Purchases and Sales Made in Q1 2023 in Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU) during Q1 2023. The information is specifically focused on institutions that hold shares of ROKU, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-34- 2.38% |
$1.38K - $2.43K
|
1.39K
$123K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-40- 10.9% |
$1.62K - $2.86K
|
327
$29K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-41- 11.11% |
$1.66K - $2.93K
|
328
$29.1K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-45- 14.61% |
$1.83K - $3.22K
|
263
$23.3K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-47- 3.13% |
$1.91K - $3.36K
|
1.45K
$129K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 29.88% |
$1.99K - $3.51K
|
115
$10.2K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 7.29% |
$2.03K - $3.58K
|
636
$56.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-56- 53.33% |
$2.27K - $4.01K
|
49
$4.34K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56- 0.37% |
$2.27K - $4.01K
|
15.3K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59- 1.06% |
$2.39K - $4.22K
|
5.51K
$488K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-62- 28.05% |
$2.51K - $4.44K
|
159
$14.1K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-63Closed |
$2.56K - $4.51K
|
0
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-82- 1.85% |
$3.33K - $5.87K
|
4.35K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-85- 6.14% |
$3.45K - $6.08K
|
1.3K
$115K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 4.66% |
$4.06K - $7.16K
|
2.05K
$181K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 23.53% |
$4.06K - $7.16K
|
325
$28.8K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-118- 0.32% |
$4.79K - $8.44K
|
37.1K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-137- 91.95% |
$5.56K - $9.8K
|
12
$1.06K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-138- 1.04% |
$5.6K - $9.88K
|
13.1K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-141- 46.08% |
$5.72K - $10.1K
|
165
$14.6K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-159- 0.78% |
$6.45K - $11.4K
|
20.2K
$1.79M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-163- 39.0% |
$6.61K - $11.7K
|
255
$22.6K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-177- 40.6% |
$7.18K - $12.7K
|
259
$23K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-184- 44.34% |
$7.46K - $13.2K
|
231
$20.5K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-186- 1.36% |
$7.54K - $13.3K
|
13.5K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-198- 63.26% |
$8.03K - $14.2K
|
115
$10.2K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-200- 37.38% |
$8.11K - $14.3K
|
335
$29.7K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-217- 1.09% |
$8.8K - $15.5K
|
19.6K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-221- 3.69% |
$8.96K - $15.8K
|
5.77K
$511K
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-238- 4.64% |
$9.65K - $17K
|
4.89K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-248- 4.57% |
$10.1K - $17.7K
|
5.18K
$459K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-255- 3.41% |
$10.3K - $18.2K
|
7.23K
$640K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-263- 20.61% |
$10.7K - $18.8K
|
1.01K
$89.8K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-268- 95.71% |
$10.9K - $19.2K
|
12
$1.06K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-277- 16.3% |
$11.2K - $19.8K
|
1.42K
$126K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-300- 94.64% |
$12.2K - $21.5K
|
17
$1.51K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-328- 91.11% |
$13.3K - $23.5K
|
32
$2.84K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-332- 4.85% |
$13.5K - $23.8K
|
6.52K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-350- 46.67% |
$14.2K - $25K
|
400
$35.5K
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-405- 7.69% |
$16.4K - $29K
|
4.86K
$431K
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-405- 6.86% |
$16.4K - $29K
|
5.5K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-438- 2.96% |
$17.8K - $31.3K
|
14.3K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-503- 4.94% |
$20.4K - $36K
|
9.69K
$859K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-527- 7.87% |
$21.4K - $37.7K
|
6.17K
$547K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-548- 15.92% |
$22.2K - $39.2K
|
2.89K
$256K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-615- 12.4% |
$24.9K - $44K
|
4.35K
$385K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-652- 0.32% |
$26.4K - $46.7K
|
202K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-664- 2.98% |
$26.9K - $47.5K
|
21.6K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-666- 3.11% |
$27K - $47.7K
|
20.7K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-688- 4.3% |
$27.9K - $49.2K
|
15.3K
$1.36M
|