Latest Institutional Sells of Roku, Inc (ROKU)
This list provides information on the latest institutional transactions involving Roku, Inc (ROKU) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Symmetry Peak Management LLC
Radnor, PA |
SELL
|
- |
-1K- 25.0% |
$56.4K - $107K
|
3K
$199K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-801- 22.96% |
$45.1K - $85.6K
|
2.69K
$178K
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-760- 18.22% |
$42.8K - $81.2K
|
3.41K
$226K
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-464- 8.91% |
$26.1K - $49.6K
|
4.74K
$315K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300Closed |
$16.9K - $32.1K
|
0
$0
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-270- 8.99% |
$15.2K - $28.9K
|
2.74K
$181K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-243- 8.43% |
$13.7K - $26K
|
2.64K
$175K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-107- 68.15% |
$6.03K - $11.4K
|
50
$3.32K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-40Closed |
$2.25K - $4.27K
|
0
$0
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-39- 90.7% |
$2.2K - $4.17K
|
4
$265
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-25- 35.21% |
$1.41K - $2.67K
|
46
$3.05K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 16.67% |
$1.13K - $2.14K
|
100
$6.63K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 47.62% |
$564 - $1.07K
|
11
$729
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8- 3.16% |
$451 - $855
|
245
$16.2K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-4- 13.79% |
$225 - $427
|
25
$1.66K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3- 15.79% |
$169 - $321
|
16
$1.06K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Oakmont Corp
|
SELL
|
- |
-308K- 60.68% |
$19M - $30.1M
|
200K
$13.2M
|
|
Nov 14, 2023
Q3 2023
|
Zeno Research, LLC
New York, NY |
SELL
|
- |
-42.5K- 67.03% |
$2.62M - $4.15M
|
20.9K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-34.7K- 76.0% |
$2.14M - $3.38M
|
11K
$727K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.98K- 57.55% |
$553K - $876K
|
6.63K
$439K
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-3.3K- 47.2% |
$203K - $322K
|
3.69K
$245K
|
|
Nov 14, 2023
Q3 2023
|
Connacht Asset Management LP
New York, NY |
SELL
|
- |
-2.25K- 34.33% |
$139K - $219K
|
4.3K
$285K
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-2.12K- 22.79% |
$131K - $207K
|
7.19K
$477K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-250- 14.29% |
$15.4K - $24.4K
|
1.5K
$99.5K
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 81.63% |
$12.3K - $19.5K
|
45
$2.98K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-200- 99.5% |
$12.3K - $19.5K
|
1
$66.3
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-65- 1.71% |
$4K - $6.34K
|
3.74K
$248K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-60- 95.24% |
$3.7K - $5.85K
|
3
$199
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-42- 1.27% |
$2.59K - $4.09K
|
3.26K
$216K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9- 2.47% |
$554 - $877
|
355
$23.5K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.45% |
$185 - $292
|
662
$43.9K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Pat Dorsey
Dorsey Asset Management, LLC | Chicago, Il
|
SELL
|
- |
-381K- 32.8% |
$19.9M - $28.1M
|
781K
$51.8M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-98.4KClosed |
$5.14M - $7.24M
|
0
$0
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.47KClosed |
$181K - $255K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.14K- 20.93% |
$59.6K - $84K
|
4.31K
$286K
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-365- 8.66% |
$19.1K - $26.9K
|
3.85K
$255K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300- 92.31% |
$15.7K - $22.1K
|
25
$1.66K
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-224- 3.45% |
$11.7K - $16.5K
|
6.28K
$416K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-140- 73.68% |
$7.31K - $10.3K
|
50
$3.32K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-105Closed |
$5.48K - $7.73K
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-66- 32.35% |
$3.45K - $4.86K
|
138
$9.15K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-47- 1.2% |
$2.45K - $3.46K
|
3.86K
$256K
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-46- 0.47% |
$2.4K - $3.39K
|
9.64K
$639K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-37- 0.09% |
$1.93K - $2.72K
|
40.2K
$2.66M
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-19K- 99.66% |
$773K - $1.36M
|
65
$4.31K
|
|
Nov 14, 2023
Q1 2023
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-12.4KClosed |
$501K - $884K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-11.8K- 59.12% |
$480K - $846K
|
8.18K
$542K
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-7.45K- 55.27% |
$302K - $533K
|
6.03K
$400K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.99K- 45.14% |
$162K - $286K
|
4.85K
$322K
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.04KClosed |
$42.3K - $74.7K
|
0
$0
|