Purchases and Sales Made in Q4 2023 in Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU) during Q4 2023. 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 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
150+ 0.3% |
$8.45K - $16K
|
51K
$3.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
150New |
$8.45K - $16K
|
150
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
150New |
$8.45K - $16K
|
150
$11.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
150+ 1875.0% |
$8.45K - $16K
|
158
$12.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
144+ 0.67% |
$8.11K - $15.4K
|
21.6K
$1.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
140New |
$7.89K - $15K
|
140
$10.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
137New |
$7.72K - $14.6K
|
137
$10.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
135+ 140.63% |
$7.61K - $14.4K
|
231
$18K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
125+ 12500.0% |
$7.04K - $13.4K
|
126
$9.83K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
117+ 0.91% |
$6.59K - $12.5K
|
12.9K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
113+ 42.8% |
$6.37K - $12.1K
|
377
$29.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
100New |
$5.64K - $10.7K
|
100
$7.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.47% |
$5.64K - $10.7K
|
21.3K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
94New |
$5.3K - $10K
|
94
$7.33K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
90+ 94.74% |
$5.07K - $9.62K
|
185
$14.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
87+ 6.0% |
$4.9K - $9.3K
|
1.54K
$120K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
79+ 24.92% |
$4.45K - $8.44K
|
396
$30.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
75New |
$4.23K - $8.02K
|
75
$5.85K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
72New |
$4.06K - $7.69K
|
72
$5.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
70New |
$3.94K - $7.48K
|
70
$5.46K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
67+ 10.79% |
$3.78K - $7.16K
|
688
$53.7K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$3.66K - $6.95K
|
65
$5.07K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
60New |
$3.38K - $6.41K
|
60
$4.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55+ 1.08% |
$3.1K - $5.88K
|
5.15K
$401K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
54+ 0.23% |
$3.04K - $5.77K
|
23.6K
$1.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
53New |
$2.99K - $5.66K
|
53
$4.13K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
53New |
$2.99K - $5.66K
|
53
$4.13K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
50+ 161.29% |
$2.82K - $5.34K
|
81
$6.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 15.24% |
$2.82K - $5.34K
|
378
$29.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
50New |
$2.82K - $5.34K
|
50
$3.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50New |
$2.82K - $5.34K
|
50
$3.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
49+ 9.63% |
$2.76K - $5.24K
|
558
$43.5K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
42+ 6.19% |
$2.37K - $4.49K
|
720
$56.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
37+ 41.57% |
$2.08K - $3.95K
|
126
$9.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
36+ 6.34% |
$2.03K - $3.85K
|
604
$47.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
35New |
$1.97K - $3.74K
|
35
$2.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
32New |
$1.8K - $3.42K
|
32
$2.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
31+ 0.49% |
$1.75K - $3.31K
|
6.36K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
30New |
$1.69K - $3.21K
|
30
$2.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30+ 0.1% |
$1.69K - $3.21K
|
31.3K
$2.44M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
29+ 263.64% |
$1.63K - $3.1K
|
40
$3.12K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 104.0% |
$1.47K - $2.78K
|
51
$3.98K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
26+ 50.0% |
$1.47K - $2.78K
|
78
$6.08K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$1.41K - $2.67K
|
25
$1.95K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24New |
$1.35K - $2.56K
|
24
$1.87K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23New |
$1.3K - $2.46K
|
23
$1.79K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22New |
$1.24K - $2.35K
|
22
$1.72K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
20New |
$1.13K - $2.14K
|
20
$1.56K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20+ 111.11% |
$1.13K - $2.14K
|
38
$2.96K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
19New |
$1.07K - $2.03K
|
19
$1.48K
|