Purchases and Sales Made in Q4 2023 in Okta, Inc. (OKTA)
This table provides information about the institutional ownership of Okta, Inc. (OKTA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
548+ 11.53% |
$36K - $50.3K
|
5.3K
$498K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
540New |
$35.5K - $49.5K
|
540
$50.8K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
538+ 92.12% |
$35.4K - $49.3K
|
1.12K
$105K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
526New |
$34.6K - $48.2K
|
526
$49.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500+ 4.24% |
$32.9K - $45.9K
|
12.3K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
490+ 0.36% |
$32.2K - $44.9K
|
138K
$13M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
463+ 16.96% |
$30.4K - $42.5K
|
3.19K
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
450+ 150.5% |
$29.6K - $41.3K
|
749
$70.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
355New |
$23.3K - $32.6K
|
355
$33.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
353+ 2.57% |
$23.2K - $32.4K
|
14.1K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
345+ 187.5% |
$22.7K - $31.6K
|
529
$49.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
313+ 1.6% |
$20.6K - $28.7K
|
19.8K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
300New |
$19.7K - $27.5K
|
300
$28.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
298+ 61.57% |
$19.6K - $27.3K
|
782
$73.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
271+ 0.3% |
$17.8K - $24.9K
|
90.4K
$8.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
210New |
$13.8K - $19.3K
|
210
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.7% |
$13.2K - $18.3K
|
28.6K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
189+ 1.26% |
$12.4K - $17.3K
|
15.1K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
186New |
$12.2K - $17.1K
|
186
$17.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
186+ 4.15% |
$12.2K - $17.1K
|
4.67K
$439K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
170New |
$11.2K - $15.6K
|
170
$16K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
138+ 7.72% |
$9.07K - $12.7K
|
1.93K
$181K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
134+ 2.68% |
$8.81K - $12.3K
|
5.14K
$483K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126+ 136.96% |
$8.29K - $11.6K
|
218
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
120+ 16.6% |
$7.89K - $11K
|
843
$79.2K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
110New |
$7.23K - $10.1K
|
110
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
109+ 0.17% |
$7.17K - $10K
|
65.1K
$6.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
109+ 13.42% |
$7.17K - $10K
|
921
$86.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
105New |
$6.9K - $9.63K
|
105
$9.87K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
105+ 109.38% |
$6.9K - $9.63K
|
201
$18.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
104+ 21.49% |
$6.84K - $9.54K
|
588
$55.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
99New |
$6.51K - $9.08K
|
99
$9.31K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
95+ 57.58% |
$6.25K - $8.71K
|
260
$24.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
85+ 2.15% |
$5.59K - $7.8K
|
4.03K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
74+ 17.92% |
$4.87K - $6.79K
|
487
$45.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
70+ 3.0% |
$4.6K - $6.42K
|
2.41K
$226K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
70+ 3.0% |
$4.6K - $6.42K
|
2.41K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
66New |
$4.34K - $6.05K
|
66
$6.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 19.01% |
$4.27K - $5.96K
|
407
$38.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
60New |
$3.95K - $5.5K
|
60
$5.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 2.44% |
$3.95K - $5.5K
|
2.52K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
56New |
$3.68K - $5.14K
|
56
$5.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
55New |
$3.62K - $5.04K
|
55
$5.17K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
52+ 6.74% |
$3.42K - $4.77K
|
824
$77.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
51+ 4.81% |
$3.35K - $4.68K
|
1.11K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
51New |
$3.35K - $4.68K
|
51
$4.79K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
45+ 1.12% |
$2.96K - $4.13K
|
4.07K
$382K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
45+ 1.12% |
$2.96K - $4.13K
|
4.07K
$382K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
43New |
$2.83K - $3.94K
|
43
$4.04K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
42New |
$2.76K - $3.85K
|
42
$3.95K
|