Purchases and Sales Made in Q3 2022 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
43+ 2.73% |
$2.27K - $4.61K
|
1.62K
$146K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 252.94% |
$2.27K - $4.61K
|
60
$5.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
40+ 1.67% |
$2.11K - $4.29K
|
2.43K
$220K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 5.42% |
$1.9K - $3.86K
|
700
$63.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
35+ 100.0% |
$1.85K - $3.75K
|
70
$6.33K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
29New |
$1.53K - $3.11K
|
29
$2.62K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
28+ 71.79% |
$1.48K - $3K
|
67
$6.06K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26+ 0.33% |
$1.37K - $2.79K
|
7.83K
$709K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
26+ 2.57% |
$1.37K - $2.79K
|
1.04K
$93.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
25+ 2.91% |
$1.32K - $2.68K
|
884
$80K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
25New |
$1.32K - $2.68K
|
25
$2.26K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
23New |
$1.22K - $2.47K
|
23
$2.08K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 14.93% |
$1.06K - $2.14K
|
154
$13.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
20+ 0.08% |
$1.06K - $2.14K
|
25.9K
$2.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$1K - $2.04K
|
19
$1.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18+ 2.58% |
$951 - $1.93K
|
716
$64.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16+ 19.28% |
$845 - $1.72K
|
99
$8.96K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 300.0% |
$793 - $1.61K
|
20
$1.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
14+ 15.56% |
$740 - $1.5K
|
104
$9.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
13New |
$687 - $1.39K
|
13
$1.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
10+ 2.84% |
$528 - $1.07K
|
362
$32.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 6.4% |
$423 - $858
|
133
$12K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5New |
$264 - $536
|
5
$452
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
5New |
$264 - $536
|
5
$452
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5+ 0.18% |
$264 - $536
|
2.84K
$257K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5New |
$264 - $536
|
5
$452
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4+ 66.67% |
$211 - $429
|
10
$905
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 400.0% |
$211 - $429
|
5
$452
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$106 - $214
|
2
$181
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 3.57% |
$52.8 - $107
|
27
$2.44K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.04% |
$52.8 - $107
|
2.55K
$231K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 1.33% |
$106 - $214
|
148
$13.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3- 13.04% |
$159 - $322
|
20
$1.81K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-3- 21.43% |
$159 - $322
|
11
$995
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 66.67% |
$211 - $429
|
2
$181
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 1.33% |
$528 - $1.07K
|
740
$67K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-14- 82.35% |
$740 - $1.5K
|
3
$271
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-14Closed |
$740 - $1.5K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-16- 4.62% |
$845 - $1.72K
|
330
$29.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-18- 29.51% |
$951 - $1.93K
|
43
$3.89K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 13.61% |
$1.06K - $2.14K
|
127
$11.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-23- 71.88% |
$1.22K - $2.47K
|
9
$814
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25- -0.0% |
$1.32K - $2.68K
|
525K
$47.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26- 16.46% |
$1.37K - $2.79K
|
132
$11.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 18.67% |
$1.48K - $3K
|
122
$11K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-28- 30.77% |
$1.48K - $3K
|
63
$5.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-29- 4.61% |
$1.53K - $3.11K
|
600
$54.3K
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-45- 1.14% |
$2.38K - $4.82K
|
3.91K
$354K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-52- 0.75% |
$2.75K - $5.58K
|
6.93K
$627K
|