Purchases and Sales Made in Q1 2025 in Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU) during Q1 2025. 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 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
114New |
$7.68K - $11.3K
|
114
$10.1K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
112+ 7.27% |
$7.54K - $11.1K
|
1.65K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
111+ 2.16% |
$7.48K - $11K
|
5.24K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
102+ 3.13% |
$6.87K - $10.1K
|
3.36K
$298K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
101New |
$6.8K - $10K
|
101
$8.95K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 2.81% |
$6.74K - $9.91K
|
3.66K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$6.74K - $9.91K
|
100
$8.86K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
100New |
$6.74K - $9.91K
|
100
$8.86K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
99+ 0.57% |
$6.67K - $9.81K
|
17.4K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
86+ 13.56% |
$5.79K - $8.52K
|
720
$63.8K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
82+ 2.12% |
$5.52K - $8.12K
|
3.94K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
75+ 4.16% |
$5.05K - $7.43K
|
1.88K
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
70+ 1.01% |
$4.72K - $6.93K
|
7.02K
$622K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
69+ 0.28% |
$4.65K - $6.84K
|
24.5K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
68New |
$4.58K - $6.74K
|
68
$6.03K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66+ 366.67% |
$4.45K - $6.54K
|
84
$7.44K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
60+ 3000.0% |
$4.04K - $5.94K
|
62
$5.5K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
57+ 4.51% |
$3.84K - $5.65K
|
1.32K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
56+ 0.97% |
$3.77K - $5.55K
|
5.82K
$516K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
54+ 3.91% |
$3.64K - $5.35K
|
1.44K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
50New |
$3.37K - $4.95K
|
50
$4.43K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
48+ 4.93% |
$3.23K - $4.76K
|
1.02K
$90.6K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
41+ 1.34% |
$2.76K - $4.06K
|
3.1K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
41+ 3.27% |
$2.76K - $4.06K
|
1.29K
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
35+ 2.15% |
$2.36K - $3.47K
|
1.67K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33New |
$2.22K - $3.27K
|
33
$2.92K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
31+ 12.97% |
$2.09K - $3.07K
|
270
$23.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
28+ 0.58% |
$1.89K - $2.77K
|
4.84K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24+ 4.63% |
$1.62K - $2.38K
|
542
$48K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
22+ 0.13% |
$1.48K - $2.18K
|
16.9K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
21+ 3.69% |
$1.41K - $2.08K
|
590
$52.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 11.9% |
$1.35K - $1.98K
|
188
$16.7K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
17New |
$1.15K - $1.68K
|
17
$1.51K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16+ 0.37% |
$1.08K - $1.59K
|
4.38K
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 27.27% |
$1.01K - $1.49K
|
70
$6.2K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15+ 11.19% |
$1.01K - $1.49K
|
149
$13.2K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
15+ 0.43% |
$1.01K - $1.49K
|
3.48K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14+ 6.01% |
$943 - $1.39K
|
247
$21.9K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 4.33% |
$876 - $1.29K
|
313
$27.7K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12New |
$808 - $1.19K
|
12
$1.06K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
11New |
$741 - $1.09K
|
11
$975
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 50.0% |
$674 - $991
|
30
$2.66K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10+ 4.26% |
$674 - $991
|
245
$21.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
9+ 0.18% |
$606 - $892
|
5.06K
$448K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8New |
$539 - $793
|
8
$709
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7New |
$472 - $693
|
7
$620
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6New |
$404 - $594
|
6
$532
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$337 - $495
|
5
$443
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5New |
$337 - $495
|
5
$443
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4New |
$269 - $396
|
4
$355
|