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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
270+ 369.86% |
$17.3K - $22.7K
|
343
$30.4K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
254+ 8.86% |
$16.3K - $21.4K
|
3.12K
$277K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
251+ 47.0% |
$16.1K - $21.1K
|
785
$69.6K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
223+ 24.89% |
$14.3K - $18.8K
|
1.12K
$99.2K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
219+ 52.77% |
$14K - $18.4K
|
634
$56.2K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
209New |
$13.4K - $17.6K
|
209
$18.5K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
204+ 4.91% |
$13.1K - $17.2K
|
4.36K
$387K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200New |
$12.8K - $16.8K
|
200
$17.7K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
191+ 5.21% |
$12.2K - $16.1K
|
3.86K
$342K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
177+ 1.12% |
$11.3K - $14.9K
|
16K
$1.42M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
160New |
$10.3K - $13.5K
|
160
$14.2K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
150+ 163.04% |
$9.61K - $12.6K
|
242
$21.4K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
145+ 0.55% |
$9.29K - $12.2K
|
26.7K
$2.36M
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
130+ 0.91% |
$8.33K - $10.9K
|
14.4K
$1.28M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
126New |
$8.07K - $10.6K
|
126
$11.2K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
121+ 23.91% |
$7.75K - $10.2K
|
627
$55.6K
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
115+ 43.07% |
$7.37K - $9.67K
|
382
$33.9K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
115New |
$7.37K - $9.67K
|
115
$10.2K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
100New |
$6.41K - $8.41K
|
100
$8.86K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
100New |
$6.41K - $8.41K
|
100
$8.86K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
100New |
$6.41K - $8.41K
|
100
$8.86K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
100New |
$6.41K - $8.41K
|
100
$8.86K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
94+ 10.97% |
$6.02K - $7.91K
|
951
$84.3K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
82+ 328.0% |
$5.25K - $6.9K
|
107
$9.48K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
77+ 1.68% |
$4.93K - $6.48K
|
4.65K
$412K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
77+ 2.42% |
$4.93K - $6.48K
|
3.26K
$289K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
75+ 18.94% |
$4.81K - $6.31K
|
471
$41.7K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
72New |
$4.61K - $6.06K
|
72
$6.38K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
65+ 0.46% |
$4.17K - $5.47K
|
14.1K
$1.25M
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
65+ 0.48% |
$4.17K - $5.47K
|
13.6K
$1.21M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
60New |
$3.84K - $5.05K
|
60
$5.32K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
50New |
$3.2K - $4.21K
|
50
$4.43K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
50+ 1.28% |
$3.2K - $4.21K
|
3.97K
$352K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
45New |
$2.88K - $3.79K
|
45
$3.99K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
42New |
$2.69K - $3.53K
|
42
$3.72K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 0.89% |
$1.99K - $2.61K
|
3.52K
$312K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
30+ 0.51% |
$1.92K - $2.52K
|
5.9K
$522K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25New |
$1.6K - $2.1K
|
25
$2.22K
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 4.26% |
$1.6K - $2.1K
|
612
$54.2K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
22New |
$1.41K - $1.85K
|
22
$1.95K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
20New |
$1.28K - $1.68K
|
20
$1.77K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18+ 3.6% |
$1.15K - $1.51K
|
518
$45.9K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
18New |
$1.15K - $1.51K
|
18
$1.6K
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
15+ 0.1% |
$961 - $1.26K
|
15.4K
$1.37M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14+ 0.28% |
$897 - $1.18K
|
5.03K
$446K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
13New |
$833 - $1.09K
|
13
$1.15K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12New |
$769 - $1.01K
|
12
$1.06K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 0.8% |
$705 - $925
|
1.38K
$122K
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
10+ 50.0% |
$641 - $841
|
30
$2.66K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 250.0% |
$641 - $841
|
14
$1.24K
|