Purchases and Sales Made in Q4 2024 in Roku, Inc (ROKU)
This table provides information about the institutional ownership of Roku, Inc (ROKU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 250.0% |
$641 - $841
|
14
$1.19K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
10+ 50.0% |
$641 - $841
|
30
$2.55K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9+ 0.17% |
$577 - $757
|
5.21K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8+ 7.34% |
$513 - $673
|
117
$9.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 12.7% |
$513 - $673
|
71
$6.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 4.7% |
$449 - $589
|
156
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
6New |
$384 - $505
|
6
$510
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5+ 0.06% |
$320 - $421
|
8.62K
$733K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 2.15% |
$320 - $421
|
238
$20.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4+ 200.0% |
$256 - $336
|
6
$510
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 100.0% |
$256 - $336
|
8
$680
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$128 - $168
|
2
$170
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 5.88% |
$64.1 - $84.1
|
18
$1.53K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.24% |
$64.1 - $84.1
|
416
$35.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 2.55% |
$256 - $336
|
153
$13K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-6- 9.84% |
$384 - $505
|
55
$4.68K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 3.31% |
$641 - $841
|
292
$24.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-16- 17.98% |
$1.03K - $1.35K
|
73
$6.21K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18- 14.52% |
$1.15K - $1.51K
|
106
$9.01K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-20- 1.57% |
$1.28K - $1.68K
|
1.25K
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31- 20.39% |
$1.99K - $2.61K
|
121
$10.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-45- 50.0% |
$2.88K - $3.79K
|
45
$3.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-70- 88.61% |
$4.49K - $5.89K
|
9
$765
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-77- 77.0% |
$4.93K - $6.48K
|
23
$1.96K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-89- 34.63% |
$5.7K - $7.49K
|
168
$14.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-90- 2.62% |
$5.77K - $7.57K
|
3.35K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-100- 13.07% |
$6.41K - $8.41K
|
665
$56.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-110- 3.88% |
$7.05K - $9.25K
|
2.73K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-117- 3.4% |
$7.5K - $9.84K
|
3.32K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-130- 1.78% |
$8.33K - $10.9K
|
7.19K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-176- 83.41% |
$11.3K - $14.8K
|
35
$2.98K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-208- 1.09% |
$13.3K - $17.5K
|
18.8K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-222- 45.31% |
$14.2K - $18.7K
|
268
$22.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-225- 4.66% |
$14.4K - $18.9K
|
4.61K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-232- 2.35% |
$14.9K - $19.5K
|
9.66K
$821K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-235- 28.59% |
$15.1K - $19.8K
|
587
$49.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-280- 43.41% |
$17.9K - $23.6K
|
365
$31K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-300- 6.47% |
$19.2K - $25.2K
|
4.33K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-351- 2.19% |
$22.5K - $29.5K
|
15.7K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-396- 81.15% |
$25.4K - $33.3K
|
92
$7.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-409- 20.05% |
$26.2K - $34.4K
|
1.63K
$139K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-433- 31.08% |
$27.7K - $36.4K
|
960
$81.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-442- 0.98% |
$28.3K - $37.2K
|
44.9K
$3.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-527- 6.11% |
$33.8K - $44.3K
|
8.1K
$688K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-606- 13.03% |
$38.8K - $51K
|
4.04K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-743- 12.28% |
$47.6K - $62.5K
|
5.31K
$451K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-780- 16.52% |
$50K - $65.6K
|
3.94K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-797- 13.63% |
$51.1K - $67K
|
5.05K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.23K- 1.61% |
$78.5K - $103K
|
74.7K
$6.35M
|