A detailed history of Beacon Investment Advisory Services, Inc. transactions in Okta, Inc. stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 8,870 shares of OKTA stock, worth $649,638. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,870
Previous 9,770 9.21%
Holding current value
$649,638
Previous $1.02 Million 18.79%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$86.52 - $103.49 $77,868 - $93,141
-900 Reduced 9.21%
8,870 $830,000
Q1 2024

May 09, 2024

SELL
$81.18 - $111.49 $138,006 - $189,533
-1,700 Reduced 14.82%
9,770 $1.02 Million
Q4 2023

Feb 12, 2024

SELL
$65.76 - $91.72 $69,902 - $97,498
-1,063 Reduced 8.48%
11,470 $1.04 Million
Q3 2023

Oct 31, 2023

SELL
$68.53 - $90.08 $26,452 - $34,770
-386 Reduced 2.99%
12,533 $1.02 Million
Q2 2023

Jul 21, 2023

SELL
$68.53 - $90.9 $331,822 - $440,137
-4,842 Reduced 27.26%
12,919 $895,000
Q1 2023

May 04, 2023

BUY
$64.9 - $86.24 $35,889 - $47,690
553 Added 3.21%
17,761 $1.53 Million
Q4 2022

Jan 13, 2023

SELL
$45.24 - $70.91 $397,523 - $623,086
-8,787 Reduced 33.8%
17,208 $0
Q3 2022

Oct 20, 2022

BUY
$52.84 - $107.22 $13,421 - $27,233
254 Added 0.99%
25,995 $1.48 Million
Q2 2022

Jul 21, 2022

BUY
$78.77 - $160.42 $147,299 - $299,985
1,870 Added 7.83%
25,741 $2.33 Million
Q1 2022

May 12, 2022

BUY
$138.11 - $222.66 $643,730 - $1.04 Million
4,661 Added 24.26%
23,871 $3.6 Million
Q4 2021

Feb 04, 2022

BUY
$198.08 - $268.28 $654,456 - $886,397
3,304 Added 20.77%
19,210 $4.31 Million
Q3 2021

Nov 09, 2021

BUY
$228.93 - $271.75 $2.24 Million - $2.66 Million
9,771 Added 159.27%
15,906 $3.78 Million
Q2 2021

Aug 02, 2021

BUY
$210.72 - $285.35 $189,858 - $257,100
901 Added 17.21%
6,135 $1.5 Million
Q1 2021

May 21, 2021

BUY
$208.51 - $291.78 $376,360 - $526,662
1,805 Added 52.64%
5,234 $1.15 Million
Q4 2020

Feb 08, 2021

BUY
$203.86 - $285.6 $489,264 - $685,440
2,400 Added 233.24%
3,429 $872,000
Q3 2020

Oct 29, 2020

BUY
$193.16 - $230.6 $198,761 - $237,287
1,029 New
1,029 $220,000

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $11.1B
  • Description
  • Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products and services, such as Universal Directory, a cloud-based system of record to sto...
More about OKTA
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