
66K
$4.53M
|
|
|
Nov 05, 2019
Q3 2019
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
CALL |
28.5KNew |
$2.6M - $4.84M
|
28.5K
$1.96M
|
|