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 |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
33
shares
|
$2,272
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
30
shares
|
$2,066
0.0% of portfolio
|
Q2 2022
Reduced 65.52%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
30
shares
|
$2,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$1,859
0.0% of portfolio
|
Q2 2024
Reduced 59.09%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
26
shares
|
$1,790
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
25
shares
|
$1,721
0.0% of portfolio
|
Q3 2024
Added 78.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
25
shares
|
$1,721
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
25
shares
|
$1,721
0.0% of portfolio
|
Q2 2023
Reduced 92.31%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$1,721
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
20
shares
|
$1,377
0.0% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$1,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
20
shares
|
$1,377
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
19
shares
|
$1,308
0.0% of portfolio
|
Q4 2022
Reduced 36.67%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
17
shares
|
$1,170
0.0% of portfolio
|
Q3 2024
Reduced 37.04%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
16
shares
|
$1,101
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
15
shares
|
$1,033
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
14
shares
|
$964
0.0% of portfolio
|
Q3 2024
Reduced 84.27%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
13
shares
|
$895
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
12
shares
|
$826
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
12
shares
|
$826
0.0% of portfolio
|
Q1 2022
Reduced 16.67%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
12
shares
|
$826
0.0% of portfolio
|
Q1 2024
Reduced 88.12%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
12
shares
|
$826
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
11
shares
|
$757
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$688
0.0% of portfolio
|
Q1 2024
Reduced 99.99%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
10
shares
|
$688
0.0% of portfolio
|
Q4 2023
New holding
|