Purchases and Sales Made in Q4 2021 in Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 4.44% |
$16.3K - $27.6K
|
1.88K
$147K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
80New |
$16.3K - $27.6K
|
80
$6.24K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
78+ 2.97% |
$15.9K - $26.9K
|
2.71K
$211K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
75New |
$15.3K - $25.8K
|
75
$5.85K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 10.34% |
$14.7K - $24.8K
|
768
$59.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
68+ 5.78% |
$13.9K - $23.4K
|
1.25K
$97.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
67New |
$13.7K - $23.1K
|
67
$5.23K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 29.15% |
$13.3K - $22.4K
|
288
$22.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
63+ 60.0% |
$12.8K - $21.7K
|
168
$13.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
63+ 1.25% |
$12.8K - $21.7K
|
5.09K
$397K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
60+ 3.24% |
$12.2K - $20.7K
|
1.91K
$149K
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
58+ 46.03% |
$11.8K - $20K
|
184
$14.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
57+ 1.06% |
$11.6K - $19.6K
|
5.43K
$424K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
55New |
$11.2K - $18.9K
|
55
$4.29K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51New |
$10.4K - $17.6K
|
51
$3.98K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
47+ 1.21% |
$9.59K - $16.2K
|
3.94K
$308K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
46+ 8.91% |
$9.38K - $15.8K
|
562
$43.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46+ 5.31% |
$9.38K - $15.8K
|
913
$71.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
45New |
$9.18K - $15.5K
|
45
$3.51K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
44New |
$8.97K - $15.2K
|
44
$3.43K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
44New |
$8.97K - $15.2K
|
44
$3.43K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
41New |
$8.36K - $14.1K
|
41
$3.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
40New |
$8.16K - $13.8K
|
40
$3.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
40+ 2.33% |
$8.16K - $13.8K
|
1.76K
$137K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
36+ 7.1% |
$7.34K - $12.4K
|
543
$42.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
36+ 1.05% |
$7.34K - $12.4K
|
3.47K
$270K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
36+ 9.73% |
$7.34K - $12.4K
|
406
$31.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34+ 0.94% |
$6.93K - $11.7K
|
3.66K
$286K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33+ 66.0% |
$6.73K - $11.4K
|
83
$6.47K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
32+ 68.09% |
$6.53K - $11K
|
79
$6.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
31New |
$6.32K - $10.7K
|
31
$2.42K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
30New |
$6.12K - $10.3K
|
30
$2.34K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
30New |
$6.12K - $10.3K
|
30
$2.34K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
29+ 1.71% |
$5.91K - $9.99K
|
1.73K
$135K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
26+ 0.33% |
$5.3K - $8.96K
|
7.84K
$611K
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
26+ 0.33% |
$5.3K - $8.96K
|
7.84K
$611K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
26New |
$5.3K - $8.96K
|
26
$2.03K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25+ 1.78% |
$5.1K - $8.61K
|
1.43K
$111K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
25New |
$5.1K - $8.61K
|
25
$1.95K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
25New |
$5.1K - $8.61K
|
25
$1.95K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 218.18% |
$4.89K - $8.27K
|
35
$2.73K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
23New |
$4.69K - $7.92K
|
23
$1.79K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
22+ 55.0% |
$4.49K - $7.58K
|
62
$4.84K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
21+ 1.41% |
$4.28K - $7.23K
|
1.51K
$117K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
20New |
$4.08K - $6.89K
|
20
$1.56K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
20New |
$4.08K - $6.89K
|
20
$1.56K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
20+ 28.57% |
$4.08K - $6.89K
|
90
$7.02K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
20+ 10.58% |
$4.08K - $6.89K
|
209
$16.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 1.87% |
$4.08K - $6.89K
|
1.09K
$84.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
19New |
$3.87K - $6.54K
|
19
$1.48K
|