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 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
73+ 2.63% |
$14.5K - $19.6K
|
2.85K
$268K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
70+ 1.48% |
$13.9K - $18.8K
|
4.79K
$450K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
70New |
$13.9K - $18.8K
|
70
$6.58K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
66+ 244.44% |
$13.1K - $17.7K
|
93
$8.74K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
66+ 5.37% |
$13.1K - $17.7K
|
1.3K
$122K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
66New |
$13.1K - $17.7K
|
66
$6.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
65+ 7.03% |
$12.9K - $17.4K
|
990
$93.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
63New |
$12.5K - $16.9K
|
63
$5.92K
|
|
|
Jan 31, 2022
Q4 2021
|
Diamant Asset Management, Inc.
|
BUY
|
- |
60+ 2.62% |
$11.9K - $16.1K
|
2.35K
$221K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
60+ 5.66% |
$11.9K - $16.1K
|
1.12K
$105K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
58+ 2.42% |
$11.5K - $15.6K
|
2.45K
$231K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
58+ 0.7% |
$11.5K - $15.6K
|
8.39K
$788K
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
58+ 0.7% |
$11.5K - $15.6K
|
8.39K
$788K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
54+ 21.51% |
$10.7K - $14.5K
|
305
$28.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
50+ 5.52% |
$9.9K - $13.4K
|
955
$89.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
50+ 25.0% |
$9.9K - $13.4K
|
250
$23.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
50+ 0.96% |
$9.9K - $13.4K
|
5.25K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
49+ 0.11% |
$9.71K - $13.1K
|
44.6K
$4.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
46+ 4.82% |
$9.11K - $12.3K
|
1K
$94.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46+ 7.67% |
$9.11K - $12.3K
|
646
$60.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
46+ 4.32% |
$9.11K - $12.3K
|
1.11K
$105K
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
43+ 0.27% |
$8.52K - $11.5K
|
16.2K
$1.52M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
41+ 6.25% |
$8.12K - $11K
|
697
$65.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
40New |
$7.92K - $10.7K
|
40
$3.76K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
35+ 0.8% |
$6.93K - $9.39K
|
4.39K
$412K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
35New |
$6.93K - $9.39K
|
35
$3.29K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
32+ 118.52% |
$6.34K - $8.58K
|
59
$5.55K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
30New |
$5.94K - $8.05K
|
30
$2.82K
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
30+ 2.17% |
$5.94K - $8.05K
|
1.41K
$133K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
28+ 103.7% |
$5.55K - $7.51K
|
55
$5.17K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
28+ 2.83% |
$5.55K - $7.51K
|
1.02K
$95.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
26New |
$5.15K - $6.98K
|
26
$2.44K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
24+ 0.09% |
$4.75K - $6.44K
|
26.1K
$2.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
22New |
$4.36K - $5.9K
|
22
$2.07K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
22+ 2.26% |
$4.36K - $5.9K
|
994
$93.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
21New |
$4.16K - $5.63K
|
21
$1.97K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
21New |
$4.16K - $5.63K
|
21
$1.97K
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
20+ 1.52% |
$3.96K - $5.37K
|
1.34K
$126K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
20+ 1.2% |
$3.96K - $5.37K
|
1.69K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
18+ 1.88% |
$3.57K - $4.83K
|
976
$91.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
18New |
$3.57K - $4.83K
|
18
$1.69K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17+ 0.38% |
$3.37K - $4.56K
|
4.5K
$423K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 0.46% |
$2.97K - $4.02K
|
3.27K
$307K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
15New |
$2.97K - $4.02K
|
15
$1.41K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15New |
$2.97K - $4.02K
|
15
$1.41K
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
14+ 0.42% |
$2.77K - $3.76K
|
3.34K
$314K
|
|
|
Jan 31, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
13+ 0.31% |
$2.58K - $3.49K
|
4.2K
$395K
|
|
|
Dec 01, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
13+ 0.31% |
$2.58K - $3.49K
|
4.2K
$395K
|
|
|
Feb 10, 2022
Q4 2021
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
11+ 0.94% |
$2.18K - $2.95K
|
1.18K
$111K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10+ 0.19% |
$1.98K - $2.68K
|
5.31K
$500K
|