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 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3New |
$202 - $297
|
3
$266
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.69% |
$135 - $198
|
120
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$135 - $198
|
2
$177
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2+ 1.63% |
$135 - $198
|
125
$11.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2+ 6.67% |
$135 - $198
|
32
$2.84K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$67.4 - $99.1
|
4
$355
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$67.4 - $99.1
|
1
$88.6
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1- 16.67% |
$67.4 - $99.1
|
5
$443
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1- 25.0% |
$67.4 - $99.1
|
3
$266
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-2- 8.7% |
$135 - $198
|
21
$1.86K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-3- 0.01% |
$202 - $297
|
37K
$3.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 0.04% |
$202 - $297
|
7.18K
$636K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 8.45% |
$404 - $594
|
65
$5.76K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6- 2.52% |
$404 - $594
|
232
$20.6K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7- 9.59% |
$472 - $693
|
66
$5.85K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 83.33% |
$674 - $991
|
2
$177
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 9.43% |
$674 - $991
|
96
$8.51K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 2.04% |
$808 - $1.19K
|
575
$51K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-12- 1.45% |
$808 - $1.19K
|
817
$72.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-18- 81.82% |
$1.21K - $1.78K
|
4
$355
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-19- 11.45% |
$1.28K - $1.88K
|
147
$13K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 66.67% |
$1.35K - $1.98K
|
10
$886
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-28- 2.49% |
$1.89K - $2.77K
|
1.1K
$97.3K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-28- 0.74% |
$1.89K - $2.77K
|
3.74K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29- 0.34% |
$1.95K - $2.87K
|
8.48K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-30- 2.56% |
$2.02K - $2.97K
|
1.14K
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-34- 0.64% |
$2.29K - $3.37K
|
5.27K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-34- 4.33% |
$2.29K - $3.37K
|
751
$66.6K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-40- 2.06% |
$2.69K - $3.96K
|
1.9K
$168K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-42- 0.71% |
$2.83K - $4.16K
|
5.85K
$519K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 9.57% |
$4.04K - $5.94K
|
567
$50.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-60- 10.71% |
$4.04K - $5.94K
|
500
$44.3K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-80- 0.73% |
$5.39K - $7.93K
|
10.9K
$966K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-103- 19.4% |
$6.94K - $10.2K
|
428
$37.9K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-111- 1.62% |
$7.48K - $11K
|
6.72K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-111- 88.1% |
$7.48K - $11K
|
15
$1.33K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-142- 0.91% |
$9.57K - $14.1K
|
15.4K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-150- 61.98% |
$10.1K - $14.9K
|
92
$8.15K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-166- 1.61% |
$11.2K - $16.4K
|
10.2K
$901K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-167- 50.61% |
$11.2K - $16.5K
|
163
$14.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-177- 51.6% |
$11.9K - $17.5K
|
166
$14.7K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-188- 0.14% |
$12.7K - $18.6K
|
130K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-200- 0.09% |
$13.5K - $19.8K
|
232K
$20.6M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-200- 40.0% |
$13.5K - $19.8K
|
300
$26.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-226- 6.78% |
$15.2K - $22.4K
|
3.11K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-247- 55.63% |
$16.6K - $24.5K
|
197
$17.5K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-274- 5.95% |
$18.5K - $27.1K
|
4.33K
$384K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-286- 6.6% |
$19.3K - $28.3K
|
4.05K
$359K
|