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 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
278+ 0.66% |
$19.1K - $25K
|
42.3K
$3.99M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
265+ 716.22% |
$18.2K - $23.9K
|
302
$28.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
264+ 2.08% |
$18.1K - $23.8K
|
13K
$1.23M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
264New |
$18.1K - $23.8K
|
264
$24.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
242+ 4.87% |
$16.6K - $21.8K
|
5.21K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
221+ 1.59% |
$15.1K - $19.9K
|
14.1K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
208+ 9.49% |
$14.3K - $18.7K
|
2.4K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
202+ 1.94% |
$13.8K - $18.2K
|
10.6K
$1M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$13.7K - $18K
|
200
$18.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
194+ 19.15% |
$13.3K - $17.5K
|
1.21K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
170+ 4.66% |
$11.7K - $15.3K
|
3.82K
$361K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
162+ 6.69% |
$11.1K - $14.6K
|
2.58K
$244K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
161New |
$11K - $14.5K
|
161
$15.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
160+ 4.99% |
$11K - $14.4K
|
3.37K
$318K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
158+ 585.19% |
$10.8K - $14.2K
|
185
$17.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
137+ 489.29% |
$9.39K - $12.3K
|
165
$15.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
117+ 1.86% |
$8.02K - $10.5K
|
6.42K
$606K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
115New |
$7.88K - $10.4K
|
115
$10.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
114+ 20.73% |
$7.81K - $10.3K
|
664
$62.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110+ 148.65% |
$7.54K - $9.91K
|
184
$17.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
108+ 0.53% |
$7.4K - $9.73K
|
20.4K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
107+ 0.04% |
$7.33K - $9.64K
|
280K
$26.4M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
107+ 0.04% |
$7.33K - $9.64K
|
280K
$26.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
94+ 2.02% |
$6.44K - $8.47K
|
4.75K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
93+ 32.4% |
$6.37K - $8.38K
|
380
$35.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
92+ 5.99% |
$6.3K - $8.29K
|
1.63K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
89+ 29.77% |
$6.1K - $8.02K
|
388
$36.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89+ 0.42% |
$6.1K - $8.02K
|
21.3K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
75+ 2.29% |
$5.14K - $6.76K
|
3.35K
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
73+ 0.54% |
$5K - $6.58K
|
13.7K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
72+ 1.9% |
$4.93K - $6.49K
|
3.87K
$365K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
72+ 1.98% |
$4.93K - $6.49K
|
3.71K
$350K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 10.36% |
$4.87K - $6.4K
|
756
$71.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
67+ 1.36% |
$4.59K - $6.04K
|
5.01K
$473K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
66+ 28.33% |
$4.52K - $5.95K
|
299
$28.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
66+ 2.04% |
$4.52K - $5.95K
|
3.31K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55+ 0.01% |
$3.77K - $4.95K
|
525K
$49.6M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
54New |
$3.7K - $4.86K
|
54
$5.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
54New |
$3.7K - $4.86K
|
54
$5.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
49New |
$3.36K - $4.41K
|
49
$4.63K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
48+ 0.24% |
$3.29K - $4.32K
|
20.1K
$1.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47+ 29.19% |
$3.22K - $4.23K
|
208
$19.6K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 12.53% |
$3.15K - $4.14K
|
413
$39K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
44+ 0.38% |
$3.02K - $3.96K
|
11.6K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
39New |
$2.67K - $3.51K
|
39
$3.68K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36+ 600.0% |
$2.47K - $3.24K
|
42
$3.97K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
31+ 7.85% |
$2.12K - $2.79K
|
426
$40.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
30+ 103.45% |
$2.06K - $2.7K
|
59
$5.57K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
20+ 0.67% |
$1.37K - $1.8K
|
3.02K
$285K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 26.03% |
$1.3K - $1.71K
|
92
$8.69K
|