Purchases and Sales Made in Q2 2024 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q2 2024. The information is specifically focused on institutions that hold shares of Okta, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.58K+ 42.4% |
$136K - $163K
|
5.29K
$479K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.49K+ 33.96% |
$128K - $154K
|
5.86K
$530K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 16.5% |
$126K - $151K
|
10.3K
$931K
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.41K+ 1.04% |
$122K - $146K
|
138K
$12.5M
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.36K+ 12.64% |
$118K - $141K
|
12.2K
$1.1M
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.31K+ 21.04% |
$113K - $135K
|
7.53K
$681K
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.1K+ 43.7% |
$95.2K - $114K
|
3.62K
$327K
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.03K+ 2.65% |
$89.3K - $107K
|
40K
$3.62M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.01K+ 49.56% |
$87.1K - $104K
|
3.04K
$275K
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
970+ 2.47% |
$83.9K - $100K
|
40.3K
$3.65M
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
964+ 15.22% |
$83.4K - $99.8K
|
7.3K
$660K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
820+ 31.13% |
$70.9K - $84.9K
|
3.45K
$313K
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
808+ 13.09% |
$69.9K - $83.6K
|
6.98K
$632K
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
800+ 0.17% |
$69.2K - $82.8K
|
474K
$42.9M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
790+ 17.05% |
$68.4K - $81.8K
|
5.42K
$491K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
771+ 155.44% |
$66.7K - $79.8K
|
1.27K
$115K
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
747+ 20.48% |
$64.6K - $77.3K
|
4.39K
$398K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
728+ 1400.0% |
$63K - $75.3K
|
780
$70.6K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
663+ 211.82% |
$57.4K - $68.6K
|
976
$88.3K
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
662+ 29.95% |
$57.3K - $68.5K
|
2.87K
$260K
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
642+ 3.53% |
$55.5K - $66.4K
|
18.8K
$1.71M
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
619+ 29.63% |
$53.6K - $64.1K
|
2.71K
$245K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
601+ 65.47% |
$52K - $62.2K
|
1.52K
$137K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
589+ 6.44% |
$51K - $61K
|
9.74K
$881K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
516+ 20.02% |
$44.6K - $53.4K
|
3.09K
$280K
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
510+ 1.17% |
$44.1K - $52.8K
|
44K
$3.98M
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500New |
$43.3K - $51.7K
|
500
$45.2K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
500New |
$43.3K - $51.7K
|
500
$45.2K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
500New |
$43.3K - $51.7K
|
500
$45.2K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
498+ 10.24% |
$43.1K - $51.5K
|
5.36K
$485K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
465+ 10.0% |
$40.2K - $48.1K
|
5.12K
$463K
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
462+ 7.47% |
$40K - $47.8K
|
6.65K
$602K
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
461+ 5.19% |
$39.9K - $47.7K
|
9.35K
$846K
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
455+ 1.44% |
$39.4K - $47.1K
|
32.1K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
455+ 0.78% |
$39.4K - $47.1K
|
59K
$5.34M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
443+ 1.38% |
$38.3K - $45.8K
|
32.7K
$2.95M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
394+ 243.21% |
$34.1K - $40.8K
|
556
$50.3K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
390New |
$33.7K - $40.4K
|
390
$35.3K
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
372+ 15.06% |
$32.2K - $38.5K
|
2.84K
$257K
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
349+ 0.75% |
$30.2K - $36.1K
|
47K
$4.25M
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
346+ 11.42% |
$29.9K - $35.8K
|
3.38K
$305K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
344+ 15.02% |
$29.8K - $35.6K
|
2.63K
$238K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
335+ 1.38% |
$29K - $34.7K
|
24.6K
$2.23M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
299+ 6.45% |
$25.9K - $30.9K
|
4.93K
$446K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
298+ 12.81% |
$25.8K - $30.8K
|
2.62K
$237K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
298New |
$25.8K - $30.8K
|
298
$27K
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
275+ 4.55% |
$23.8K - $28.5K
|
6.31K
$571K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
259+ 66.24% |
$22.4K - $26.8K
|
650
$58.8K
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
258+ 4.24% |
$22.3K - $26.7K
|
6.35K
$575K
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
256+ 0.99% |
$22.1K - $26.5K
|
26.2K
$2.37M
|