Purchases and Sales Made in Q3 2024 in Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58+ 12.95% |
$3K - $4.49K
|
506
$35.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50+ 20.83% |
$2.58K - $3.87K
|
290
$20.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
50New |
$2.58K - $3.87K
|
50
$3.52K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
45+ 17.51% |
$2.33K - $3.49K
|
302
$21.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
42+ 38.18% |
$2.17K - $3.25K
|
152
$10.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
40+ 160.0% |
$2.07K - $3.1K
|
65
$4.58K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 257.14% |
$1.86K - $2.79K
|
50
$3.52K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
27+ 25.96% |
$1.4K - $2.09K
|
131
$9.23K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
25+ 0.45% |
$1.29K - $1.94K
|
5.53K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
20New |
$1.03K - $1.55K
|
20
$1.41K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
18+ 0.31% |
$930 - $1.39K
|
5.83K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 1.02% |
$775 - $1.16K
|
1.49K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15+ 1.24% |
$775 - $1.16K
|
1.22K
$86.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
12+ 1.36% |
$620 - $930
|
896
$63.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 78.57% |
$568 - $852
|
25
$1.76K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10New |
$517 - $775
|
10
$704
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 2.0% |
$517 - $775
|
510
$35.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 2.22% |
$465 - $697
|
415
$29.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
8+ 400.0% |
$413 - $620
|
10
$704
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8+ 0.02% |
$413 - $620
|
50K
$3.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 15.09% |
$413 - $620
|
61
$4.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 1.66% |
$413 - $620
|
490
$34.5K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
7New |
$362 - $542
|
7
$493
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$258 - $387
|
5
$352
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4New |
$207 - $310
|
4
$282
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 6.78% |
$207 - $310
|
63
$4.44K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
4+ 0.02% |
$207 - $310
|
24K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4New |
$207 - $310
|
4
$282
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 400.0% |
$207 - $310
|
5
$352
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 400.0% |
$207 - $310
|
5
$352
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 1.35% |
$207 - $310
|
300
$21.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 1.95% |
$155 - $232
|
157
$11.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2New |
$103 - $155
|
2
$141
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 4.0% |
$51.7 - $77.5
|
26
$1.83K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1+ 0.34% |
$51.7 - $77.5
|
291
$20.5K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 7.14% |
$51.7 - $77.5
|
13
$916
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2- 0.06% |
$103 - $155
|
3.46K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2- 0.87% |
$103 - $155
|
229
$16.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5- 5.95% |
$258 - $387
|
79
$5.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-5- 0.04% |
$258 - $387
|
12.3K
$863K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7- 7.29% |
$362 - $542
|
89
$6.27K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-7- 6.73% |
$362 - $542
|
97
$6.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 2.62% |
$362 - $542
|
260
$18.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-7- 2.65% |
$362 - $542
|
257
$18.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8- 6.84% |
$413 - $620
|
109
$7.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-8- 0.23% |
$413 - $620
|
3.48K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 66.67% |
$413 - $620
|
4
$282
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-9- 0.19% |
$465 - $697
|
4.83K
$340K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 2.35% |
$517 - $775
|
415
$29.2K
|