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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
17+ 3.64% |
$1.17K - $1.53K
|
484
$45.7K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.37% |
$1.03K - $1.35K
|
4.02K
$380K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.37% |
$1.03K - $1.35K
|
4.02K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11+ 0.31% |
$754 - $991
|
3.55K
$335K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 11.48% |
$480 - $631
|
68
$6.42K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
7+ 0.03% |
$480 - $631
|
23.4K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.34% |
$411 - $540
|
1.79K
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6+ 3.06% |
$411 - $540
|
202
$19.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 55.56% |
$343 - $450
|
14
$1.32K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5+ 0.08% |
$343 - $450
|
5.98K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4+ 0.12% |
$274 - $360
|
3.38K
$319K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 1.17% |
$274 - $360
|
346
$32.7K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4+ 0.12% |
$274 - $360
|
3.38K
$319K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
4New |
$274 - $360
|
4
$378
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4+ 0.01% |
$274 - $360
|
38.2K
$3.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 3.96% |
$274 - $360
|
105
$9.91K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$206 - $270
|
3
$283
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 1.42% |
$137 - $180
|
143
$13.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.58% |
$137 - $180
|
347
$32.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$137 - $180
|
2
$189
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1New |
$68.5 - $90.1
|
1
$94.4
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$68.5 - $90.1
|
1
$94.4
|
|
|
Nov 07, 2023
Q3 2023
|
Founders Circle Capital LLC
|
BUY
|
- |
1+ 0.0% |
$68.5 - $90.1
|
89.5K
$8.45M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 1.22% |
$68.5 - $90.1
|
81
$7.65K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-2- 0.2% |
$137 - $180
|
1K
$94.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 2.04% |
$206 - $270
|
144
$13.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9- 0.02% |
$617 - $811
|
54.1K
$5.11M
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-10- 0.01% |
$685 - $901
|
105K
$9.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 21.43% |
$822 - $1.08K
|
44
$4.15K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 12.75% |
$891 - $1.17K
|
89
$8.4K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 32.56% |
$959 - $1.26K
|
29
$2.74K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-17- 10.56% |
$1.17K - $1.53K
|
144
$13.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 2.17% |
$1.23K - $1.62K
|
812
$76.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18- 0.54% |
$1.23K - $1.62K
|
3.29K
$310K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-20- 3.31% |
$1.37K - $1.8K
|
584
$55.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24- 4.72% |
$1.64K - $2.16K
|
484
$45.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24- 0.33% |
$1.64K - $2.16K
|
7.27K
$686K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-25- 0.63% |
$1.71K - $2.25K
|
3.95K
$373K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25Closed |
$1.71K - $2.25K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-26- 0.36% |
$1.78K - $2.34K
|
7.11K
$671K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-27- 5.45% |
$1.85K - $2.43K
|
468
$44.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-28- 1.13% |
$1.92K - $2.52K
|
2.45K
$231K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
SELL
|
- |
-30- 34.88% |
$2.06K - $2.7K
|
56
$5.29K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-32- 0.3% |
$2.19K - $2.88K
|
10.8K
$1.02M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-37- 1.56% |
$2.54K - $3.33K
|
2.34K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-37- 1.56% |
$2.54K - $3.33K
|
2.34K
$220K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-43- 0.25% |
$2.95K - $3.87K
|
17.1K
$1.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-43- 11.72% |
$2.95K - $3.87K
|
324
$30.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-49- 1.19% |
$3.36K - $4.41K
|
4.06K
$383K
|