Purchases and Sales Made in Q3 2021 in Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
37New |
$11.2K - $17.7K
|
37
$3.03K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
36New |
$10.9K - $17.3K
|
36
$2.95K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35+ 3.22% |
$10.6K - $16.8K
|
1.12K
$91.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
35+ 35.0% |
$10.6K - $16.8K
|
135
$11K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
34+ 4.99% |
$10.3K - $16.3K
|
715
$58.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
33+ 2.76% |
$10K - $15.8K
|
1.23K
$100K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
33+ 0.15% |
$10K - $15.8K
|
21.3K
$1.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
33+ 5.63% |
$10K - $15.8K
|
619
$50.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
32+ 3.7% |
$9.69K - $15.3K
|
897
$73.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31+ 5.54% |
$9.39K - $14.9K
|
591
$48.4K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
30+ 4.12% |
$9.09K - $14.4K
|
759
$62.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30+ 23.08% |
$9.09K - $14.4K
|
160
$13.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
30+ 4.12% |
$9.09K - $14.4K
|
759
$62.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
BUY
|
- |
29+ 0.47% |
$8.78K - $13.9K
|
6.22K
$509K
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
25+ 1.85% |
$7.57K - $12K
|
1.38K
$113K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25New |
$7.57K - $12K
|
25
$2.05K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 1.33% |
$7.27K - $11.5K
|
1.83K
$150K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23New |
$6.97K - $11K
|
23
$1.88K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21New |
$6.36K - $10.1K
|
21
$1.72K
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
- |
19+ 22.09% |
$5.76K - $9.11K
|
105
$8.59K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
19+ 5.4% |
$5.76K - $9.11K
|
371
$30.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18+ 1.93% |
$5.45K - $8.63K
|
953
$78K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
18New |
$5.45K - $8.63K
|
18
$1.47K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
18+ 0.35% |
$5.45K - $8.63K
|
5.16K
$422K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
16New |
$4.85K - $7.67K
|
16
$1.31K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14+ 1.09% |
$4.24K - $6.71K
|
1.3K
$106K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
13+ 1.01% |
$3.94K - $6.23K
|
1.3K
$106K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13+ 1.27% |
$3.94K - $6.23K
|
1.03K
$84.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 6.06% |
$3.64K - $5.75K
|
210
$17.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11New |
$3.33K - $5.27K
|
11
$900
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
10+ 0.31% |
$3.03K - $4.8K
|
3.26K
$267K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9+ 1.34% |
$2.73K - $4.32K
|
682
$55.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8+ 13.56% |
$2.42K - $3.84K
|
67
$5.48K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7+ 10.0% |
$2.12K - $3.36K
|
77
$6.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
7+ 4.0% |
$2.12K - $3.36K
|
182
$14.9K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6+ 0.78% |
$1.82K - $2.88K
|
772
$63.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
6+ 0.55% |
$1.82K - $2.88K
|
1.1K
$90K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5New |
$1.51K - $2.4K
|
5
$409
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
4+ 1.79% |
$1.21K - $1.92K
|
227
$18.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$1.21K - $1.92K
|
8.62K
$706K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4+ 0.23% |
$1.21K - $1.92K
|
1.72K
$141K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4+ 200.0% |
$1.21K - $1.92K
|
6
$491
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 7.89% |
$909 - $1.44K
|
41
$3.35K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 2.22% |
$909 - $1.44K
|
138
$11.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
3+ 0.35% |
$909 - $1.44K
|
863
$70.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
2+ 1.46% |
$606 - $959
|
139
$11.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2New |
$606 - $959
|
2
$164
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 20.0% |
$303 - $480
|
6
$491
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$303 - $480
|
1
$81.8
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 33.33% |
$303 - $480
|
4
$327
|