Institutional Ownership Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU). We have compiled data on the 651 institutions that hold shares in the stock, with a total of 92 Million shares, which have been reported (via 13F filing form) to have a value of $6.34 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
786
shares
|
$54,131
0.01% of portfolio
|
Q3 2024
New holding
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
765
shares
|
$52,685
0.03% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
758
shares
|
$52,203
0.0% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
744
shares
|
$51,239
0.0% of portfolio
|
Q3 2022
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
662
shares
|
$45,591
0.0% of portfolio
|
Q2 2024
Added 3210.0%
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
662
shares
|
$45,591
0.01% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
645
shares
|
$44,421
0.0% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
600
shares
|
$41,322
0.01% of portfolio
|
Q3 2024
New holding
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
587
shares
|
$40,426
0.02% of portfolio
|
Q3 2024
Added 33.41%
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
575
shares
|
$39,600
0.03% of portfolio
|
Q3 2024
New holding
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
560
shares
|
$38,567
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
556
shares
|
$38,291
0.0% of portfolio
|
Q3 2022
Reduced 4.3%
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
543
shares
|
$37,396
0.02% of portfolio
|
Q2 2024
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
534
shares
|
$36,776
0.0% of portfolio
|
Q3 2024
Added 320.47%
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
510
shares
|
$35,123
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
506
shares
|
$34,848
0.0% of portfolio
|
Q3 2024
Added 12.95%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
500
shares
|
$34,435
0.0% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
490
shares
|
$33,746
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
488
shares
|
$33,608
0.02% of portfolio
|
Q3 2024
Reduced 61.54%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
474
shares
|
$32,644
0.01% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
435
shares
|
$29,958
0.02% of portfolio
|
Q3 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
423
shares
|
$29,132
0.0% of portfolio
|
Q2 2024
Reduced 16.07%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
421
shares
|
$28,994
0.0% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
415
shares
|
$28,581
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
415
shares
|
$28,581
0.01% of portfolio
|
Q3 2024
Reduced 2.35%
|