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 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
19New |
$3.87K - $6.54K
|
19
$1.51K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
18New |
$3.67K - $6.2K
|
18
$1.43K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
17New |
$3.47K - $5.86K
|
17
$1.35K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
16+ 17.78% |
$3.26K - $5.51K
|
106
$8.44K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
16+ 23.88% |
$3.26K - $5.51K
|
83
$6.61K
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
15+ 1.34% |
$3.06K - $5.17K
|
1.14K
$90.3K
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
15New |
$3.06K - $5.17K
|
15
$1.19K
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
14New |
$2.86K - $4.82K
|
14
$1.11K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14+ 1.59% |
$2.86K - $4.82K
|
892
$71K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
13+ 2.43% |
$2.65K - $4.48K
|
549
$43.7K
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
13+ 0.84% |
$2.65K - $4.48K
|
1.55K
$124K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
12New |
$2.45K - $4.13K
|
12
$955
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12New |
$2.45K - $4.13K
|
12
$955
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
11+ 0.65% |
$2.24K - $3.79K
|
1.71K
$136K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10New |
$2.04K - $3.44K
|
10
$796
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
10New |
$2.04K - $3.44K
|
10
$796
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 11.84% |
$1.84K - $3.1K
|
85
$6.77K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.8% |
$1.63K - $2.76K
|
1.01K
$80.2K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 100.0% |
$1.22K - $2.07K
|
12
$955
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
5+ 0.2% |
$1.02K - $1.72K
|
2.47K
$196K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 71.43% |
$1.02K - $1.72K
|
12
$955
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 133.33% |
$816 - $1.38K
|
7
$557
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
4+ 0.42% |
$816 - $1.38K
|
954
$75.9K
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
4New |
$816 - $1.38K
|
4
$318
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4New |
$816 - $1.38K
|
4
$318
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.34% |
$612 - $1.03K
|
131
$10.4K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$612 - $1.03K
|
3
$239
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3New |
$612 - $1.03K
|
3
$239
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
3New |
$612 - $1.03K
|
3
$239
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.47% |
$612 - $1.03K
|
635
$50.5K
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 4.88% |
$408 - $689
|
43
$3.42K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2New |
$408 - $689
|
2
$159
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
2+ 0.14% |
$408 - $689
|
1.45K
$115K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2New |
$408 - $689
|
2
$159
|
|
Feb 14, 2022
Q4 2021
|
Maplelane Capital, LLC
New York, NY |
BUY
|
- |
1New |
$204 - $344
|
1
$79.6
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$204 - $344
|
1
$79.6
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.18% |
$204 - $344
|
86
$6.85K
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-1Closed |
$204 - $344
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 0.47% |
$408 - $689
|
421
$33.5K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2Closed |
$408 - $689
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 66.67% |
$408 - $689
|
1
$79.6
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 3.3% |
$612 - $1.03K
|
88
$7K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 0.29% |
$612 - $1.03K
|
1.03K
$82K
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-4- 6.78% |
$816 - $1.38K
|
55
$4.38K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4- 1.63% |
$816 - $1.38K
|
241
$19.2K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5Closed |
$1.02K - $1.72K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5- 0.26% |
$1.02K - $1.72K
|
1.95K
$155K
|
|
Feb 14, 2022
Q4 2021
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-6- 0.97% |
$1.22K - $2.07K
|
613
$48.8K
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-6Closed |
$1.22K - $2.07K
|
0
$0
|