Purchases and Sales Made in Q3 2023 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q3 2023. 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 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.46KNew |
$169K - $222K
|
2.46K
$233K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.46KNew |
$169K - $222K
|
2.46K
$232K
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
2.39K+ 2.62% |
$164K - $215K
|
93.4K
$8.82M
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.3K+ 8.24% |
$158K - $207K
|
30.2K
$2.85M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.19K+ 14.6% |
$150K - $197K
|
17.2K
$1.62M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 49.56% |
$146K - $192K
|
6.45K
$609K
|
|
Nov 14, 2023
Q3 2023
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
2.06K+ 4.14% |
$141K - $186K
|
51.9K
$4.9M
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.91K+ 42.0% |
$131K - $172K
|
6.46K
$610K
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.76K+ 2.73% |
$121K - $159K
|
66.3K
$6.26M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.74K+ 2.13% |
$119K - $157K
|
83.5K
$7.89M
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.66KNew |
$114K - $149K
|
1.66K
$157K
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.58K+ 8.69% |
$108K - $142K
|
19.8K
$1.87M
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.42K+ 5.83% |
$97K - $127K
|
25.7K
$2.42M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 2.22% |
$96.2K - $126K
|
64.6K
$6.1M
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.4K+ 3.49% |
$95.9K - $126K
|
41.5K
$3.91M
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
1.39K+ 1.89% |
$95.1K - $125K
|
74.8K
$7.06M
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.32K+ 10.87% |
$90.7K - $119K
|
13.5K
$1.27M
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.25K+ 98.03% |
$85.3K - $112K
|
2.52K
$237K
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1K+ 25.0% |
$68.5K - $90.1K
|
5K
$472K
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1K+ 6.83% |
$68.5K - $90.1K
|
15.6K
$1.48M
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
968+ 189.43% |
$66.3K - $87.2K
|
1.48K
$140K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
800New |
$54.8K - $72.1K
|
800
$75.5K
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
784New |
$53.7K - $70.6K
|
784
$74K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
776+ 3.34% |
$53.2K - $69.9K
|
24K
$2.26M
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
762New |
$52.2K - $68.6K
|
762
$71.9K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
745+ 19.92% |
$51.1K - $67.1K
|
4.49K
$423K
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
731+ 1.28% |
$50.1K - $65.8K
|
57.9K
$5.46M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
710+ 20.48% |
$48.7K - $64K
|
4.18K
$394K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
694+ 5.96% |
$47.6K - $62.5K
|
12.3K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
687+ 3.97% |
$47.1K - $61.9K
|
18K
$1.7M
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
682+ 2.53% |
$46.7K - $61.4K
|
27.6K
$2.61M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
681+ 10.42% |
$46.7K - $61.3K
|
7.22K
$681K
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
678+ 6.03% |
$46.5K - $61.1K
|
11.9K
$1.13M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
608+ 14.1% |
$41.7K - $54.8K
|
4.92K
$465K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
534+ 7.67% |
$36.6K - $48.1K
|
7.5K
$708K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
505+ 1.23% |
$34.6K - $45.5K
|
41.6K
$3.93M
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
498+ 27.59% |
$34.1K - $44.9K
|
2.3K
$217K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
493+ 10.15% |
$33.8K - $44.4K
|
5.35K
$505K
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
478New |
$32.8K - $43.1K
|
478
$45.1K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
466+ 23.0% |
$31.9K - $42K
|
2.49K
$235K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
442+ 10.29% |
$30.3K - $39.8K
|
4.74K
$447K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
437+ 10.27% |
$29.9K - $39.4K
|
4.69K
$443K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
382+ 3.58% |
$26.2K - $34.4K
|
11.1K
$1.04M
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
367+ 3.15% |
$25.2K - $33.1K
|
12K
$1.13M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
355New |
$24.3K - $32K
|
355
$33.5K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
342New |
$23.4K - $30.8K
|
342
$32.3K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
333+ 1.19% |
$22.8K - $30K
|
28.3K
$2.67M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
314+ 7.05% |
$21.5K - $28.3K
|
4.77K
$450K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
285+ 8.06% |
$19.5K - $25.7K
|
3.82K
$361K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
285+ 7.96% |
$19.5K - $25.7K
|
3.86K
$365K
|