Purchases and Sales Made in Q1 2024 in Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU) during Q1 2024. 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 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90+ 2.42% |
$5.64K - $8.87K
|
3.8K
$337K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
80New |
$5.01K - $7.89K
|
80
$7.09K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 2.63% |
$4.95K - $7.79K
|
3.08K
$273K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
79+ 50.64% |
$4.95K - $7.79K
|
235
$20.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
78+ 78.0% |
$4.89K - $7.69K
|
178
$15.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76New |
$4.76K - $7.49K
|
76
$6.74K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
75New |
$4.7K - $7.39K
|
75
$6.65K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
75New |
$4.7K - $7.39K
|
75
$6.65K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74+ 0.34% |
$4.64K - $7.29K
|
21.8K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
68New |
$4.26K - $6.7K
|
68
$6.03K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
67+ 0.59% |
$4.2K - $6.6K
|
11.5K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
66+ 44.0% |
$4.14K - $6.51K
|
216
$19.1K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
64+ 1.21% |
$4.01K - $6.31K
|
5.35K
$474K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
54New |
$3.38K - $5.32K
|
54
$4.79K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
47+ 17.74% |
$2.95K - $4.63K
|
312
$27.7K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
46New |
$2.88K - $4.53K
|
46
$4.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
41+ 52.56% |
$2.57K - $4.04K
|
119
$10.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40+ 10.5% |
$2.51K - $3.94K
|
421
$37.3K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
40New |
$2.51K - $3.94K
|
40
$3.55K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
21+ 46.67% |
$1.32K - $2.07K
|
66
$5.85K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
21New |
$1.32K - $2.07K
|
21
$1.86K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19+ 0.4% |
$1.19K - $1.87K
|
4.72K
$419K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
17New |
$1.07K - $1.68K
|
17
$1.51K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
16New |
$1K - $1.58K
|
16
$1.42K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 125.0% |
$940 - $1.48K
|
27
$2.39K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 22.73% |
$940 - $1.48K
|
81
$7.18K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 11.11% |
$877 - $1.38K
|
140
$12.4K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
13+ 1.13% |
$815 - $1.28K
|
1.16K
$103K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12+ 1.37% |
$752 - $1.18K
|
891
$79K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12New |
$752 - $1.18K
|
12
$1.06K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11New |
$689 - $1.08K
|
11
$975
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
10New |
$627 - $986
|
10
$886
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8+ 38.1% |
$501 - $789
|
29
$2.57K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8New |
$501 - $789
|
8
$709
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4New |
$251 - $394
|
4
$355
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 17.39% |
$251 - $394
|
27
$2.39K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.28% |
$251 - $394
|
1.41K
$125K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3+ 2.5% |
$188 - $296
|
123
$10.9K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 33.33% |
$188 - $296
|
12
$1.06K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3New |
$188 - $296
|
3
$266
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3New |
$188 - $296
|
3
$266
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$125 - $197
|
2
$177
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 3.13% |
$62.7 - $98.6
|
33
$2.92K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$62.7 - $98.6
|
1
$88.6
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$62.7 - $98.6
|
31.3K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$62.7 - $98.6
|
2
$177
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 9.09% |
$62.7 - $98.6
|
10
$886
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 6.25% |
$62.7 - $98.6
|
15
$1.33K
|