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 |
---|---|---|---|---|---|---|---|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5- 10.0% |
$313 - $493
|
45
$3.76K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 26.09% |
$376 - $591
|
17
$1.42K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-7Closed |
$439 - $690
|
0
$0
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-10- 7.46% |
$627 - $986
|
124
$10.4K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11- 6.18% |
$689 - $1.08K
|
167
$13.9K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 6.67% |
$752 - $1.18K
|
168
$14K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-15- 8.43% |
$940 - $1.48K
|
163
$13.6K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.27% |
$940 - $1.48K
|
5.51K
$460K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 42.86% |
$940 - $1.48K
|
20
$1.67K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-16- 16.0% |
$1K - $1.58K
|
84
$7.01K
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-18- 4.41% |
$1.13K - $1.77K
|
390
$32.6K
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-25- 0.89% |
$1.57K - $2.46K
|
2.79K
$233K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-31- 1.71% |
$1.94K - $3.06K
|
1.78K
$148K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-34- 12.78% |
$2.13K - $3.35K
|
232
$19.4K
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-36- 3.26% |
$2.26K - $3.55K
|
1.07K
$89.1K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-44- 14.33% |
$2.76K - $4.34K
|
263
$22K
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 3.69% |
$3.07K - $4.83K
|
1.28K
$107K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-50- 7.87% |
$3.13K - $4.93K
|
585
$48.9K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-55- 11.55% |
$3.45K - $5.42K
|
421
$35.2K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-64- 79.01% |
$4.01K - $6.31K
|
17
$1.42K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-71- 1.19% |
$4.45K - $7K
|
5.9K
$493K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-77- 19.44% |
$4.83K - $7.59K
|
319
$26.6K
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-89- 88.12% |
$5.58K - $8.77K
|
12
$1K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 16.56% |
$6.27K - $9.86K
|
504
$42.1K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 54.05% |
$6.27K - $9.86K
|
85
$7.1K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-109- 28.91% |
$6.83K - $10.7K
|
268
$22.4K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-118- 51.08% |
$7.4K - $11.6K
|
113
$9.44K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-120- 80.54% |
$7.52K - $11.8K
|
29
$2.42K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-125- 99.21% |
$7.83K - $12.3K
|
1
$83.5
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-142- 2.68% |
$8.9K - $14K
|
5.16K
$431K
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-170- 22.14% |
$10.7K - $16.8K
|
598
$49.9K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-190- 95.0% |
$11.9K - $18.7K
|
10
$835
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 63.49% |
$12.5K - $19.7K
|
115
$9.6K
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-210- 4.26% |
$13.2K - $20.7K
|
4.71K
$394K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-215- 56.88% |
$13.5K - $21.2K
|
163
$13.6K
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-225- 1.14% |
$14.1K - $22.2K
|
19.4K
$1.62M
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-246- 1.47% |
$15.4K - $24.2K
|
16.5K
$1.38M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-251- 45.23% |
$15.7K - $24.7K
|
304
$25.4K
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-255- 85.0% |
$16K - $25.1K
|
45
$3.76K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-276- 7.82% |
$17.3K - $27.2K
|
3.25K
$272K
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-321- 1.42% |
$20.1K - $31.6K
|
22.2K
$1.85M
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-323- 1.33% |
$20.2K - $31.8K
|
24K
$2M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-334- 4.82% |
$20.9K - $32.9K
|
6.59K
$550K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-406- 5.89% |
$25.4K - $40K
|
6.49K
$542K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-416- 24.59% |
$26.1K - $41K
|
1.28K
$107K
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-460- 1.42% |
$28.8K - $45.3K
|
31.9K
$2.67M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-489- 3.75% |
$30.6K - $48.2K
|
12.5K
$1.05M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-499- 8.33% |
$31.3K - $49.2K
|
5.49K
$459K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-534- 65.04% |
$33.5K - $52.6K
|
287
$24K
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-548- 5.46% |
$34.3K - $54K
|
9.49K
$793K
|