Purchases and Sales Made in Q4 2022 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q4 2022. 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 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
370+ 22.21% |
$16.7K - $26.2K
|
2.04K
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
311New |
$14.1K - $22.1K
|
311
$29.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
277+ 1.91% |
$12.5K - $19.6K
|
14.8K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
270+ 107.14% |
$12.2K - $19.1K
|
522
$49.1K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
266+ 2216.67% |
$12K - $18.9K
|
278
$26.1K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
235+ 194.21% |
$10.6K - $16.7K
|
356
$33.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
234+ 2.14% |
$10.6K - $16.6K
|
11.2K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
219+ 1.93% |
$9.91K - $15.5K
|
11.5K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
217+ 150.69% |
$9.82K - $15.4K
|
361
$33.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
214New |
$9.68K - $15.2K
|
214
$20.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
204+ 1073.68% |
$9.23K - $14.5K
|
223
$21K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.71% |
$9.05K - $14.2K
|
28.2K
$2.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
198New |
$8.96K - $14K
|
198
$18.6K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
186New |
$8.41K - $13.2K
|
186
$17.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
167+ 9.41% |
$7.56K - $11.8K
|
1.94K
$183K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
165New |
$7.46K - $11.7K
|
165
$15.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
163+ 1.08% |
$7.37K - $11.6K
|
15.3K
$1.44M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
161+ 32.53% |
$7.28K - $11.4K
|
656
$61.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
151+ 4.0% |
$6.83K - $10.7K
|
3.93K
$369K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
147+ 3675.0% |
$6.65K - $10.4K
|
151
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
136+ 0.75% |
$6.15K - $9.64K
|
18.3K
$1.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
110+ 30.64% |
$4.98K - $7.8K
|
469
$44.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
104New |
$4.7K - $7.37K
|
104
$9.78K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
104New |
$4.7K - $7.37K
|
104
$9.78K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
103+ 1144.44% |
$4.66K - $7.3K
|
112
$10.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
100+ 0.08% |
$4.52K - $7.09K
|
130K
$12.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
100+ 20.0% |
$4.52K - $7.09K
|
600
$56.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
87+ 0.19% |
$3.94K - $6.17K
|
45.2K
$4.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
85New |
$3.85K - $6.03K
|
85
$7.99K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
84+ 311.11% |
$3.8K - $5.96K
|
111
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
84+ 6.36% |
$3.8K - $5.96K
|
1.4K
$132K
|
|
|
Feb 08, 2023
Q4 2022
|
Elite Wealth Management, Inc.
|
BUY
|
- |
75+ 0.76% |
$3.39K - $5.32K
|
9.88K
$929K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
64+ 96.97% |
$2.9K - $4.54K
|
130
$12.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 133.33% |
$2.71K - $4.25K
|
105
$9.87K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
60+ 0.37% |
$2.71K - $4.25K
|
16.4K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
59+ 1.09% |
$2.67K - $4.18K
|
5.45K
$512K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
54+ 0.84% |
$2.44K - $3.83K
|
6.5K
$611K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
52+ 35.14% |
$2.35K - $3.69K
|
200
$18.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
52+ 39.1% |
$2.35K - $3.69K
|
185
$17.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
51New |
$2.31K - $3.62K
|
51
$4.79K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$2.26K - $3.55K
|
50
$4.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
47+ 17.03% |
$2.13K - $3.33K
|
323
$30.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44New |
$1.99K - $3.12K
|
44
$4.14K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
41+ 205.0% |
$1.85K - $2.91K
|
61
$5.73K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
40New |
$1.81K - $2.84K
|
40
$3.76K
|
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
40+ 1.32% |
$1.81K - $2.84K
|
3.08K
$289K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
39New |
$1.76K - $2.77K
|
39
$3.67K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
36+ 0.92% |
$1.63K - $2.55K
|
3.94K
$371K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
36+ 0.92% |
$1.63K - $2.55K
|
3.94K
$371K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
36+ 0.92% |
$1.63K - $2.55K
|
3.94K
$371K
|