Purchases and Sales Made in Q4 2021 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
263+ 24.95% |
$52.1K - $70.6K
|
1.32K
$124K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
260+ 33.55% |
$51.5K - $69.8K
|
1.04K
$97.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
250+ 0.62% |
$49.5K - $67.1K
|
40.6K
$3.82M
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
247+ 21.52% |
$48.9K - $66.3K
|
1.4K
$131K
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
220+ 7.86% |
$43.6K - $59K
|
3.02K
$284K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
219+ 0.75% |
$43.4K - $58.8K
|
29.3K
$2.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
219+ 49.89% |
$43.4K - $58.8K
|
658
$61.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
215+ 6.52% |
$42.6K - $57.7K
|
3.51K
$330K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
215+ 16.63% |
$42.6K - $57.7K
|
1.51K
$142K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
214+ 4.0% |
$42.4K - $57.4K
|
5.56K
$523K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
213+ 0.26% |
$42.2K - $57.1K
|
82.5K
$7.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
213+ 1.45% |
$42.2K - $57.1K
|
14.9K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
206New |
$40.8K - $55.3K
|
206
$19.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
206New |
$40.8K - $55.3K
|
206
$19.4K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
204New |
$40.4K - $54.7K
|
204
$19.2K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
204+ 20.16% |
$40.4K - $54.7K
|
1.22K
$114K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
203+ 6.05% |
$40.2K - $54.5K
|
3.56K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
200New |
$39.6K - $53.7K
|
200
$18.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
200New |
$39.6K - $53.7K
|
200
$18.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
192+ 2.64% |
$38K - $51.5K
|
7.47K
$702K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
192+ 3.41% |
$38K - $51.5K
|
5.83K
$548K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
189New |
$37.4K - $50.7K
|
189
$17.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
186+ 1.32% |
$36.8K - $49.9K
|
14.3K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
185+ 1.88% |
$36.6K - $49.6K
|
10K
$944K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
185+ 4.21% |
$36.6K - $49.6K
|
4.58K
$430K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
178+ 5.84% |
$35.3K - $47.8K
|
3.23K
$303K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
174+ 6.24% |
$34.5K - $46.7K
|
2.96K
$278K
|
|
|
Oct 18, 2022
Q4 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
172+ 0.4% |
$34.1K - $46.1K
|
43K
$4.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
172+ 0.4% |
$34.1K - $46.1K
|
43K
$4.04M
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
153+ 1.23% |
$30.3K - $41K
|
12.6K
$1.19M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
149+ 1.72% |
$29.5K - $40K
|
8.8K
$827K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
135New |
$26.7K - $36.2K
|
135
$12.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
132+ 8.63% |
$26.1K - $35.4K
|
1.66K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
130+ 4.26% |
$25.8K - $34.9K
|
3.19K
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
118New |
$23.4K - $31.7K
|
118
$11.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
115+ 29.87% |
$22.8K - $30.9K
|
500
$47K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
111+ 3.65% |
$22K - $29.8K
|
3.15K
$296K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
104New |
$20.6K - $27.9K
|
104
$9.78K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
100New |
$19.8K - $26.8K
|
100
$9.4K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
94+ 78.33% |
$18.6K - $25.2K
|
214
$20.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 4.51% |
$18K - $24.4K
|
2.11K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
90+ 1.64% |
$17.8K - $24.1K
|
5.58K
$525K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
84+ 4200.0% |
$16.6K - $22.5K
|
86
$8.08K
|
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
82+ 0.85% |
$16.2K - $22K
|
9.77K
$918K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
81New |
$16K - $21.7K
|
81
$7.61K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
80+ 23.74% |
$15.8K - $21.5K
|
417
$39.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
80New |
$15.8K - $21.5K
|
80
$7.52K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
75New |
$14.9K - $20.1K
|
75
$7.05K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
75+ 0.35% |
$14.9K - $20.1K
|
21.4K
$2.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75+ 4.09% |
$14.9K - $20.1K
|
1.91K
$179K
|