Purchases and Sales Made in Q3 2024 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
996+ 5.56% |
$70.7K - $100K
|
18.9K
$1.83M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
930+ 32.56% |
$66K - $93.4K
|
3.79K
$367K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
896+ 16.52% |
$63.6K - $89.9K
|
6.32K
$613K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
830+ 5.06% |
$58.9K - $83.3K
|
17.2K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
815+ 206.33% |
$57.9K - $81.8K
|
1.21K
$117K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
800New |
$56.8K - $80.3K
|
800
$77.6K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
778New |
$55.2K - $78.1K
|
778
$75.5K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
749New |
$53.2K - $75.2K
|
749
$72.7K
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
746+ 8.64% |
$53K - $74.9K
|
9.38K
$910K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
717New |
$50.9K - $72K
|
717
$69.5K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
705+ 24.81% |
$50.1K - $70.8K
|
3.55K
$344K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
702+ 23.93% |
$49.8K - $70.5K
|
3.64K
$353K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
684+ 83.82% |
$48.6K - $68.7K
|
1.5K
$146K
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
663+ 4.58% |
$47.1K - $66.6K
|
15.1K
$1.47M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
657New |
$46.6K - $66K
|
657
$63.7K
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
626+ 3.32% |
$44.4K - $62.8K
|
19.5K
$1.89M
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
609+ 0.77% |
$43.2K - $61.1K
|
80K
$7.76M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
602New |
$42.7K - $60.4K
|
602
$58.4K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
559+ 2.86% |
$39.7K - $56.1K
|
20.1K
$1.95M
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
552+ 8.01% |
$39.2K - $55.4K
|
7.45K
$722K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
547+ 24.86% |
$38.8K - $54.9K
|
2.75K
$266K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
547+ 19.05% |
$38.8K - $54.9K
|
3.42K
$332K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
510+ 9.32% |
$36.2K - $51.2K
|
5.98K
$580K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
505+ 19.17% |
$35.9K - $50.7K
|
3.14K
$304K
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
499+ 14.79% |
$35.4K - $50.1K
|
3.87K
$376K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
466+ 71.69% |
$33.1K - $46.8K
|
1.12K
$108K
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
423+ 1.27% |
$30K - $42.5K
|
33.7K
$3.27M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
419+ 7.97% |
$29.7K - $42.1K
|
5.68K
$551K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
408New |
$29K - $41K
|
408
$39.6K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
408New |
$29K - $41K
|
408
$39.6K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
377+ 10.91% |
$26.8K - $37.8K
|
3.83K
$372K
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
370+ 15.39% |
$26.3K - $37.1K
|
2.77K
$269K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
350New |
$24.9K - $35.1K
|
350
$34K
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
336New |
$23.9K - $33.7K
|
336
$32.6K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
317+ 154.63% |
$22.5K - $31.8K
|
522
$50.6K
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
315+ 5.23% |
$22.4K - $31.6K
|
6.34K
$614K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
306+ 55.04% |
$21.7K - $30.7K
|
862
$83.6K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300+ 447.76% |
$21.3K - $30.1K
|
367
$35.6K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 1.09% |
$21.3K - $30.1K
|
27.9K
$2.71M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
295+ 5.44% |
$20.9K - $29.6K
|
5.72K
$555K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
288+ 5.37% |
$20.4K - $28.9K
|
5.65K
$548K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
283+ 7.66% |
$20.1K - $28.4K
|
3.98K
$386K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
282New |
$20K - $28.3K
|
282
$27.4K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
276+ 1452.63% |
$19.6K - $27.7K
|
295
$28.6K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
265+ 33.97% |
$18.8K - $26.6K
|
1.05K
$101K
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
250+ 3.34% |
$17.8K - $25.1K
|
7.74K
$750K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
235+ 42.73% |
$16.7K - $23.6K
|
785
$76.1K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
233New |
$16.5K - $23.4K
|
233
$22.6K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
221+ 8.16% |
$15.7K - $22.2K
|
2.93K
$284K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
212+ 7.14% |
$15.1K - $21.3K
|
3.18K
$309K
|